ID #1532

How to customize the SMS in RanceLab® FusionRetail™ 6?

Answer:

  1. Go to Main Menu > Settings > SMS Settings > Business Summary (T>M>S)
  2. Alt + L
  3. Select location from the list
  4. Go to specified Fields (as Sales, Sales Return, Sales Order etc)
  5. Create a SMS Format string using the variables mentioned below
  6. Save
  7. Check the SMS in scheduled time.

For more details please visit:

 

Variables and Examples for SMS:

Variable Set 1: Business Summary (except Cash and Bank)

Keywords

Meaning

<No_Of_Memo_Yesterday>

Total No of Memo entered yesterday

<No_Of_Memo_Today>

Total No of Memo entered today

<Total_Amount_Today>

Total Bill Amount today

<Total_Amount_Yesterday>

Total Bill Amount yesterday

<Total_Qty_Today>

Total Bill Quantity today

<Total_Qty_Yesterday>

Total Bill Quantity yesterday

<No_Of_Memo_MTD>

Total No of Memo entered month till date

<Total_Amount_MTD>

Total Bill amount month till Date

<Total_Qty_MTD>

Total Bill quantity month till date

<No_Of_Memo_YTD>

Total No of Memo entered year till date

<Total_Amount_YTD>

Total Bill amount year till Date

<Total_Qty_YTD>

Total Bill quantity year till date

<Location>

Location Name

Examples:

Module

Format

Output

Sale

<Location> (Sale -Today): Tot Memo=<No_Of_Memo_Today>, Tot Qty=<Total_Qty_Today>, Tot Amt=Rs. <Total_Amount_Today> 

Raipur (Sale -Today): Tot Memo=1458, Tot Qty=12458, Tot Amt=Rs. 128756.00.

 

Sales Return

<Location> (Sale Return -Yesterday): Tot Memo=<No_Of_Memo_Yesterday>, Tot Qty=<Total_Qty_Yesterday>, Tot Amt=Rs. <Total_Amount_Yesterday>, 

Raipur (Sale Return -Yesterday): Tot Memo=1011, Tot Qty=10058, Tot Amt=Rs. 128756.00 

Sales Order

<Location> (Sale Order -Today): Tot Memo=<No_Of_Memo_Today>, Tot Qty=<Total_Qty_Today>, Tot Amt=Rs. <Total_Amount_Today>,

Raipur (Sale Order -Today): Tot Memo=1458, Tot Qty=12458, Tot Amt=Rs. 128756.00

Purchase

<Location> (Purchase -Today): Tot Memo=<No_Of_Memo_Today>, Tot Qty=<Total_Qty_Today>, Tot Amt=Rs. <Total_Amount_Today>,

Raipur (Purchase -Today): Tot Memo=1458, Tot Qty=12458, Tot Amt=Rs. 128756.00

Purchase Return

<Location> (Purchase Return -Today): Tot Memo=<No_Of_Memo_Today>, Tot Qty=<Total_Qty_Today>, Tot Amt=Rs. <Total_Amount_Today>,

Raipur (Purchase Return- Today): Tot Memo=1458, Tot Qty=12458, Tot Amt=Rs. 128756.00.

 

 

Variable Set 2: Business Summary(Cash Or Bank)

Keyword

Meaning

<Account_Name>

Ledger Name

<Opening_Today>

Today's Opening Balance

<Debit_Today>

Today's Debit

<Credit_Today>

Today's Credit

<Balance_Today>

Today's Closing Balance

<Opening_Yesterday>

Yesterday's Opening Balance

<Debit_Yesterday>

Yesterday's Debit

<Credit_Yesterday>

Yesterday's Credit

<Balance_Yesterday>

Yesterday's Closing Balance

<Location>

Location Name

Examples:

Module

Format

Output

Cash

<Location> (Cash Report- Today) :  Ledger=<Account_Name>, Opening =Rs.<Opening_Today>,  Debit=Rs. <Debit_Today>, Credit = Rs. <Credit_Today>, Balance=Rs. <Balance_Today> 

NewDelhi (Cash Report- Today): Ledger=M/s Suraj Garments, Opening =Rs. 5000.00, Debit=Rs. 55000.00, Credit =Rs.  40000.00, Balance=Rs. 20000.00 

Bank

<Location> (Bank Report- Today) : Ledger=<Account_Name>, Opening =<Opening_Today>,  Debit=<Debit_Today>, Credit = <Credit_Today>, Balance=<Balance_Today> 

NewDelhi (Bank Report- Today): Ledger=HDFC Bank, Opening =Rs. 5000.00, Debit=Rs. 55000.00, Credit =Rs.  40000.00, Balance=Rs. 20000.00 

 

Variable Set3: Business Alerts (Sale)

Keyword

Meaning

<Memo_No>

Memo No

<Memo_Date>

Memo Date

<Quantity>

Quantity

<Amount>

Bill Amount

<Customer_Name>

Customer Name

<Balance_Point>

Balance Point

<Location>

Location Name

Example:

Module

Format

Output

Sale

Dear <Customer_Name>, Thank you for your purchase against Memo no =<Memo_No>, of Rs.<Amount>, on <Memo_Date> in our <Location> Location. Your balance point is <Balance_Point>.

Dear Sumit Sharma, Thank you for your purchase against Memo no =10/1028, of Rs.4250.00, on 14-Mar-2010 in our New town Location. Your balance point is 1245.

 

Variable Set4: Business Alerts (Payment)

Keyword

Meaning

<Memo_No>

Memo No

<Memo_Date>

Memo Date

<Amount>

Bill Amount

<Account_Name>

Ledger Name

<Due>

Outstanding

<Narration>

Narration of Voucher

<Reference_Date>

1st Ref Date

<Reference_No>

1st Ref No

<Reference_Amount>

1st Ref Amount

<Location>

Location Name

Example:

Module

Format

Output

Payment

Paid to <Account_Name>, Rs.<Amount>, on <Memo_Date>, against <Memo_No>, Due= Rs. <Due>.

Paid to Flying Kings and Co., Rs.14000.00, on 14-Mar-2010, against 10/124, Due= Rs. 125634.00

 

Variable Set5: Business Alerts (Recd From Jobber)

Keyword

Meaning

<Memo_No>

Memo No

<Memo_Date>

Memo Date

<Track_Number>

Track Number

<Customer_Name>

Customer Name

<Location>

Location Name

Example:

Module

Format

Output

Recd From Jobber

Dear <Customer_Name>, Please collect your alteration product against Memo = <Memo_No>, created on <Memo_Date>, having Track no = <Track_Number> in our <Location> Location

Dear Sudeshna Reddy, Please collect your alteration product against Memo = 10/458, created on 14-Mar-2010, having Track no = 1245 in our Rourkella Location.

 

Variable Set6: Business Alerts (Prepaid)

Keyword

Meaning

<Memo_No>

Memo No

<Memo_Date>

Memo Date

<Customer_Name>

Customer Name

<Amount>

Bill Amount

<Prepaid_Balance>

Prepaid Card Balance

<Trans_Type>

Prepaid Transaction Type (Fill, Refill, Refund)

<MOP>

MOP Name

<CardID>

Customer Card ID

<Location>

Location Name

Example:

Module

Format

Output

Prepaid

Dear <Customer_Name>, CardID=<CardID>, your card is successfully <Trans_Type>ed with Rs. <Amount>, against Memo no= <Memo_No>, on <Memo_Date> by <MOP>, in our <Location> Location. Your prepaid balance is Rs.<Prepaid_Balance>.

Dear Reshmi Singh, CardID=100408, your card is successfully Refilled with Rs. 4500.00, against Memo no= 10/1456, on 15-Mar-2010 by Cash, in our Raipur Location. Your prepaid balance is Rs.6500.00.

 

Variable Set7: Business Alerts (Prepaid Sale)

Keyword

Meaning

<Memo_No>

Memo No

<Memo_Date>

Memo Date

<Customer_Name>

Customer Name

<Quantity>

Quantity

<Amount>

Bill Amount

<CardID>

Customer Card ID

<Memo_Date>

Memo Date

<Prepaid_Amount>

Amount spent in Sale

<Prepaid_Balance>

Prepaid Card Balance

<Location>

Location Name

Example:

Module

Format

Output

Prepaid Sale

Dear <Customer_Name>, CardID=<CardID>,  Thank you for your purchase against Memo No=<Memo_No>, of Rs. <Amount>,  on <Memo_Date>, in our <Location> Location. Your Prepaid Balance is Rs.<Prepaid_Balance>.

Dear Manoj Tiwari, CardID =104578, Thank you for your Purchase against Memo No=10/4589, of Rs. 2456.00, on 12-Mar-2010, in our Jharsuguda Location. Your Prepaid Balance is Rs.3250.00.

 

Variable Set8: CRM Activity (Birthday and Anniversary)

Keyword

Meaning

<Customer_Name>

Customer Name

<CardID>

Customer Card ID

<Customer_Type>

Customer Type

<Card_Type>

Card Type

<Balance_Point>

Balance Point

<Location>

Location Name

Example:

Module

Format

Output

Birthday

Dear <Customer_Name>,CardID=<CardID>,  My Company wishes you a Very Happy Birthday

Dear Sumit Sharma,CardID=100245,  My Company wishes you a Very Happy Birthday.

AnniversaryDay

Dear <Customer_Name>,CardID=<CardID>,  My Company wishes you a very  Happy Anniversary and many happy returns of the day.

Dear Ravi Kapur,CardID=100089,  My Company wishes you Happy Anniversary and many happy returns of the day.

 

Variable Set9: SMS Now

Keyword

Meaning

<Recipient_Name>

Recipient Name

<Location>

Location Name

Example:

Module

Format

Output

SMS Now

Dear <Recipient_Name>, SMS Tool is now available in RanceLab® FusionRetail™ 6.

Dear Ritesh Nandi, SMS Tool is now available in RanceLab® FusionRetail™ 6.

Tags: Business Summary, Information, Settings, Sms Settings

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