{"id":8,"date":"2014-05-31T10:18:00","date_gmt":"2014-05-31T10:18:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=8"},"modified":"2024-06-25T05:46:54","modified_gmt":"2024-06-25T05:46:54","slug":"how-to-use-sage-smart-memos-to-up-sales","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/","title":{"rendered":"How to use Sage Smart Memos to up sales"},"content":{"rendered":"<pre dir=\"ltr\" style=\"text-align: left;\"><span style=\"font-family: Verdana, sans-serif;\">Smart memos can be used to add sales and profit to your business with very little set up time. If the Sales Personnel, Customer Service Reps. or Order Entry Teams needs quick access to add on or upsell features, smart memos are a great solution.<\/span>\n<span style=\"font-family: Verdana, sans-serif;\">\n<\/span><span style=\"font-family: Verdana, sans-serif;\">Let\u2019s understand the usage of this feature with an example. Suppose, I am selling lawn chair cushions since I have had them in stock for a year! They are Red in colour which was last year\u2019s trending colour. \u00a0During the sales pitch, my sales representatives have often forgotten to ask the customer if they need a lawn chair when a lawn chair frame is sold. Solution for this problem is to set up a \u201cSmart Memo\u201d in inventory to pop up every time that item is selected. \u00a0It will remind the salesperson, when he sells certain chairs to ask about the red cushions, if they say no thank you, prompt with: \u00a0\u201cThey are on sale through Friday, would you like me to send you a picture?\u201d \u00a0 This at least gives the sales team a quick opportunity to sell the cushions that would have not happened before.\u00a0<\/span>\n<span style=\"font-family: Verdana, sans-serif;\">Here is a quick method for setting up smart memos in Sage 100 ERP to up sell inventory items during sales order or invoice entry. It\u2019s an easy process and it goes this way.<\/span>\n<span style=\"font-family: Verdana, sans-serif;\">\n<\/span><span style=\"font-family: Verdana, sans-serif;\">1. Go to Inventory\/Main\/Item Maintenance<\/span><\/pre>\n<div style=\"clear: both; text-align: center;\"><\/div>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/05\/1.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" title=\"Item Maintenance\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/05\/1.jpg\" alt=\"Item Maintenance\" width=\"1024\" height=\"433\" \/><\/a><\/p>\n<div dir=\"ltr\" style=\"text-align: left;\">\n<div>\n<pre style=\"text-align: left;\"><span style=\"font-family: Verdana, sans-serif;\">2. Choose the appropriate item for which we want to see the note\n3. Add a memo by choosing the memo manager button beside the item information.<\/span><\/pre>\n<div style=\"font-family: Calibri, sans-serif; font-size: small; font-weight: bold;\"><\/div>\n<p><img decoding=\"async\" class=\"alignnone\" title=\"Item Maintenance\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/05\/2.jpg\" alt=\"Item Maintenance\" width=\"718\" height=\"541\" \/><\/p>\n<div style=\"clear: both; font-family: Calibri, sans-serif; text-align: center;\"><\/div>\n<div style=\"font-family: Calibri, sans-serif; font-size: small; font-weight: bold;\"><\/div>\n<div>\n<pre><span style=\"font-family: Verdana, sans-serif;\">4. Enter the notes you want to pop up during data entry and save<\/span><\/pre>\n<pre><span style=\"font-family: Verdana, sans-serif;\">5. Choose the \u201cReminder Date\u201d option or Always\u201d at the drop down for Auto Display.<\/span>\n\n<span style=\"font-family: Verdana, sans-serif;\">6. If Reminder Date is selected, choose the date the pop up starts and expires.<\/span>\n\n<span style=\"font-family: Verdana, sans-serif;\">7. Attach a file at the \u201cAttachment\u201d field to have your team review other documents or pictures within the reminder.<\/span><\/pre>\n<div style=\"font-family: Calibri, sans-serif; font-size: small; font-weight: bold;\"><\/div>\n<\/div>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/05\/3.jpg\"><img decoding=\"async\" class=\"alignnone\" title=\"Item Memo Maintenance\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/05\/3.jpg\" alt=\"Item Memo Maintenance\" width=\"478\" height=\"473\" \/><\/a><\/p>\n<div style=\"clear: both; font-family: Calibri, sans-serif; text-align: center;\"><\/div>\n<div style=\"font-family: Calibri, sans-serif; font-size: small; font-weight: bold;\"><\/div>\n<div>\n<pre><span style=\"font-family: Verdana, sans-serif;\">8. Accept the choices.<\/span>\n\n<span style=\"font-family: Verdana, sans-serif;\">9. To further clarify where the pop up happens choose the \u201cSettings\u201d button in the upper right hand corner and check the modules applicable.<\/span><\/pre>\n<\/div>\n<div style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: x-small;\">\u00a0<\/span><\/div>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/05\/4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" title=\"Item Memo Maintenance\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/05\/4.jpg\" alt=\"Item Memo Maintenance\" width=\"632\" height=\"514\" \/><\/a><\/p>\n<div style=\"clear: both; font-family: Calibri, sans-serif; text-align: center;\"><\/div>\n<div style=\"font-family: Calibri, sans-serif;\"><span style=\"font-size: x-small;\">\u00a0<\/span><\/div>\n<div>\n<pre><span style=\"font-family: Verdana, sans-serif;\">10. To narrow down the security roles that see this pop up, go to Inventory\/Set up\/Memo Manager Maintenance and apply roles.<\/span>\n\n<span style=\"font-family: Verdana, sans-serif;\">Smart Memos are an incredibly useful tool for increasing the sales.\u00a0<\/span><\/pre>\n<div><\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Smart memos can be used to add sales and profit to your business with very little set up time. If the Sales Personnel, Customer Service Reps. or Order Entry Teams needs quick access to add on or upsell features, smart memos are a great solution. Let\u2019s understand the usage of this feature with an example.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":162,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[115,177,190],"tags":[],"class_list":["post-8","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mas","category-sage-100-erp","category-sage-smart-memos"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Increase Sales using Sage Smart Memos<\/title>\n<meta name=\"description\" content=\"Understand that using Smart Memos to increase sales and profit for your company can be done quickly.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Increase Sales using Sage Smart Memos\" \/>\n<meta property=\"og:description\" content=\"Understand that using Smart Memos to increase sales and profit for your company can be done quickly.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/\" \/>\n<meta property=\"og:site_name\" content=\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-31T10:18:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-25T05:46:54+00:00\" \/>\n<meta name=\"author\" content=\"greysagemas\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagemas\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/\",\"name\":\"How to Increase Sales using Sage Smart Memos\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/#primaryimage\"},\"thumbnailUrl\":\"\",\"datePublished\":\"2014-05-31T10:18:00+00:00\",\"dateModified\":\"2024-06-25T05:46:54+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/b57e6e3564a12ef62967850ae0416728\"},\"description\":\"Understand that using Smart Memos to increase sales and profit for your company can be done quickly.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/#primaryimage\",\"url\":\"\",\"contentUrl\":\"\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/05\/31\/how-to-use-sage-smart-memos-to-up-sales\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to use Sage Smart Memos to up sales\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\",\"name\":\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\",\"description\":\"Welcome to the GUMU\u2122 blog, your one-stop source to gain all the insights on seamless integration solutions for ERP and CRM systems. 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