Author Archives: Tony Brumley

National Service Providers (NSP) Network

Posted on August 17, 2018 by Tony Brumley

Dental Planet utilizes the services of many independent dental technicians around the country.  The techs are used for smaller installation jobs as well as warranty/service work.  The NSP Coordinator manages the network, verifying the types and quality of service provided. … Continue reading →

Posted in Customer Service, Sales, Technical Service | Leave a comment

Core Return

Posted on August 17, 2018 by Tony Brumley

CORE RETURN To enter a credit for a core return, go to Great Plains and click “Sales” along the left side Click “Transaction Entry” “Document Type” select “Credit Memo” from the drop down “Description” will be “Core Return ORD #” … Continue reading →

Posted in Accounting/Finance, Customer Service, Purchasing | Leave a comment

Return/Credit Memo Codes

Posted on August 17, 2018 by Tony Brumley

RETURN/CREDIT MEMO CODES 410100 – Regular and drop ship returns 400012 – Core Return 400300 – Outbound Freight 700212 – Inbound Freight 410101 – -Warranty Return 410300 – Sales Discount/”Good Guy” 400240 – Sales-Labor 200203 – Sales Tax 500200 – … Continue reading →

Posted in Accounting/Finance, Customer Service, Purchasing | Leave a comment

Mission & Vision

Posted on August 16, 2018 by Tony Brumley

What do we do?  Where are we going?  Without guidance from a strong Mission and Vision statement, companies often lose their way and often don’t survive. In late 2017, we examined our Mission & Vision statements and refined them to … Continue reading →

Posted in Administration | Leave a comment

Process to Initiate Payment on a Purchase Order

Posted on August 15, 2018 by Tony Brumley

PROCESS TO INITIATE PAYMENT FOR A TECH ON A PURCHASE ORDER Open “File Maker Pro” on the desktop Click “File” and select “Open Remotely” from the drop-down menu Locate “Payment Request” in the pop-up menu Press Ctrl+N to clear the … Continue reading →

Posted in Accounting/Finance, Customer Service | Leave a comment