How to Use Stock Control Marketing
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Contents
Summary
This part of the system allows you to produce the most popular types of reports and mailings such as Stock Promotions.
More Information
- Go to "Workshop" -> "Marketing"
- Here you will see all the report available to you, simply select the type of report you require e.g. Clothing Sale.
- Next 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" or a feature on a vehicle called "Message Exclusion". If either of these are applied the customer/vehicle will not appear on any of the above reports. |
List
This option produces an onscreen list 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 of customers at the bottom of the list which can be helpful to find out a 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 (refereed to in the "See also" section of this article and Here) to allow you to send a single text messages 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 (refereed 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 only labels for all customers that fall into the date range supplied. This is good if you have pre-printed materials that you need to to post.
Export List
This option produces a text file that is Comma Separated for use in excel. This automatically appears in notepad on the screen once the report is finished and this can be saved by going to "File" -> Save As" then saved to a location of the users 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, "SPPROEXP.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 "Comma" 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 within Excel split into the appropriate columns, now 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
- How do I send bulk email messages?
- How do I send bulk SMS messages?
- How to use Vehicle Marketing
- How to use Workshop Marketing
- How do I exclude Customers from Bulk Mailing?
