Jewelry Shopkeeper 9.8 Update

The more sales, inventory, repair and customer data you have in Jewelry Shopkeeper the more you need the latest Shopkeeper tools for analyzing profitability, optimizing buying, enhancing your marketing and improving customer service.

David Geller’s JewelerProfit business consulting makes extensive use of the powerful options that Compulink has added in recent versions. Here is just a small selection of the dozens of recent improvements.

Version 9.8 for 2006 Adds:

• More advanced inventory and sales analysis with two new Return on Investment (GMROI) analyses: By Price-Point Within Vendor and By Price-Point Within Major Class Code. With fewer reports than before Shopkeeper will let you more precisely identify the problem areas and the profit-centers.
• All of the GMROI reports (by Major Code, Minor Code, Vendor, Brand, Price-Point and the new ones above) now have an option to filter the report by minor code. E.g. you could exclude certain items from the report in case they don’t belong in what you’re trying to analyze – e.g. you might exclude some consignment merchandise.
• Most reports now let you select vendors, brands, major and minor code with a pick list.
• The hour-by-hour and daily sales activity report used to only show the number of transactions per hour. It now has an option to show dollars per hour.
• When you run the Accounts Payable Cash Requirements report and select a due-date range, those payables with a blank due due-date are now included. I.e. they’re either due now or you should identify them and put in the correct due date.
• The itemized sales report now allows you to see all the sales of a selected individual vendor style number. Also the itemized inventory report also lets you see all the Sku numbers for a single vendor style.
• The itemized inventory report (when sorted by vendor) now includes a column with the invoice / memo number.
• The sales report by customer now allows you to select a single customer. (This is different than running a full customer history for one customer in that you can select to see just a certain date range or the sales from a particular vendor or major code range.) You can also select a range of customer numbers here. That can help you select just the newly added customers – skipping customers who were added a long time ago (even if they had recent sales.)
• The commission report now splits the value in the discount column when an item has two salesmen.
• More Excel Export options allow you to do more specialized data analyses, mailings and web-site integrations.

• The new Loose Stones export option can allow you to post all or part of your loose stones inventory on a web site.
• The Commissions Export file includes further information including Customer name, address, phone, email, birthdays and anniversaries. This helps with follow-up campaigns by salesperson.
• The Sales Report includes columns for the vendor name, address and email. This can help follow-ups for reorders and with the settlement of memo sales.
• The inventory and picture export feature now includes the information from the 17-line extended notes screen. This provides more details for your customers if you use this export as part of your website.
• The barcode tag layout screens now allow you to select a different barcode printer for different tag layouts. That helps if you have two tag printers connected at different computers. Previously it was assumed that only one tag printer was installed.
• You can now make the font of the Sku number different from that of the description.

• Customer searches by phone number adds Cell-Phone so searches will now simultaneous search by Home, Work and Mobile which helps speed-up transactions when you’re not certain which number you’re given or if you’re specifically given the mobile phone number.
• The 3-part repair card / envelope now has an option to make one of the three parts quite plain, omitting the customer full name and address and the due date and the estimated charges. This option will be very useful for jobs you subcontract and where you don’t want to give the subcontractor all that information. Of course, your remaining two in-house stubs will have all the customer and job information.
• The section of the customer mailing list screen which allows you to select customers based on purchases has been redesigned to make it much easier to navigate (e.g. to make it easier for you to select Diamond Ring customers from last year). In addition you can now filter customers based on the number of sales they’ve had. E.g. you could select customers who have made just one purchase or 10 – independently of the number of dollars they’ve spent. In addition the customer purchase report now totals the number of customer purchase visits. That way you can estimate the average purchase total for all of your customers.
• When inventory prices or costs are altered from the Edit Inventory screen a tracking note is automatically added to the history of that Sku number.
• If you use the integrated credit card authorization option of Shopkeeper and print receipts using a 40-column printer you can now select to print extra receipt copies only when a credit card was accepted as payment.
• When you choose to select and pay invoices-payable for multiple vendors it is now much easier to navigate both forward and backward in the list when you have several pages to review.
• A new Auto Clipboard feature will automatically copy information from various Shopkeeper screens to the Windows clipboard so you could then paste them in an e-mail, or a word processor. This is available for extended customer notes, extended repair notes and extended inventory notes. Even if the extended customer notes are multiple pages long they are all sent to the clipboard.