Screenshots

Welcome

This is the starting point in Stamper’s Sidekick Pro 2.0. Rather than just a simple button list, the welcome screen shows you dynamic, up-to-date information about your business. In addition to the order summary information shown in this sample, as you hover of each button you will see different summary information like:

Active customer counts, mailing list count, total potential hosts and recruits
Open events and total guests for the week and the month
Number of projects in your portfolio and the number you have linked to events
Total number of active SU! products
Month-to-date and year-to-date Expenses

In addition, the first summary information you see when opening Stamper’s Sidekick or when you hover over the SS logo is your program information. At a glance you can see what version of the program you are suing, your database version and when you last backed up your database.

Customers

This is a sample of the main customer information screen. Here you can enter all the details about your customer. You can add much more then the standard contact info of name, address, phone and email address. You can enter two email address and up to three phone numbers, spouse name, number of children, birth day and others. You can also indicate what type of customer they are like Active, Potential Host, Potential Recruit.

In the lower part of the screen you can view tabs of additional information

Events shows all events this customer has been invited to and/or attended
Orders lists their orders of all types – workshop, hostess and customer orders.
Correspondence is where you can enter important conversations and emails you have had with the customer that are important to remember
Groups list the customer groups they are a member of
Contacts is where you can enter your customer’s friends and relatives that are not yet your customers or to create relationships between your existing customers
Wish List is where you can list the items your customer is longing for so you market that to them in the future

There is also both an Online Map and Online Directions buttons that will take you to Google Maps as well as a Directions button that will pop-up a window where you could type up your own directions if you like.

The notes field can contain whatever else you want and it is format-able so you make the text bold, italic, underline or other formatting options.

Events

The Events details screen is where you manage an individual event. That could be a workshop a stamp-a-stack of any other scheduled gathering where you are promoting your Stampin’ Up! products.

The upper left shows the basic event details – the event Type, Date, Hostess and Location. In addition there is a Status field, Cost for those occasions when you charge a fee to attend, a Max Guests field which is optional to use if you wish, the SU Order number that covers all the orders for the event as well as a notes field for everything else

The upper right shows a summary of the order totals for the event.

The lower portion has tabs where you can view and manage the various related detail regarding your event including:

Guests are the customers you have invited to the event. You can indicate how they were invited, their RSVP, whether of not they attended, how and how much they paid for an event if there was a charge. This is also were you would start an order by right-clicking a Guest and choosing ‘New Order’.
Projects is the list of cards and other projects you completed for the event. These could be make-and-takes or just cards you demonstrated.
Orders shows all orders for the event and a summary of each. From there you can double-click the order in order to view the details and make changes.
Gifts is a section where you can keep track of give-aways you offered at the event. They could be SU! items or just your own hand-made or custom packaged items.
The Expenses tab allows you to track your other expenses, like mileage or offices expenses, that are tired to that event.

Orders

This is a sample Order entry screen. In the tab heading you can see the SS order number and the customer name. At the top are the basic order details – Order Date, Order Type, Event if it is tied to one, the order status, SU order number, where the order is being shipped as well as some tax code fields to help SS calculate the tax on the order.

Below that is the main order entry row. You can click the magnifying glass to search for an item or just enter the item number directly. Enter the quantity, price each and total are calculated for you from your product list, check if it is being shipped from SU! and if the items is taxable, as well as any custom discount you are giving. For discounts you can enter a percent or dollar amount and Stamper’s Sidekick will calculate the other value for you. If the item is non-commissionable such as one sold from your inventory you can uncheck the Comm box and that item will not be used to calculate your instant income.

In the center of the screen is the item list. Here you can make change to existing items on the list, remove items, change discounts, check if it is back-ordered and enter the date when it was received. The Item summary on the far right show you some information about the item currently selected in the item list.

The totals area in the lower left shows a break down of how the order adds up. And lastly the payments area in the lower right allows you to track the payments the customer has made. It allows multiple payment types if necessary.

Projects

The Projects section is where you can combine a recipe, product list and other details together to create a project that you will use at your events or as a demonstration piece. Each Project is given a name, a short description and a set of detailed instructions commonly called a recipe. The text in the recipe box can be formatted so you can add bold, italics, color and other formatting options to make your recipe easy to read and follow.

Stamper’s Sidekick then takes that a step further by letting you assign categories to your projects. Categories can be colors, techniques, seasons, occasions or whatever else you can think of. As you build a portfolio of projects you can quickly search on one or more categories to find the perfect project for your upcoming event.

The supplies list at the bottom of the screen is where you add in the products needed for that project. You then indicate how much of that product is required for the recip and Stamper’s Sidekick automatically calculates the cost of the individual products and the cost for the project as a whole. You might indicate you used 2 eyelets from a pack of 200, or a quarter sheet of paper from a pack of 24, or 1 foot of ribbon from spool of 20 feet. With a properly entered product list the calculations are done for you.

Combine that detailed information with a linked image of your project and you can print a project summary sheet that your guests will love. They will then have, in hand, a shopping list for when it is time to place orders.

Projects – Summary Sheet

For each of your projects you can print out a summary sheet for you customers or event guests. This can save you a ton of time versus typing up and formatting your own sheet. All the necessary information is included alongside your picture of the completed project. The Supplies list shows all product they need and the recipe is displayed in the fully formatted text just the way you entered it. Your customers will just love these!

Download a sample PDF

Products

The Products page is fairly simple but very important to effectively using Stamper’s Sidekick. The basics are all covered – item number, description, price, cost, page number – but also much more. Stamper’s Sidekick calculates the price and cost per item. You can indicate if shipping is required – usually true for physical items but not for digital products. You can indicate Hostess items for adding to Hostess orders. For your own personal use you can use the Minimum Quantity, Quantity on Hand and Wish List boxes to manage your own inventory. You can also assign a category or section to help organize your products.

New in Stamper’s Sidekick Pro 2.0 are the true dates used for Release Date and Discontinued Date and the Vendor field

For the Release and Discontinued Dates you can now enter true dates. If you don’t know the exact day, just select the first of the month. If you don’t know the exact month, just select the first of the year. By using real dates you can now enter discontinued dates in the future and it won’t effect your ability to add the item to an order.

The Vendor field is to allow you to manage your own personal inventory of stamps and supplies from all different companies in addition to Stampin’ Up!® Only those products linked to Stampin’ Up!® can be added to orders but you can enter as many products from as many companies as you like.

In the lower section of the screen you can see three tabs for viewing and managing other product related information including:

Wish List shows you all customers who have that item on their Wish List
Orders lists each time that product was purchased by one of your customers. You can double-click the line to go directly the Order screen.
Projects shows you all projects where that product is part of the supplies list