How to Use Stock Control Marketing

From Catalyst
Revision as of 16:23, 27 September 2012 by Les Ward (talk | contribs)
Jump to: navigation, search

Historic Article

 This article has been replaced and is only included in the Knowledge Base for historic reference only.
  • For help on finding out how up to date your Platinum system is, please click here
  • If you would like help on updating your current system to the latest version click here.
  • If you have any questions on the new update please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page.

Summary

This article explains how to produce the most popular types of reports and mailings such as Stock Promotions.

More Information

Go to "Stock Control" -> "Marketing".

  • Here you will see all the reports available to you.
  • Select the type of report you require, e.g. Clothing Sale.
  • You will see all the types of output available from the marketing system.
List
SMS Listing
Email Listing
Labels Only
Export List
Tip: All reports include a filter that looks for the attribute in the "Bulk Messaging" section of an account called "Message Exclusion". If this is applied to the customer, then they will not appear on any of the above reports.

List

This option produces an list on screen of all customers that fall into the range you entered.

Here is an example of the output: 

Last sale   Acc Code   Customer Name   Contact Number  Mobile Number   Email
12/09/2009  CON001     Mr John Smith   0111 2123456    07777 456987    ilikeale@hotmail.com
Tip: There is also a total number of customers at the bottom of the list which can be helpful to find out the number of, for example, envelopes you will need.

SMS Listing

This option produces a file called "SMS.TXT" in '<Platinum Installation Drive>sx\Sxco??'. This is used in conjunction with the bulk messaging feature of the system (referred to in the "See also" section of this article and Here) to allow you to send a single text message to a specific list of people.

Email Listing

This option produces a file called "EMAIL.TXT" in '<Platinum Installation Drive>sx\Sxco??'. This is used in conjunction with the bulk messaging feature of the system (referred to in the "See also" section of this article and Here) to allow you to send a single email to a specific list of people.

Labels Only

This option produces labels for all customers that fall into the date range supplied. This is good if you have pre-printed materials that you need to post.

Export List

This option produces a text file that is Semicolon separated (.TXT) for use in Excel. This automatically appears on the screen in the program that your machine uses to open ".TXT" files. Once the report is finished, this can be saved by going to "File" -> Save As" then saved to a location of your choice.

Here is a listing of the information included: 

COLUMNS			EXAMPLE RESULTS

Acc Code		CON001
Acc Name		Mr John Smith
Address Line 1		1 Ale Avenue
Address Line 2		Alesworth
Address Line 3		Worthington
Address Line 4		WT1 7DQ
Address Line 5	
Postcode		WT1 7DQ	
Tel No			0111 2123456
Mob No			07777 456987
Email			ilikeale@hotmail.com

Opening the File in Excel

  • Open Excel.
  • Go to "File" -> "Open".
  • Browse to the Location of your saved file in the above step.
  • Change "Files of Type" to "All Files".
  • Left Click e.g. "STPROEXP.TXT".
    • This will open the "Text Import Wizard Step 1 of 3" box.
  • Select "Delimited" and click "Next".
TIP: At this point you will see the the data split into the appropriate columns in the preview section in the lower part of the window.
  • Un-tick "Tab" and tick "Semicolon" by left clicking and click "Next".
  • Highlight each field in turn by clicking each column in the preview section in the lower part of the window and make sure each field is marked as "Text" in the "Column Data Format" section.
  • Click "Finish".

This will show the data in Excel split into the appropriate columns. Go to "File" -> "Save As" and save with an appropriate name and change the "Save As File Type" to "Microsoft Office Excel Workbook (.XLS) and save to a location of your choice. You can then use this file with a word processor to merge this data onto a form letter.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
marketing, market, bulk, SMS, Email, export, reminders, reten, retention
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_to_Use_Stock_Control_Marketing&oldid=12938"