Category Archives: Sales

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 →

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

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 →

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

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 →

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

File Maker Pro

Posted on August 21, 2018 by Tony Brumley

FILE MAKER PRO File maker pro is a tool used with many of the procedures at Dental Planet and is used to write up payment requests Open File Maker Pro and close the first pop-up box for choosing a template … Continue reading →

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

Void / Cancel An Order

Posted on August 21, 2018 by Tony Brumley

VOID/CANCEL AN ORDER An order should only be voided/canceled if it is 1-2 days old, or it backordered/never sent A canceled order is subject to 5% cancellation fee unless it is on backorder or otherwise noted If a PO has … Continue reading →

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