Category Archives: Customer Service

Matching/Clearing Payments

Posted on October 23, 2018 by Tony Brumley

MATCHING/CLEARING PAYMENTS Once a customer has made a payment, you will need to match the payment to the correct invoice and clear it from the open system. In Great Plains click the “Sales” menu on the left side then look … Continue reading →

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Genesis Codes

Posted on October 23, 2018 by Tony Brumley

Genesis Codes To assist with tracking customer acquisition, we utilize Genesis Codes.  These various codes help us monitor the effectiveness of our marketing efforts and other special programs. To execute the process, As you begin a conversation with a new … Continue reading →

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Collecting Second Half, Follow-Up and or Final Payments

Posted on October 23, 2018 by Tony Brumley

COLLECTING 2ND HALF, FOLLOW-UP AND FINAL PAYMENTS Sales personnel are responsible for collecting full payment on orders A “Deposit Hold” will be placed on all orders not at 100% paid status. Sales personnel are encouraged to go to salespad.buydentalequipment.com/reports, look … Continue reading →

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Voiding A Posted Transaction

Posted on August 27, 2018 by Tony Brumley

VOIDING A POSTED TRANSACTION In Great Plains, click the “Sales” option on the left side Enter the Customer ID and press Tab The customer information should auto-populate On the right side, select the type of transaction you need to void … Continue reading →

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Common Vendor List

Posted on August 21, 2018 by Tony Brumley

COMMON VENDOR LIST   Beaver State Dental Contact: Paml- paml@beaverstatedental.com Jeff Bunker- jeffbunker@beaverstatedental.com Phone: (503) 538-8756 Address: 115 South Elliot Rd Newberg, OR 97132   Boyd Industries Contact: Kevin Hill- khill@boydind.com Bryan Rodkey- brodkey@boydind.com Phone: (727) 561-9292 ext. 4880 Address: … Continue reading →

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