The document provides an overview of new features and updates for the 2012 CCA/SPOT User Meeting, including: - Mobile app support for iOS, Android, and Windows devices, though printer support is still limited - New reports for customers, management, adjustments, routes, and alerts - Enhancements to search, price changes, coupons, email features, restoration workflows, and production tracking - Marketing tools like incentives, frequent buyer levels, and email campaign options

1. Welcome
2012 CCA / SPOT
User Meeting
July 13, 2012

2. See SPOT Run!
• Work on your Apple iPhone or iPad
 Printers are not supported at this time
 Limited support for barcode readers
• Work on your Droid
 Printers are not supported at this time
 Limited support for barcode readers
• Run on your Mobile Windows devices
 Printers Supported

4. New Report’s
• Customer
 Customer Initial Activity – by Referral Source
 New Customer > New Customers by Signup User
 New Customer w/Pickup includes email address
 HSL By Customer
• Management
 Uncollected Funds. (Declined CCOF and PNP orders)
 Price Level Assignments
• Adjustments
 Coupons by Clerk (Cash Pickup’s)
• Routes
 Route Referral Source
• Management
 Mobile App Usage

5. Incoming Summary – Grouped by Date

6. Alerts / Advanced Search's
• Alerts
 Overdue Today - All
 Overdue Today – Store
 Late for Pickup 7, 15, 30, 60, 90 days
 Rush Orders Due - All
 Rush Orders Due – Store

7. Printed Invoice Tokens
• Frequent Buyer Level
• Route Driver Name
• Route Driver Phone number

8. New PIN Entry Option
• Force your users to use the key board to
enter a PIN
 If you currently use the touchscreen to enter your
PIN your employees know your PIN!
 Company Settings > Security Settings > Disable
PIN keypad

9. Price Change Utility
• Associate items to Upcharge and Alteration tables
• Change Alteration table prices
• Rounding options for $.50 and $1.00
• Select and change Price Levels

10. Serialized Coupons
• Who is using Groupon or similar programs?
 Success or Failure?
• Support for Groupon / Living Social data
 Import a list of serial numbers provided by vendor
 Track usage of a serial number
 Guarantee the “Single” use of a coupon
 Report on coupon usage and revenue generated
• Auto Generate numbers via email campaign
 Limit usage of coupon to specific customer
 Enforce single usage of a serial number
 Reporting based on usage and revenue

11. “Bounce Back” Incentives
• Incentivize your customers with a “Bounce
Back” incentive
 Company Settings > Marketing Settings >
Incentive Profiles > Type 2

12. Email Tokens
• Invoice detail Information
 @DETAILINVOICES
 @READYINVOICES
 @PICKUPINVOICES
 @DELIVERYINVOICES
• General Information
 @DATE
 @DATETIME
 @CUSTOMERBIRTHDAY
 @CUSTOMERSIGNUP
 @CHARITYPROGRAM
 @CUSTOMFIELD
 @STOREWEBSITE
• Coupon Information
 @AWARDNAME
 @AWARDCOUPONBARCODE
 @AWARDCOUPONID
 @AWARDID
 @AWARDBARCODE

13. Email Features
• Validation of a duplicate email address at
customer signup or update
• 4 email addresses per customer
• Send Invoice Email
 Order View > Email to
Customer
 Configure at Store Settings >
Email Settings > Individual
Invoice

14. Email Features
• Integrated “Bounced Email Handler”
 Polls a defined email inbox for bounced email
 Manage undeliverable email
• Display Bounce Reason
 Update email address
 Disable email address
 Verify email address

15. Email Campaign Tracking
• Integrated Email tracking
 Summary by Campaign
• Detail by date sent
• Quantity Sent, failed, opened and redeemed

16. Restoration Logic
• Customer View > Details > Restoration Customer
(Yes / No)
 Company Settings > Restoration Settings
• Rooms
• Contractors
• Insurance Companies

17. Restoration
• Capture garment location information
 Room Location - Bedroom 1, Master
Bedroom etc.
 Room Description - Men's closet,
Dresser 1 etc.
• Room Name and Description tokens
are printable on invoices and tags
• Reports
 “Item Counts” by room or comments
 Orders by Room

18. Restoration
• Capture Job, Contractor and Insurance
contact information
• Job status details
 Company Settings > Restoration Settings

19. Configuration Options
• Enhanced Holiday Scheduling –
 Company Settings > Mark-in Settings >
Holiday Schedule
 Store Settings > Mark-in Settings > Holiday
Schedule

20. Assisted Assembly / Automation
• How many are using?
 HSL / Temporary Barcodes
 Automated assembly
 Assisted Assembly

21. HSL Modification Screen
• New definition screen is used in the Batch
Markin, HSL Association and HSL View/Edit
Definition screen

22. Save HSL Modification
• When using “Item View” during detail modifying a
defined HSL the CSR will be prompted to “Save”
changes. “Yes” will permanently save these changes.
“No” will only make the change for this invoice.

23. Reprint HSL Label
• Unreadable, Torn or missing HSL / ItemTrac
barcodes may be reprinted
 Prints to defined printer on paper, Tivek or HSL
label

24. Production Commitment
• “Production Commitment” detail view option
 Display item detail of all in process items rather than
the default invoice search screen
 Company Settings > Production Settings > Production
Commitment – Show Itemized Detail

25. ProductionTrac - PC

26. ProductionTrac - PC
• Windows based architecture
 Works with compatible PC’s, Laptops, Tablets or thin clients
 Off the shelf hardware and components
 New visual interface
 Easy to read comments and notes
• Integrates with existing ET214 hardware based devices
• Features
 Item level production
• Pieces completed, touched up and re-worked
• On screen PPOH measurements
• Pay by the piece, commission or points
• Worry free redo / rework logic and tracking
 Item level process steps
• Manager, Spotting, Mending
 Order based process steps
• Rack, On Truck, To Store
 Time clock integration

27. Marketing Your Business

28. Incentives
• Incentives Generate at Pickup
 “Least Used” department
 “Bounce Back”
• Company Settings > Marketing Settings >
Incentive Profiles

29. Frequent Buyer Levels
• Create and manage Frequent Buyer Levels
• Uses the “DL” dialog in the customer profile to display
the customers current level
• Display balance and level on invoice
• Auto adjusts level at anniversary
• Any Success Stories using FB / Rewards?

30. Email / Word Merge Options
• Invoice / Order
 Detailed, ready and sold order process
• Customer
 First / Initial visit
 Missing
 Lost Tuna

31. Customer Profiling
• Select your own data set
 Export to Excel or CSV
 Export to MapPoint
 Save selection as a preset
• Reports Gallery > Customer > Customer
Profiling

33. “On the SPOT” Marketing
• Pay as you go marketing
• SBS will provide your company weekly,
monthly and annual marketing processing
• Template based or custom material
• Flexible flat rate plans starting at $149
 Email campaigns included
 Printed / Mailed pieces charged per piece

34. “On the SPOT” Samples

35. “On the SPOT”
• Weekly Processing
 New customer - Drop off
 New customer– 1st Pickup
 One and Done
 Overdue Inventory 7,14,30,60,90
 Missing / Lost Customers - Advanced option
 Route Reminders - Advanced option
• Monthly Processing
 Expiring credit cards
 Birthday message
 Lost Tuna - Advanced option

36. “On the SPOT”
• Annual Processing
 Holiday Message
 Customer Survey – (Pointing to your Survey
form)
 Add Hoc - Customer Profiling
 By Contact Group
• Quarterly Processing
 Top customers - 5%, 10%, 50,100 options
 By Zip Code

37. Routes

38. Manifest2.rpt Option

39. Manifest3.rpt Options

40. Reconciliation Screen

41. Reconciliation Requires
• Company Settings > Route > Display only
ready orders
• Company Settings > Route > Manifest
exclusion reasons
• Store Settings > Route > Route Name >
Display Reconciliation Screen
• Store Settings > Route > Route Name >
Include orders in this location only
• Can be enabled by route

42. GPS Integration
• Who is using GPS?
 Any success stories?
• Select a manifest to export
• Export directly to device as a local hard disk or
other local storage

43. RouteTrac - Mobile

44. RouteTrac - Mobile
• Manage and print bag tags on demand at the
stop

45. RouteTrac - Mobile
• Daily summary delivery
statistics at the end of
each route

46. RouteTrac - Mobile
• Real Time or Off Line Mode
• Driving directions
• Integrates with SPOT
RouteTrac Manager
• Non-Deliveries create CRM
entries
• Posts orders on delivery
• Add new customer
• Update customer info
• On Demand stop creation
• Receive on demand requests
from the office
• Search for customers on a
manifest or another route