Sales Source in Invoices

We want to track why customers come in to make a purchase, whether it’s their first or their 20^th.  This will tell us which of our marketing campaigns or promotional activities are the most effective in creating new sales and repeat sales.

In order to track accurately, once we are invoicing a sale at the POS, we ask the customer to fill out a survey on which they will indicate what brought them in today.  As you are creating the invoice, use the Sales Source menu to enter the reason that the customer came in.

Call – If the sale was prompted by a call that you made to that customer.

Dealer– For use by the wholesale division and not to be used by Sales.

Direct Mail – If the sale was prompted by promotion sent by Marketing to a purchased mailing list. Currently there is no campaign running. Marketing will notify you if this is to be used.

Donation Gift Certificates– If the customer uses a donated gift card for the purchase.

E-blast– If the sale was prompted by an eblast sent by Marketing.

Ebay– For use by the eBay dept and not to be used by Sales.

Email Blast – use E-blast.

E-mail Letter– If the sale was prompted by an email that YOU sent to the customer.

Employee Purchase– Self-explanatory.

First Purchase – Do not use.

Hotel Book/Where Ad –If the sale was prompted by ad in the Hotel Book. 

Internet– If the sale was prompted by the customer finding us via an Internet search. Example: the customer searched “preowned jewelry, san diego.”

Jewelry/Watch Referral – If the customer was referred to us by a jewelry or watch vendor such as Yehuda.

Letter – If the sale was prompted by a personal letter that YOU sent.

Magazine– If the sale was prompted by a magazine ad; type the name of the magazine in the Customer Ref# field.  If the customer does not remember, type “does not remember” in the Ref# field. Currently we are not advertising in any magazines.

Newsletter– If the sale was prompted by the newsletter/catalog. The customer does not have to specifically buy an item from the newsletter but if the customer came in because of the newsletter, it is to be marked Newsletter.

Newspaper– If the sale was prompted by a newspaper ad. We are currently running a bi-weekly wholesale ad; if people come into the retail side from this ad then track it under Newspaper.

Postcard – If the sale was prompted by a postcard. Marketing will update you when postcards are sent out to promote special events.

Radio/Dr. Laura – If the sale was prompted by a radio ad. We are not currently running any radio ads, but there may be some residual business from the ads we ran for years on the Dr. Laura talk show.

Referred by Friend– If the sale was prompted by a referral. Make sure you type the name of the person who referred them in “Customer Ref #” field in the lower right-hand corner and also enter it into the customer’s Contact record in the Group field.

Repair- If the customer came in to get something repaired.

Return of Merchandise – If the customer came in to return merchandise purchase previously, even if they end up trading for something else.

Salesperson Met– If the sale was prompted by someone you personally met and to whom you promoted.

Saw Sign/Drive by– If that sale was prompted because someone saw our sign.

Show Event– Use this when directed by marketing ONLY.

Special Occasion– If the sale was prompted because of an impending special occasion birthday or anniversary (note that the customer’s Contact record should also contain the date and info about this occasion – if it does not then be sure to enter it).

TV– If the sale was prompted by our TV advertisements.

Val Pak– If the sale was prompted by the Val Pak mailer.

VIP Gift Card– If the customer came in to use a VIP gift card.

Yellow Pages- If the sale was prompted by someone finding our ad in the YP.