How do I select only the products I want to show on the quote?
Evening all, Still a couple of weeks from going live/ starting to use it with customers but while I'm still training and understanding it... THIS IS VICTIOUS EXAMPLE One would be the product lines picture below are three separate options for the same
Logo in email templates
Hi, does anyone if it's possible to include our company logo in the email templates sent from Blindmatrix, if so how do we add it, thanks in advance.
New product
I need to create a "new" product. It would essentially be a "roller blind" but as we print logo/images there are a lot more variables than there would be on normal roller blinds. Is there a "how to" video or tutorial on this. I would also need to create
Eclipse Senses Slow-Rise Roller Blind System
This question was recently asked by a customer: "Here’s one for the Guru’s amongst you....we manufacture the Eclipse Senses Slow-rise Rb system. There have been a few occasions recently whereby quotations (and in one case a sale) were made for a blind
Setting up a new product
I want to set up a new product type & a new price list to go alongside it, is there a tutorial or step by step instructions that will help with this, thanks in advance
Delivery charges
Does anyone know how to get the delivery charge as an automatic entry on every job when you create a new job?
Product Guide Book
I believe some user guide books from BM would be beneficial for people who are building their BM for the first time. Any thoughts?
Different Markups
Hi all, We have a standard markup on all products where the higher end products such as shutters have an altered one. Though has anyone managed to calculate what the discount would need to be to give the job a lower or higher markup? Thanks, Sam
Changing contents of 'work in progress' page
Is it possible to change the columns of the work in progress page, I wouldn't mind seeing the gross price and the balance owing on that page if possible
Searching
Does anyone know if a customer can be searched via post code, telephone or email?
Quickbooks
Is there an integration for Quickbooks?
Deleting Payments from the Accounts Integration Program
I've just had my sage integrated to move onto the system in the new year. I'm backlogging all current orders so we invoice through BM from January. Is there a way to delete payments from the integration app? These payments have already went through sage
Adding % Increase to product prices
Does anyone know if there is an easy way to add a % increase to all products at once?
Invoice without VAT
We have been asked to produce an invoice without VAT on it. Can you do this on BM?
Using the calendar for HR purposes
Hi all, I’ve been asked to check the calendar for number of holiday days taken. Anyone know if we can run a specific to user report for this? I’ve been staring at BM for a while scratching my head. May have been quicker to actually look at the whole year
How to use BlindMatrix on a tablet
Looking for a video or web for the sales guys can view to show how to use blindmatrix on a tablet.
Debtors Report
How do you run a debtors report for invoiced jobs with an outstanding balance? When I run debtors report I have the options order, rework and complete. When I choose complete it comes up blank??
Emailing a Trade Statement
I’ve just been asked by our Accounts to show them how to email a Statement.....wow.....it’s really hard! I’m surprised how difficult it is to isolate one particular job. The statement report is date ranged so if you’ve invoiced more than one job on any
Summary Invoices
We need to send a couple of invoices without all of the order info on, so override and just type in what we want on the invoice, I’m sure it’s possible but don’t know how, could anyone help please need to know ASAP.
New Build Properties
How do you all deal with new build properties and the BM app? Our surveyors would normally measure and then customer comes to showroom to choose. As you have to choose a product on the app to add sizes I created a product called measure only. We had a
Adding a new product
On the Groups section, when adding a new product, how do you add or display the colour column to enter the fabric colour? When adding a new product I have all columns (group, fabric, min width etc) but no Column for colour. I assume maybe a setting in
User Permissions
Anyone know which permission or module do you need to remove to stop a user seeing sales reports?
Credit Notes
You create a credit note for a customer. How do you then attach and use this against an invoice please?
Sub-product
Hi all! I was just wondering if anyone knows (or if it is even possible) how to create a “sub-product”? We are planning to offer bundles of products but most of them need to be their own separate product as the components may become confusing. We are
User Appointment Status
Where do I go to add a user to appointment status.
Vane Only Prices
Hi, Can i ask how everyone works out vane only prices, do you have a separate formula or just use the standard vertical blind and make deductions from that?
Online Ordering Portal
Anyway to make the window displaying jobs bigger? You can set it to show 20 rows but the table only shows 10 still and you have to scroll down. Seems counter intuitive to have a box that allows 20 but only caters to 10 lines.
Mobile Tablets
Good morning all. We are looking at up grading our mobile tablets from (very old) iPads and would like to know any thoughts you have? Our staff do not want to use phones as too small Do the tablets need to have 4G connectivity for emailing invoices? Any
Bespoke Reports
Hi Blindmatrix people. Sorry if this is a really simple question (I'm new to the system). Is there a way I can create a bespoke report in BM and download it in to excel format? Any help would be appreciated. Thanks.
Changing Sales Advisor Names
Can anyone tell me how to change the sales advisor names please? Mine are set to generic ones I think.
Senses Rollers
Senses Roller Blinds. How do you have the product set up for multiple blinds being inside a single fascia?
Velux Products
Has anyone successfully created a product type for Velux? I did years ago but it’s awful and frustrating as I’ve done a terrible job of it. Especially when I’m out and about using the iOS app. It has never properly worked and the data that syncs back
Room/Location
Does anyone else have the problem of BM defaulting to “Other Location” when you’ve inputted a particular room (ie bedroom) if the product selected is Curtains? We use Galaxy Tab 9’s so not sure if it’s an android thing or a glitch in BM?
Product Setup
I notice that selecting some options cause other related drop down lists to magically appear. Anyone know where these additional lists are hidden as I can’t find them in product setup and I want to change some things?
What is SAD and MCD in Price Setup?
When you go into Price Setup there are two options called SAD and MCD. What are they for? What do they do?