Laminated Reference Sheet (Post Next to UpBoard PC) 

When you arrive in the morning put your name on the UpBoard. 

When a customer comes in move your name to (On The Floor) and go make a sale. 

After the customer leaves select (Enter Opportunity) and answer the four basic questions. 

1. What was the zip?

2. If a sale was made, how much was it?

3. What specifically brought them in?

4. What product category did they look at or purchase?

2a. If a sale was not made, why not? 

Select (Save Opportunity) 

Note: Please Do Not Enter Customer Information While Your Customer Is Still In The Store.  If you are overrun with customers do not use this computer.   Enter your opportunities after all customers are gone. 

• Older Date select (O) and select the date you want.  Only changes the date for that transaction.
• Personal Trade only counts if the customer is already in the TRAX computer.  Select the Personal Trade button (left center) and your name will turn green.  This keeps your place in rotation on the Up Board.  After the customer leaves select Open Opportunity enter your personal password and select your customer and enter the sale amount.  Select the Personal Trade button again and your name changes back to its original color and you are ready for the next customer.
• Overflow Type Ctrl I for increase and Ctrl D to decrease when you are on the floor.
• The sale amount should not include tax or delivery.
• Tracking Warranties type in the correct amount under sale amount.
• Tracking accessories type in the correct amount under sale amount.
• Tracking Items Per Sale
• If you do not get a zip code type in five zeros.  Do not type an incorrect zip if you did not get one. 
• Entering Customer Info (Select Customer button (top left) and saves to your personal database).  Use the action date so TRAX can automatically remind you of all customer promises and appointments. 
• Use the customer Info screen to track and remind yourself of personal appointments like doctors visits or three days before important anniversaries and family member birthdays.
• Also use the customer info action date to call customers about special orders before they call you.  It is also a great way to remind yourself of a customers birthday so you can send them a card.  Sometimes it is the only card they get.
• If you get the customers name address and zip TRAX will automatically print a thank you letter for you to sign and personalize with a PS.  (Write something not product related).
• Split Sales select the split sale button (top left) and select the salesperson you desire.
• Verifying Accuracy use the Ctrl A report at the end of each day and make sure all sales are entered correctly.
• Not Available to take an up.  You may select Ctrl N and your name changes to an olive color and will stay on the bottom of the up list.  When you select Ctrl R you will return to the rotation starting at the bottom.
• Returns may be entered through (Open Opportunities) select the customer you are refunding and select the return button on the top left. 
• Networking use the Customer Info and Mailing Icon to view the UpBoard from any computer (Type Ctrl U).   You may also edit your personal customer files and send your own personal letters or emails.  Your password is your first name.

If you have any questions please do not hesitate to call us.  (888) 646-5462 

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Patent Pending