Stamper’s Sidekick is an amazingly complete system. While new features are already planned for future versions, you will be amazed at the level of detail to which you can track your business.
The system can be accessed through 6 main modules – Customers, Events, Orders, Products, Projects and Expenses – and while they each track specific information, they are inherently connected to each other …
- Customers attend Events, place Orders and add Products to their wish list.
- Orders for Products are placed by Customers often at Events.
- Projects require certain Products, are demonstrated at Events and match up toCustomers areas of interest.
As you can see, while your business contains many different pieces of data, it all relates to each other. That is where Stamper’s Sidekick shines. No repeat data entry, no difficulty calling up customer order histories, event attendance, expenses or other information. Everything is at your fingertips.
An ever-growing number of reports allow you to easily track your business, keep watch on expenses and profits, manage your events with ease and help you market your products better – all so you can focus on what you do best, taking care of your customers.
GENERAL FEATURES
- NEW Fully compatible with Windows Vista and Windows 7, 32bit and 64bit, and with and without User Access Control enabled.
- NEW The new welcome screen gives you a snapshot of your business by displaying summary information about your customer list, upcoming events, sales totals and more.
- NEW Reports can be exported directly to PDF without the need for a third-party PDF printer.
- NEW Much improved database backup and restore even includes an auto-backup that backs up your database every 5 days to keep you protected.
- NEW Numerous look and feel improvements –
- text boxes are larger
- fonts are larger
- colorful layout looks less industrial and is easier on the eyes
- calendar pop-up for date entry
- NEW The screen layout has been designed with all screen sizes in mind from Netbooks to large widescreen displays.
- NEW Easier to find functions – many functions previously only available by right-click are now available directly by buttons on screen.
- NEW All notes fields now allow formatting such as bold, font colors, bullets and much more. Just highlight the text you want to format and select the tool from the pop-up toolbar.
- NEW Now supports Australia and New Zealand users – allows for AU and NZ formatted postal codes and AU states.
CUSTOMERS FEATURES
Customer Information
- Track all basic Customer information such as name, address, phone, birthday, spouse name, etc.
- Track street and mailing address separately. Indicate if they are the same and if true the system will auto-fill mailing address from street address.
- Track customer tax rate for street address and mailing address if different.
- NEW Use the Online Map and Online Directions feature to automatically create a map to your Customer’s house.
- Store your own written directions to your Customer’s house.
- Store the address of your customer’s personal or SU! web site.
- IMPROVED Perform a Customer search based on any part of their first or last name, City, State, Customer Type or Group membership.
- Classify your Customers as Potential Hostesses, Potential Recruits, Demonstrators and/or on your Mailing List or Email List and perform searches on those categories.
- Indicate a discount percentage to be taken off of all future orders.
- Enter a First Contact Date when adding your Customer so you can see at a glance how long your Customer has been with you.
- Keep notes up to 65,000 characters.
Customer Correspondence
- Enter a date and type of correspondence.
- Track correspondence by type – Email, Event, In person, Phone call, Postal Mail.
- Notes up to 65,000 characters.
- Link to an external file (such as a Word, Excel or PDF file).
Customer Contacts
- Enter your Customer’s contacts such as spouses, parents, children, siblings and friends so you can market to them around holidays and birthdays.
- When they are ready to place an order, easily add contacts to your Main Customer list.
Wish List
- Drive sales by tracking your Customer’s Wish List and market to them the next time they attend an event.
- At a glance, view what Wish List items have been purchased and remove them if you wish or leave them to maintain a history.
Customer Groups
- NEW You can assign Customers to Customer Groups so you an easily manage correspondence to the entire group at once
- NEW Group Members can be unsubscribed from the group so you can keep track of who is and was a member without losing that history
EVENTS FEATURES LIST
Event Information
- Search for events by type and status.
- Create events of various types – Workshop, Stamp-A-Stack, Stamp Camp, etc.
- Customize your event type list for all the different events you run.
- Track all standard event details – date, time, location, status.
- Indicate the location of the event – hostess’ home, demonstrator’s home, other any other location.
- Track which customer hosts the event.
- Add an unlimited number of guests.
- Event orders are automatically totaled and displayed in the Event details.
- Indicate the maximum number of guests if you wish and the system will warn you if you are overbooking.
- You can enter the Stampin’ Up!® order number for a workshop and that number is automatically assigbed to all new orders from that event.
- Indicate if you charged a fee for the event and track who has paid and who has not.
- For non-workshop events, indicate the fee charged to attend the event.
- Enter notes for the event up to 65,000 characters.
- Close or cancel an event to remove it from your open event list and to prevent additional changes.
Guests
- Add guests from your existing customer list or add new customers to your customer list and to the event in one step.
- Indicate how a guest was invited such as from a previous event, via phone or email or in person.
- Indicate how guests were invited, their RSVP response and whether or not they attended to keep track of attendance percentage.
- Enter how much they paid to attend the event. You can enter any amount allowing you to easily track guests who underpaid or overpaid.
- Track how a guest has paid the event fee, such as cash, check, gift certificate, credit card, PayPal or Propay.
- Enter notes for each guest up to 65,000 characters.
- Close or cancel an event to remove it from your open event list and to prevent additional changes.
Orders
- Add orders for your guests and they are automatically linked with the event.
- The event lookup screen shows how many orders have been placed for any one event.
- The main event screen shows a summary of the totals for all orders placed at the event.
Projects
- Select from your existing projects list those that were demonstrated at your event.
- Project cost is automatically calculated based on the number demonstrated and the single project cost.
- You can quickly see a thumbnail of your project if you have imported one to Stamper’s Sidekick.
Gifts
- Keep track of free gifts you gave away at the event.
- You can enter gifts that are Products or custom made gifts.
- Indicate how the gift was used such as Hostess, Door Prize, Order incentive or whatever you choose and keep track of the gift cost.
ORDERS FEATURES LIST
Order Information
- Orders can easily be started for any customer from the main customer search screen, while viewing the customer details or from any event they attendee.
- Track all basic order info such as Date, Type (Workshop, Outside, Demo, etc.) Stampin’ Up!® Order Number, tax rate and ship to location.
- Enter discount percentage and it will be deducted from all items added to the order.
- Track how much and with what payment type the customer has paid.
- Tax calculation is filled in automatically when creating the order but can be changed at any time in the event of State Tax law changes. Changes only effect future orders.
- Indicate your demonstrator discount which is typically 20% but can change for various promotions. This is used in reporting to calculate your cost of goods sold.
- Enter notes on orders up to 65,000 characters.
- Works perfectly with the new in July 2011 Stampin’ Up!® Hostess Benefits plan.
Order Details
- Enter items by Product code and have description and price filled in automatically (assumes full product list had been entered. See Products section.)
- Enter single or multiple items by searching on description, price or page number.
- Fast order entry is designed to minimize keystrokes.
- NEW Discounts for individual items can be entered as a dollar amount or a percentage. Each value is automatically calculated from the other so you can quickly see the dollar value of a percentage discount or the percentage of a dollar discount.
- Individual items can be marked non-taxable and non-shippable so you can not charge tax and shipping on items you sell from stock.
- NEW Individual items can be marked Commisionable or not to allow you to accurately track those items (like Hostess 1/2 priced items) on which you do not earn commission.
Order Totals
- NEW New order total fields have been added for commisionable, non-commisionable and Instant Income to more accurately reflect the same totals that Stampin’ Up!® calculates.
- All order totals are calculated automatically including minimum shipping – 10% on workshop orders, $3.95 or 10% on all other order types.
- System options allow you to enter a new minimum shipping amount to allow for future changes.
- The system takes all item discounts after calculating tax and shipping to reflect how Stampin’ Up! calculates totals.
- You can event enter shipping and tax discounts to reflect your customized promotions.
PRODUCTS FEATURES LIST
Products Information
- The Stampin’ Up!® product list is not included with the purchase of Stamper’s Sidekick, but can be easily imported from a Microsoft® Excel© file.
- The export feature also allows you to make updates easily in Excel and then re-import your changes into Stamper’s Sidekick.
- The main products look up screen allows you to filter and sort on 10 different fields of product information including item number, description, page number, pieces, price, price per piece and more. This allows you to easily find all products of a particular price, color, number of pieces, etc.
- A simple inventory system allows you to keep track of what you own and what supplies you need to order.
- You can also keep a separate Wish List of your own.
Customer’s Wish List
- Quick search for all Customers who have a particular product on their Wish List.
Orders
- Quick search for all Orders placed for a particular product.
Projects
- Quick search for all Projects that use a particular product.
PROJECTS FEATURES LIST
Project Information
- The Project module allows you to track your completed projects.
- Enter project names, descriptions and full recipe.
- You can enter the cost of projects to help keep track of your event costs.
- Import or link to a JPEG image of your Project.
- Search for your projects by name, description, category or thumbnail.
- With a double-click you can open your project image in your default image viewing program for quick editing.
Events
- Link projects with an event to keep track of what projects were demonstrated. This helps to prevent repeating the same project for the same customers.
- Also enter the number of projects that were demonstrated and how they were used.
Customers
- Assign an unlimited number of categories to your projects and link them with your customers by their areas of interest.
- Perform searches to quickly find all customers who would be interested in a particular card, or all projects in which a particular customer would be interested.
EXPENSES FEATURES LIST
Expense Information
- This simple expense tracker allows you to record all expenses outside of your Stampin’ Up!® orders.
- A customizable category list can be assigned to each expense record and each expense line item.
- Expense categories are tied to actual 1040 Schedule C line numbers allowing you to generate an expense report by line item in moments, drastically reducing your tax return preparation time.