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Feb 29, 2012

Last Day For Special Discounts!

Today is the last day to take advantage of our Discounted Yearly Plan and save up to 20%  

Currently, our 6 Month Plan provides savings of 10%, and our very popular One Year Plan provides a 20% discount.  As of March 1, 2012 these will change to a savings of 5% for the 6 Month Plan, and 15% for the One Year Plan.


Get Locked In to the current yearly discounted rates by signing up before February 29, 2012.  This discounted rate for the yearly plan is guaranteed 
for the duration of your UnitWise subscription!

All users who have already signed up for the current discount plans will continue to enjoy this discount as along as they are subscribed to UnitWise.


If you would like to upgrade your account to one of these options, you can go to Settings >> My Account >> Payment Plan


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Personal Use/Demo and Donations

If you want to manage the amount of inventory you use for Personal Use/Demos or Donations, we recommend creating an account titled "Personal Use/Demo" or "Donations". To create this Personal Use, Demo or Donations customer, follow these steps:

1.  From the Customer Center, click on "Add New" and select "Customer"


2.  Enter Personal Use/Demo or Donations for the customer name and click "Save Customer"


3.  Go to the "Other Info" tab. It's here where you can make sales preferences.


4.  For Personal Use/Demo, set the Default Discount at 50%. (For Donations, you would set this Default Discount at 100%)
5.  Click "Save Customer". Now, whenever that customer is invoiced, those settings will take effect.


Note:  For the Personal Use/Demo customer as well as the Donations customer, you will need to leave the Sales Tax at 0%

You can invoice this customer for products that you use and UnitWise will keep a record of it. To view the amount of product used by a particular customer follow these steps:

1.  Go to Home and click on "Reports"
2.  Under the Customers section in reports, click on "Product Usage by Customer"


3.  Select your filter options then click "Run Report".
In this report, you can view all transaction for your selected filter options including customer and product category.

Here's a video for more info:




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Feb 28, 2012

How to Correctly Get Your Browser to Remember Your Login

When logging into UnitWise, if you want your browser to remember your log in information, simply check the "Remember Me" box and your browser will save this information for the next time you access UnitWise.


However, if you click "Log Out" upon leaving UnitWise, the next time you want to access your account, you will be prompted to enter your log in information.


When returning to UnitWise, simply click on Member Sign In and you will be directed to the Dashboard in your UnitWise account.


Note:  Clearing your cache by pressing Ctrl F5 will NOT clear this log in information. Once you have clicked "Remember Me" upon logging in, your browser will remember that information until you opt to "Log Out" of UnitWise.

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Feb 24, 2012

Product Returns and Replacements

If you need to return a product due to a defect or another reason, you can record that into UnitWise. To process a product return, follow these steps:

1.  Create an Invoice for the products to be returned
2.  Enter the name of the Customer that is returning the product
3.  Enter the products being returned
4.  In Product Details, go to "Sale Type" and select "Return to MK" and click "Save".
This will automatically create a credit for that customer to balance the previous invoice entered for the customer.


5. Go to "Inventory" and select "Replacement". You will notice a place for Products to be Returned. This is automatically entered based on the "Return to MK" invoice you just created. At the bottom, there is a place for Replacement Products
6. Enter the replacement products. Notice the "Retail Price" boxes. This will inform you if the difference of the products you're returning and the replacement products falls within the recommended $1.00 amount. You will need to confirm if that does.
7.  Once you have entered the replacement products and are ready to continue, you have 2 selections available. You can "Print a Worksheet" and create a paper copy of this transaction or you can "Save & Create a Purchase Order". Once you save it will go to the Purchase Order area of UnitWise                      
Note: Be sure to include the Day Code before clicking "Save & Create Purchase Order"

8.  Go to "Inventory" and select "Order from MK".
9.  Click on "Confirm Order with Intouch" and once the products come in you will need to return to "Order from MK" and click on "Receive Products"

The replacement process will remove the products you're returning from your inventory and add the new products when you've received them.






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Feb 23, 2012

Important Updates

For optimum performance, we recommend installing these important updates to ensure you're using your UnitWise account to its full capabilities.

A note about each of these updates:
-  Adobe Flash is essential for viewing all online multimedia content.
-  Java is vital to accessing and viewing the most important features of your UnitWise account and is on billions of devices worldwide.
-  Adobe Reader allows you to view online documents.
-  Mozilla Firefox is the top web browser recommended by the Heroes at UnitWise

You can download each update by clicking on the images below. Once you download and install each update you will then need to restart your computer in order for these updates to take effect.

 

             
                                                         
                  
                                     
                
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Feb 22, 2012

Creating Accounts

In UnitWise, there are many accounts available to keep your business organized. In addition to the default accounts that we have already created for you, you can create your own custom accounts. To create an account follow these steps:

1.  Under Accounts, go to "Chart of Accounts" and click on "Add New Account"

2.  You will then select the account type.
                                                      
3.  We have created these Default Accounts for you. Once you have selected your account type, click "Next"
4.  Give your account a name. Once you've entered your account information click "Save"

5.  Your newly created account will display in "Chart of Accounts" where you can View the account, Edit the account and View the Transactions for that account.


Here's a video for more info:


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Feb 21, 2012

Product Collections

UnitWise offers many customization features and options for you to add your own personal touch to your business. Not only can you create and add your own products to your inventory, but you can also add your own product collections, allowing you the freedom to build your own product sets.

To create a Product Collection, follow these steps:
1.  Go to "Inventory" and select "Add Product"
2.  Assign a product name and a part number
3.  Check the box for Product Collection
4.  Click "Itemize" to select each piece

5.  Enter product information, click "Add Product" to enter another product and click "OK" to complete the collection
6.  Enter pricing information
7.  Click "Save" or "Save & New" to create another product collection

Here's a video for more info:




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Feb 17, 2012

First Look at Endicia

Through a collaboration with Dymo Endicia, UnitWise will soon add a feature that will allow users to purchase and print postage directly from within their UnitWise account.  

This feature will be accessed from Customers >> Postage


All of these tasks will be able to be completed from within your UnitWise account:

- Purchase Postage
- Select Package Size & Weight
- Select Recipients
- Print Postage

The following video is a First Look at how this New Feature will work in UnitWise:

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Feb 15, 2012

Your UnitWise Trial Period

If you have recently begun using UnitWise, you will benefit from a Trial Period.  During the Trial Period, you will have access to the full program and all of the features associated with the package you select.  The only thing that is different about the trial period is that you will not be charged until it is over.


Once your Trial Period is over, you will receive an email notification.  To avoid a disruption in service, you will need to login to your UnitWise Account to continue using UnitWise. We will not automatically charge you for using UnitWise.  You will need to sign-in and state that you would like to continue using UnitWise.  You will be charged a pro-rated amount for the remainder of the billing period.  We charge on the 20th of each month.


This is the screen you will see in UnitWise after your trial expires:




You will not need to do this if you have already selected the UnitWise Circle Button
(This option allows your account to automatically continue after your trial period)
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Feb 14, 2012

UnitWise: Special Discounts

If you enjoy saving time and money, you will love our Discounted Yearly Plan!  Select the Yearly Payment Plan and save up to 20%.  

Currently, our 6 Month Plan provides savings of 10%, and our very popular One Year Plan provides a 20% discount.  As of March 1, 2012 these will change to a savings of 5% for the 6 Month Plan, and 15% for the One Year Plan.


Get Locked In to the current yearly discounted rates by signing up before February 29, 2012.  This discounted rate for the yearly plan is guaranteed 
for the duration of your UnitWise subscription!

All users who have already signed up for the current discount plans will continue to enjoy this discount as along as they are subscribed to UnitWise.

If you would like to upgrade your account to one of these options, you can go to Settings >> My Account >> Payment Plan
If you are currently subscribed, this change will take effect on the next billing cycle.

Read More »

Feb 11, 2012

Congratulations to NSD Auri Hatheway

The Heroes at UnitWise would like to congratulate NSD: Auri Hatheway!  


It has been a pleasure to get to know Auri, and we are thrilled that she made her NSD Debut on Saturday with the Driven National Area.  Her debut took place at the Miami Airport Convention Center and featured some All Star guests!  We wish her all the best for her Area; and as our token of congratulating her success, we have launched a custom designed website for her area: Auri.UnitWise.com




Auri Hatheway & Family
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Google Calendar Sync

To Sync calendar events with Google, follow these steps:

1.  If you are not already logged into your Google account, log in and before you sync, you will want to verify your Time Zone is correctly set in Google Calendar. To do this go to the Options icon, under Options, go to Calendar Settings, verify your Time Zone information is correctly set and click Save 
2.  In UnitWise, under "Activities", go to "Calendar"
3.  If you have not already performed a Google Calendar Sync, click on "Google Settings". If you have already synced with Google Calendar previously, skip to step 6
4.  Click the option to enter your Google Calendar credentials
5.  You will be prompted by Google to grant UnitWise access to your Google Calendar. Click "Continue", then click "Grant Access".
6. Click "Sync From Google"
Note: This will only sync from your primary Google Calendar and cannot sync recurring events. In addition, once you have synced from Google, you can then go to "Settings", "Preferences",  under the "General" tab, check the boxes for "Sync Automatic Tasks with Google" and "Sync Calendar Events From Google into UnitWise".
  
7.  To make the newly synced events appear on the calendar on your website, from Calendar, click on an event and click on "Edit Event Details"
8.  Check the box for "Show on My Website" and click "Save". That event will now appear on your website


Here's a video for more info:





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Feb 10, 2012

Intouch Sync Overview

Of the many valuable and time saving features of UnitWise, the Intouch Sync feature allows you to seamlessly import your Customers and Consultants from Intouch as well as Anniversaries and Birthdays. When you sync Consultants, UnitWise automatically checks their Consultant number to avoid creating duplicates.

Note: Using the Sync option will bring in ANY customer who is not in your UnitWise database. If you have deleted customers from your UnitWise list but they are still in your Intouch list, they WILL be brought back into UnitWise using this function.


To Sync customers and consultants from Intouch follow these steps:


1.  Go to the "Customer Center"
2.  Click "Import/Sync"

3.  Under "Sync", select "New Intouch Customers" 
4.  Click "Sync". You will be notified via email when your Sync has been completed and what information has been brought over into UnitWise.
5.  Repeat steps 2, 3 and 4 to Sync New Intouch Consultants, Intouch Anniversaries and Birthdays


Here's a video for more info: 




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Feb 9, 2012

Get in the UnitWise Circle

Due to popular demand, we have added an option to your account that will allow you to automatically continue with UnitWise after your trial expires. If this box is checked, your UnitWise account will automatically continue after your trial period is over.  By selecting this box, you can avoid having your UnitWise account account go inactive. This means that if you are using our website services, your website will always be up and running properly.  


To be a part of the UnitWise Circle, here are the steps to follow:


-  Login To UnitWise
-  Click "Settings" then "My Account"
-  Go to the "Payment Plan" tab
-  Select "Charge me After Trial"


Here is a video explaining the process:


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Feb 8, 2012

UnitWise LIVE

The Heroes will be offering Live Sessions of UnitWise throughout 2012. The first one will be held in Wilkesboro, NC on March 2nd at Holiday Inn Express. This event is being hosted by Senior NSD Glinda McGuire.

This will be a great opportunity to see UnitWise in action, and also talk to the Heroes about any questions you may have about UnitWise.

Spots are filling up quickly, so contact us to have the Heroes come to your town!                                 
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*UnitWise is not affiliated with Mary Kay.

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