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Direct 500
enhances MAS 500
Menu Options
Click on the folders and options below to learn more
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Enhances
MAS 500 to be the foremost software for selling direct to
customers
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- Maintenance
- Accounts Receivable
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Maintain Tender Types
Define codes and descriptions for each payment method such as CASH, C.O.D., VISA etc. The tender record also defines terms of payment, credit card options, and payment rules.
- Inventory Management
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Maintain AutoShip Codes
Direct 500 easily handles AutoShip Programs that will ship an item on a user-requested interval and number of shipments, for example, vitamins shipped every 30 days for 12 shipments.
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(+/-) Maintain Items
Enhanced Includes additional Direct 500 fields such as Up Sells, Cross-Sells, Bundled Price and AutoShip codes.
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Keyword Prompt Groups
(Extended Search) - give your Order Takers the ability to search for Items in Sales Order Entry, based on commonsense search criteria that are predefined by you.
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Maintain Styles
Style codes allow you to link together equivalent items (for example, a sweater in various colors and sizes) for pricing and ordering purposes. Pricing can be established in one place for all of the items belonging to that style, with optional override pricing for any item belonging to the style. When ordering a Style item in Sales Order Entry, you can enter the Style code instead of an item number, and select from a list of items belonging to that Style.
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IM Set Up Warehouses
Enhanced MAS 500 functionality to add a user maintainable, multiple line Print on Pick Tickets field on the MAS 600 Warehouse Management window. The contents of this field print on every pick ticket for the warehouse being maintained.
- Mail List
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Maintain Alert Codes
Identify special customer situations such as “credit risk,” “problem customer,” or
“excellent buyer.” In Order Entry, orders can be automatically denied or placed on hold
based on the customer’s alert code.
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Maintain Customers
Enhanced MAS 500 functionality to add support for:
• Demographic codes
• Recency-Frequency-Monetary scoring
• Match codes to reduce redundant customers
• Original Source tracking
• Catalog Request codes
• Melissa Data for address hygiene, CASS normalization, and automatic addition of Zip+4 to improve delivery accuracy of merchandise. Address normalization also reduces redundancy (duplicated customers) in the customer file.
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Maintain Customer Classes
Enhanced MAS 500 functionality to support associating Direct 500 Price Sheets and Shipping Charts to a Customer Class. This allows you to offer special pricing to groups of customers without manual intervention.
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Maintain Demographic Codes
Create up to 20 Demographic characteristics (such as size, preference, hobbies, gender, etc.) of your customers. These can be used later for analysis, list selection and segmentation.
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Maintain Info Request Codes
Define codes you attach to the customer record to easily create labels for catalog requests or mailings.
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Maintain Name Suffixes
Define Name Suffixes (such as “Jr.” or “M.D.”) to be ignored by Direct 500 in identifying unique customer last names.
- Marketing
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Maintain Bundled Price Codes
Define codes to group items that receive a quantity discount based upon the total quantity ordered for the group.
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Maintain Coupons
Coupon codes define and the conditions under which a coupon may be used.
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Maintain Promotions
Define “automatic coupons” that Direct 500 will offer when the prerequisite conditions are met, such as “Free shipping for orders over $250.00.”
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Maintain Cross Sell Groups
Increase sales by suggesting “related merchandise” to a customer during order entry. In Direct 500, a Cross Sell Group is a list of Items that automatically displays when you order an Item that has that group's code in the Item Master Record. Each Cross Sell group supports a Cross Sell “script” to be displayed in Order Entry.
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Maintain Priority Shipping Schemes
Define additional charges for priority shipping.
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Maintain Direct 500 Price Sheets
Define Item prices as listed in a catalog or advertisement attached to a specific customer or group of customers.
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Maintain Shipping Charts
Define standard charges for shipping.
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Maintain Upsell Groups
Define a list of higher priced Items that may be of interest to buyers of any selected item.
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Maintain Deals
A price reduction (possibly free) on an Item. Direct 500, automatically display Deals when you order an Item or an Item in an Item Class that is associated with a Deal. A Deal can include multiple lines, with separate conditions and/or expiration dates. You can also define a “script” to display at that time.
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Maintain Item Class Groups
Group Item Classes so that all items within the classes included in a group can be discounted together.
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Maintain Item Class Group Discounts
Define the discounts applicable to a single Item Class Group.
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Maintain Special Orders Forms
A list of items that you want the Customer Service Representative to offer during Sales Order Entry. The list can be associated with either a Customer or a Sales Representative. When you associate the Special Order Form to a Customer or a Salesperson, you can also choose whether or not to restrict sales to items on the list.
- Sales Order
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Maintain Item Aliases
Define a cross-reference list of alternative Item numbers, such as a Vendor item number, or a number that was misprinted in a catalog. These aliases can be used to order items.
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Maintain Order Origins
Indicate how an order was received (i.e. telephone, web, mail, fax, etc.) for marketing analysis.
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Maintain Scripts
Optional prompt or series of prompts that coach the customer service rep to search for the appropriate Item or group of Items to sell.
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Maintain Script Groups
Based on the customer’s responses to predefined Scripts (see above), Direct 500 displays a list of Items, which is a Script Group.
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Maintain Gift Certificates
A Gift Certificate is a saleable Item that the buyer purchases as a gift for the recipient. The same Gift Certificate can then be used as a tender by the recipient to pay the issuer for selections from its catalog
or web site.
- Source Code Tracking
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Maintain Source Codes
Source Define codes (also called Media codes, Promo codes, Priority codes, Yellow Box codes, etc.) used to track where every order comes from, such as catalogs, space ads, web sites, etc.
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Maintain Source Codes Property Definitions
Definable characteristics that are attached to Source codes. These properties can be used for campaign analysis, such as demographics of the target audience, or the origin of a rented list.
- Direct 500 Setup
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Setup Direct 500 Options
Extensive tailoring options have been incorporated to customize the Direct 500 application per company. Your user-defined business rules determine application functionality.
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Maintain Sales Tax Schedules for Postal Ranges
Define tax schedules by zip/postal code range to automatically assign a tax schedule to a new customer.
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Maintain Shipping Carriers
Identify the shipping carriers (such as UPS and Federal Express).
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Set Up Shipping Methods
Set up shipping methods which define shipping methods and service levels you will use to ship orders and to specify on POs. Shipping Methods may be associated with Shipping Carriers for manifesting purposes. General Ledger accounts, carrier restrictions, and priority shipping downgrades for back orders are identified here.
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Set Up Hold Codes
A user-defined code which indicates the reason an order is temporarily suspended from further processing. An order can continue to be processed when the Hold is removed.
- Activities
- Mail List
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Names from Info Requests
Create a list for printing labels or a file based on Info Request codes, and assign a Source code to that mailing.
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RFM Scoring
Recalculate the Recency / Frequency / Monetary (RFM) score for all your customers. RFM is a measure of the likelihood of an existing customer placing another order.
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Mail List Selection
Select names from the house list for a campaign such as a catalog mailing, e-mail blast, list rental pull, etc.
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Purge Temporary Customers
Remove names of Temporary Customers, based on criteria you enter, such as Original Source Code or the date the customer was created. Temporary Customers are created when you upload names from an outside list.
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Combine Customers
When a customer has erroneously been duplicated so that there are two or more customer numbers, this combines the order history for both under the “surviving” customer number, and the other customer number is eliminated.
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* Import Data
tba
- Sales Order
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Enter Sales Orders and Quotes
Direct 500 greatly improves the flow and speed of entering a sales order. It seamlessly allows the operator to add new customers, search existing customers, accept credit cards, apply prepayments and more. It was designed to minimize keystrokes and eliminate the need to use the mouse. Simplified power searches easily find customers and products. Product images and PDF documents can be viewed while creating a sales order.
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Create Pick List
Direct 500 prevents picking of any order until its credit card payment (if applicable) is authorized.
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Run UPS WorldShip
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Purge Lost Sales File
Direct 500 records an "Out of Stock" or "Lost Sale" for an order when the ordered Item quantity exceeds the available inventory quantity, and a backorder isn’t created. Use this task to remove data from the Lost Sales file. You can run the purge process anytime for individual Items, a range of Items, or all Items within the selection criteria.
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Order Statistics
- Credit Card Authorization and Settlement
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Credit Card Authorization
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Credit Card Settlement
- Reports
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Lost Sales
Lists items that were not available when an order of that item was attempted.
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Sales Entered by Salesperson
Lists all order activity during a specific time period, summarized by salesperson. The report can be generated in either summary or detail format.
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Sales by Source Code
Lists all order activity during a specific time period, summarized by Source Code. The report can be generated in either summary or detail format.
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Sales Orders without Batch #
This report lists order not yet associated with a batch.
- Inquiries
- Cancel Picks
- Order Statistics
- Common Information
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Set up Credit Card Groups
If you choose to do so, you can run Authorization and Settlement for more than one MAS 500 company per batch. To do this, you must set up Credit Card Groups. When you designate a MAS 500 company as part of a Credit Card Group, that company’s credit card transactions will be included in any batch initiated from any other company within that same group.
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Maintain Credit Card Groups per Company
If you choose to do so, you can run Authorization and Settlement for more than one MAS 500 company per batch. To do this, you must set up Credit Card Groups. When you designate a MAS 500 company as part of a Credit Card Group, that company’s credit card transactions will be included in any batch initiated from any other company within that same group.
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Set up Credit Card Response Codes
Credit Card Response Codes are sent by your credit card processor to provide information why a credit card transaction has been declined. Direct 500 provides you with a current list of codes. Use this task to define descriptions for new codes, if you receive notice of any. These descriptions display on various windows and reports in Direct 500.
- Business Insights
- Autoship Analysis
- Source Code Analysis
- Sales Analysis
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