tag:blogger.com,1999:blog-91424362299773272422024-03-13T22:32:40.421-04:00Unitwise - Business Management Program for Consultants and DirectorsUnitWise is a business management program for U.S.Independent Beauty Consultants and Sales Director. UnitWise gives you the tools to manage your Mary Kay business. Anonymoushttp://www.blogger.com/profile/15674050859199690666noreply@blogger.comBlogger830125tag:blogger.com,1999:blog-9142436229977327242.post-77405409569495238952022-05-12T17:26:00.000-04:002022-05-12T17:26:43.201-04:00Anatomy of a Leader: Qualities every Consultant needs to Conquer their Mary Kay Business<div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEin9QaCr9bMGiyJtmxt42umMV8F7x0GYBbw2QbUxCvQ7tAEidra2IERDDYHSZ_Hs2q86tfNTeQBlWkFRhUJhtSD0GKkZQ7FcM7edk-RJGVF-Rx99EsbD_OkEPuEg6W6H_L7Bge8gyrqPi4HiTxiRK-ANY51LA3x87Ky93z5V8gLerFvbcSRuRbl0gh6Cw/s1244/blog%20headers%20-%201200%20%C3%97%20630px%20(77).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="654" data-original-width="1244" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEin9QaCr9bMGiyJtmxt42umMV8F7x0GYBbw2QbUxCvQ7tAEidra2IERDDYHSZ_Hs2q86tfNTeQBlWkFRhUJhtSD0GKkZQ7FcM7edk-RJGVF-Rx99EsbD_OkEPuEg6W6H_L7Bge8gyrqPi4HiTxiRK-ANY51LA3x87Ky93z5V8gLerFvbcSRuRbl0gh6Cw/w640-h336/blog%20headers%20-%201200%20%C3%97%20630px%20(77).png" width="640" /></a></div><br /><br /><div style="text-align: center;">"Success is liking yourself, liking what you do, and liking how you do it." </div><div style="text-align: center;">-- Maya Angelou --</div><br /> Whether you are a Mary Kay <a href="http://blog.unitwise.com/2018/01/how-to-become-director-faster-starting-now.html" target="_blank">National Sales Director</a> or striving to become one, we can all learn more about the <b>characteristics that make up a strong leader.</b> Leaders come in all shapes and sizes, but their anatomy can be quite similar. <br /><br /><br />Here, we’ve summed up what we think to be the most important leadership qualities: <br /><br /><br /><h4 style="text-align: left;">Head </h4><div><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgBGv3HirnmxGepg4zGgHtOv8NYg446rVzcntUmEW_NVN-Wz4b3fGROXHBi2L-2fPWbISunhK8qkyiBXMiUHEe0rX0WWaVovr9z_4HPoCuGy4YOml1cgXP43InPWoCDukPuevae0AsgilO38jVsuMv5uZVh9vaFLnWiONkxZLfKVyoaz3qZJJuNlNNXQ/s327/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(14).png" imageanchor="1" style="clear: right; display: inline !important; float: right; margin-bottom: 1em; margin-left: 1em; text-align: center;"><img border="0" data-original-height="327" data-original-width="310" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgBGv3HirnmxGepg4zGgHtOv8NYg446rVzcntUmEW_NVN-Wz4b3fGROXHBi2L-2fPWbISunhK8qkyiBXMiUHEe0rX0WWaVovr9z_4HPoCuGy4YOml1cgXP43InPWoCDukPuevae0AsgilO38jVsuMv5uZVh9vaFLnWiONkxZLfKVyoaz3qZJJuNlNNXQ/s320/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(14).png" width="303" /><br /></a>Great leaders aren’t just smart. Sure, that helps, but it goes much further than that. Leaders are avid learners, meaning they’re constantly looking to adapt and learn new things. This form of <b>adaptive leadership</b> helps them achieve goals quickly and efficiently so that they can stay on track when working to achieve their goals. </div><div><br /></div><div><br /></div><div><b>What have you learned this month that can help your business or team grow?</b><div><br /></div><div><br /><h4 style="text-align: left;">Eyes</h4></div><div><br /></div><div>Every strong leader needs a clear purpose and vision. Excellent vision allows leaders to see their goals lying before them. Keep your vision sharp by being consistent with your <b>Weekly Accomplishment Sheets.</b> Sometimes even leaders need glasses to help them see, let UnitWise help you see your goals more clearly with the <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">Weekly Accomplishments Feature</a> under the <b>“My Unit” tab. <br /></b><br /><br /><h4 style="text-align: left;">Ears</h4></div><div><br /></div><div>Leadership is just as much a passive role as it is an active one. A strong leader understands this and knows to <b>listen to their team and customers</b>. They listen for feedback, criticism, and doubt. This month, watch how encouraging your team members to engage with you by listening to their input helps your Mary Kay business grow!<br /><br /><br /><h4 style="text-align: left;">Lips</h4></div><div><br /></div><div>Just as important as listening is communicating. Strong leaders are also strong communicators. <b>How can you improve communication with your team?</b> Maybe try starting a unit newsletter, where you share important dates and challenges with your team.<br /><br /><br />You can do this quickly and easily by utilizing your <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203unitwise-is-proud-to-work-with-many-beautiful-and-successful-women.html" target="_blank">UnitWise Resource Library</a>! What about communication with your customers? Try encouraging customers to interact with you on <a href="https://www.unitwise.com/resourcecenter/facebook/" target="_blank">social media</a> by including a Call-to-Action in all of your social posts. <br /><br /><br /><h4 style="text-align: left;">Shoulders</h4></div><div><br /></div><div>Leaders need strong, broad shoulders to carry the weight of their responsibility. Mary Kay Directors and Consultants carry a lot of responsibility. Don’t be scared to delegate tasks and ask for help when necessary! <br /><br /><br /><h4 style="text-align: left;">Muscles</h4></div><div><br /></div><div>Just because you aren’t a bodybuilder doesn’t mean you aren’t strong! If you are a bodybuilder, you know that comparison is the thief of joy. A strong leader has muscles that allow them to see the strengths, not limitations, of others. </div><div><br /></div><div><br /></div><div><b>When was the last time you complimented your team? </b><br /><br /><br /><h4 style="text-align: left;">Heart</h4></div><div><br /></div><div>This may seem like an obvious one! We all know Mary Kay Directors and Consultants have a lot of heart. They are truly passionate about their work (one thing their <a href="http://blog.unitwise.com/2022/04/httpblog.unitwise.com202204celebrate-national-hero-day-with-the-UnitWise-Heroes-and-MK-Business-Trivia.html" target="_blank">UnitWise Heroes</a> love about them). There is an emotional component to leading others. People want to be led by someone they know believes in them. Show your team you appreciate them by showcasing them on your UnitWise <a href="https://www.unitwise.com/resourcecenter/website/" target="_blank">website</a> or <a href="https://www.unitwise.com/resourcecenter/facebook/" target="_blank">social media</a>. <br /><br /><br /><h4 style="text-align: left;">Feet</h4></div><div><br /></div><div>Lead by example. Don’t expect your team to do something that you wouldn’t do yourself. Share <a href="http://blog.unitwise.com/2022/05/httpblog.unitwise.com202205productivity-has-never-looked-better-success-every-season-with-this-quarterly-checklist-by-unitwise.html" target="_blank">your success story</a> with them and the tips and tricks you have learned along the way so that they can follow your lead. <br /><br /><br /><h3 style="text-align: left;">UnitWise </h3><br /><br /><b>When was the last time you re-evaluated or adapted your leadership style?</b> Use this checklist to see if you meet the characteristics of a strong leader. If you miss any of the above steps, don’t worry!<br /><br /><br /> Leaders are rarely born, they’re made over time with experience and yes… mistakes. Try to see how you can implement these characteristics into your leadership strategy, but don’t get discouraged if you trip up along the way! <br /><br /><br />Think we missed something? <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook so we can see what you think makes up a great leader or share your favorite leadership strategy! <br /></div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-80789996968160994742022-05-11T17:20:00.001-04:002022-05-12T10:51:18.642-04:00Productivity has Never Looked Better: Success every Season with this Quarterly Checklist by UnitWise<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiH_0_yVRg82dDQaBmZ9Jwfk3ilT-_KHmqvqNzKOV2YOhauiqoQCCePZ-n2m3xUH5jqSaZymAmkgIMBAu5O5QqMpeLYBeT7rTpsFQ5T3psb9vdSERKSIdRFg2iG9nRAFt53k0Fdb3YvnGCGUV62s0KIF40OfiR1QTLhT515YHEJWJSlSf_78OtP6Q2HFw/s1244/blog%20headers%20-%201200%20%C3%97%20630px%20(76).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="quarterly checklist" border="0" data-original-height="652" data-original-width="1244" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiH_0_yVRg82dDQaBmZ9Jwfk3ilT-_KHmqvqNzKOV2YOhauiqoQCCePZ-n2m3xUH5jqSaZymAmkgIMBAu5O5QqMpeLYBeT7rTpsFQ5T3psb9vdSERKSIdRFg2iG9nRAFt53k0Fdb3YvnGCGUV62s0KIF40OfiR1QTLhT515YHEJWJSlSf_78OtP6Q2HFw/w640-h336/blog%20headers%20-%201200%20%C3%97%20630px%20(76).png" width="640" /></a></div><br /><br /> The fashion industry changes quarterly and… so does Mary Kay! Mary Kay releases new products for every season, with a special release each year in anticipation of the holiday season. <br /><br /><br />The research team at Mary Kay is always finding new ingredients for better results with their cosmetic and <a href="http://blog.unitwise.com/2017/05/what-to-avoid-for-perfect-skin.html" target="_blank">skincare products</a>, which is just one step Mary Kay is taking to stay ahead in the cosmetic industry. <br /><br /><br />What steps are you taking each season to stay ahead in your Mary Kay business? Following a quarterly checklist can help you keep up with the changing demands of your clients. <a href="https://www.unitwise.com/" target="_blank">UnitWise</a> is here to help you succeed with this simple quarterly checklist!<br /><br /><br /><h3 style="text-align: left;">UnitWise Quarterly Checklist</h3><br /><br /><h4 style="text-align: left;">Email Marketing</h4><div><br />A new season is the perfect opportunity to review your content calendar for the upcoming quarter. Go to the <b>“Anniversaries & Birthdays” reports</b> under <b>“Customers”</b> under the <b>“Reports” tab.</b> Here you can generate reports to view all of your upcoming birthdays and anniversaries. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheXcxjRwlEZAOtUcHaPPlL19mr8Zj5pF2juUvDTi1J6pXFWPxWH4ZtyfaVqf5e78mGLEBTV2ZrhHnZPmG2PIaHepm67lrwcshnnFbaEh6ctzPRZNX5akUZZkifAkScmH89NCW0NaTWAKiof5USfak9qTuoy227Q4v0sFX5yAlY0tW5s2i4K1faDShQlg/s1902/Reports%20(13).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="anniversaries and birthdays" border="0" data-original-height="530" data-original-width="1902" height="178" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEheXcxjRwlEZAOtUcHaPPlL19mr8Zj5pF2juUvDTi1J6pXFWPxWH4ZtyfaVqf5e78mGLEBTV2ZrhHnZPmG2PIaHepm67lrwcshnnFbaEh6ctzPRZNX5akUZZkifAkScmH89NCW0NaTWAKiof5USfak9qTuoy227Q4v0sFX5yAlY0tW5s2i4K1faDShQlg/w640-h178/Reports%20(13).png" width="640" /></a></div><br /><br />Select<b> “Include Following Month”</b> to display two months at one time. UnitWise is great because you can schedule emails and social media posts ahead of time. This allows you to schedule your email marketing strategy for the entire quarter. <br /><br /><br />Simply go to <b>"Email Marketing"</b> under the <b>"Marketing" tab</b> to review all of your <b>“Scheduled Emails.” </b><br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPitCLdXTbVoB2hhTPjehXAaDo6sLGyBGyf4fWkrO9Pb85i3blONJcsLxmuTKKFeVYMlKsFIAQD31fBXZTdFLzwku9i8xY2FkIdRnhrxDcSFISRgJyFPpUxwhE1I84GuYVVCsK9ewTNcpWSGPfK1IUERjrwX6QGsXlZkDQgq2fa8cdoa2wNhp-2goqWw/s1920/Email%20Marketing.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="email marketing" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPitCLdXTbVoB2hhTPjehXAaDo6sLGyBGyf4fWkrO9Pb85i3blONJcsLxmuTKKFeVYMlKsFIAQD31fBXZTdFLzwku9i8xY2FkIdRnhrxDcSFISRgJyFPpUxwhE1I84GuYVVCsK9ewTNcpWSGPfK1IUERjrwX6QGsXlZkDQgq2fa8cdoa2wNhp-2goqWw/w640-h324/Email%20Marketing.png" width="640" /></a></div><br /><br />Personal touches can go a long way and who doesn’t love a birthday card! If you have the time and resources, try to plan out a personal email to be sent out to your customers on their special day. This is also when having your client’s spouse's information can be extremely helpful. Send their spouse an email or call to ask if they would like to purchase any products for their significant other’s upcoming celebration. <br /><br /><br /><h4 style="text-align: left;">Inventory</h4><br /><br />Inventory is an important aspect of any Mary Kay business. One of the best ways to promote your business is to have samples ready on hand that you can share with passers-by and leads, but a strong inventory can go further than simply having the products on hand. <br /><br /><br />It is critical for your business's success to <b>be knowledgeable of every product</b> you promote as a Mary Kay consultant. Luckily, Mary Kay assists with this by including detailed information about each of its products. Every quarter, ensure you are knowledgeable about the new release by reading Mary Kay’s interactive catalog. <br /><br /><br />This seasonally released catalog reviews all of the active ingredients in Mary Kay’s newest products and explains the benefits of these ingredients. Additionally, you can search individual products by product name for an overview of each product, with active ingredients, and application tips. <br /><br /><br />Take note of product details so you can share information about each product at your upcoming facials and parties. <br /><br /><br /><h4 style="text-align: left;">Social Media</h4><br /><br />Social media trends are constantly changing. <b>Follow the seasons and review your social media strategy each quarter</b> to ensure you’re staying on top of the hottest trends. One of the best ways to do this is to stay active on social media. Seeing what other consultants and beauty gurus are doing to stay relevant can give you an idea of the engaging content you should be posting. <br /><br /><br />Stuck on what to post? <b>Try to pick a new theme for each quarter</b> to give you a little inspiration on what to post. For example, Mary Kay’s spring release was lipstick heavy. Try creating a social media campaign with a color scheme based on the lipstick shades showcased in the new collection. <br /><br /><br /><h4 style="text-align: left;">Calendar</h4><br /><br />It may seem obvious, but your <b>UnitWise calendar</b> is a great resource to consult as you make plans for the upcoming quarter. You already know the UnitWise calendar is a great place to keep track of appointments, calls, and parties, but did you know you can turn your calendar into a content calendar? <br /><br /><br />One of the great things about the UnitWise calendar is that <b>you can color-code your tasks.</b> This means you can designate a specific color to emails or social media posts, then <b>set reminders on your calendar so that you do not fall behind</b> on your social media or email marketing strategies. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3AIqN0u3e-BumJ5R0Aj_8dQoXmEZkJAN0BhFkz01XOdwWR86blVcQP8da0Z1H1EXQ2aDm-Q9poFmCdEADLC6o0_d-Qy8l4we58ZuH9XgB_najhbxqQ-mRWDuyUcl_MaAg0xBKRxBaitCT7d5K_QYaNRl-_6jRwIqJF6a3AoVdynQIgZ58Ra1t6xDeAw/s1920/Calendar.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="calendar" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3AIqN0u3e-BumJ5R0Aj_8dQoXmEZkJAN0BhFkz01XOdwWR86blVcQP8da0Z1H1EXQ2aDm-Q9poFmCdEADLC6o0_d-Qy8l4we58ZuH9XgB_najhbxqQ-mRWDuyUcl_MaAg0xBKRxBaitCT7d5K_QYaNRl-_6jRwIqJF6a3AoVdynQIgZ58Ra1t6xDeAw/w640-h324/Calendar.png" width="640" /></a></div><br /><br />Don’t forget to sync your UnitWise calendar with your Google calendar so that you can take your Mary Kay business with your wherever you go! <a href="http://blog.unitwise.com/2022/03/read-across-america-day-with-unitwise.html" target="_blank">Click here</a> to learn how!<br /><br /><br /><h4 style="text-align: left;">Invoices</h4><br /><br />It’s the end of another successful quarter and you’re antsy to get paid. The end of a quarter is the perfect time to follow up with any customers with open or partially paid invoices. You can find all of your invoices under <b>“Invoices”</b> under the <b>“Customers”</b> <b>tab</b> by using the sidebar to the left of your screen. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJCEeB4VchcukYZqFEdrdwuks7jETsjhCkt4EMIGyHXm9eWZqIRQzhpmviL4NktYLfIl48AU2vTJ6tzrTmRYffRl7o5A2FgfUl2NRV7yOmzVGj4Z1F3gwb6N3O7bhRtzhJT_Vg79CX3gl1cECZVrz5GPyRp8UunJAAyEj0BXvh0caFgT1MXQZR_6UBmw/s1920/Customer%20Invoices%20(9).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="customer invoices" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjJCEeB4VchcukYZqFEdrdwuks7jETsjhCkt4EMIGyHXm9eWZqIRQzhpmviL4NktYLfIl48AU2vTJ6tzrTmRYffRl7o5A2FgfUl2NRV7yOmzVGj4Z1F3gwb6N3O7bhRtzhJT_Vg79CX3gl1cECZVrz5GPyRp8UunJAAyEj0BXvh0caFgT1MXQZR_6UBmw/w640-h324/Customer%20Invoices%20(9).png" width="640" /></a></div><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />Was this quarterly checklist helpful? <b>Updating and reviewing your business strategy each quarter is a great way to stay ahead and succeed with your business. </b><a href="https://secure.unitwise.com/user/signin" target="_blank">UnitWise</a> can help you succeed with exclusive features that help simplify your quarterly review. <br /><br /><br /><a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook and let us know if there’s anything you’d add to this quarterly checklist!</div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-38601265636620547612022-05-10T16:53:00.001-04:002022-05-12T10:49:48.088-04:00How-to Tuesday: Navigate your Customer Sales Section with Confidence<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgh2OuDmLZI95D71XcLo8z-1mg5rDuI_4bCPEnt8IkXXBphshoWMMirTNwTJ8AlihxDH-6zVi18ATHRf9M3v-T-hxBJpZ_AVI8Cut7ZBDWEMads810gVhCEY8-YWht2epXCrz9BGcxDROeTRy6aHACt0WvzjZZw5CKj5x4yr0qjJWO3xsdzmfUmgHKNkg/s1162/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(30).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="654" data-original-width="1162" height="360" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgh2OuDmLZI95D71XcLo8z-1mg5rDuI_4bCPEnt8IkXXBphshoWMMirTNwTJ8AlihxDH-6zVi18ATHRf9M3v-T-hxBJpZ_AVI8Cut7ZBDWEMads810gVhCEY8-YWht2epXCrz9BGcxDROeTRy6aHACt0WvzjZZw5CKj5x4yr0qjJWO3xsdzmfUmgHKNkg/w640-h360/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(30).png" width="640" /></a></div><br /><br />With <a href="https://www.unitwise.com/" target="_blank">UnitWise</a>, you have access to <b>exclusive features designed to help your Mary Kay business run more efficiently.</b> The Customer Center and customer management features are just one of these great features. <br /><br /><br />Within your UnitWise account, the Customers tab is broken down into 8 sections. These sections appear as follows:<b> Customer Center, Invoices, Receive Payments, Sales Receipt, Credit/Refund, Contact Group, Emails, and Postage. </b><br /><br /><br />Follow along as we take you through each of these sections to help you make the most of the UnitWise Customer Management feature.<br /><br /><h3 style="text-align: left;">Customer Center</h3><div>The Customer Center allows you to <b>manage your customers, contacts, team members, and leads.</b> Filter customers by active, preferred customers, preferred hostesses, skincare customers, and inactive customers. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjIpOx1ECOxS5OrY9GDNFUFpogIoSFJap45Uo6Zl2kzjW8XGW50bSwmoTbKTZ0ImfAadbGddSoDtU3GsOr0AM9a2cowEKA7bG7ct9oHRByatx_QM6p9p-vWCiwBGlGbxkbQUpp29QgpCz9YGeWdfTdbls5gnvWJS9dBbsKqVhVBWEKV1KG9SHZfFET1bA/s465/customer%20center%200.0.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="225" data-original-width="465" height="310" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjIpOx1ECOxS5OrY9GDNFUFpogIoSFJap45Uo6Zl2kzjW8XGW50bSwmoTbKTZ0ImfAadbGddSoDtU3GsOr0AM9a2cowEKA7bG7ct9oHRByatx_QM6p9p-vWCiwBGlGbxkbQUpp29QgpCz9YGeWdfTdbls5gnvWJS9dBbsKqVhVBWEKV1KG9SHZfFET1bA/w640-h310/customer%20center%200.0.png" width="640" /></a></div><br /><br />Add a new contact, customer, lead, or team member using the <b>“Add New”</b> drop-down list at the top-right corner of your screen. The <b>“Bulk Edit”</b> option is a quick way to edit all of your customer information. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAaQalK80bNGQk81GlqFF9ztKw4YdY6sFYInyOWdG7huUkM9nAzgYEz1iBmnQvoeDPleJ2wYMUJ98PdOd-b5q1nCAMaQPpjffpX0AKHoCCHi0GNCpccC5OMdQmmQSzPyZWKvQCM0uXUsibJKjR2_xIYOcDgwgpPJnVCtEYLjEUCxa_K-BKn6pl4BOV_Q/s1920/Bulk%20Edit.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjAaQalK80bNGQk81GlqFF9ztKw4YdY6sFYInyOWdG7huUkM9nAzgYEz1iBmnQvoeDPleJ2wYMUJ98PdOd-b5q1nCAMaQPpjffpX0AKHoCCHi0GNCpccC5OMdQmmQSzPyZWKvQCM0uXUsibJKjR2_xIYOcDgwgpPJnVCtEYLjEUCxa_K-BKn6pl4BOV_Q/w640-h324/Bulk%20Edit.png" width="640" /></a></div><br /><br />Simply select which group you would like to edit, then double-click through each section to make your desired changes.</div><div><br /></div><div> <br />Clicking <b>“Copy Email List”</b> will create a list of all of the email addresses for the contact group you have selected. For example, if you are viewing all of your active customers and click <b>“Copy Email List”</b> you will be provided a list of all of the email addresses of your active customers that you can then copy and paste into an email and send out!<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCEdK2ycFUpOtLx10SJlW6EGT1nmZx0nfsk8PW-7q6RkV9qNe81VuNKgELjNNojFLoJx1qHRcYVCQLX5tASzb-Npurmvu6Ucv2kRQMfSevXGGV1d6Mm3A2ZRqM9kyGk_AnE-UzFy3CDuy8LvT3ONz6ajFW_QTzay-UQmtFQbgOMlp9IRcoDFZg9FR6bQ/s1903/Customer%20Center%20(17).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1903" height="326" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhCEdK2ycFUpOtLx10SJlW6EGT1nmZx0nfsk8PW-7q6RkV9qNe81VuNKgELjNNojFLoJx1qHRcYVCQLX5tASzb-Npurmvu6Ucv2kRQMfSevXGGV1d6Mm3A2ZRqM9kyGk_AnE-UzFy3CDuy8LvT3ONz6ajFW_QTzay-UQmtFQbgOMlp9IRcoDFZg9FR6bQ/w640-h326/Customer%20Center%20(17).png" width="640" /></a></div><br /><h3 style="text-align: left;">Invoices</h3>An <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/1908862223080985787?hl=en#" target="_blank">invoice</a> itemizes and records transactions between a buyer and a seller. An invoice is issued once the order has been completed, but before full payment from the customer has been received.<br /><br /><br />The purpose of an invoice is to notify your customer that payment is due. It will identify the goods and services a customer needs to pay, the terms of payment, and when the payment is due.<br /><br /><br />The invoice feature in UnitWise should be used when a customer has placed the order but has not paid the full amount yet. <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203invoices-receipts-purchase-orders-oh-my-recording-product-orders-with-unitwise.html" target="_blank">Click here</a> to learn how to create an invoice. <br /><br /><h3 style="text-align: left;">Receive Payments</h3></div><div>To receive a customer payment, click <b>“Receive Payment.” </b><br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ-0k59yTaQjUQ29dbdkYRlxpx3KOn5iXYH9ZqwoBTWo_ap-tu8nmvHskD0nenxEV4pze79LyiYyRg0yeBqfdNOQsQqTXATzLrtiJbOyb6ZVb76FEQftcaO9JJKiFDfgw7TTqYfdfE7gjEJx0_JOb971mt1tr045p_wiHz7yIg0T2w0-8qnrprSo1Kfw/s1920/Receive%20Payments%20List.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ-0k59yTaQjUQ29dbdkYRlxpx3KOn5iXYH9ZqwoBTWo_ap-tu8nmvHskD0nenxEV4pze79LyiYyRg0yeBqfdNOQsQqTXATzLrtiJbOyb6ZVb76FEQftcaO9JJKiFDfgw7TTqYfdfE7gjEJx0_JOb971mt1tr045p_wiHz7yIg0T2w0-8qnrprSo1Kfw/w640-h324/Receive%20Payments%20List.png" width="640" /></a></div><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4aEDVcJB6a_cFM_XPHV0r3k8wpIoR_Wceur8oF-OWPFNn0LNbM492nwLA1edx_j0_Awu-AfFrV1KwtlKNIbWZOr9wnltMAkFLfwnLCf74hAP22R0k0S1zNvk5c6GYVx2514EBaTdopROHCI5_gqv8qCTKj677byTfJGCHWVWWlMoJn8yyR6kZ1vVMgg/s1905/Receive%20Payments%20(7).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="553" data-original-width="1905" height="186" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4aEDVcJB6a_cFM_XPHV0r3k8wpIoR_Wceur8oF-OWPFNn0LNbM492nwLA1edx_j0_Awu-AfFrV1KwtlKNIbWZOr9wnltMAkFLfwnLCf74hAP22R0k0S1zNvk5c6GYVx2514EBaTdopROHCI5_gqv8qCTKj677byTfJGCHWVWWlMoJn8yyR6kZ1vVMgg/w640-h186/Receive%20Payments%20(7).png" width="640" /></a></div><br /><br />Type the customer’s name in the <b>“Customer Name”</b> text box, then click <b>“Look Up.”</b> This will take you to a page with all of your customer’s invoices and sales receipts, as well as their current balance and available credit. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfH6jy_STn8WX_noNMVTR-DG8NhMbUjKBYijWt7nnNzyaV_7yY-vGQF6vr8PX4CsoITXBDMANElR-AVjqmrKF5WEWBcuCNrFYgwlaLxFhxMzV1Y1tFcCX7hVwu4pbc9m8ibGpBBm4b-Ui59UzceEYSZJGkrO-Za_2FfiwQKBRCG2FIxyiBl7WrpECqQg/s1920/Receive%20Payments%20(8).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjfH6jy_STn8WX_noNMVTR-DG8NhMbUjKBYijWt7nnNzyaV_7yY-vGQF6vr8PX4CsoITXBDMANElR-AVjqmrKF5WEWBcuCNrFYgwlaLxFhxMzV1Y1tFcCX7hVwu4pbc9m8ibGpBBm4b-Ui59UzceEYSZJGkrO-Za_2FfiwQKBRCG2FIxyiBl7WrpECqQg/w640-h324/Receive%20Payments%20(8).png" width="640" /></a></div><br /><br />Enter the Payment Type and Deposit Account information, then click <b>“Save”</b> to save the customer’s payment. <a href="http://blog.unitwise.com/2022/04/httpblog.unitwise.com202204how-to-tuesday-receive-partial-payments-with-UnitWise.html" target="_blank">Click here</a> to learn how to receive a partial payment. <br /><br /><h3 style="text-align: left;">Sales Receipts</h3>A <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/1908862223080985787?hl=en#" target="_blank">sales receipt</a> acts as proof of payment and records a sale. A receipt includes key transaction information such as when the transaction took place, how much the customer paid, and which payment method was used.<br /><br /><br />It is good practice to always issue your customer a receipt as this helps both you and the buyer keep track of purchases.<br /><br /><br />A sales receipt allows you to <b>process customer orders and receive payment from the same screen.</b> Use the sales receipt feature when full payment has been received. <br /><br /><br /><a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203invoices-receipts-purchase-orders-oh-my-recording-product-orders-with-unitwise.html" target="_blank">Click here</a> to learn how to create a sales receipt in UnitWise. <br /><br /><h3 style="text-align: left;">Credit/Refund</h3>Manage all of your customer credits in one place with the Credit section of your Customer Center. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivz7-SnPneb9IUFsMCL04IB4sxzKtTes3u9LL_1cTHhKt3iKh0f_BBD7h6_1noi58Snkm8kzC_KjHgEZqG5Gc7UNZbIV6pj4CQsp8tw0Lgx9wcZNBQeXgIyW3Afc0Bw1UjNqlKW2GjMvT7B4UF4imodLSg5G92wKUrkxpECQRoJNw2d0f40AhNnvBeSA/s1920/Credit%20Memo%20_%20Refund%20from%20Credit%20(4).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEivz7-SnPneb9IUFsMCL04IB4sxzKtTes3u9LL_1cTHhKt3iKh0f_BBD7h6_1noi58Snkm8kzC_KjHgEZqG5Gc7UNZbIV6pj4CQsp8tw0Lgx9wcZNBQeXgIyW3Afc0Bw1UjNqlKW2GjMvT7B4UF4imodLSg5G92wKUrkxpECQRoJNw2d0f40AhNnvBeSA/w640-h324/Credit%20Memo%20_%20Refund%20from%20Credit%20(4).png" width="640" /></a></div><br /><br />Here, you can <b>view information on all of your customers’ existing credits,</b> the date of transaction, the credit amount, and a memo identifying where the credit is from. Filter credits by month, date range, and alphabetical order of each customer’s name. This goes for refunds from credit as well. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjmCGmH1NbZLQ1InTt1loZXftS6SCKETc20E2BPhnpH3FOdQpyCOR3DeCQ19l5VhJq64nBc5atJqQmFNsj8f6BD7GrEzyXybYj1NmLabb6ctk_eLvSOmfAueksOiHDjS3OIVOQX-_ZgRnueotN0Ppdm70NMNkr1y7NCn9KpRncAsiV0-wBEej_Ak3iKjA/s1920/Credit%20Memo%20_%20Refund%20from%20Credit%20(5).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjmCGmH1NbZLQ1InTt1loZXftS6SCKETc20E2BPhnpH3FOdQpyCOR3DeCQ19l5VhJq64nBc5atJqQmFNsj8f6BD7GrEzyXybYj1NmLabb6ctk_eLvSOmfAueksOiHDjS3OIVOQX-_ZgRnueotN0Ppdm70NMNkr1y7NCn9KpRncAsiV0-wBEej_Ak3iKjA/w640-h324/Credit%20Memo%20_%20Refund%20from%20Credit%20(5).png" width="640" /></a></div><br /><br />Use the quick actions to the right of each refund to view, edit, or delete each refund. <br /><br /><h3 style="text-align: left;">Contact Group</h3>The Contact Group feature allows you to <b>create segments for your leads, customers, contacts, and team members.</b> Contact Groups are one of the many ways UnitWise saves you time! Seamlessly filter through groups, so that you can find specific customers faster, while also streamlining your email marketing strategy. <br /><br /><br />The Contact Group feature is a great reminder to take note of your consultant’s and customer’s birthdays and anniversaries. Easily filter through birthday and anniversary months to see which consultants or customers are celebrating special occasions each month. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPEELtp_5ujEfkofCBUcOtrnEOURbHxGTdI9eHzB7KnijLoYl83MFVEU77AdUwK6fvnqVhd4JwkYavgqxfwt2mctC92_nIkgcZuR7-Y8beWRN35V5jfNDmU0Al9QESHXR1kDYWSM91pFWTzrjI2qR62EPE5PQmebQ9CyGpqzu0xcXyKdDCc3ydpd2UPg/s1920/Contact%20Group%20(5).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPEELtp_5ujEfkofCBUcOtrnEOURbHxGTdI9eHzB7KnijLoYl83MFVEU77AdUwK6fvnqVhd4JwkYavgqxfwt2mctC92_nIkgcZuR7-Y8beWRN35V5jfNDmU0Al9QESHXR1kDYWSM91pFWTzrjI2qR62EPE5PQmebQ9CyGpqzu0xcXyKdDCc3ydpd2UPg/w640-h324/Contact%20Group%20(5).png" width="640" /></a></div><br /><br />Use the sidebar located to the left of your screen to see what special events are coming up this month! <br /><br /><br />To learn more about how utilizing contact groups can help you master your Mary Kay business, <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203secure-convert-repeat-how-to-track-and-manage-your-leads-like-a-pro-with-unitwise.html" target="_blank">click here.</a> <br /><br /><h3 style="text-align: left;">Emails</h3>Manage your email marketing strategy from the Customer tab. Here, you can draft a new email, view all of your draft emails, and review previously sent emails. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCrAGvODUQz12M0SCBp2xVuHQgnS8qOUqal_pnz6fe_lN9GWDJjv6MbXheH2W9jqMvUPpiLUVeGgtL6kdIed8XKpx8CCgjGDgMb2e-6em7-goiTZUzvodLtLN9Ph79chJa2PFqDvSEpu52hkHZ-YfALrtKDElajfzezVLV1IcUyz8aHFhuNcxGFmix2A/s1920/Draft%20Emails.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjCrAGvODUQz12M0SCBp2xVuHQgnS8qOUqal_pnz6fe_lN9GWDJjv6MbXheH2W9jqMvUPpiLUVeGgtL6kdIed8XKpx8CCgjGDgMb2e-6em7-goiTZUzvodLtLN9Ph79chJa2PFqDvSEpu52hkHZ-YfALrtKDElajfzezVLV1IcUyz8aHFhuNcxGFmix2A/w640-h324/Draft%20Emails.png" width="640" /></a></div><br /><h3 style="text-align: left;">Postage</h3>Did you know that you can print postage directly from your UnitWise account? <b>There is no additional monthly fee to print postage directly from UnitWise!</b><br /><br /><br />If you do not have a postage balance you will need to purchase postage.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKciDJ1a6T0cHYZ7764Hoq50yktM_Vg3m1MZsErIX3IXRwWWFOnHwDNqxV2kuxyS3Xtm1ZE6sBPPhoZR2CBTEIsMHfKHKrS5tfcdTjBQodtROHlhSyXNPiNDRb7BYhsy2CRNX_Rh3N53O0vlXqL4Pl2c9kzW6QqqBoQjNBu5LoeHNPxy49ifNPeluIbw/s1920/Buy%20Postage.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKciDJ1a6T0cHYZ7764Hoq50yktM_Vg3m1MZsErIX3IXRwWWFOnHwDNqxV2kuxyS3Xtm1ZE6sBPPhoZR2CBTEIsMHfKHKrS5tfcdTjBQodtROHlhSyXNPiNDRb7BYhsy2CRNX_Rh3N53O0vlXqL4Pl2c9kzW6QqqBoQjNBu5LoeHNPxy49ifNPeluIbw/w640-h324/Buy%20Postage.png" width="640" /></a></div><br /><br />Do this by entering the amount of postage you intend to buy and then clicking <b>“Buy Postage.”</b> Now that you have a balance, click <b>“Print Postage”</b> on the left sidebar. <br /><br /><br />From this page, you can see your account balance and the amount of postage you have used. To print postage, enter the recipient details including the recipient's name and delivery address. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZrgUt2l8VZ0n2nqMC7hMcuLH5QToHeDAYgyBtK3tsd90xE6z3tTjP5Z3BaDjFu0SJqiMfFbjpArU31H_cZEhfL7HSiLpWtFVm6_LpXcXZ_JzYHN22R_GmjjHLMEuUxwGGV3BPeustUexhUnDZfCDCDyizTa0XjAezfagZVi42PzC99ljgkJASSFzBng/s1878/Print%20Postage%20(1).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="265" data-original-width="1878" height="90" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgZrgUt2l8VZ0n2nqMC7hMcuLH5QToHeDAYgyBtK3tsd90xE6z3tTjP5Z3BaDjFu0SJqiMfFbjpArU31H_cZEhfL7HSiLpWtFVm6_LpXcXZ_JzYHN22R_GmjjHLMEuUxwGGV3BPeustUexhUnDZfCDCDyizTa0XjAezfagZVi42PzC99ljgkJASSFzBng/w640-h90/Print%20Postage%20(1).png" width="640" /></a></div><br /><br />Insert the weight of your package and the shipping date, then click <b>“Get Service and Postage Options.”</b> This page will show you shipping options based on the information you provided on the previous page. Click <b>“Continue” </b>when you have selected your preferred shipping method. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgroXwYYSLcxlJ6fCkx7_ZQEMMg74G_QnItfMKsl8OWi1ecT0bX0BJpmSK_zhmUmwERqaGxP14b9fJb3IQlDUsVf7q_lqMXWVAOFwZNlkH2LBkfggreATfEgJvqyzU071ddqtm3Q25ALzOz--AZJClkuj_I_wTYJOennfgMAdWDnQ7-GwCL6P54z3CAEQ/s1920/Postage%20Services%20and%20Options.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgroXwYYSLcxlJ6fCkx7_ZQEMMg74G_QnItfMKsl8OWi1ecT0bX0BJpmSK_zhmUmwERqaGxP14b9fJb3IQlDUsVf7q_lqMXWVAOFwZNlkH2LBkfggreATfEgJvqyzU071ddqtm3Q25ALzOz--AZJClkuj_I_wTYJOennfgMAdWDnQ7-GwCL6P54z3CAEQ/w640-h324/Postage%20Services%20and%20Options.png" width="640" /></a></div><br /><br />Note that for no additional charge you will have the option to select <b>“Delivery Confirmation” </b>or <b>“Signature Confirmation.”</b> Selecting<b> “Delivery Confirmation,”</b> will alert you when your package is delivered and choosing <b>“Signature Confirmation”</b> will alert you when your item was delivered and confirmed with a signature. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjPzSYBWoywQ8qVzZ6qglrGqcSKSMGdCbFt8Iy7hmbqx5fVbOAygd0NsF8LtxrfKGoWyvH8gR0BshTurgpY2eUJm_f1rMnev-uxgz0rjRfKlH2uonyZq5r3_YbSEhs2xnJaK-DPiBzQpVNFDKCChputlbx_eFiAux2QDyumJjsfVT25nqEDPPrNhNcQAw/s1920/Summary.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjPzSYBWoywQ8qVzZ6qglrGqcSKSMGdCbFt8Iy7hmbqx5fVbOAygd0NsF8LtxrfKGoWyvH8gR0BshTurgpY2eUJm_f1rMnev-uxgz0rjRfKlH2uonyZq5r3_YbSEhs2xnJaK-DPiBzQpVNFDKCChputlbx_eFiAux2QDyumJjsfVT25nqEDPPrNhNcQAw/w640-h324/Summary.png" width="640" /></a></div><br /><br />Before printing, you will be able to view your postage balance after printing. Once you have reviewed your postage order, click <b>“Print Postage.” </b><br /><br /><h3 style="text-align: left;">UnitWise</h3>Our goal at UnitWise is to <b>provide you with expert business advice</b> to help your Mary Kay business succeed! <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/8619533914068604158#" target="_blank">Click here</a> for more cool things you can do within your UnitWise account! We are always ready to help you make the most of your UnitWise account!<br /><br /><br />Was this article helpful? <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/8619533914068604158#" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next <b>“How-to Tuesday!”</b></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-31400187875510607662022-05-06T11:25:00.001-04:002022-05-06T11:25:30.850-04:00Celebrate Mother’s Day with UnitWise and Ways to Celebrate Events with your Clients all Year Long<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8O7MjUqEJTOcI2ZhZ37YjrFg-O62p4bz3HRUuqsERUWe-zedXiVHP6Q6sA4YtSh8Tp3tScwGtBxZ8RG3UH2BTuVaADiLnZpTBACyb99MtJm1sMnVbBQ30RbXGGUdXsqAvLPRGv4F36MmZRC7vGxM6P_lL1F-L1ZM_CtJq91V9_JGauci33z3Qq2FtfQ/s1244/blog%20headers%20-%201200%20%C3%97%20630px%20(67).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="655" data-original-width="1244" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj8O7MjUqEJTOcI2ZhZ37YjrFg-O62p4bz3HRUuqsERUWe-zedXiVHP6Q6sA4YtSh8Tp3tScwGtBxZ8RG3UH2BTuVaADiLnZpTBACyb99MtJm1sMnVbBQ30RbXGGUdXsqAvLPRGv4F36MmZRC7vGxM6P_lL1F-L1ZM_CtJq91V9_JGauci33z3Qq2FtfQ/w640-h336/blog%20headers%20-%201200%20%C3%97%20630px%20(67).png" width="640" /></a></div><br /><br /> Mother’s Day is only a few short days away and the UnitWise Heroes are ready to celebrate mothers of all shapes and sizes. Whether you work the traditional 9-5 with Mary Kay on the side or run a full-time Mary Kay business, we appreciate the mothers that make up our UnitWise beauty community. <br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEglA4Y6hFALY0qyxSDeH53g9zzbVrAzbHVODght0ktuhwg8vUjxDue4cSQ22wMehi5pf84f7FgiRg7W2iZ6z69LjPZWpl1nV2FEH7SdC4CO680D5hGycu-s19V-ersPGgoxhbsSMHqJSpqmnctZe79mwByOWDQm6ASA_29eON8W85mChuUrAqhYXEwqJg/s462/Gifts%20For%20-%20Gifts%20-%20Catalog%20-%20Mary%20Kay.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" data-original-height="345" data-original-width="462" height="239" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEglA4Y6hFALY0qyxSDeH53g9zzbVrAzbHVODght0ktuhwg8vUjxDue4cSQ22wMehi5pf84f7FgiRg7W2iZ6z69LjPZWpl1nV2FEH7SdC4CO680D5hGycu-s19V-ersPGgoxhbsSMHqJSpqmnctZe79mwByOWDQm6ASA_29eON8W85mChuUrAqhYXEwqJg/s320/Gifts%20For%20-%20Gifts%20-%20Catalog%20-%20Mary%20Kay.png" width="320" /></a></div><br />Spring is an exciting time! Along with Mother’s Day, <span style="text-align: center;">there’s a new Mary Kay summer release on the horizon, graduations, along with weddings and wedding anniversaries to plan for! With all of these events, <b>Spring is one of the best seasons to focus on increasing your sales.</b></span><div><br /><br />Celebrating with your clients is one of the most effective ways to increase your sales. So, in honor of Mother’s Day, <b>the UnitWise Heroes are celebrating moms with tips for increasing sales</b>, not just this weekend, but for all upcoming spring celebrations. <br /><br /><br /><h4 style="text-align: left;"><b>Set your Website up for Success:</b> </h4><div><br /></div><div>Create a web page using your UnitWise website dedicated to the event you would like to celebrate or redesign your entire UnitWise website. <b>A UnitWise website comes with 61 different themes</b>, including themes for each season and holiday. Pick a theme that represents the holiday or event you are celebrating. <br /><br /><br />To add a page to your UnitWise website, click <b>“Edit Site”</b> under <b>“My Website”</b> under the <b>“Social Media”</b> tab. Once you are redirected to your UnitWise website, click the purple plus sign to add a page. You will then be prompted to set page settings, including naming the page. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZe-HfkMzh5Iz5KhRBR-FRYxfQ9Y92aTLXnkkeqetB1tZMfXzAX-bHeDX5RYH83MRBm3kegYZVimnpmU9-mE-K6BIRF7CtZyLUHZDWblhwN4a-UQOc5hCqL7SkyMR8hULX3RLT25KrObq2H4AZ111ANaK-vhk2GFLUwOE1-Ez4lkFBpKZSC877axkLWg/s1903/UnitWise%20__%20Website%20Editor.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1903" height="326" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZe-HfkMzh5Iz5KhRBR-FRYxfQ9Y92aTLXnkkeqetB1tZMfXzAX-bHeDX5RYH83MRBm3kegYZVimnpmU9-mE-K6BIRF7CtZyLUHZDWblhwN4a-UQOc5hCqL7SkyMR8hULX3RLT25KrObq2H4AZ111ANaK-vhk2GFLUwOE1-Ez4lkFBpKZSC877axkLWg/w640-h326/UnitWise%20__%20Website%20Editor.png" width="640" /></a></div><br /><br />Now, have fun with your new page! For example, if you decide to create a page for Mother’s Day, consider bunching together bundles of products perfect for any mother. If you need help brainstorming mom-approved gifts, check out <a href="https://www.marykay.com/en-us/products/gifts/gifts-for/mothers-day?iad=hp_hero1_product_na_mothersday_41422" target="_blank">Mary Kay’s Mother’s Day Gift Guide. </a><br /><br /><br />Promote your page or website by posting on Social Media and sending out an email or text blast to your unit and customers. <br /><br /><br /><h4 style="text-align: left;"><b>Gift Guide:</b> </h4></div><div><br /></div><div>Mary Kay did it, why can’t you? Try creating your own gift guide to share with your customers. This is especially helpful for your male customers who may feel lost buying a gift for their mom or wife. <br /><br /><br />Add a unique touch to your gift guide by creating your own bundle categories. For example, a gift bundle for <b>“The Active Mom,”</b> may include sunscreen and hydrating lipstick, while a bundle for <b>“The New Mom''</b> might include the<b> “Skinvigorate Sonic Facial Massage Head”</b> and a mini masking set. <br /><br /><br />Send your gift guide out using the UnitWise <b>“Contact Groups”</b> feature. This will allow you to group certain groups together, such as grouping all of your male customers as one contact group or a contact group for all of your May anniversaries and birthdays. This feature can be found under <b>“Contact Group”</b> under the<b> “Customers”</b> tab. <br /><br /><br />To create your own gift bundles in UnitWise, head to the Inventory tab and click <b>“Add Product.”</b> To create a bundle add your product to a collection by selecting <b>“Product Collection?” </b><br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjoHHalKfXcJsAAd_j-MHocMaIdGnFuGp6VHqVTnMTl7lF7Zjx2-_CJGgRkIzZyGvsO3R42M6Ec-nnTr4VYKC5LXANDSEIo7gV4VpHwDfg2rnMBLGm5lPKbjySMczp_vc1Rj8fgwtsu8aOsePPzXMvBso3Tk9KzWw_BH4JsuWBkjvxPq9z5ObmfUUBvjQ/s1920/Create%20Product%20(1).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjoHHalKfXcJsAAd_j-MHocMaIdGnFuGp6VHqVTnMTl7lF7Zjx2-_CJGgRkIzZyGvsO3R42M6Ec-nnTr4VYKC5LXANDSEIo7gV4VpHwDfg2rnMBLGm5lPKbjySMczp_vc1Rj8fgwtsu8aOsePPzXMvBso3Tk9KzWw_BH4JsuWBkjvxPq9z5ObmfUUBvjQ/w640-h324/Create%20Product%20(1).png" width="640" /></a></div><br /><br />From here, click <b>“Itemize”</b> to add other products to this collection. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgi1vFClIh1n4zR5yj49h1OTa8E-P6QacIEqJYaIueYu5aXFo7lrB00H-djTyWQj_2jNf_a38JHcIPfBzzsBtwOOCDfE6vLGoYui-2c38a10xvIOophG42xK7UB5cwgDcBwFyk8dvCIZq5LTUlO8Q1gld4oWaImjf0MJg21Inyc_Y6gTbhuHm_V3GbM4w/s1903/Create%20Product%20(2).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="912" data-original-width="1903" height="306" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgi1vFClIh1n4zR5yj49h1OTa8E-P6QacIEqJYaIueYu5aXFo7lrB00H-djTyWQj_2jNf_a38JHcIPfBzzsBtwOOCDfE6vLGoYui-2c38a10xvIOophG42xK7UB5cwgDcBwFyk8dvCIZq5LTUlO8Q1gld4oWaImjf0MJg21Inyc_Y6gTbhuHm_V3GbM4w/w640-h306/Create%20Product%20(2).png" width="640" /></a></div><br /><br />Once you have added the desired products to your collection, give your collection a name in the <b>“Product Name”</b> text box and select a category from the <b>“Product Category”</b> drop-down list, and click <b>“Save.”</b><br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjN_8Kox7dasu4NicDryOMkk8pQbyAYapIeTw11rRKGxC0OIapANo8O5EzH2Fo205I_H3Nuz3nNwo7RTvDk1DQBZfDtB_0XpPBZDpV-AQoPD_oraVrfKbWadh7jrtyfX6sXBNpRiQltQzjDRenJKacymDSmVfKeb5AfdFHa2VQUU_AlCQ1iN4WPDJOxrg/s1920/Create%20Product%20(3).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjN_8Kox7dasu4NicDryOMkk8pQbyAYapIeTw11rRKGxC0OIapANo8O5EzH2Fo205I_H3Nuz3nNwo7RTvDk1DQBZfDtB_0XpPBZDpV-AQoPD_oraVrfKbWadh7jrtyfX6sXBNpRiQltQzjDRenJKacymDSmVfKeb5AfdFHa2VQUU_AlCQ1iN4WPDJOxrg/w640-h324/Create%20Product%20(3).png" width="640" /></a></div><br /><br />Make sure you include the Part Number and the Suggested Retail Price, which will automatically impact the Fixed Whole Sale and the Whole Sale Price. Your new collection can be found by searching the Part Number or Product Name when you create an invoice or sales receipt. <br /><br /><br /><h4 style="text-align: left;"><b>Personalize your Gift Bundles:</b> </h4></div><div><br /></div><div>Who doesn’t love a handwritten card or special wrapping? Add a little extra personality to your event gift bundles with a little special touch to show your customers you care. Customers remember the little things that made their day or special event a little more special! Personalizing your product bundles makes it more likely for your customers to remember you the next time they’re celebrating a special occasion. <br /><br /><br /><div class="separator" style="clear: both; font-weight: bold; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgp2k_bbYtGwfOFStOhDG7tJu8S6SlTNalB0Tz9M6FQVJZa7_moL8aqSvJQtxPzfbuBFli7qa2LjPICw0ff5bFWj_xjG1TAvk3AkjDxFQA9rbaQjDATdabRBFJzfwmlHooYaKijRmbG-CEVn6KsOpX-T-D30y0rzXtsxKC3Wx6nLBfsDkDlvVka6lu_gg/s63/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="55" height="45" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgp2k_bbYtGwfOFStOhDG7tJu8S6SlTNalB0Tz9M6FQVJZa7_moL8aqSvJQtxPzfbuBFli7qa2LjPICw0ff5bFWj_xjG1TAvk3AkjDxFQA9rbaQjDATdabRBFJzfwmlHooYaKijRmbG-CEVn6KsOpX-T-D30y0rzXtsxKC3Wx6nLBfsDkDlvVka6lu_gg/w39-h45/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" width="39" /></a></div><div><b style="font-weight: bold;">Heroes Inside Tip:</b> Try offering a <b>“Breakfast in Bed”</b> bundle with skincare products every mom should add to her <a href="http://blog.unitwise.com/2022/04/httpblog.unitwise.com202204its-most-important-meal-of-day-served-up-the-unitwise-way.html" target="_blank">morning routine</a>!</div></div><div><br /><br /><h4 style="text-align: left;"><b>Create a Campaign or Giveaway:</b> </h4></div><div><br /></div><div>Mary Kay’s new Instant Puffiness Reducer is all the rage right now in the Mary Kay community! Why not join in on the celebration by offering a campaign for all of your customers who purchase the Instant Puffiness Reducer in preparation for Mother’s Day. <br /><br /><br />Try offering a free sample for the 20th customer that purchases the Instant Puffiness Reducer or offer a buy one get one free offer. Special deals around events and celebrations will help you increase sales and show your customers you care about their special day!<br /><br /><br /><h4 style="text-align: left;"><b>Promote Yourself:</b> </h4></div><div><br /></div><div>If a tree tries to promote its Mary Kay business in a forest and no one is around to hear it, does it make a sound? We don’t know the answer to this, but what we do know is that <b>if you aren’t promoting your Mother’s Day specials on social media you could be missing out on major sales!</b><br /><br /><br />Remember to wish all of your customers (and their spouses) a happy Mother’s Day, seeing your post might remind them they need to grab a few more items for the mom in their life! Eye-catching visuals that promote your Mother’s Day inventory can help you reach a larger audience and increase sales. <br /><br /><br /><h4 style="text-align: left;"><b>Design an Email Marketing Campaign:</b> </h4></div><div><br /></div><div>Let UnitWise help simplify your <a href="http://blog.unitwise.com/2017/02/email-marketing-is-easy-with-unitwise.html" target="_blank">email marketing strategy</a> with customizable emails that can be sent immediately or scheduled for the future. <br /><br /><br />Playing around with fun fonts, colors, emojis, and photos will add a bit of personality to your email campaign. Remember it’s not too early to start planning for the summer holidays as well. If you know you have special events coming up (June birthdays, the first day of summer, the Fourth of July, etc), add them to your content calendar using the <a href="http://blog.unitwise.com/2022/03/read-across-america-day-with-unitwise.html" target="_blank">UnitWise Calendar feature</a>. <br /><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />Our goal at UnitWise is to <b>provide you with expert business advice to help your Mary Kay business succeed!</b> <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/9169901258738160484?hl=en#" target="_blank">Click here</a> for more cool things you can do within your UnitWise account! We are always ready to help you make the most of your UnitWise account!<div><br /><br />This Mother’s Day, your UnitWise Heroes would like to take the time to show our appreciation for all the amazing mothers that comprise our special beauty community! We want to hear from you! <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/9169901258738160484?hl=en#" target="_blank">Tag us</a> on Facebook so that we can see how you are celebrating Mother’s Day!</div></div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-86195339140686041582022-05-03T17:14:00.000-04:002022-05-04T17:22:55.598-04:00How-to Tuesday: Receive Payment for a Single Invoice when Multiple Invoices are Open<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhOzqmJ8NZLx86ACYx-43HTzA-CSS2pypLpuDO87pU4L_vpWj89qQF0J8364QX2n7yxtFdVHIWU5GuMODkALShi1KPTk-o7JShA9wzkpFtXjgGvfkasHAhTKIrupK5a-Ky9fombx0yQgiCQ4pSYUOiAcel-YnlA_4NzxldGqIRBazNKZZEK0Dw36_pYBQ/s1161/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(21).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="654" data-original-width="1161" height="360" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhOzqmJ8NZLx86ACYx-43HTzA-CSS2pypLpuDO87pU4L_vpWj89qQF0J8364QX2n7yxtFdVHIWU5GuMODkALShi1KPTk-o7JShA9wzkpFtXjgGvfkasHAhTKIrupK5a-Ky9fombx0yQgiCQ4pSYUOiAcel-YnlA_4NzxldGqIRBazNKZZEK0Dw36_pYBQ/w640-h360/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(21).png" width="640" /></a></div><br /><br />You start the weekend with a successful party, recording the most sales of any party you’ve organized yet! Monday rolls around and you finally have the time to review all of your open invoices. Later in the day, you receive payment for one of these orders. <br /><br /><br />If you have multiple open <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203invoices-receipts-purchase-orders-oh-my-recording-product-orders-with-unitwise.html" target="_blank">invoices</a> and receive payment for one of these invoices, there’s no need to worry that receiving a single payment will impact the rest of your open invoices. UnitWise allows you to receive payment on a single invoice when multiple are open!<br /><br /><br />In today’s <b>“How-to Tuesday,”</b> we’ll be reviewing how to receive payment on a single invoice when you have multiple open. <br /><br /><br />To view all open invoices in your UnitWise account, click <b>“All Open”</b> under <b>“Open Invoices.”</b> This can be found by clicking <b>“Invoices”</b> under the <b>“Customers”</b> tab. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKjzpFY1wywanZ8coHIjjcT8DNtA_vkWgKOmfqcy_WKGY6TzFWPeQX9fWn_8D6_MzmFBPCTlkWV4G0RZ7sK-syhuMzV7NmWfiMn54hZMVvlQ7xa25Mw_EzOEjuYwS6fockrVR3E7bbL3njl00lbSfzBmSFYgVUu1RbYNpf2Sv2q5cHFnf6u9FffJTCGw/s1920/Customer%20Invoices%20(7).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKjzpFY1wywanZ8coHIjjcT8DNtA_vkWgKOmfqcy_WKGY6TzFWPeQX9fWn_8D6_MzmFBPCTlkWV4G0RZ7sK-syhuMzV7NmWfiMn54hZMVvlQ7xa25Mw_EzOEjuYwS6fockrVR3E7bbL3njl00lbSfzBmSFYgVUu1RbYNpf2Sv2q5cHFnf6u9FffJTCGw/w640-h324/Customer%20Invoices%20(7).png" width="640" /></a></div><br /><br />Here, you’ll find a list of all open invoices and their corresponding due date. <br /><br /><br />Click <b>“Receive Payment”</b> to the right of the invoice you have received payment for.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjjLpefQOubLT3IEjf7u8FGi-Fpi0hgbq6HjQt6VeCGxrMvRqmpzARa9HyLFPKXLPboP9t3Oe7Swh-OEIzn-Kk-TEiAv-AGZMrmoxUKPFkdfJq3VlPAcbnnrEj06A6jrl-cagEc6KQSRJVwMBlQeYu7txqBwxvYRV_TU6fchNLLY7zIBz76tWAkZ09LDQ/s1903/Customer%20Invoices%20(8).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="912" data-original-width="1903" height="306" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjjLpefQOubLT3IEjf7u8FGi-Fpi0hgbq6HjQt6VeCGxrMvRqmpzARa9HyLFPKXLPboP9t3Oe7Swh-OEIzn-Kk-TEiAv-AGZMrmoxUKPFkdfJq3VlPAcbnnrEj06A6jrl-cagEc6KQSRJVwMBlQeYu7txqBwxvYRV_TU6fchNLLY7zIBz76tWAkZ09LDQ/w640-h306/Customer%20Invoices%20(8).png" width="640" /></a></div><div><br /></div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguXeNhOTifHWSNV4v6apKQyZtL53NN9qZUVWh7EapTDF5z9gyp56p2MwBOYQxr0Qlbx3USRp6_zH8823f14hu-jrMSI6vwP3dpPHNxRiGt1wXsojva_-8TO4swVequ0GWxOTlehSL7BbGxV3pes29WnzgRlTQGV2WkM5FVTC6YWScl8M-P3l9R5OX0AQ/s1920/Receive%20Payments%20(6).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguXeNhOTifHWSNV4v6apKQyZtL53NN9qZUVWh7EapTDF5z9gyp56p2MwBOYQxr0Qlbx3USRp6_zH8823f14hu-jrMSI6vwP3dpPHNxRiGt1wXsojva_-8TO4swVequ0GWxOTlehSL7BbGxV3pes29WnzgRlTQGV2WkM5FVTC6YWScl8M-P3l9R5OX0AQ/w640-h324/Receive%20Payments%20(6).png" width="640" /></a></div><br /><br />Input the payment type and select which account you would like to deposit the payment into, then click <b>“Save.” </b><br /><br /><br />After clicking <b>“Save,”</b> you will receive a notification that the payment was successfully saved and the status of the payment will change to <b>“PAID.”</b> Additionally, Unitwise will automatically adjust the customer’s balance on their customer profile and the balance of whichever account you deposited the payment into. <br /><br /><br />The invoice will automatically move to the <b>“Paid Invoices”</b> tab, while the rest of your open invoices will remain the same under the <b>“All Open”</b> invoices tab. <br /><br /><br /><b><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJlF12VvQLqRW8iOUTRm7rQmba5BQs5QcfaYw9lg-hO_gJA5Cgogc29KUZI0oPwiaHxiVJpdF6AiaPEvnh31314WNPOSIQ4tO6TeU-MJ5uwOrO-PRBbvMGqO1FtlIuDriSBCU7OAKIu-DXTcv2opoyZ-W3PcsZto8_2orWkqHzL5RCF3MLTH_gj96_Pw/s63/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="55" height="63" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJlF12VvQLqRW8iOUTRm7rQmba5BQs5QcfaYw9lg-hO_gJA5Cgogc29KUZI0oPwiaHxiVJpdF6AiaPEvnh31314WNPOSIQ4tO6TeU-MJ5uwOrO-PRBbvMGqO1FtlIuDriSBCU7OAKIu-DXTcv2opoyZ-W3PcsZto8_2orWkqHzL5RCF3MLTH_gj96_Pw/s1600/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" width="55" /></a></div><br />Heroes Inside Tip:</b> <a href="http://blog.unitwise.com/2022/04/httpblog.unitwise.com202204how-to-tuesday-receive-partial-payments-with-UnitWise.html" target="_blank">Click here</a> to learn how to receive a partial payment with UnitWise. <br /><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />Our goal at UnitWise is to provide you with expert business advice to help your Mary Kay business succeed! <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/9169901258738160484?hl=en#" target="_blank">Click here</a> for more cool things you can do within your UnitWise account! We are always ready to help you make the most of your UnitWise account!<br /><br /><br />Was this article helpful? <a href="https://www.blogger.com/blog/post/edit/9142436229977327242/9169901258738160484?hl=en#" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next<b> “How-to Tuesday!”</b>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-13951352451156756272022-04-29T10:05:00.000-04:002022-04-29T10:05:22.233-04:00It’s the Most Important Meal of the Day Served up the UnitWise Way<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguljbj21ZoBt1gFbnswYW4N5PCen304HMBQAcVXuavSYhGQDF27XDYzGRIryh48Z3iNZObmN0eKRiMXPGvPCab66G8gqAzsrR-4u7Cftp4r8yaSBofQBUhOe2yEvEFCBoZS-aKoPAiZoBGWhrk3HebrryxrQoM6g3K2Ey4nOWUrY2FBWBC-PPcOH9hcw/s1244/blog%20headers%20-%201200%20%C3%97%20630px%20(28).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="eat breakfast" border="0" data-original-height="653" data-original-width="1244" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEguljbj21ZoBt1gFbnswYW4N5PCen304HMBQAcVXuavSYhGQDF27XDYzGRIryh48Z3iNZObmN0eKRiMXPGvPCab66G8gqAzsrR-4u7Cftp4r8yaSBofQBUhOe2yEvEFCBoZS-aKoPAiZoBGWhrk3HebrryxrQoM6g3K2Ey4nOWUrY2FBWBC-PPcOH9hcw/w640-h336/blog%20headers%20-%201200%20%C3%97%20630px%20(28).png" width="640" /></a></div><br /><br /><br /><div style="text-align: center;">“Everyone runs around trying to find a place where they still serve breakfast because eating breakfast, even if it's 5 o'clock in the afternoon, is a sign that the day has just begun and good things can still happen.”</div><div style="text-align: center;"><br /></div><div style="text-align: center;"><br /></div><div style="text-align: center;">– Jonathan Goldstein –</div><br /><br /><br />A recent UnitWise poll found that <b>75% of our beauty community eats breakfast every day, while 25% admitted to sometimes skipping the most important meal of the day.</b> We’re happy to see that so many of our UnitWise users take time for themselves each morning by eating breakfast. <br /><br /><br /><b>Eating breakfast each day is a great way to invest in yourself and your Mary Kay business.</b> When you take the time to eat breakfast, you’re setting up your entire day for success! That means more energy for increased sales, parties, and facials. <br /><br /><br />We’ve determined that most UnitWise beauty consultants eat breakfast, but how many are choosing a healthy breakfast? It can be easy to make unhealthy choices, especially in the morning when you are tired and potentially running late. You want something quick and delicious and may not take the time to choose a healthier option. <br /><br /><br />There are a lot of benefits to eating a healthy breakfast. Here are just a few reasons why you should choose to eat a healthy breakfast each morning: <br /><br /><br /><b>1. Balances Blood Sugar Levels: </b>Eating in the morning helps your body avoid blood sugar fluctuations throughout the rest of the day. Try eating within two hours of waking up to avoid blood sugar fluctuations throughout the day. <br /><br /><br />Vegetables and greens, light proteins, and berries and fruit are great breakfast options that also help keep your blood sugar in check. What’s your favorite breakfast go-to? <br /><br /><br /><b>2. Improves Mood:</b> One of the worst feelings is leaving the house hungry, knowing that it will be hours before you can eat a meal. But perhaps even worse than walking around hungry all morning is walking around sluggish and void of energy. That’s what you risk when you choose an unhealthy breakfast over fresh fruit or eggs. <br /><br /><br />A nutritionally balanced breakfast will help you avoid feeling like a zombie all morning by supporting brain activity, controlling emotions, and improving your mood!<br /><br /><br /><b>3. Boosts your Immune System:</b> As a Mary Kay consultant, the last thing you want is to be sick. You’re too busy growing your team and promoting skincare to take a sick day!<div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7sScgIa2FmGmPPfNbZfBVSDvTbiS9-8-K3KjSZ9J5TmhcinPtq7PzvNYzVZydorJaYb4V12Na7NGe16QGqsZ8I8IjvTZIESVWArPssVcFfr-L8PDrmMBiym2Yeyv8h6e2FAiHCfCHLNpNnHUrQhUthLbgSvse64T2GBgOmp1OL4jW-sjX8Dq6le87_A/s523/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(10).png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" data-original-height="347" data-original-width="523" height="212" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7sScgIa2FmGmPPfNbZfBVSDvTbiS9-8-K3KjSZ9J5TmhcinPtq7PzvNYzVZydorJaYb4V12Na7NGe16QGqsZ8I8IjvTZIESVWArPssVcFfr-L8PDrmMBiym2Yeyv8h6e2FAiHCfCHLNpNnHUrQhUthLbgSvse64T2GBgOmp1OL4jW-sjX8Dq6le87_A/s320/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(10).png" width="320" /></a></div><br />Your immune system thrives off of vitamin A, vitamin C, and protein, nutrients that are abundant in classic breakfast foods. Here are some examples:<br /><br /><br /><ul style="text-align: left;"><li><b>Vitamin A:</b> milk, eggs, tomatoes, greens, tangerines, watermelon, mango</li><li><b>Vitamin C: </b>citrus, bell peppers, strawberries, tomatoes</li><li><b>Protein:</b> eggs, milk, yogurt, cheese, granola (especially with nuts)</li></ul><br /><br /><b>4. Promotes Heart Health:</b> Skipping breakfast can cause unexpected, detrimental impacts on your cardiovascular health. For example, not eating when you wake up can cause you to be hungrier later on in the day. This may result in you eating larger portions and leave you vulnerable to making unhealthy decisions that you may not have made had you eaten breakfast. <br /><br /><br />Missing out on breakfast can also lead to an elevated heart rate, which will harm your cardiovascular health. It may even lead to high cholesterol levels, which has been linked to heart disease. <br /><br /><br />Enjoy these ideas for heart-happy breakfast foods: <br /><br /><ul style="text-align: left;"><li>Avocado toast on whole-grain bread</li><li>Oatmeal with nuts and berries</li><li>Hard-boiled eggs</li><li>Omelet with vegetables</li><li>Yogurt parfait</li><li>English muffin breakfast sandwich</li></ul><br /><br /><b>5. Stimulates Brain Health and Cognition:</b> When you’re hungry you tend to focus on how hungry you are, instead of everything you hope to accomplish for that day. Similarly, feeling sluggish or immobile from a big or unhealthy breakfast can leave you struggling to concentrate and focus. <br /><br /><br />Starting the day with a nutritious breakfast can help your body and mind avoid craving food for the rest of the day. This way you’ll be able to concentrate on what matters! <br /><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />Starting your day with a healthy breakfast can help you feel better prepared for a weekend full of parties and facials. <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook so we can see what your go-to breakfast is before a busy weekend.</div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-12514704175623504392022-04-28T16:02:00.001-04:002022-04-28T16:14:22.745-04:00Celebrate National Superhero Day with the UnitWise Heroes and MK Business Trivia!<div><br /></div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDF9iDWA4H-pHkvGimlPkcnUbJgPh-HdaU8IlSc2QoJc2rxPL87CZkTxVyootok_2RM40GtDF4UhDFQEXj_BlQUvVHGk8VdVeIp9rzCsGB_JVYuYQx95VoY9I2EVFcrt0J15d87nr6xwvQ3h7iPA3jsbn0qDr_k2axPhKugDvBq-pXQOgMs4YLYTrxMQ/s1243/blog%20headers%20-%201200%20%C3%97%20630px%20(31).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="653" data-original-width="1243" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDF9iDWA4H-pHkvGimlPkcnUbJgPh-HdaU8IlSc2QoJc2rxPL87CZkTxVyootok_2RM40GtDF4UhDFQEXj_BlQUvVHGk8VdVeIp9rzCsGB_JVYuYQx95VoY9I2EVFcrt0J15d87nr6xwvQ3h7iPA3jsbn0qDr_k2axPhKugDvBq-pXQOgMs4YLYTrxMQ/w640-h336/blog%20headers%20-%201200%20%C3%97%20630px%20(31).png" width="640" /></a></div><br /><br /><br />Today is National Superhero Day! What better way to celebrate than by spending some time with your favorite heroes at UnitWise! <br /><br /><br />Mary Kay consultants work hard to maintain their business. We know you’re busy day in and day out securing leads and promoting your favorite skincare and cosmetic products! <br /><br /><br />An important part of retaining customers is showing potential clients and team members that you take your Mary Kay business seriously. One way to do this is by staying up-to-date with marketing best strategies that can help you make the most of your UnitWise account. <br /><br /><br />Demonstrating your business management knowledge can increase sales at parties and facials, and help you secure and keep lifelong Mary Kay customers. In honor of National Superhero Day, the UnitWise heroes have composed 15 UnitWise and marketing-themed trivia questions. Feel free to share these tidbits at your next Mary Kay facial or party!<div><br /></div><div><br /></div><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYILz_ucRTUzFs6AEzQn_UU0XOsLtFx0Emqht-t3MGtbiQME0clvFrvhSyuJYkg8WylmgGoO8u0Hwu_u0g_JUGzRz8QiPvMkS5Jb0zFB_0WRIIdBG-PabBGmd_bAqLBXHCLFdU3Qr78cM9xJC8o0obGPk0pM4OzqaKQWcvVQwmpRIo4urnBvuHeRMXcQ/s654/Untitled%20(800%20%C3%97%201000%20px)%20-%20800%20%C3%97%201000px.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="654" data-original-width="521" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhYILz_ucRTUzFs6AEzQn_UU0XOsLtFx0Emqht-t3MGtbiQME0clvFrvhSyuJYkg8WylmgGoO8u0Hwu_u0g_JUGzRz8QiPvMkS5Jb0zFB_0WRIIdBG-PabBGmd_bAqLBXHCLFdU3Qr78cM9xJC8o0obGPk0pM4OzqaKQWcvVQwmpRIo4urnBvuHeRMXcQ/w510-h640/Untitled%20(800%20%C3%97%201000%20px)%20-%20800%20%C3%97%201000px.png" width="510" /></a></div><div class="separator" style="clear: both; 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text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjm06BhL1ExopFvb285hc_mCBoLfNOLe4SwAAkP1qSOVSQNUM3uBAgn-hB1YWhT473zEW3qJe4yprPTuOWaFbr3XSvbNPMtGHsrnhmhdckdhFomK1cFKsaLC365FiTFPOzGXkK164Wrtq66cEHFzEf5bdwqmhgAWLxqGyxWFodKn8K8iC6Fq4FD9Xp3bg/s598/hero%20trivia%20-%20800%20%C3%97%201000px%20(23).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="598" data-original-width="475" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjm06BhL1ExopFvb285hc_mCBoLfNOLe4SwAAkP1qSOVSQNUM3uBAgn-hB1YWhT473zEW3qJe4yprPTuOWaFbr3XSvbNPMtGHsrnhmhdckdhFomK1cFKsaLC365FiTFPOzGXkK164Wrtq66cEHFzEf5bdwqmhgAWLxqGyxWFodKn8K8iC6Fq4FD9Xp3bg/w509-h640/hero%20trivia%20-%20800%20%C3%97%201000px%20(23).png" width="509" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div><h2 style="text-align: left;">Answer Sheet:</h2><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiftp759dhLX_TK93yKvNRVtU1Nfb1H55EKhDg5vemNPQG7obI0NK_MGWwGcGBHkwwshVGjLF5UUrfV8AkesMT7kuvD9vBvXkCnhMqh1oluBA77WS9PJsU39j5AJHZaH1iFv32Fe_iVbTM86JlW5Y5zdQ3pzA1qBu8tJZ7a1u8TVAH8k3JbKr3K4ztTkA/s653/hero%20trivia%20-%20800%20%C3%97%201000px%20(28).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="653" data-original-width="522" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiftp759dhLX_TK93yKvNRVtU1Nfb1H55EKhDg5vemNPQG7obI0NK_MGWwGcGBHkwwshVGjLF5UUrfV8AkesMT7kuvD9vBvXkCnhMqh1oluBA77WS9PJsU39j5AJHZaH1iFv32Fe_iVbTM86JlW5Y5zdQ3pzA1qBu8tJZ7a1u8TVAH8k3JbKr3K4ztTkA/w512-h640/hero%20trivia%20-%20800%20%C3%97%201000px%20(28).png" width="512" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div>How many did you get correct? Try sharing these questions with your team to test their business knowledge!<div><br /><a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook so we can see your score and let us know which piece of trivia was your favorite! </div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-91699012587381604842022-04-26T09:30:00.000-04:002022-04-26T09:30:35.190-04:00How-to Tuesday: Receive Partial Payments with UnitWise<h3 style="text-align: left;"> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEShIh2G5hZCIV3S_noXWn0t5oUpxgEwQuKU2Hlyqw0JUpNsJCpJuEfgkGKxd2S7uqXaVq__ON_QZV81WqxtAhU-WIkOy24AvJYDg166UeEpJGthkcHfySCCGov1dOsEUxOqf61Wtfs-zm8qHyQstpjjMb1szXAn28BncOfafhzi_NNuZSurFB6uPvXg/s1162/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(20).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="receive partial payments" border="0" data-original-height="654" data-original-width="1162" height="360" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEShIh2G5hZCIV3S_noXWn0t5oUpxgEwQuKU2Hlyqw0JUpNsJCpJuEfgkGKxd2S7uqXaVq__ON_QZV81WqxtAhU-WIkOy24AvJYDg166UeEpJGthkcHfySCCGov1dOsEUxOqf61Wtfs-zm8qHyQstpjjMb1szXAn28BncOfafhzi_NNuZSurFB6uPvXg/w640-h360/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(20).png" width="640" /></a></div><br /></h3><h3 style="text-align: left;"><br /></h3><h3 style="text-align: left;">Partial Payments with UnitWise:</h3><div><br /></div><br />Did you know that you are able to record partial payments within your UnitWise account? There are a couple of scenarios where you may need to enter a partial payment! For example:<br /><br /><br /><ul style="text-align: left;"><li>Your customer has a credit or gift card that they would like to be applied to their order and they will pay the remaining balance at a later date.</li></ul><div><br /></div><ul style="text-align: left;"><li>You offer a customized payment plan to your customers.</li></ul><br /><br />Here’s how: <br /><br /><br />Please note that <b>partial payments can only be recorded on invoices.</b> A sales receipt should be used if the customer chooses to pay the full amount at the time of purchase. <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203invoices-receipts-purchase-orders-oh-my-recording-product-orders-with-unitwise.html" target="_blank">Click here</a> to learn the difference between invoices and sales receipts and how to create invoices and sales receipts within your UnitWise account. <br /><br /><br />To receive the first payment, create or locate the invoice in the customer’s profile.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjA22d7MhZxv2KOtdNkMn7oi2tBsLfVyAwTg6hsg005R3TiuPTGrLfFBJjElUlNhYlH08ZFhg9dpZwPomcaXcJaCiBA_RWr8oyvSi51Gpu8al3_8H5kNVu2YIxP_BfJAFv867r6rjt5-NDG1aQp3YqxOF2pHG5y4u0855-iOz5NzaJnYSE9UIASKz6cWA/s1920/Customer%20Invoices%20(6).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="unpaid invoices" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjA22d7MhZxv2KOtdNkMn7oi2tBsLfVyAwTg6hsg005R3TiuPTGrLfFBJjElUlNhYlH08ZFhg9dpZwPomcaXcJaCiBA_RWr8oyvSi51Gpu8al3_8H5kNVu2YIxP_BfJAFv867r6rjt5-NDG1aQp3YqxOF2pHG5y4u0855-iOz5NzaJnYSE9UIASKz6cWA/w640-h324/Customer%20Invoices%20(6).png" width="640" /></a></div><br /><br />Click on the invoice number then click “Receive Payment.” This will direct you to the entire invoice. On the invoice, “Receive Full Payment” is pre-selected. To receive a partial payment you must uncheck “Receive Full Payment.” <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPbAgTIJlIoD2UuRu-AyACre-Llyh8FC_JMlnItfnRtAPYTf9DVe5HKcxo0ibqjhECKD-O9XV1Fy38JEZg-k6sX84WvaMUHLSnwCZ-D5z-ftmwpDVfE4G-of-u7xg87psvfiOVoy78hKZo9hNAn8ITVGt1yVprb7ny-HhfonWnbGhW1kr4T41HDZI2qw/s1920/Receive%20Payments%20(3).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="receive full payment" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiPbAgTIJlIoD2UuRu-AyACre-Llyh8FC_JMlnItfnRtAPYTf9DVe5HKcxo0ibqjhECKD-O9XV1Fy38JEZg-k6sX84WvaMUHLSnwCZ-D5z-ftmwpDVfE4G-of-u7xg87psvfiOVoy78hKZo9hNAn8ITVGt1yVprb7ny-HhfonWnbGhW1kr4T41HDZI2qw/w640-h324/Receive%20Payments%20(3).png" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br />Enter the partial payment amount in the “Total Payment Received” entry box.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEghF5jYzdIMwQxsZRqH5PM_CLLA0KQeT_T6QifFSEP6H6Oy35PwErZRKWlpXAqxAyuah6ONKq26jWjs3mIEpAaoGvNTkzJq-P773ihLbPWUbDD_BS5BUGASi0s8_PMGFsGRPWiw_F7Qxb1opU09H0m7PxuCqpusUiOeU0AH1oK_3YOd9-ltHPfcIsBbgA/s1920/Receive%20Payments%20(5).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="enter partial payment and add memo" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEghF5jYzdIMwQxsZRqH5PM_CLLA0KQeT_T6QifFSEP6H6Oy35PwErZRKWlpXAqxAyuah6ONKq26jWjs3mIEpAaoGvNTkzJq-P773ihLbPWUbDD_BS5BUGASi0s8_PMGFsGRPWiw_F7Qxb1opU09H0m7PxuCqpusUiOeU0AH1oK_3YOd9-ltHPfcIsBbgA/w640-h324/Receive%20Payments%20(5).png" width="640" /></a></div><br /><br />If your customer is paying with an existing credit or a gift card, UnitWise allows you to add a memo to identify this on the invoice. <br /><br /><br />UnitWise will automatically adjust the “Payment Amt.” and “Balance Amt.” on the invoice. Additionally, once partial payment has been received, the customer’s net customer balance will be automatically adjusted within their customer profile. <br /><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />Our goal at UnitWise is to provide you with expert business advice to help your Mary Kay business succeed! <a href="http://blog.unitwise.com/" target="_blank">Click here</a> for more cool things you can do within your UnitWise account! We are always ready to help you make the most of your UnitWise account!<div><br /></div><div><br />Was this article helpful? <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next <b>“How-to Tuesday!”</b></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-58217143905545567802022-04-15T09:02:00.000-04:002022-04-15T09:02:54.722-04:00Hop into Tax Day Stress-Free with UnitWise and ExpressExtension<div><br /></div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRGK-Sr_Xkg1-xi93pIe4DA06lWHDIN3vopIRGp5PnLe0CWWQUVMxcGEZBuasV0BekD8bheuxXOR3K1XIrPzqNsm4iwmAN_oPTceUv_ZMiyE9406oozO8B6fsuVU5NwHXC3_oXSq27XOPao1LzmO4GzQWaVsgf3fXAC1bmb5YtWB0MyiSmrT9kQDSj-A/s1245/blog%20headers%20-%201200%20%C3%97%20630px%20(23).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="651" data-original-width="1245" height="334" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRGK-Sr_Xkg1-xi93pIe4DA06lWHDIN3vopIRGp5PnLe0CWWQUVMxcGEZBuasV0BekD8bheuxXOR3K1XIrPzqNsm4iwmAN_oPTceUv_ZMiyE9406oozO8B6fsuVU5NwHXC3_oXSq27XOPao1LzmO4GzQWaVsgf3fXAC1bmb5YtWB0MyiSmrT9kQDSj-A/w640-h334/blog%20headers%20-%201200%20%C3%97%20630px%20(23).png" width="640" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div>There’s no getting around it, Tax Day is only a few short days away. <b>April 18, 2022, is the last day to file taxes on time for the 2021 tax season. </b><br /><br /><br /><h3 style="text-align: left;">Are you prepared? </h3><br /><br />We’ve all experienced stress, whether it’s your first Mary Kay party, a holiday open house or your first Mary Kay meeting presentation. So, what is it about tax season stress that makes it so hard to conquer? Few things stress Americans out quite like the dreaded April personal tax return deadline. Stress isn’t just detrimental to your mental and emotional health, it can start to show on your skin as well! <br /><br /><br />Here at UnitWise, we are heroes, but we are not tax advisors! Though we won’t be able to answer questions specific to your taxes, we are here to help with a few <b>stress management tips to help you survive Tax Day. <br /></b><br /><br /><h3 style="text-align: left;">Avoid Tax Season Stress:</h3><br /><br /><u><span style="font-size: medium;">Preparation makes perfect:</span></u><br /><br /><br />We understand you are busy, so the last thing you want is to sit down and realize you’re missing important information that can help streamline your filing process. Before you sit down to file, make sure you have all the information you need. <br /><br /><br /><u><span style="font-size: medium;">Be mindful of where you file:</span></u><br /><br /><br />Only you know where you perform the best, so pick your environment carefully to make the most of your filing time. Choosing a loud, public space may compound your stress as you file. <br /><br /><br />Reduce filing stress by choosing an environment that makes you feel comfortable, maybe play your favorite music or light a candle!<br /><br /><br /><span style="font-size: medium;"><u>Stay positive:</u><br /></span><br /><br />Seeing your financial status laid out in front of you can be stressful, but tax season is the perfect time to develop a new budget and set new financial goals. Place your energy into the positive by setting attainable financial goals for the new tax year. <br /><br /><br />Some goals could include: <br /><br /><br /><ul style="text-align: left;"><li>Reaching new sales goals</li><li>Growing your customer base</li><li>Updating your financial goals in order to hire an assistant</li><li>Save for fun vacations</li></ul><br /><br />Setting goals that excite you can help motivate you to stick to your new or updated budget.<br /><br /><br /><span style="font-size: medium;"><u>Reward yourself:</u><br /></span><br /><br />Don’t forget to treat yourself after filing! Even a small reward can reinforce positive behavior. If you decide to develop a budget after filing, treat yourself every month for staying on budget. Giving yourself something to look forward to can help you stick to any new financial habits. <br /><br /><br /><u><span style="font-size: medium;">Stop the procrastination:</span></u><br /><br /><br />It may be a little late for this tip as Tax Day is closing in on us, but waiting to file right up to the deadline will only exacerbate your tax season stress. Instead of waiting to file and completing your return all in one sitting, try breaking up filing into smaller, more manageable sections. <br /><br /><br /><u><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEip-rZtC3sMUP0jNHtvYfbXyvlckKLojz8bHAqfkeJ6WfJThC1Lat2MiPvvstyJlVJFa44Sap2LEs-HbJqILO8Dy1vVDGSQ8PTVTdGtLoUkBBTFobtkcxgIiM1ov3GDNGTH1qnFH4UyaJPcpRgcya7x7GzSfB0_kathgoChg602TupCWUbXtAVDxfa2hw/s652/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(8).png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img alt="file form 4868" border="0" data-original-height="652" data-original-width="521" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEip-rZtC3sMUP0jNHtvYfbXyvlckKLojz8bHAqfkeJ6WfJThC1Lat2MiPvvstyJlVJFa44Sap2LEs-HbJqILO8Dy1vVDGSQ8PTVTdGtLoUkBBTFobtkcxgIiM1ov3GDNGTH1qnFH4UyaJPcpRgcya7x7GzSfB0_kathgoChg602TupCWUbXtAVDxfa2hw/w320-h400/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(8).png" width="320" /></a></div><span style="font-size: medium;">Give yourself more time:</span></u><br /><br /><br />Let’s say it’s Monday, April 18th at 3 p.m. in the afternoon and you’re on your way to a facial, while at a stoplight you realize you have not filed your business or personal tax return and now there are only hours left to file. No worries! Did you know you can file for an automatic 6-month extension on your personal and business taxes? <br /><br /><br />Our friends at <a href="https://www.expressextension.com/" target="_blank">ExpressExtension</a> are here to save the day! You can quickly e-file Form 4868 or Form 7004 with ExpressExtension to receive a 6-month extension on your tax return. If you’re struggling to meet the April 18 deadline, <a href="https://secure.expressextension.com/User/AccountSignUp/?utm_source=UnitWise&utm_medium=email&utm_campaign=UW_EE12Apr" target="_blank">click here</a> to apply today! The filing process only takes a few minutes!<br /><br /><br /><h3 style="text-align: left;">UnitWise and ExpressExtension:</h3><br /><br /><div>It can be difficult to prepare the necessary information for your tax return. UnitWise can help with Year-End/Tax Reports that generate reports on sales receipts, invoices, purchase orders, loans and borrows, exchanges, and expenses. <br /><br /><br />Don’t lose sleep over your tax return. Our sister product, <a href="https://www.expressextension.com/" target="_blank">ExpressExtension</a>, is the quickest way to e-file your tax extension. Successfully filing Form 4868, for personal tax returns, or Form 7004, for business tax returns, can automatically extend your tax deadline by 6-months. The process is simple and you will receive your IRS confirmed extension immediately.<div><br /></div><div> <br /><div style="text-align: left;"><a href="https://secure.expressextension.com/User/AccountSignUp/?ref=registermenuwidget" target="_blank">File today</a> with ExpressExtension!</div></div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-70900363708468867492022-04-12T17:30:00.021-04:002022-04-19T17:28:56.231-04:00How-to Tuesday: Confidently Void Payments on Invoices and Sales Receipts<div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEip8KfmaksJkPPrcBmAVDQGtVApkD9RB4t-nHp729J9KhNH-5W74qB_H2MLmQtpLpRwsSp52fV7_yk8WT_5-nn5gsYI8rMCCN9nOeYsXYmQjM4jjJ42bX8sPgcSyuKKYg7Mr_I6tjcgRYyv_pNN2npiV-sczhsa8zQIqFEMP1OpxwPiOydTqnJD3gh5xA/s1161/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(15).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="653" data-original-width="1161" height="360" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEip8KfmaksJkPPrcBmAVDQGtVApkD9RB4t-nHp729J9KhNH-5W74qB_H2MLmQtpLpRwsSp52fV7_yk8WT_5-nn5gsYI8rMCCN9nOeYsXYmQjM4jjJ42bX8sPgcSyuKKYg7Mr_I6tjcgRYyv_pNN2npiV-sczhsa8zQIqFEMP1OpxwPiOydTqnJD3gh5xA/w640-h360/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(15).png" width="640" /></a></div><br /><br /> In certain circumstances, you may need to void a payment from one of your customers. Voiding a payment doesn’t have to give you a headache when you have UnitWise on your side. Not only can you void a payment in UnitWise, but your account inventory and bank accounts will also automatically adjust to reflect that change. <br /><br /><br />Today, we’re going to take you step-by-step through voiding a payment.<br /><br /><br /><h3 style="text-align: left;">How To Void A Payment On A Paid Invoice</h3><br /><br />You had an amazing party tonight with the most fabulous guests! At the party, your customer, Stacie Stephens, purchased a <a href="https://www.marykay.com/en-us/products/skincare/mary-kay-clinical-solutions-retinol-05-set-990280260" target="_blank">Mary Kay Clinical Solutions Retinal 0.5 Set</a>. Before you created the invoice for this customer, the quantity on hand for the Clinical Solutions Retinal 0.5 Set item is 2. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiapn0MgxZX55Uob0QPgF-rIiXCg0B7bivzj3draqa7mnVL17IiVbtl8xkxuM1jkW9CbEjqVagaFfOeYAEtQ58KzhXLGfxWNpg4MEAPkbAI4499R0DVH-GwQQwdUzRV9TBEVNbc2y3BemMwy0w-C-xZfEGnTh0SV_082eug6rDPTY8u8XrCbyvhJYIt7w/s1920/Products.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiapn0MgxZX55Uob0QPgF-rIiXCg0B7bivzj3draqa7mnVL17IiVbtl8xkxuM1jkW9CbEjqVagaFfOeYAEtQ58KzhXLGfxWNpg4MEAPkbAI4499R0DVH-GwQQwdUzRV9TBEVNbc2y3BemMwy0w-C-xZfEGnTh0SV_082eug6rDPTY8u8XrCbyvhJYIt7w/w640-h324/Products.png" width="640" /></a></div><br /><br />For the purpose of this blog, we have created a bank account named “Hero How To,” so that you can see how the payment is reversed. Prior to the purchase, the “Hero How To” bank account has a balance of $1,000. With shipping and handling, the total amount from the order is $128.40. Once the invoice is saved, the customer has a Net Customer Balance of $128.40 and the quantity on hand for this product has changed from 2 to 1. Once you receive the payment and it is deposited to the “Hero How To” account, the balance on that account will automatically change from $1,000 to $1,128.40. <br /><br /><br />Now, let’s say you get home from the wonderful party and sit down to finish out the party details. You realized that you saved the invoiced and received the payment under the wrong customer, Jane Austin. Since the invoice and payment were saved under Jane, both the invoice and payment will need to be voided, then re-entered under Stacie’s customer profile. <br /><br /><br />To find <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203invoices-receipts-purchase-orders-oh-my-recording-product-orders-with-unitwise.html" target="_blank">the invoice</a> that you need to void, go to “Invoices” under the “Customers” tab. From here, select “Paid Invoices” and the desired date range.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgto59IS7-cymUjM13xNrglOIXi2jZysYB4QDJzGtgbEkufn_RJIB0f956CAKH1P_m88P7ciT9WN-1eRrw14n3Co6TN4NhWzOul9dI4ckT1IMgVUjjhUUU6CkZzvdeuiW9W-3TxC2miccVrUHRoCl6wjnNJqGXQmlp0MSWwa4dQhDJb3CuiF_ZELYQ76Q/s1920/Customer%20Invoices%20(2).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgto59IS7-cymUjM13xNrglOIXi2jZysYB4QDJzGtgbEkufn_RJIB0f956CAKH1P_m88P7ciT9WN-1eRrw14n3Co6TN4NhWzOul9dI4ckT1IMgVUjjhUUU6CkZzvdeuiW9W-3TxC2miccVrUHRoCl6wjnNJqGXQmlp0MSWwa4dQhDJb3CuiF_ZELYQ76Q/w640-h324/Customer%20Invoices%20(2).png" width="640" /></a></div><br /><br />Click the pink arrow next to the invoice you would like to void, then click the Payment Receipt number.<br /> <br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjRRPMamAjgUkyLnlmGcI4eoiebkYiruR6AlU0VZp3q6YKwRmi3J11qW5wbVoT392C8apgPUYQbtfNqLSepObQ758M83lsRcjwmWyQbaDpc9Zf1dTj64O0JlPXPDQKCzPO0DYahuuRWg9YNeFwSCs2gnuRCmxOU-do2XqZxVkJXJN5sIXv9gP6f12iFWw/s1680/Customer%20Invoices%20(3).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="566" data-original-width="1680" height="216" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjRRPMamAjgUkyLnlmGcI4eoiebkYiruR6AlU0VZp3q6YKwRmi3J11qW5wbVoT392C8apgPUYQbtfNqLSepObQ758M83lsRcjwmWyQbaDpc9Zf1dTj64O0JlPXPDQKCzPO0DYahuuRWg9YNeFwSCs2gnuRCmxOU-do2XqZxVkJXJN5sIXv9gP6f12iFWw/w640-h216/Customer%20Invoices%20(3).png" width="640" /></a> </div><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiekx6NzvzpGc2e2vu2etq3SjSXYP1Vv6Knu5u3WXIFSygHB53br2l42o7jaFpTdPq_aZ7jTx0tzisu_35BKzINpFHXIBZRnB1nx_X1rUdquwPxKZJt50DM0eZrSLz7dqX82SmNy6gAgMSWaOfg4Ity61Qh9bQU-SPl43HEEg_biQnrsTaXFAMooA1SEw/s1920/Receive%20Payments%20-%20View%20(1).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiekx6NzvzpGc2e2vu2etq3SjSXYP1Vv6Knu5u3WXIFSygHB53br2l42o7jaFpTdPq_aZ7jTx0tzisu_35BKzINpFHXIBZRnB1nx_X1rUdquwPxKZJt50DM0eZrSLz7dqX82SmNy6gAgMSWaOfg4Ity61Qh9bQU-SPl43HEEg_biQnrsTaXFAMooA1SEw/w640-h324/Receive%20Payments%20-%20View%20(1).png" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div>To void the payment, click “Void” at the top right of the Payment Receipt. By clicking void, you have voided the payment receipt and the invoice will revert back to an open invoice. <div><br /></div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXA13vrALQkNeq6DmVImc-6NAE_SwPXa3wEHEIoIONtNNehdhQKyhEX45wEQqJYZIIqismTuJ3fLUHCBKM89Af7zZY2IdMEx8_CQYww9Yne4YcohNrWf_sw99xO1OjMLOGN7cxHv3OZqbUSMdxUA1VGcbGPxb-dhUwWukGIsACIYjLS_fabMSOGs6EtQ/s47/c.png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="42" data-original-width="47" height="37" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXA13vrALQkNeq6DmVImc-6NAE_SwPXa3wEHEIoIONtNNehdhQKyhEX45wEQqJYZIIqismTuJ3fLUHCBKM89Af7zZY2IdMEx8_CQYww9Yne4YcohNrWf_sw99xO1OjMLOGN7cxHv3OZqbUSMdxUA1VGcbGPxb-dhUwWukGIsACIYjLS_fabMSOGs6EtQ/w41-h37/c.png" width="41" /></a></div><br />To view the open invoice, click the Red C to go to the customer’s profile, then choose the Sales tab and you will see the open invoice.<br /><br /><br />After you complete the void in Jane’s customer profile, the total that was voided will be removed from the account where the payment was originally deposited. In this case, it was the "Hero How To" account. Once the payment has been voided, you will also need to void the invoice in Jane’s profile. <br /><br /><br />To fully void the invoice, go to “Invoices” under the “Customers” tab. Click the pink Invoice Number for the invoice you wish to void:<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGszLS6cM06c0mpXqXI1Vco9utQrd4GVhAXlbFG-I0oIqwL2ifftDgQwMvclFVTWtugAYaK9elnydSeyOI7QoyxIwQMBxrHToMUt9xwtKEkLyb1Fb3Mcap7tiH1pe40cJSd3k2_fxI4KALn2k-SBFm8UthW4FNyCHE6bT6j5MawrdGjkSh59-6T6z99w/s1920/Customer%20Invoices%20(4).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGszLS6cM06c0mpXqXI1Vco9utQrd4GVhAXlbFG-I0oIqwL2ifftDgQwMvclFVTWtugAYaK9elnydSeyOI7QoyxIwQMBxrHToMUt9xwtKEkLyb1Fb3Mcap7tiH1pe40cJSd3k2_fxI4KALn2k-SBFm8UthW4FNyCHE6bT6j5MawrdGjkSh59-6T6z99w/w640-h324/Customer%20Invoices%20(4).png" width="640" /></a></div><div><br /></div><div class="separator" style="clear: both; text-align: center;"> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinGb5Mt_TFvI1dv7s93J0xkMEdMm30ZYC6lYLlJCuFDn0ZxhFGS8Ep_-JAuuoZV3-Wswby0XwV9pL1bhit5G5ALr6WNdsLuAPo3H_G37c7ywDpeF-j9_ZNquuQGhAv2pVuv3-R_mn3NP7GN7kiSzJcNeqhP2owFvoD-NTVAAyPJa2UbLHBHqqRS45fTA/s1920/Invoice%20(4).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinGb5Mt_TFvI1dv7s93J0xkMEdMm30ZYC6lYLlJCuFDn0ZxhFGS8Ep_-JAuuoZV3-Wswby0XwV9pL1bhit5G5ALr6WNdsLuAPo3H_G37c7ywDpeF-j9_ZNquuQGhAv2pVuv3-R_mn3NP7GN7kiSzJcNeqhP2owFvoD-NTVAAyPJa2UbLHBHqqRS45fTA/w640-h324/Invoice%20(4).png" width="640" /></a></div></div><br /><br />You will be asked to confirm if you would like to void the invoice. By selecting “Yes,” the customer’s balance will return to $0 or the original balance before the invoice was made. Additionally, the quantity on hand for the product(s) will return to the original value. In this example, the quantity on hand value for the Mary Kay Clinical Solutions Retinal 0.5 Set returned from 1 to 2 automatically. <br /><br /><br />All of your voided invoices live under “Invoices” in the “Customers” tab, simply click “Voided Invoices” on the left sidebar to view a list of all of your void invoices. <span id="docs-internal-guid-79a3ff62-7fff-e692-41cf-c10a444e87dc"><div><span style="font-family: Arial; font-size: 11pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span></div><div><span style="font-family: Arial; font-size: 11pt; font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-3UVX-RYxvb55IxrZUBvQWj7h8vwq5oW9rv8woft6ILXsm1MifnCL3N-9IRwnGBxaMjSSQVZpPONMNdx4NMd3dhnNktDUXcK8WD2Ny67TS6QiC7G29Y0WMh81FDdQA4tw7q0JWN12MPMpM-c3cCvDriw5L-bc37esbnnPT13_OlzJ-fPm_ggc0g057g/s1920/Customer%20Invoices%20(5).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi-3UVX-RYxvb55IxrZUBvQWj7h8vwq5oW9rv8woft6ILXsm1MifnCL3N-9IRwnGBxaMjSSQVZpPONMNdx4NMd3dhnNktDUXcK8WD2Ny67TS6QiC7G29Y0WMh81FDdQA4tw7q0JWN12MPMpM-c3cCvDriw5L-bc37esbnnPT13_OlzJ-fPm_ggc0g057g/w640-h324/Customer%20Invoices%20(5).png" width="640" /></a></div></span></div></span></div><b><div><b><br /></b></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRGWmmxReaKrCvJD-S5LMLeYDs8Dzj9zXL2okNMzU5XF46IB0R6HxoQlr53sQ1X8Z7oS7NWECWRB592GdQXKQvHoScz0f2tplGGiYY5pehNKJ4XKa8Ux5DG6bb0Z6xXMR7e4amxC4WqWbQg4POqkC9F7I8FRzufQnSiusnpRlXpt7X2QR3Wf6jFafHIg/s63/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="55" height="63" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRGWmmxReaKrCvJD-S5LMLeYDs8Dzj9zXL2okNMzU5XF46IB0R6HxoQlr53sQ1X8Z7oS7NWECWRB592GdQXKQvHoScz0f2tplGGiYY5pehNKJ4XKa8Ux5DG6bb0Z6xXMR7e4amxC4WqWbQg4POqkC9F7I8FRzufQnSiusnpRlXpt7X2QR3Wf6jFafHIg/s1600/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" width="55" /></a></div>Heroes Inside Tip:</b> If you accidentally void the wrong invoice or the customer would like to re-order, you can copy a voided invoice as an invoice or sales receipt at any time. To do this, click “Copy As” in the left-hand corner of the void invoice and select “Invoice” or “Sales Receipt.” The same is true of void sales receipts. <br /><br /><br /><h3 style="text-align: left;">Void Payment on a Sales Receipt:</h3><br /><br />The process of voiding a sales receipt is similar to that of an invoice, but we’ll still go over it so you’ll feel confident the next time you need to void a sales receipt! This time, Stacie Stephens purchased a Mary Kay Supreme Hydrating Lip Stick, totaling $19.26. Again, the balance in the “Hero How To" bank account is $1,000, and the quantity on hand for the Mary Kay Supreme Hydrating Lip Stick is 2. <br /><br /><br />Once the Sales Receipt has been saved, the quantity on hand automatically adjusts from 2 to 1 and $19.26 is added to the “Hero How To” account for the amount of the purchase. <br /><br /><br />You realized that you saved the sales receipt under the wrong customer, Jane Austin. To void this payment, go to “Sales Receipt” under the “Customers” tab. Choose ‘Paid Sales Receipts’ on the left-hand side. Then click the pink receipt number to view the receipt. <br /> <div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjOP_vBTDkOum03H5AFFYHyvVQPCoinMQe7oqgCoe-cvgri0DmV7Gvwr6JKtjK5paUI6fTbbqGw0ibTwlg04S8ygA6XsV3Mp9nccskisn2H1--f53ZPs2G4Cdlgw54udPoK7foaL3Qk-boC9oSU26bFYLr-SUAA7RdapDlfkI4iMeTfgNhRdWKdJEcWYQ/s1920/Sales%20Receipts%20(2).png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjOP_vBTDkOum03H5AFFYHyvVQPCoinMQe7oqgCoe-cvgri0DmV7Gvwr6JKtjK5paUI6fTbbqGw0ibTwlg04S8ygA6XsV3Mp9nccskisn2H1--f53ZPs2G4Cdlgw54udPoK7foaL3Qk-boC9oSU26bFYLr-SUAA7RdapDlfkI4iMeTfgNhRdWKdJEcWYQ/w640-h324/Sales%20Receipts%20(2).png" width="640" /></a></div><br /><br />Click “Void” to void the payment. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwTvDV6_iCrMHaV-GtKaqCprvoLpQo6P6QeM1MqzuObGyCNEuW3B_lU_SShsbKaGeKLhswDsyNt7x5cRNGDIPASiSZmBr0xvFviXQwbhHaRFyTrd8iEzGMafmQ8_ypvH3dWzMuGx2Y9f7AGskXcgjzdUno6XD2R61OI5DDl_qSgq_6pgGZjgRJetSbeQ/s1920/Sales%20Receipt%20-%20View.png" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhwTvDV6_iCrMHaV-GtKaqCprvoLpQo6P6QeM1MqzuObGyCNEuW3B_lU_SShsbKaGeKLhswDsyNt7x5cRNGDIPASiSZmBr0xvFviXQwbhHaRFyTrd8iEzGMafmQ8_ypvH3dWzMuGx2Y9f7AGskXcgjzdUno6XD2R61OI5DDl_qSgq_6pgGZjgRJetSbeQ/w640-h324/Sales%20Receipt%20-%20View.png" width="640" /></a></div><br /><br />You will be prompted to confirm that you would like to void this payment. <br /><br /><br />Once the void is confirmed, the quantity on hand for the product will return to the original value and a credit in the amount of the payment is added to the “Hero How To” bank account. <br /><br /><b><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRGWmmxReaKrCvJD-S5LMLeYDs8Dzj9zXL2okNMzU5XF46IB0R6HxoQlr53sQ1X8Z7oS7NWECWRB592GdQXKQvHoScz0f2tplGGiYY5pehNKJ4XKa8Ux5DG6bb0Z6xXMR7e4amxC4WqWbQg4POqkC9F7I8FRzufQnSiusnpRlXpt7X2QR3Wf6jFafHIg/s63/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" data-original-height="63" data-original-width="55" height="63" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhRGWmmxReaKrCvJD-S5LMLeYDs8Dzj9zXL2okNMzU5XF46IB0R6HxoQlr53sQ1X8Z7oS7NWECWRB592GdQXKQvHoScz0f2tplGGiYY5pehNKJ4XKa8Ux5DG6bb0Z6xXMR7e4amxC4WqWbQg4POqkC9F7I8FRzufQnSiusnpRlXpt7X2QR3Wf6jFafHIg/s1600/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" width="55" /></a></div>Heroes Inside Tip: </b>If you void payment on a sales receipt or invoice and the transaction was made through Propay, UnitWise will automatically update your calendar, adding a task to remind you to cancel the transaction in Propay.<br /><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />With UnitWise you can void payments confidently, knowing your inventory and chart of accounts will be automatically adjusted to reflect any changes. Quickly void payments, then move on to something else like securing leads and supporting your team!<br /><br /><br />Was this article helpful? <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next “<b>How-to Tuesday!”</b></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-82967782469896457202022-04-08T17:31:00.000-04:002022-04-08T17:31:06.231-04:00You Asked, We Answered: Top 5 FAQs to Help you Generate Reports with UnitWise<div> </div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhg3YgW1C-n1mZIeFmQrAan3RFuVStPrYRN_kL9q5mINQNdM2y17ngHl-sLeQuGEHfvBhqadS4GxDl6oC8gfjGPk2wFZW7TDETFFaLNZIzsr3TeqnGwt2oTWPBg9ce8iHH900oPA-uYkb0mrYfC3UNAnCbt1w1vIl-FEQJO_FJTb22SyVWwcBANWCK52w/s1243/uw%20blog%20headers%20-%201200%20%C3%97%20630px%20(57).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="generate reports" border="0" data-original-height="654" data-original-width="1243" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhg3YgW1C-n1mZIeFmQrAan3RFuVStPrYRN_kL9q5mINQNdM2y17ngHl-sLeQuGEHfvBhqadS4GxDl6oC8gfjGPk2wFZW7TDETFFaLNZIzsr3TeqnGwt2oTWPBg9ce8iHH900oPA-uYkb0mrYfC3UNAnCbt1w1vIl-FEQJO_FJTb22SyVWwcBANWCK52w/w640-h336/uw%20blog%20headers%20-%201200%20%C3%97%20630px%20(57).png" width="640" /></a></div><br /><br /><br /> All of your financial tracking and reporting now have their own tab within your UnitWise account! Reports are broken down into categories including customers, accounts, products, sales, WAS, year-end/tax, team members, and address labels.<div><br /><br />You’ve got questions and we’ve got answers. We’ve compiled a few of the most asked questions regarding the “Reports” tab and have answered them here. Keep reading for the top 5 <a href="https://www.unitwise.com/faq" target="_blank">frequently asked questions</a> about UnitWise reports!<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjitfIhV0i1yr59HAfvoHmZ54t3Fjaq83P8UbY2DESEWWgBEyJL4u4RPW_y71LrG44Z-X85fNL41LBtxRBdD30cUG3FEB_-19ILbgcVL1Ay4ZmfbnTG971XQ19a8a69FcxJctmk9k_13ZD13YSLA4oMqfG8bQ-g9DRrQGcCzlYfpRCwJ5uKW--d-77Btg/s653/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(7).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="frequently asked questions" border="0" data-original-height="653" data-original-width="522" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjitfIhV0i1yr59HAfvoHmZ54t3Fjaq83P8UbY2DESEWWgBEyJL4u4RPW_y71LrG44Z-X85fNL41LBtxRBdD30cUG3FEB_-19ILbgcVL1Ay4ZmfbnTG971XQ19a8a69FcxJctmk9k_13ZD13YSLA4oMqfG8bQ-g9DRrQGcCzlYfpRCwJ5uKW--d-77Btg/w320-h400/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(7).png" width="320" /></a></div><br /><br /><h3 style="text-align: left;">How can I see which customer purchased a specific product?</h3><br /><br />Let’s say you’re running a campaign and offering a free gift to the 20th buyer of a specific product or Mary Kay is discontinuing a product and you would like to offer your customers a comparable substitution. In both instances, you will need to see which customers purchased that specific product, to do this in UnitWise you will want to generate a report for “Products Sold to Customers” following these steps:<br /><br /><br />1. <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">Sign in</a> to your account.</div><div><br />2. Select “Reports” in the upper right-hand corner of your dashboard.</div><div><br />3. Click on the “Products” tab.</div><div><br />4. Click “Products Sold to Customers.”</div><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinRChLJU4YDkQWAPK6PFSjqgOzowvZs6a4d7J1UuxEkqfIT2NGUdW5YesB0PSGf-lBJlfDjYmgiTjNmkDAyJG7MixIq_AIH0BsjQc0Joiqd4BaSuK_T6FuQ0KiLZnf0h8PIjUS7v18zEW6etj9nAfIiRqqCImJ5iNyjh_Cyqte6qk6CzJcjqhF1FwIDg/s1920/Reports%20(1).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="products sold to customers" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinRChLJU4YDkQWAPK6PFSjqgOzowvZs6a4d7J1UuxEkqfIT2NGUdW5YesB0PSGf-lBJlfDjYmgiTjNmkDAyJG7MixIq_AIH0BsjQc0Joiqd4BaSuK_T6FuQ0KiLZnf0h8PIjUS7v18zEW6etj9nAfIiRqqCImJ5iNyjh_Cyqte6qk6CzJcjqhF1FwIDg/w640-h324/Reports%20(1).png" width="640" /></a></div><div><br /></div><div>5. Switch the default selection from “Active Products” to “All Products.”</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqMlxz5rtPufJWsphrWB0uDP1ZWRjB4nStA28pV8lOMu4SFxgpL3pWxFotoC8xxQTTVp-4cSoI485XH_605kKowfy8T94xWqMs-_Nxieo3jgE4LLc8SLNiSjGM6TxO3_ju-UJ5yrR61YVAea8LKR1RdvSNpwh3_nDsr9HevvJGWOA6P52GTMnY7ePSTg/s1670/Reports%20(2).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="active products" border="0" data-original-height="305" data-original-width="1670" height="116" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiqMlxz5rtPufJWsphrWB0uDP1ZWRjB4nStA28pV8lOMu4SFxgpL3pWxFotoC8xxQTTVp-4cSoI485XH_605kKowfy8T94xWqMs-_Nxieo3jgE4LLc8SLNiSjGM6TxO3_ju-UJ5yrR61YVAea8LKR1RdvSNpwh3_nDsr9HevvJGWOA6P52GTMnY7ePSTg/w640-h116/Reports%20(2).png" width="640" /></a></div></div><div><br />6. Switch the default selection from “Qty on Hand > Zero” to “All”</div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgO5KqmrMfw76wmo6wpbFbhO6R5ZWTHb_9fv1iaavouaMt1tcvUIOqDGDyKED37CgkSXx_Lv7pK2VcIbbeX9VpIU0B25MA9uqk1NUOR9Ke4vOUCllB9f9NdU7UIjKrDJqB1ZEFCXYBeZCKk1yA2E6ZOlmgJvzFcn4axCYfNo9uzzGcYITxxKx5GKOVRGA/s1673/Reports%20(3).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="quantity on hand" border="0" data-original-height="309" data-original-width="1673" height="118" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgO5KqmrMfw76wmo6wpbFbhO6R5ZWTHb_9fv1iaavouaMt1tcvUIOqDGDyKED37CgkSXx_Lv7pK2VcIbbeX9VpIU0B25MA9uqk1NUOR9Ke4vOUCllB9f9NdU7UIjKrDJqB1ZEFCXYBeZCKk1yA2E6ZOlmgJvzFcn4axCYfNo9uzzGcYITxxKx5GKOVRGA/w640-h118/Reports%20(3).png" width="640" /></a></div></div><div><br />7. Select “Part Number” from the dropdown list in the “Field” drop-down list.</div><div><br />8. In the “Text” text box type the part number of the product you want to generate the report for.<br /></div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSFD5YVXprxDgDg0oMW4TQtReAHvPx_oZOjNXZJ0dUvmNwyxCQxe10gFvkUm_ws9N4O4ayvUa7_dzOEFdSETYpo3dkJWt_SpFXWJb5MRBEuSBq_ejUDih3r5xaY5zHVGxvBy3OuKMjWZScxI8wwhQsXFNkagPFvszGvluxQtKjwIDJBiJljSinP-nj5Q/s1672/Reports%20(4).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="products sold to customers" border="0" data-original-height="300" data-original-width="1672" height="114" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgSFD5YVXprxDgDg0oMW4TQtReAHvPx_oZOjNXZJ0dUvmNwyxCQxe10gFvkUm_ws9N4O4ayvUa7_dzOEFdSETYpo3dkJWt_SpFXWJb5MRBEuSBq_ejUDih3r5xaY5zHVGxvBy3OuKMjWZScxI8wwhQsXFNkagPFvszGvluxQtKjwIDJBiJljSinP-nj5Q/w640-h114/Reports%20(4).png" width="640" /></a></div></div><div><br /></div><div>9. Click “Run Report” <br /><div><br /></div><div><br /></div><div><h3 style="text-align: left;">How can I run a monthly or yearly sales report?</h3><br /><br />As tax day quickly approaches you may be scrambling to prepare your annual tax return. If you include Mary Kay income in your tax return, UnitWise has you covered with the “Total Sales (Income)” report. This report allows you to view your monthly or yearly <a href="http://blog.unitwise.com/2017/08/how-to-benefit-with-your-unitwise-sale.html" target="_blank">sales report</a>.<br /><br /><br />1. <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">Sign in</a> to your account.</div><div><br />2. Select “Reports” in the upper right-hand corner of your dashboard.</div><div><br />3. Click on the “Sales” tab.</div><div><br />4. Click “Total Sales (Income).”</div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGsIzoyIkErZZ2IPr0Oxw4a36d-PnWaBcIJvtsC6i59ZnK1Lwq9fdtrAOp9NkZjBf34L4yvNY7-uTsZfX6wjO0UtoO6XFaDk_LK4FDPAgWg6QvCXAVwB6EqRNousOtoX188NUziLKCzNMBDizOn2WtE4nxclsU5IRX76NpwJyw80OaJLWp4nnCH1a6tQ/s1920/Reports%20(5).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="total income" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhGsIzoyIkErZZ2IPr0Oxw4a36d-PnWaBcIJvtsC6i59ZnK1Lwq9fdtrAOp9NkZjBf34L4yvNY7-uTsZfX6wjO0UtoO6XFaDk_LK4FDPAgWg6QvCXAVwB6EqRNousOtoX188NUziLKCzNMBDizOn2WtE4nxclsU5IRX76NpwJyw80OaJLWp4nnCH1a6tQ/w640-h324/Reports%20(5).png" width="640" /></a></div></div><div><br />5. Select the time period you need the report for, you can choose between “Year to Date,” “Previous Year to Date,” “Calendar Year,” “Prev Calendar Year,” and “Custom Dates.” Selecting “Custom Dates” allows you to customize the date range for the report.<br /></div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgt7yQRxfbMPAqYuS1O0hgS_C8PDi8E3toWbUyvddWhHY_FPY5JLqknZCEHf8H2oTfkJ5ucy6tZFq6PEyrmJz7mrQX7onMbZd5-pOpwm8cexQodhs3TnTn7z2T4NigdXr8RiysVWBTqo3_khT2cuiGJ9_XePIJV84KAsMBNQvf9JX1YULvOKckVyEwbHA/s1676/Reports%20(6).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="income time range" border="0" data-original-height="242" data-original-width="1676" height="92" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgt7yQRxfbMPAqYuS1O0hgS_C8PDi8E3toWbUyvddWhHY_FPY5JLqknZCEHf8H2oTfkJ5ucy6tZFq6PEyrmJz7mrQX7onMbZd5-pOpwm8cexQodhs3TnTn7z2T4NigdXr8RiysVWBTqo3_khT2cuiGJ9_XePIJV84KAsMBNQvf9JX1YULvOKckVyEwbHA/w640-h92/Reports%20(6).png" width="640" /></a></div></div><div><br /></div><div>6. Click “Run Report.”<br /><div><br /></div><br /><h3 style="text-align: left;">How can I see the inventory I had on hand at the end of last year?</h3><br /><br />Inventory on hand from previous years can be a good indicator for future orders. To compare last year’s inventory to your current inventory, you can see how much <a href="http://blog.unitwise.com/2018/03/awesome-inventory-tools-that-will-improve-your-business.html" target="_blank">inventory</a> you had on hand at the end of last year using the “Snapshot of Qty on Hand” report. <br /><br /><br /><br />1. <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">Sign in</a> to your account.</div><div><br />2. Select “Reports” in the upper right-hand corner of your dashboard.</div><div><br />3. Click on the “Products” tab.</div><div><br />4. Click “Snapshot of Qty On Hand.”</div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEju2QAUiChaQaWtmqYNRfT382W0_LXkf6KA1hu95pIYiAvwx57TRj_SzPAzFwpLOCwSFT36qS_FsFNvDGbicN94wB0CsSDau5IMIKRC8NmUJmW3kBAIo8yEyMRzrVG5wKwhNxbX0ghabk6wFHvPpP5abRrrAFRgQ4YAECYI2_q2pDR3xpaGYtfkrOvQBg/s1903/Reports%20(7).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="quantity on hand" border="0" data-original-height="912" data-original-width="1903" height="306" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEju2QAUiChaQaWtmqYNRfT382W0_LXkf6KA1hu95pIYiAvwx57TRj_SzPAzFwpLOCwSFT36qS_FsFNvDGbicN94wB0CsSDau5IMIKRC8NmUJmW3kBAIo8yEyMRzrVG5wKwhNxbX0ghabk6wFHvPpP5abRrrAFRgQ4YAECYI2_q2pDR3xpaGYtfkrOvQBg/w640-h306/Reports%20(7).png" width="640" /></a></div></div><div><br />5. Filter the report by Section 1 inventory, Section 2 inventory, or inventory from both sections by selecting an option from the “Category” drop-down list.</div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqOT00D5oiWNMIcFqZY5zBRWWiI5ZceyD6IMyekBfMyGxB7LglU9Jo62Z1L0VgvS42iBihHqaIjyJDx8DPRW51bJc81dFhdRs-_r1RgS9b1fvIav3TQYBb_FaOzlCDSatGKPARPC4Blz1zIu90cHlXROSIpeFGvjjHKaVNMjbxCn6mZndFA_dCWvFnRA/s1663/Reports%20(8).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="inventory management" border="0" data-original-height="245" data-original-width="1663" height="94" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqOT00D5oiWNMIcFqZY5zBRWWiI5ZceyD6IMyekBfMyGxB7LglU9Jo62Z1L0VgvS42iBihHqaIjyJDx8DPRW51bJc81dFhdRs-_r1RgS9b1fvIav3TQYBb_FaOzlCDSatGKPARPC4Blz1zIu90cHlXROSIpeFGvjjHKaVNMjbxCn6mZndFA_dCWvFnRA/w640-h94/Reports%20(8).png" width="640" /></a></div></div><div><br />6. Click “Run Report.”<br /><br /><br /><h3 style="text-align: left;">How can I see a list of only products that I have on hand?</h3><br /><br />Let’s say you are looking to reorder inventory or are looking to compare your physical <a href="http://blog.unitwise.com/2016/11/heres-better-way-to-manage-your.html" target="_blank">inventory</a> with the inventory logged in your UnitWise account. You can do this easily with the “Quantity On Hand” report, which will generate a list of all the products you have on hand. <br /><br /><br />1. <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">Sign in</a> to your account.</div><div><br />2. Select “Reports” in the upper right-hand corner of your dashboard.</div><div><br />3. Click on the “Products” tab.</div><div><br />4. Click “Quantity On Hand.”</div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixmqSeHqEWcLVDQ0yVPB65fEVVX5wozArfpfgzyQw6B1Qp84fL_gon7K-Psrl-60WUrJDSOxFuBw3EnWudFNGoCwVMY88hHHX0fRrTfZprTxXOjy6l8T9Bkb3tLq5E9ZNBLTSZGuT9eA76FROqdbG1O7VfbHrUH_6rViqupNOLhX3UeuTNJrVtljm6yw/s1920/Reports%20(9).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="quantity on hand" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixmqSeHqEWcLVDQ0yVPB65fEVVX5wozArfpfgzyQw6B1Qp84fL_gon7K-Psrl-60WUrJDSOxFuBw3EnWudFNGoCwVMY88hHHX0fRrTfZprTxXOjy6l8T9Bkb3tLq5E9ZNBLTSZGuT9eA76FROqdbG1O7VfbHrUH_6rViqupNOLhX3UeuTNJrVtljm6yw/w640-h324/Reports%20(9).png" width="640" /></a></div></div><div><br />5. Filter the report by Section 1 inventory, Section 2 inventory, or inventory from both sections.</div><div><br /></div><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3s5t7qPnOyGz67h3_w53SoTAY7RqIZsmADedTJXFNR7cT_SIS3eyOp9bea9U49XgXkqK3jtOyVy8kSKRxLtuSFEgqAs-CvmqjKSBuQrUQ9odCBcnzYbM5Bh88ohmbKMT6_yoEwkb7aO6WHLQqYdvyuMwmoqGrfjj5YtFF7VobfyFSln0pDy_V6aPlhA/s1666/Reports%20(10).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="inventory on hand" border="0" data-original-height="199" data-original-width="1666" height="76" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj3s5t7qPnOyGz67h3_w53SoTAY7RqIZsmADedTJXFNR7cT_SIS3eyOp9bea9U49XgXkqK3jtOyVy8kSKRxLtuSFEgqAs-CvmqjKSBuQrUQ9odCBcnzYbM5Bh88ohmbKMT6_yoEwkb7aO6WHLQqYdvyuMwmoqGrfjj5YtFF7VobfyFSln0pDy_V6aPlhA/w640-h76/Reports%20(10).png" width="640" /></a></div></div><div style="text-align: left;"><br />6. Click “Run Report.”<br /><br /><br /><h3 style="text-align: left;">How can I see the order and sales history of a product?</h3><br /><br />When you’re looking to reorder inventory, wouldn’t it be helpful to see the order and sales history of a product so that you know if it is worth reordering? UnitWise is here to answer your call with the “Inventory Audit Trail” report!<br /><br /><br />1. <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">Sign in</a> to your account.</div><div style="text-align: left;"><br />2. Select “Reports” in the upper right-hand corner of your dashboard.</div><div style="text-align: left;"><br />3. Click on the “Products” tab.</div><div style="text-align: left;"><br />4. Click “Inventory Audit Trail.”</div><div style="text-align: left;"> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhugMi9wsBES4Fr7gq-OJ9y43hVppFsgoN7JVttJsZabXa55J16M0xecBaLYFoHm8e2qIZSCOMzWiZMw9B1OyiGDP7tUWuQNTq3GFERnR2bvIm4Yz7DV4bngDqIFeHn94uUd1Rs6uE0rmozLBmdS0Ch85vFbjfc0VvQRugIUvqC_nRqIBOvVGuOi0itSA/s1903/Reports%20(11).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="inventory trail" border="0" data-original-height="912" data-original-width="1903" height="306" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhugMi9wsBES4Fr7gq-OJ9y43hVppFsgoN7JVttJsZabXa55J16M0xecBaLYFoHm8e2qIZSCOMzWiZMw9B1OyiGDP7tUWuQNTq3GFERnR2bvIm4Yz7DV4bngDqIFeHn94uUd1Rs6uE0rmozLBmdS0Ch85vFbjfc0VvQRugIUvqC_nRqIBOvVGuOi0itSA/w640-h306/Reports%20(11).png" width="640" /></a></div></div><div style="text-align: left;"><br />5. Filter your report by time period. Options include all dates, last 30 days, last 90 days, last 180 days, last quarter, year to date, or customize the date range with “Custom Date.”</div><div style="text-align: left;"> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgplqQyyRz24M24x5pXGLlGQLukQQ7Lb5mMkUPHyb7OVd7pVXRdM7B3Xt1IS0mbSHMke56DEy05emUjzmoRycTt9UCammC0G2JOonlrB_e5YVUpWWbWv-rF6OTFf6vjyP53Hnjz7LxFN5VGYZsUWFbyhSrCNZG-OahamFPlMPvJtfmAkwiP52-Hk-jtuw/s1669/Reports%20(12).png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="inventory trail" border="0" data-original-height="200" data-original-width="1669" height="76" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgplqQyyRz24M24x5pXGLlGQLukQQ7Lb5mMkUPHyb7OVd7pVXRdM7B3Xt1IS0mbSHMke56DEy05emUjzmoRycTt9UCammC0G2JOonlrB_e5YVUpWWbWv-rF6OTFf6vjyP53Hnjz7LxFN5VGYZsUWFbyhSrCNZG-OahamFPlMPvJtfmAkwiP52-Hk-jtuw/w640-h76/Reports%20(12).png" width="640" /></a></div></div><div style="text-align: left;"><br />6. Click “Run Report.”<br /><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />Did you know the “Reports” tab was such a great resource for every aspect of your business? If not, it’s time to <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">sign in</a> and see for yourself!</div><div><br /></div><div> <br />The <a href="https://www.unitwise.com/support" target="_blank">UnitWise Heroes</a> are available 8:30 a.m.-5:30 a.m. Monday-Friday to answer your questions via phone or email. If you have any more questions regarding the exclusive features you have access to with your UnitWise account, feel free to ask. We may even write a blog featuring your question!</div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-14288160772041626482022-04-05T17:38:00.003-04:002022-04-06T09:50:14.867-04:00How-to Tuesday: Guarantee Customer Satisfaction with Seamless Returns and Refunds with UnitWise<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjC6zUwCaH9qbIktPH3tylqL--5vaESUzov-wqAH47zlww1eaPaxxlw-bO5RDfr_cI7d8VyJlqDD1RhdFCoVf799hIKbavcvv_tuTFvItZmatlQ2F9qMSKyf4BeZIYVhZoLIhVOdPpDqbJaF7g4Ft1KSP8uHhlwhYilCweUM1mavgxC1D8qwd6v9smdFQ/s1160/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(13).png" style="margin-left: 1em; margin-right: 1em;"><img alt="how to record a return" border="0" data-original-height="652" data-original-width="1160" height="360" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjC6zUwCaH9qbIktPH3tylqL--5vaESUzov-wqAH47zlww1eaPaxxlw-bO5RDfr_cI7d8VyJlqDD1RhdFCoVf799hIKbavcvv_tuTFvItZmatlQ2F9qMSKyf4BeZIYVhZoLIhVOdPpDqbJaF7g4Ft1KSP8uHhlwhYilCweUM1mavgxC1D8qwd6v9smdFQ/w640-h360/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(13).png" width="640" /></a></div><br /><br />Mary Kay consultants work tirelessly to keep their customers satisfied. UnitWise is here to help with seamless return processing. We want to make recording returns easy so that you can get back to serving your customers. There are a few steps that you need to take when a customer returns a product to you. First, create a return invoice. This will account for the product in your inventory, whether the product is going back on your shelf or back to Mary Kay. The return invoice will also account for the refund or credit due to your customer for the returned product.<br /><br /><br />Check out the steps below to see how to create this type of invoice:<br /><br /><br /><h3 style="text-align: left;">Here’s how:</h3><br /><br />1. Create a return invoice and update <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203invoices-receipts-purchase-orders-oh-my-recording-product-orders-with-unitwise.html" target="_blank">the invoice</a> details by choosing a Sales Type and updating the invoice date as needed.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhenA9TbooDCoG-60FQY0mLjmxSnYaFedgs_Gd6Bn8zrEYd8BAGBqQfapM4ELl_qgw_GHjDCbSsnAO8Guo4w9mypxR3-MRmnFJ1W6KWTlfeDFyCwtR4jcaRkE8-NdaiGRrTrGl3RaxSORBHBm-fVHRUWfZN_rEXv3lXwFo9Kv95DdEy8QMMWZ37AAHcVg/s1920/Customer%20Invoices%20(1).png" style="margin-left: 1em; margin-right: 1em;"><img alt="customer invoices" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhenA9TbooDCoG-60FQY0mLjmxSnYaFedgs_Gd6Bn8zrEYd8BAGBqQfapM4ELl_qgw_GHjDCbSsnAO8Guo4w9mypxR3-MRmnFJ1W6KWTlfeDFyCwtR4jcaRkE8-NdaiGRrTrGl3RaxSORBHBm-fVHRUWfZN_rEXv3lXwFo9Kv95DdEy8QMMWZ37AAHcVg/w640-h324/Customer%20Invoices%20(1).png" width="640" /></a></div><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNHfv89ZOmUWSbqQGdPPPETtLlTvUhlw3qZ2FYOq7YF9bnD6_NHJJIgSOsqSIMYsLNH0UQHGsSDTgrzzq1Dk6w13G_-VBhaGkdOA66anA1AXx-dojLyQnmbBJ_DEraeah331O6fipQQa8tlv-BoTlLrC95cR2QLjXxaDMWPg_ltx0tc24WvB9nOzx1vQ/s1600/how%20to%202.png" style="margin-left: 1em; margin-right: 1em;"><img alt="sales type and date" border="0" data-original-height="708" data-original-width="1600" height="284" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhNHfv89ZOmUWSbqQGdPPPETtLlTvUhlw3qZ2FYOq7YF9bnD6_NHJJIgSOsqSIMYsLNH0UQHGsSDTgrzzq1Dk6w13G_-VBhaGkdOA66anA1AXx-dojLyQnmbBJ_DEraeah331O6fipQQa8tlv-BoTlLrC95cR2QLjXxaDMWPg_ltx0tc24WvB9nOzx1vQ/w640-h284/how%20to%202.png" width="640" /></a></div><br /><br /><br />2. Enter the product name or part number: <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ25Iw8LvO1w6pAZm8sCvh2lVnL6yC9pmSvkZeo1vskZImzKFLGqpvriO09erI_pw0jxPiFYRJj0PNkE3UG3YLt-0m4GzUSh2Z0irsx5-jsskXioJ5DswkTMowMCAAjsFtSh9vHK_qUjaf-RpiIOf4qmmsAtFEDQhbpzUSZkO5-dpFT34NEBhw_KviMg/s1920/Create%20Invoice%20(1).png" style="margin-left: 1em; margin-right: 1em;"><img alt="product name or part number" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgJ25Iw8LvO1w6pAZm8sCvh2lVnL6yC9pmSvkZeo1vskZImzKFLGqpvriO09erI_pw0jxPiFYRJj0PNkE3UG3YLt-0m4GzUSh2Z0irsx5-jsskXioJ5DswkTMowMCAAjsFtSh9vHK_qUjaf-RpiIOf4qmmsAtFEDQhbpzUSZkO5-dpFT34NEBhw_KviMg/w640-h324/Create%20Invoice%20(1).png" width="640" /></a></div><br /><br />3. Select sale type. For a return, either select “Return to Inventory” or “Return to MK.” If “Return to Inventory” is selected you are able to resell the product. If “Return to MK” is selected, you cannot resell the product and will need to send the product back to Mary Kay. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjaJ1j1m76sQH0NoRfEdD9P0wRHAT2C_5zJ2Y858KgCLav6sSuRQbLXT22ZnpstWV2WKyuLCaEcPGAF0kODdlSYjvcFb8ZlLB1hziBJubZY8ilOUyNlIy1oIn098o6SwQcOoFMsXw4K6yuCWwdPzNnxbhcR76GyQl6sFd5IcDvhFqaFKS30efKM17Y0cw/s1920/Create%20Invoice%20(2).png" style="margin-left: 1em; margin-right: 1em;"><img alt="return to inventory or MK" border="0" data-original-height="912" data-original-width="1920" height="304" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjaJ1j1m76sQH0NoRfEdD9P0wRHAT2C_5zJ2Y858KgCLav6sSuRQbLXT22ZnpstWV2WKyuLCaEcPGAF0kODdlSYjvcFb8ZlLB1hziBJubZY8ilOUyNlIy1oIn098o6SwQcOoFMsXw4K6yuCWwdPzNnxbhcR76GyQl6sFd5IcDvhFqaFKS30efKM17Y0cw/w640-h304/Create%20Invoice%20(2).png" width="640" /></a></div><br /><br />4. Click Save to save the invoice. <br /><br /><br />Once the invoice has been saved, a credit will be applied to the customer’s profile. You can see this credit on the Customer’s Profile as “Credit Bal.” <br /><br /><br />Here, is an example of what it would look like to have a customer with a credit:<br /> <br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiVmnyK08-ZwiZOry0seEVxXrYbhRpsf2B2jqFqN6FfLOlQjbUt01snnQlfeg8R1peKytu5TGboOm2aHm-0yYTXdi1fCn1PBHH9d0BRASC99qUyFCmRIzp5F4Jp-nRTjkMmSdYIY0jazIWhO-owrxjrpQVMj-In594x2C4OsxYZqph03ritF2ZovC0IHA/s1893/Customer%20Center%20(13).png" style="margin-left: 1em; margin-right: 1em;"><img alt="customer credit" border="0" data-original-height="371" data-original-width="1893" height="126" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiVmnyK08-ZwiZOry0seEVxXrYbhRpsf2B2jqFqN6FfLOlQjbUt01snnQlfeg8R1peKytu5TGboOm2aHm-0yYTXdi1fCn1PBHH9d0BRASC99qUyFCmRIzp5F4Jp-nRTjkMmSdYIY0jazIWhO-owrxjrpQVMj-In594x2C4OsxYZqph03ritF2ZovC0IHA/w640-h126/Customer%20Center%20(13).png" width="640" /></a></div><br /><br /><br />When a product is returned to inventory, this will be reflected automatically in your UnitWise inventory and on the customer’s profile. When a product is returned to Mary Kay, the product will be shown in the Replacement tab of your Inventory.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjTDfiT--qdPE4EEwP95qrIXDtkrWu6RemptXOX1Ldn_N7VMolw_jPdCCNDdFkrRIVNxD6TqCA9-A5J81kxch2VGODOX8_81ch_9l2RPza--_mbC3jLpthcZtR383U8VIWLtjOGgzPBkUsllYUniUeOmESBF24-vOou-mD8c-EqZJzsIcOYKcahZAjNmg/s512/how%20to%203.png" style="margin-left: 1em; margin-right: 1em;"><img alt="replace inventory" border="0" data-original-height="149" data-original-width="512" height="186" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjTDfiT--qdPE4EEwP95qrIXDtkrWu6RemptXOX1Ldn_N7VMolw_jPdCCNDdFkrRIVNxD6TqCA9-A5J81kxch2VGODOX8_81ch_9l2RPza--_mbC3jLpthcZtR383U8VIWLtjOGgzPBkUsllYUniUeOmESBF24-vOou-mD8c-EqZJzsIcOYKcahZAjNmg/w640-h186/how%20to%203.png" width="640" /></a></div><br /><br />Now that the product has been returned to your inventory or has been returned directly to Mary Kay, <b>let’s talk about how to issue a refund or apply the credit to a future purchase. </b><br /><br /><br /><h3 style="text-align: left;">Applying a Credit to a Purchase:</h3><br /><br />If your customer chooses to use the amount of the returned product as a credit toward a future purchase, this credit will be visible on the future invoice or <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203invoices-receipts-purchase-orders-oh-my-recording-product-orders-with-unitwise.html" target="_blank">sales receipt</a>. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwpBMklBXvNsT1yLAQQLJ3ENVIiyiHIkAbVYb3eCJA7B3o6H8yPnmtfSHZDD3efd6L5TxLA2WvuYCMBhj1v7o1uX_e_B_p6XvdSXVB14qcCkcaUjRaHj_J0Frxw0diaEnxl1auRKd4F0ineUQ0wYfuxsqy4C_9wPviC9Cs_Dtk3A_woh9KXdEen88JMA/s512/how%20to%204.png" style="margin-left: 1em; margin-right: 1em;"><img alt="current balance" border="0" data-original-height="103" data-original-width="512" height="128" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwpBMklBXvNsT1yLAQQLJ3ENVIiyiHIkAbVYb3eCJA7B3o6H8yPnmtfSHZDD3efd6L5TxLA2WvuYCMBhj1v7o1uX_e_B_p6XvdSXVB14qcCkcaUjRaHj_J0Frxw0diaEnxl1auRKd4F0ineUQ0wYfuxsqy4C_9wPviC9Cs_Dtk3A_woh9KXdEen88JMA/w640-h128/how%20to%204.png" width="640" /></a></div><br /><br />Depending on the situation, you can choose to either create an invoice or a sales receipt. Invoices are used when payment has not been collected or has been partially collected. Sales receipts are used when payment is made at the point of sale.<br /><br /><br />Follow the steps below to apply the customer’s credit toward an <b>invoice</b>:<br /><br /><br /><ol style="text-align: left;"><li>Create invoice</li><li>Add products</li><li>Click “Save & Print,” “Save & Email” or “Save”</li></ol><br /><br />When <b>receiving payment for the invoice</b>, you can choose to apply the customer’s credit to the invoice following these steps: <br /><br /><br />1. Choose to receive payment on the correct invoice(s)<br /><br /><br />2. Carefully review the following sections on the payment screen:<br /><br /><br /><ul style="text-align: left;"><li><b>The “unapplied credit” amount:</b> this is the total available credit on this customer's account</li><li><b>The “from customer credit” amount:</b> this is the amount of the customer's credit being used toward the balance due</li><li><b>“Total Payment Received:”</b> Do Not Enter any type of credit in this box! This is only used for other payment types, such as credit cards, checks, cash, etc.</li><li><b>The “Total to Apply:” </b>this is the total amount of payment including any credits (from the “From Customer Credit” box) + other payment types (from the “Total Payment Received” box) that are being applied to the balance.</li><li><b>The Amount to Credit:</b> this is the remaining credit or overpayment that will be applied back to the customer’s credit balance.</li><li><b>Payment Amount:</b> the total payment that is being applied to the selected invoice</li></ul><br /><br />3. Click Save<br /><br /><br />Follow the steps below to apply the customer’s credit toward a <b>sales receipt:<br /></b><br /><br />1. Create a Sales Receipt.<br /><br /><br />2. Add products<br /><br /><br />3. On the right-hand side of the screen, enter the amount of credit (not to be greater than the total amount due) to be used toward this receipt in the “Credit To Apply” box. <br /><br /><br />If the total amount due is greater than the credit, you will need to enter the payment information below.<br /><br /><br />4. Enter additional payment and deposit information in the “Receive Payment” section.<br /><br /><br />5. Click “Save & Print,” “Save & Email” or “Save”<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgX3KnD7Q87qqS4Gi7X5-YvnkkON2N5kbN-OrP6tsAZPNCQkyylcO1d3VUlP5l4Pue9kNm5y6vp5GmeBaNfPD6zq8vPImSECi1kFm1cxXlsLAOOwoRMI9GBTkNHpBVQ04EBDTakq7Gb_Uz4V3xZJ_fWI-Dgasu2362RxRr2Ui79F501YmbvB06RNHAgKQ/s512/how%20to%205.png" style="margin-left: 1em; margin-right: 1em;"><img alt="save" border="0" data-original-height="242" data-original-width="512" height="302" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgX3KnD7Q87qqS4Gi7X5-YvnkkON2N5kbN-OrP6tsAZPNCQkyylcO1d3VUlP5l4Pue9kNm5y6vp5GmeBaNfPD6zq8vPImSECi1kFm1cxXlsLAOOwoRMI9GBTkNHpBVQ04EBDTakq7Gb_Uz4V3xZJ_fWI-Dgasu2362RxRr2Ui79F501YmbvB06RNHAgKQ/w640-h302/how%20to%205.png" width="640" /></a></div><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeYTiMC-VWq-Yy8MfsPjPZYc995uBMdag00WV9lYOUOFf-vVKSrhPUcv6Dd2XMu_cM3bmEcB-ohQnuyC-7b56nGXsAFdaAAHGFc2L2Vxs6SycXelc-wykBjH6PksmxYfel9Vc9tHBWp54xlLAauCEmG9apKdmza69738vaRG13_0lWg_hG8Qs3k2P0mQ/s512/how%20to%206.png" style="margin-left: 1em; margin-right: 1em;"><img alt="receive payments" border="0" data-original-height="217" data-original-width="512" height="272" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeYTiMC-VWq-Yy8MfsPjPZYc995uBMdag00WV9lYOUOFf-vVKSrhPUcv6Dd2XMu_cM3bmEcB-ohQnuyC-7b56nGXsAFdaAAHGFc2L2Vxs6SycXelc-wykBjH6PksmxYfel9Vc9tHBWp54xlLAauCEmG9apKdmza69738vaRG13_0lWg_hG8Qs3k2P0mQ/w640-h272/how%20to%206.png" width="640" /></a></div><br /><br /><h3 style="text-align: left;">Issue a Cash or Check Refund:</h3><br /><br />If your customer would like a <b>cash refund instead of a credit</b>, you will need to follow these steps:<br /><br /><br />1. Go to the “Credit/Refund” page under the “Customers” tab:<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7VQ6Ggb4ytwfSZ-GlAJWthA8TjM5LX6kd2VMGRQqJHxRIvbo5oU1BYgB8d5PsUohmawxiDvPI2XnQxrt8Vua1D0Oaw_04QSTxJ5mNf5mvmM7WWvTCLBezmp2l8fCZ-Alw4eojctvwWmqU5cWFgOKWtZ8yEiSbI74lVEzvrKk96fMamOa9kHvF8Wga0A/s1920/Credit%20Memo%20_%20Refund%20from%20Credit.png" style="margin-left: 1em; margin-right: 1em;"><img alt="credit or refund" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj7VQ6Ggb4ytwfSZ-GlAJWthA8TjM5LX6kd2VMGRQqJHxRIvbo5oU1BYgB8d5PsUohmawxiDvPI2XnQxrt8Vua1D0Oaw_04QSTxJ5mNf5mvmM7WWvTCLBezmp2l8fCZ-Alw4eojctvwWmqU5cWFgOKWtZ8yEiSbI74lVEzvrKk96fMamOa9kHvF8Wga0A/w640-h324/Credit%20Memo%20_%20Refund%20from%20Credit.png" width="640" /></a></div><br /><br />2. Click “Start Credit/Refund.” <br /><br /><br />3. Choose “Refund from Credit.”<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEid64SDZvOMPLyCeiaFV1_FODSKpO4mDrJAxo-GKCUhgGHn0S5wHm0vBjS86dgv5F9dOugcwPI9Wx_5usOA8OQTuGBpLg_Uf8K8loF0IYtHkdE2abGw0s955YBzyzoHS_9vzEm4jIcliPP_MptWC83mCOqv_ucteWU4fktLImdLdyX9pq_TgLXPtTxVlg/s512/how%20to%207.png" style="margin-left: 1em; margin-right: 1em;"><img alt="refund from credit" border="0" data-original-height="159" data-original-width="512" height="198" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEid64SDZvOMPLyCeiaFV1_FODSKpO4mDrJAxo-GKCUhgGHn0S5wHm0vBjS86dgv5F9dOugcwPI9Wx_5usOA8OQTuGBpLg_Uf8K8loF0IYtHkdE2abGw0s955YBzyzoHS_9vzEm4jIcliPP_MptWC83mCOqv_ucteWU4fktLImdLdyX9pq_TgLXPtTxVlg/w640-h198/how%20to%207.png" width="640" /></a></div><br /><br /><br />4. Start typing your customer’s name and choose from the list provided.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPB4DGuxIAn_ZlAPs1ZyciCQYhwkOPtusJdzpxgXQgqyc06xO9idhbsd5D-UT78ZVhttMKr53r_tw4ZK2Ddp7ZihbcJ-EaduzXSdjNCyjnElwwCbAO94OjvYyesFNBA-Xhu3c1mha6qYNmeHQDywe0wSKJ9V_df0yHhiO2UyJinoCSUjQVPI9ttdCUxg/s512/how%20to%208.png" style="margin-left: 1em; margin-right: 1em;"><img alt="choose customer" border="0" data-original-height="202" data-original-width="512" height="252" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhPB4DGuxIAn_ZlAPs1ZyciCQYhwkOPtusJdzpxgXQgqyc06xO9idhbsd5D-UT78ZVhttMKr53r_tw4ZK2Ddp7ZihbcJ-EaduzXSdjNCyjnElwwCbAO94OjvYyesFNBA-Xhu3c1mha6qYNmeHQDywe0wSKJ9V_df0yHhiO2UyJinoCSUjQVPI9ttdCUxg/w640-h252/how%20to%208.png" width="640" /></a></div><br /><br /><br />5. Here, you will enter the customer’s refund amount. <br /><br /><br /><ul style="text-align: left;"><li>Choose the payment type (how you are going to issue the refund, check or cash)</li><li>Enter the amount to be refunded</li><li>Choose the date the refund is issued</li><li>Choose "Refund From" account</li><li>Enter a Memo</li><li>Click Save</li></ul><div><br /></div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0UWqm7zmC8byQWcuZPh76v6rEObgpKoGkD_HOgVnu4hVJdnOpROJQIyuhC16yZXgJfe_eWE7fZ6H_CrhqraYqfHewReRYvlm9QSdjuddSoFfa_23-M9VwjsjPeYZCEQHqDy-s1oPfTGSUYCpA5RPBa4eZ5FsxJ_cEGm6vpZhDbP1qCPT-i_I3hS2LvA/s512/how%20to%209.png" style="margin-left: 1em; margin-right: 1em;"><img alt="refund amount" border="0" data-original-height="243" data-original-width="512" height="304" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh0UWqm7zmC8byQWcuZPh76v6rEObgpKoGkD_HOgVnu4hVJdnOpROJQIyuhC16yZXgJfe_eWE7fZ6H_CrhqraYqfHewReRYvlm9QSdjuddSoFfa_23-M9VwjsjPeYZCEQHqDy-s1oPfTGSUYCpA5RPBa4eZ5FsxJ_cEGm6vpZhDbP1qCPT-i_I3hS2LvA/w640-h304/how%20to%209.png" width="640" /></a></div><br /><br />Once a refund is saved the credit balance will automatically update in the customer’s profile. <br /><br /><br />You can view all of your refunds under the “Credit/Refund” tab. You can also, edit, and delete credits and refunds. Sort refunds by date range or alphabetical order. <br /><br /><br /><h3 style="text-align: left;">UnitWise</h3><br /><br />At UnitWise, we understand how important customer satisfaction is to your business (we do call ourselves heroes after all). For this reason, we’ve made issuing returns and refunds simple with seamless returns and automatic inventory and customer management updates. <br /><br /><div><br /></div><div>Was this article helpful? <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next <b>“How-to Tuesday!”</b></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-44323228887749686712022-04-01T13:05:00.017-04:002022-04-01T13:22:27.011-04:00It's no Joke: TikTok can Help Grow your Mary Kay Business<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjS8HWBNAeBqCR0qp31UX8SZnIJUxbw2aiGcxn1YzGJIZ4E6NEDcylslOQE59xFCOtSU6Eflj_oSeWKFPkMpsLlBYkYuzvn9XkuVXpKm060xZaqQDQ6XLr5nHZcKxVwT7juBgtvILTTKF-08XdjVRFwXQfRPEnuCv6rFzZ6jPykLdi0mlq1fu9wTmxDHg/s1245/blog%20headers%20-%201200%20%C3%97%20630px%20(2).png" style="margin-left: 1em; margin-right: 1em;"><img alt="TikTok for Mary Kay" border="0" data-original-height="652" data-original-width="1245" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjS8HWBNAeBqCR0qp31UX8SZnIJUxbw2aiGcxn1YzGJIZ4E6NEDcylslOQE59xFCOtSU6Eflj_oSeWKFPkMpsLlBYkYuzvn9XkuVXpKm060xZaqQDQ6XLr5nHZcKxVwT7juBgtvILTTKF-08XdjVRFwXQfRPEnuCv6rFzZ6jPykLdi0mlq1fu9wTmxDHg/w640-h336/blog%20headers%20-%201200%20%C3%97%20630px%20(2).png" width="640" /></a></div><br /><br />TikTok has exploded in the last few years, changing the way businesses tackle their <a href="http://blog.unitwise.com/2017/05/be-social-media-queen-with-unitwise.html" target="_blank">social media marketing</a> all the while. What started as an entertaining diversion during the Pandemic has grown into one of the most influential social media platforms on the market. <br /><br /><br />If you have been looking for a way to expand your Mary Kay business to a new generation, TikTok may be the answer you’ve been looking for. <br /><br /><br /><h3 style="text-align: left;">TikTok for Small Business</h3><br /><br />In just a 7-60 second video your business, your unit's accomplishments, and your passion for skincare can be shared with the world. It can be scary standing in front of a camera and sharing your business with a new audience, but if our years of serving the Mary Kay community have taught us anything it’s that Mary Kay consultants never back down from a challenge! <br /><br /><br /><h3 style="text-align: left;">How to Start:</h3><br /><br /><h4 style="text-align: left;">1. Set up your Account</h4><br /><br />Everything related to your business, from your business cards to your <a href="http://blog.unitwise.com/2018/06/why-your-website-is-most-important-Marketing-Tool.html" target="_blank">website</a>, needs to be intentional. You want to take this attitude with you when you go to set up your TikTok account. <br /><br /><br />You will have the option to add a photo, bio, and include links.<br /><br /><br /><u>Profile Picture:</u> Make sure that your photo properly represents your Mary Kay business. Do you have any photos of you in front of your pink Cadillac or a photo of your unit from seminar? Use a photo that best represents your love for your Mary Kay business!<br /><br /><br /><u>Bio:</u> Don’t think too hard about this one! A strong bio is short, sweet, and to the point. You want your bio to be clear and concise so that people know who you are the second they reach your page. <br /><br /><br /><u>Link:</u> This is an easy one! Add a link that will take your new TikTok friends directly to your <a href="http://blog.unitwise.com/2015/09/unitwise-spotlight-customize-your_14.html" target="_blank">UnitWise website</a>!<br /><br /><br /><h4 style="text-align: left;">2. Understand the Platform</h4><br /><br />Tiktok is more than just dance challenges. There are a lot of unique niches, each with a dedicated audience. Finding your niche can be intimidating, especially as you scroll through a platform that may be completely new to you. <br /><br /><br />After making your account, spend time scrolling through and watching videos. Note that TikTok has an extremely elaborate algorithm. This means every time you like or share a video, watch the same video multiple times, or follow a video to a creator's page, TikTok is taking notes. The more you interact with a certain niche or kind of video, the more that video will pop up on your “For You Page.” <br /><br /><br />As you explore TikTok, follow accounts that you like. There are a plethora of makeup artists on TikTok, following a few that you enjoy can give you an idea of the content you might want to post. <br /><br /><br /><h4 style="text-align: left;">3. Start Posting!</h4><br /><br />Don’t put too much pressure on yourself to create professional-quality level videos. Remember that the majority of TikTok’s users and creators are between the ages of 17 and 24. <br /><br /><br />TikTok will reward you more for posting real and people-focused videos, rather than polished, intricate content. <br /><br /><br />TikTok allows you to use filters, cool effects, and <a href="http://blog.unitwise.com/2013/05/reasons-to-avoid-music-on-your-website.html" target="_blank">add in music</a> so just have fun with it!<br /><br /><br /><h3 style="text-align: left;">Become the “Tok” of the Town:</h3><br /><br />Taking on a new social media platform can be daunting. Here are some <b>Hero Tips</b> to help you get started:<br /><br /><br /><ul style="text-align: left;"><li><u>Get to the Point:</u> A lot of TikTok’s appeal is that users can consume a large amount of entertaining and informative content in a short amount of time. When you only have 7-60 seconds, you want your call to action to be the very first thing people hear or see. Let them know why they have to keep watching or they’ll scroll right on by. </li></ul><br /><br /><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px; text-align: left;">Think about the content you consume on a daily basis. You’re more likely to interact with an Instagram post than a long research article. The shorter the video is the more likely your audience is to watch it over and over. These views will help you perform better with TikTok’s algorithm.</blockquote><br /><b> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQgIrh-MzrCGkRMU9LGFXWq25Fue2ubNxm8bFLH9i1cq-7QwmtbkN4KroL-ub3xk8h-ToR6lwRpmn5MP6FG-R3ZtNDWxxBWXP_PCyvgpo3gF0Aa8DaVHe6BZITbGqDIhAKzygyrP_zPnXQ9f5q5R7QYutnjLK2kqUHAqlJkp-yS1fuHsP2Y1YSvH4Sig/s63/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="hero star" border="0" data-original-height="63" data-original-width="55" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQgIrh-MzrCGkRMU9LGFXWq25Fue2ubNxm8bFLH9i1cq-7QwmtbkN4KroL-ub3xk8h-ToR6lwRpmn5MP6FG-R3ZtNDWxxBWXP_PCyvgpo3gF0Aa8DaVHe6BZITbGqDIhAKzygyrP_zPnXQ9f5q5R7QYutnjLK2kqUHAqlJkp-yS1fuHsP2Y1YSvH4Sig/s16000/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" /></a></div>Heroes Inside Tip:</b> TikTok has a timer that lets you stop and start your video at certain intervals as you record. Use this feature to shorten your videos by recording in segments. This will save you time too! If you mess up, you’ll only need to retape that one segment, instead of an entire video. <br /><br /><br /><ul style="text-align: left;"><li><u>Interact with Other Creators:</u> Commenting on other creators’ videos is the best way to get your page noticed. Users who see your comment may follow it to your page. Keep it positive, of course!</li></ul><br /><br /><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px; text-align: left;">If someone comments on one of your videos, make sure you respond as quickly as possible. The more you interact with users on your posts, the more visibility your posts will get. </blockquote><br /><br /><ul style="text-align: left;"><li><u>Be Authentic:</u> Make videos as a person, not a brand! TikTok is great because it doesn’t require expensive equipment or a degree in videography. Anyone can succeed on TikTok with a strong brand persona, consistent posting, and authenticity.</li></ul><br /><br /><ul style="text-align: left;"><li><u>Stay Trendy:</u> TikTok trends are constantly changing. <a href="http://blog.unitwise.com/2018/03/5-simple-tips-for-creating-competitive.html" target="_blank">Stay ahead of trends</a> by regularly visiting the “Discover Page.” Here, you’ll find popular hashtags, music, and trends that you can apply to your own content. Just make sure that you don’t stray too far from your brand’s persona in the process. </li></ul><br /><b> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQgIrh-MzrCGkRMU9LGFXWq25Fue2ubNxm8bFLH9i1cq-7QwmtbkN4KroL-ub3xk8h-ToR6lwRpmn5MP6FG-R3ZtNDWxxBWXP_PCyvgpo3gF0Aa8DaVHe6BZITbGqDIhAKzygyrP_zPnXQ9f5q5R7QYutnjLK2kqUHAqlJkp-yS1fuHsP2Y1YSvH4Sig/s63/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="hero star" border="0" data-original-height="63" data-original-width="55" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQgIrh-MzrCGkRMU9LGFXWq25Fue2ubNxm8bFLH9i1cq-7QwmtbkN4KroL-ub3xk8h-ToR6lwRpmn5MP6FG-R3ZtNDWxxBWXP_PCyvgpo3gF0Aa8DaVHe6BZITbGqDIhAKzygyrP_zPnXQ9f5q5R7QYutnjLK2kqUHAqlJkp-yS1fuHsP2Y1YSvH4Sig/s16000/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" /></a></div>Heroes Inside Tip:</b> Have you ever scrolled through TikTok and heard the same song or sound multiple times in one sitting? When a sound is trending on TikTok, videos that use that sound are going to perform better on the platform. <br /><br /><br /><b>What does that mean for you?</b> If you use a trending sound, TikTok is going to show your video to users who have watched or liked other videos with that sound. <br /><br /><br />You can control the volume of the music that plays in your video. If you are posting a video with a lot of talking, place a trending sound or song in the background, but turn the sound all the way down. This way users watching your video can still listen to you talking without getting distracted by the music, but the video will still be included with other videos containing that trending sound. <br /><br /><br /><ul style="text-align: left;"><li><u>Cross-Promote:</u> After you make your first TikTok, make sure you post it on your other social media channels. This way your audience will know you’re on TikTok and may even give you a follow. </li></ul><br /><br /><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px; text-align: left;">This is one of the best ways to increase interaction with your posts. When you post a TikTok on Facebook or Instagram your shares and views will automatically go up. </blockquote><br /><br /><blockquote style="border: none; margin: 0px 0px 0px 40px; padding: 0px; text-align: left;">Use UnitWise’s “<a href="http://blog.unitwise.com/2017/04/boost-your-beauty-business-with-email.html" target="_blank">Email Marketing</a>” feature to send out an email to your team and customers announcing your new TikTok page. </blockquote><br /><br /><b> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQgIrh-MzrCGkRMU9LGFXWq25Fue2ubNxm8bFLH9i1cq-7QwmtbkN4KroL-ub3xk8h-ToR6lwRpmn5MP6FG-R3ZtNDWxxBWXP_PCyvgpo3gF0Aa8DaVHe6BZITbGqDIhAKzygyrP_zPnXQ9f5q5R7QYutnjLK2kqUHAqlJkp-yS1fuHsP2Y1YSvH4Sig/s63/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="hero star" border="0" data-original-height="63" data-original-width="55" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgQgIrh-MzrCGkRMU9LGFXWq25Fue2ubNxm8bFLH9i1cq-7QwmtbkN4KroL-ub3xk8h-ToR6lwRpmn5MP6FG-R3ZtNDWxxBWXP_PCyvgpo3gF0Aa8DaVHe6BZITbGqDIhAKzygyrP_zPnXQ9f5q5R7QYutnjLK2kqUHAqlJkp-yS1fuHsP2Y1YSvH4Sig/s16000/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(3).png" /></a></div>Heroes Inside Tip:</b> Use the <b>UnitWise Resource Video Library</b> to hold your favorite TikToks. This way your videos are easily accessible within your account and can be posted on your website, placed in your unit newsletter, or posted on Facebook and Twitter. <br /><br /><br /><h3 style="text-align: left;">Why Wait?</h3><br /><br />This is no April Fool’s Joke! It’s time you get connected to a new audience on TikTok. TikTok can help your Mary Kay business reach new levels this spring. <br /><br /><br /><a href="http://blog.unitwise.com/2019/09/3-easy-ways-to-makeover-your-social-media.html" target="_blank">Social media</a> is a great way to connect with other Mary Kay ladies and what better way to bond than with the same business management software ;). UnitWise can help you schedule posts and keep track of important updates and reminders. <br /><br /><br />Download TikTok today to get started. <b><a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a></b> on Facebook so we can see you cross-promoting your TikToks!Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-48698148350273676402022-03-29T11:20:00.000-04:002022-03-29T11:20:18.753-04:00How-to Tuesday: Create and Manage Bank Accounts with UnitWise<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4m30GXxV5Wu5t6A2Jot5Uii03x2e95M0E7VDzw7vvo6BeFzkLRd5MV13wL-sjxbz5x6W3QdxTC48UUa2HFQVLa_Nxxo43PhVdjkpmhhixDUqjpORVByIg71hYkYP8yt6G7AuThr9A2d1T-RYGwgmCFBmkmZWrn4_wbdOB7h7yloSmQmQ9i80i31S_Fg/s1061/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(10).png" style="margin-left: 1em; margin-right: 1em;"><img alt="how-to Tuesday: create and manage bank accounts" border="0" data-original-height="596" data-original-width="1061" height="360" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4m30GXxV5Wu5t6A2Jot5Uii03x2e95M0E7VDzw7vvo6BeFzkLRd5MV13wL-sjxbz5x6W3QdxTC48UUa2HFQVLa_Nxxo43PhVdjkpmhhixDUqjpORVByIg71hYkYP8yt6G7AuThr9A2d1T-RYGwgmCFBmkmZWrn4_wbdOB7h7yloSmQmQ9i80i31S_Fg/w640-h360/UW%20How-to%20Tuesday%20-%20Blog%20Banner%20(10).png" width="640" /></a></div><br /><br />There are a lot of moving parts associated with <a href="http://blog.unitwise.com/2018/06/everything-you-need-to-know-about-starting-your-MK-business.html" target="_blank">running your own Mary Kay business</a>. Outside of recruiting new customers and team members, managing your business's finances is the most stressful part of any operation. <br /><br /><br />Although there is no one size fits all solution to easing this stress, UnitWise can help with great accounting features! April marks National Financial Literacy Month, so what better time but now to discuss your UnitWise Chart of Accounts! Join us for the first segment of our UnitWise Piggy Bank Series where we discuss managing and creating bank accounts within your UnitWise account!<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0nhS2jysP-T67001esvxF_N7OfoyPzheKi9KWeJl_VONekZYOi-gPqK6thHAgYn79swusCiCFiaktyGwbgitMcFUTZj6mPUtzA_JTCnSdOyM1S9J7xMcuip6LpznAUU4S8RO0Rvxeuw6xuMgxMAL4Bpyl-0GLKsBZHP4VKLuSmg6xrxn3K6EQ336Jrw/s73/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(4).png" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="UnitWise Piggy Bank Series" border="0" data-original-height="56" data-original-width="73" height="54" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0nhS2jysP-T67001esvxF_N7OfoyPzheKi9KWeJl_VONekZYOi-gPqK6thHAgYn79swusCiCFiaktyGwbgitMcFUTZj6mPUtzA_JTCnSdOyM1S9J7xMcuip6LpznAUU4S8RO0Rvxeuw6xuMgxMAL4Bpyl-0GLKsBZHP4VKLuSmg6xrxn3K6EQ336Jrw/w70-h54/uw%20blog%20images%20-%20800%20%C3%97%201000px%20(4).png" width="70" /></a></div>Here at UnitWise, we are heroes, but we are not tax advisors! If you have any questions specific to your taxes be sure to reach out to a CPA.<br /><br /><br /><h3 style="text-align: left;">Manage your UnitWise Bank Accounts</h3><br /><br />Your <a href="http://blog.unitwise.com/2013/05/managing-your-unitwise-accounts.html" target="_blank">UnitWise bank accounts</a> can be found under the “Chart of Accounts” in the “Accounts” tab. Here, you can review, manage, edit, and delete entries from your Bank Accounts, Income Accounts, and Expense Accounts. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg_Yw3gp7ydF2DqqBJ9fqR8xXaps5Zlmo15bIWXGC9W5Z3__6GrjfIdNUERoDjgut2OD757TneOm23_bmxy99HCJHSC7ZNZI7lS4-1St7yo0P3LWFIw5w9JPf-22X3Vlq4ppxNZKogR2NQIhJtZI5Re5jh-43njXOE1kHVjsXDeviJOjBWD602G1yxFIw/s1920/Chart%20of%20Accounts.png" style="margin-left: 1em; margin-right: 1em;"><img alt="Chart of Accounts" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg_Yw3gp7ydF2DqqBJ9fqR8xXaps5Zlmo15bIWXGC9W5Z3__6GrjfIdNUERoDjgut2OD757TneOm23_bmxy99HCJHSC7ZNZI7lS4-1St7yo0P3LWFIw5w9JPf-22X3Vlq4ppxNZKogR2NQIhJtZI5Re5jh-43njXOE1kHVjsXDeviJOjBWD602G1yxFIw/w640-h324/Chart%20of%20Accounts.png" width="640" /></a></div><br /><br />To help you save time, your UnitWise account will contain some commonly used bank accounts, including “My Checking,” “My Saving,” “Propay Account,” and “Petty Cash.” All pre-loaded bank accounts cannot be deleted from your UnitWise account. <br /><br /><br />From this page, you can conveniently view transactions from <a href="http://blog.unitwise.com/2017/03/easily-track-your-finances-with-our.html" target="_blank">each account</a>, edit accounts, and delete accounts using the quick actions to the right of each account. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnJkimd2RAr25_D8Md93KWN436VFeK64bjH5pcbT_TgllFixIfRnRtWDFVHZW2_I_hqIrMuEzNVV_BBNu6E9tSfXrj7BjkvwnsIZc9dYQV6h1MYpOykkx3Bx3P5O4T5qcPwtOeLcTWVBlQMDlFO4RnYGwxGT-dy69P1uPMcQ4covHJspJ53ahwZRU0ow/s1903/Chart%20of%20Accounts%20(1).png" style="margin-left: 1em; margin-right: 1em;"><img alt="view transactions from each account" border="0" data-original-height="912" data-original-width="1903" height="306" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhnJkimd2RAr25_D8Md93KWN436VFeK64bjH5pcbT_TgllFixIfRnRtWDFVHZW2_I_hqIrMuEzNVV_BBNu6E9tSfXrj7BjkvwnsIZc9dYQV6h1MYpOykkx3Bx3P5O4T5qcPwtOeLcTWVBlQMDlFO4RnYGwxGT-dy69P1uPMcQ4covHJspJ53ahwZRU0ow/w640-h306/Chart%20of%20Accounts%20(1).png" width="640" /></a></div><br /><br /><h3 style="text-align: left;">Create New Bank Account</h3><br /><br />To add a new bank account, click “Add New Account” in the upper-right hand corner of the Chart of Accounts dashboard. There are additional quick links in the sidebar on the right side of the screen that will allow you to create a new bank account. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5NFO3hxzNKy56CNv3PaLKy5xPBjx8tNuw2QRxYtnXV93Oyl1qitv5hO8ro6Ikg7LIIYuONscvjWONCjNSRXY0auZ2VN-KPA1DMKkKbMIoMCrinOr0b5QA93RWD9ACHRDgAzK5-9MwvSE6FUi6DOMZ7v_qS7R9l31FQo5zG-ZgxYk_ZQqHvVqBKaLShw/s1920/Chart%20of%20Accounts%20(2).png" style="margin-left: 1em; margin-right: 1em;"><img alt="add new account" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5NFO3hxzNKy56CNv3PaLKy5xPBjx8tNuw2QRxYtnXV93Oyl1qitv5hO8ro6Ikg7LIIYuONscvjWONCjNSRXY0auZ2VN-KPA1DMKkKbMIoMCrinOr0b5QA93RWD9ACHRDgAzK5-9MwvSE6FUi6DOMZ7v_qS7R9l31FQo5zG-ZgxYk_ZQqHvVqBKaLShw/w640-h324/Chart%20of%20Accounts%20(2).png" width="640" /></a></div><br /><br />Select “Bank Accounts,” then click “Next.” <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHfgOrG795y52sA9pHIpqguMsTz--O5VnevlLHlaY3uxvnu5EFfX3036S7zVTfOWr1itHL0KRv-wV5B2hhSJgFjfxeLQh3ioAwuOtqXIwyOXnmtby_tB1R9fCwVNKyXIyyp_X5EsyaZRK22auxtqwPkQ5_jrNVoCRXnI9ALOBKYBwXUNtMyO3zLx-8KA/s1920/New%20Account.png" style="margin-left: 1em; margin-right: 1em;"><img alt="bank account" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjHfgOrG795y52sA9pHIpqguMsTz--O5VnevlLHlaY3uxvnu5EFfX3036S7zVTfOWr1itHL0KRv-wV5B2hhSJgFjfxeLQh3ioAwuOtqXIwyOXnmtby_tB1R9fCwVNKyXIyyp_X5EsyaZRK22auxtqwPkQ5_jrNVoCRXnI9ALOBKYBwXUNtMyO3zLx-8KA/w640-h324/New%20Account.png" width="640" /></a></div><br /><br /><br />When creating a bank account, you will need to include the Bank Account Name, Bank Account Type, and Balance. Click “Save” to add the new account to your list of bank accounts in your Chart of Accounts. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHcYZRAMov9e4l9y0bbtD3VlR_WSrmC9voqDSKELe9Mcdp20gBUBsangVOF3IUawl87yP6XITNUq4BTgLy0grhJua-p7N3IsrZW-r3ct8CFEYyC9OsFMWkEVErOXRaK7cEjwviGlFcvOAKiaIcCl-cUiQXPKRvMv3nxe4D9lvBjcktGwWgMc6HKIVnOg/s1920/Create%20Bank%20Account.png" style="margin-left: 1em; margin-right: 1em;"><img alt="create a bank account" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhHcYZRAMov9e4l9y0bbtD3VlR_WSrmC9voqDSKELe9Mcdp20gBUBsangVOF3IUawl87yP6XITNUq4BTgLy0grhJua-p7N3IsrZW-r3ct8CFEYyC9OsFMWkEVErOXRaK7cEjwviGlFcvOAKiaIcCl-cUiQXPKRvMv3nxe4D9lvBjcktGwWgMc6HKIVnOg/w640-h324/Create%20Bank%20Account.png" width="640" /></a></div><br /><br />View detailed information regarding your UnitWise Bank Accounts, under “Banking” in the “Accounts” tab. Here, you can view the balance date, balance amount, and account type.<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4C4l8tj0sfftlSUyffwfhiyQiX9V_p3IEb-EOjhrHMg2qa8cm7RcGw4wYff1nurhZxr6WaoiyhhA2WmhRTJa2DhfEMdRhQ4sVgjsQiYvvY_mt_aM_PkMSGPOQusUhPaQDXjS3e7kAfYA1VIKCSV3kJVLUev13rplWDz7TyiIP-avKSqYmK27j__Rzwg/s1920/Bank%20Account%20Details.png" style="margin-left: 1em; margin-right: 1em;"><img alt="account balance" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj4C4l8tj0sfftlSUyffwfhiyQiX9V_p3IEb-EOjhrHMg2qa8cm7RcGw4wYff1nurhZxr6WaoiyhhA2WmhRTJa2DhfEMdRhQ4sVgjsQiYvvY_mt_aM_PkMSGPOQusUhPaQDXjS3e7kAfYA1VIKCSV3kJVLUev13rplWDz7TyiIP-avKSqYmK27j__Rzwg/w640-h324/Bank%20Account%20Details.png" width="640" /></a></div><br /><br />From this page, you can also view transactions, view the account, edit, add, or delete an account. All of this information can be exported as an excel sheet or a PDF and can be printed. <br /><br /><br /><h3 style="text-align: left;">Transactions</h3><br /><br />A list of all of your UnitWise bank account transactions can be found under the “Chart of Accounts” tab in “Accounts.”<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjOU-xYU1pQn1DgZUICMV63ppNk4BXPahvoylZHAIk0ZN8M-H3zok5OKPSDSn8stK2lyDdhDCl9LwGEgoKWctrCs1GDNH0vPOz9berB-9o-3WF3NOKoWip6DqtJOP1r5YXYbWA6ajooUYiRfWy8i2uzH2kTvwY_28oaOKhS8415lJCXAVXP106pC1w40A/s1920/Chart%20of%20Accounts%20(3).png" style="margin-left: 1em; margin-right: 1em;"><img alt="bank account transactions" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjOU-xYU1pQn1DgZUICMV63ppNk4BXPahvoylZHAIk0ZN8M-H3zok5OKPSDSn8stK2lyDdhDCl9LwGEgoKWctrCs1GDNH0vPOz9berB-9o-3WF3NOKoWip6DqtJOP1r5YXYbWA6ajooUYiRfWy8i2uzH2kTvwY_28oaOKhS8415lJCXAVXP106pC1w40A/w640-h324/Chart%20of%20Accounts%20(3).png" width="640" /></a></div><br /><br />Click “Transaction List,” located on the right sidebar of your screen. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvx3hxUMuTd_eU7zUddfU2Nbu2fJ35SXmu20jdfs0kR7bzem7ZHDOLR5B-tACzjy2x36wpy1MuPA59c79GBK0cjzGIdVkxg3pBejmaoofHFOTma--mAPL1Sk--OgR5ZOnuSzPD1nySKJ4qzXQTrEIsEXxGuIS8ECkrC8K8cQ77YAwrCFx8dw9iVOwOyQ/s1920/Transaction%20List.png" style="margin-left: 1em; margin-right: 1em;"><img alt="transaction list by account type" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjvx3hxUMuTd_eU7zUddfU2Nbu2fJ35SXmu20jdfs0kR7bzem7ZHDOLR5B-tACzjy2x36wpy1MuPA59c79GBK0cjzGIdVkxg3pBejmaoofHFOTma--mAPL1Sk--OgR5ZOnuSzPD1nySKJ4qzXQTrEIsEXxGuIS8ECkrC8K8cQ77YAwrCFx8dw9iVOwOyQ/w640-h324/Transaction%20List.png" width="640" /></a></div><br /><br />Here, view a list of all of your transactions from any account, including expenses, income, credit card, and cash. This list provides you with information regarding the date of transaction, account name, type of transaction, and the remaining balance in the account. <br /><br /><br /><h3 style="text-align: left;">Purchase Orders</h3><br /><br />A purchase order is a document sent from a buyer to a seller. The document becomes a legally binding contract once it is accepted by the seller. A purchase order will outline items purchased, quantity, and dollar amount. <br /><br /><br />Creating purchase orders in your account is a convenient way to track and control your inventory purchases. To create a purchase order head to your “Inventory” tab, click “Order from MK,” then click “Create Purchase Order.” <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMAXMJBinN3QSll7RFI0rGtpKKwaUiTINE75VcQ8HVy4u9B0hasW2gWKmc4XBNqzsJJRMt0k4OUB2XbN6Ce1pJOrAGdOhHh3myuatjEuBNPr-gHDKsgK0ycX4A4-7LwOwAIR66uykaE5cW4pmu_ivZ2_1oy-R_YZnqbYpaYLaXH_xdqJ-5PomgUBv1CQ/s1871/Create%20Purchase%20Order%20(2).png" style="margin-left: 1em; margin-right: 1em;"><img alt="create a purchase order" border="0" data-original-height="220" data-original-width="1871" height="76" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMAXMJBinN3QSll7RFI0rGtpKKwaUiTINE75VcQ8HVy4u9B0hasW2gWKmc4XBNqzsJJRMt0k4OUB2XbN6Ce1pJOrAGdOhHh3myuatjEuBNPr-gHDKsgK0ycX4A4-7LwOwAIR66uykaE5cW4pmu_ivZ2_1oy-R_YZnqbYpaYLaXH_xdqJ-5PomgUBv1CQ/w640-h76/Create%20Purchase%20Order%20(2).png" width="640" /></a></div><br /><br />Before you save your purchase order, select how you would like to pay for the order. You have the option to split payment between three payment methods. When you select “Pay From,” UnitWise will provide a dropdown list with all of your UnitWise Bank Accounts and each accounts’ current balance. <br /><br /><br />Once a purchase order has been created and you confirm the order with InTouch, the total cost of the order, including shipping and handling, will be reflected within the chosen account and the transaction can be viewed from that Bank Account in “Bank Transactions.” This is just one way that UnitWise features interact with one another!<br /><br /><br /><h3 style="text-align: left;">Reconciliation</h3><br /><br />If you have spent some time exploring your Chart of Accounts, you may have noticed a button labeled “Reconciliation” in the upper right-hand corner. It is important for businesses and individuals to regularly reconcile their bank accounts to avoid fraud and overdraft. <br /><br /><br />Bank reconciliation is the process of comparing accounts to ensure there are no inconsistencies with your bookkeeping records. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj26hXcRko5HLsVcxKizL1j4RMDGbHxBvlr2g4oauDebrZUpuBACvnimwbt2CkqscFhe4JX_1GIYztSpETbNh-KMnK56TPKvnDumCSXHLQ5AxpoOf2sbyp1bBomUoR7Gy1Hckz5rhqlROamrcjtTKVlsfJPeO7UoEMLUjyT9lKo6LSfnfIcGeT9QF24YA/s1912/Reconciliation.png" style="margin-left: 1em; margin-right: 1em;"><img alt="bank account reconciliation" border="0" data-original-height="321" data-original-width="1912" height="108" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj26hXcRko5HLsVcxKizL1j4RMDGbHxBvlr2g4oauDebrZUpuBACvnimwbt2CkqscFhe4JX_1GIYztSpETbNh-KMnK56TPKvnDumCSXHLQ5AxpoOf2sbyp1bBomUoR7Gy1Hckz5rhqlROamrcjtTKVlsfJPeO7UoEMLUjyT9lKo6LSfnfIcGeT9QF24YA/w640-h108/Reconciliation.png" width="640" /></a></div><br /><br />The UnitWise “Reconciliation” page provides a dropdown list with all of your UnitWise Bank Accounts. Choose to include already reconciled transactions, then select the date range. <br /><br /><br />You will be asked to select a transaction from the selected date range:<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7w4N-wfrChHcx2uFJO55cPoS3S9s4Ii8TUwC6oUHzUzKXx6qXdkH6P0OF8LkNL7t5Tkez-Ucn8TxU20MtUxxeVHS8MX9EQtoj-Y5HmSTWMdBaRq7gecotaGbnlTjLHiy3444YqH4-FlQ0bk2yYt0F0__qIJVQFOnJQfd7p97W21iVvLER83R9TsyOwA/s1920/Reconciliation%20(1).png" style="margin-left: 1em; margin-right: 1em;"><img alt="reconcile a transaction" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh7w4N-wfrChHcx2uFJO55cPoS3S9s4Ii8TUwC6oUHzUzKXx6qXdkH6P0OF8LkNL7t5Tkez-Ucn8TxU20MtUxxeVHS8MX9EQtoj-Y5HmSTWMdBaRq7gecotaGbnlTjLHiy3444YqH4-FlQ0bk2yYt0F0__qIJVQFOnJQfd7p97W21iVvLER83R9TsyOwA/w640-h324/Reconciliation%20(1).png" width="640" /></a></div><br /><br />Click “Finish” to reconcile the selected transaction(s). The transaction(s) will still be present within your account and can be viewed from the Bank Transaction List. <br /><br /><br />Was this article helpful? <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next <b>“How-to Tuesday!”</b>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-19088622230809857872022-03-25T09:15:00.007-04:002022-03-25T09:55:05.635-04:00Invoices & Receipts & Purchase Orders, Oh My! Recording Product Orders with UnitWise<br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQOmsjeAx4RyTfPkbgqsaP_vb6IImetJg-rs74JnTE6Hxv4WahS96_ur0wSy1heNM7p-ahjlAf8uL5I_JLIE1G-dTE_j-isjDa35FG0I_o6LAIWuMKm-JHVGIRgqtzeKFjKCu5z0kjwUiAdhRinAasGclBhwAIHl42tnV86_D5jKzSczheng1qH32fEA/s512/blog.png" style="margin-left: 1em; margin-right: 1em;"><img alt="invoices, sales receipts, and purchase orders" border="0" data-original-height="269" data-original-width="512" height="336" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiQOmsjeAx4RyTfPkbgqsaP_vb6IImetJg-rs74JnTE6Hxv4WahS96_ur0wSy1heNM7p-ahjlAf8uL5I_JLIE1G-dTE_j-isjDa35FG0I_o6LAIWuMKm-JHVGIRgqtzeKFjKCu5z0kjwUiAdhRinAasGclBhwAIHl42tnV86_D5jKzSczheng1qH32fEA/w640-h336/blog.png" width="640" /></a></div><br /><br /> Keeping detailed records of your customer orders and purchase orders is vital to staying organized and maintaining healthy relationships with your customers. Understanding when to use an invoice and when to use a sales receipt can be confusing, but knowing the difference between <b>invoices, sales receipts, and purchase orders</b> is an integral part of running a successful business. <br /><br /><br />The <b>Customer Center</b> in your UnitWise account allows you to generate <a href="http://blog.unitwise.com/2016/10/maintain-your-invoices-and-receipts.html" target="_blank">invoices and sales receipts</a>. We’ve created this guide to help you understand the difference between invoices, sales receipts, and purchase orders. <br /><br /><br /><h3 style="text-align: left;"><b>What is an Invoice?</b></h3><br /><br />An <a href="http://blog.unitwise.com/2017/01/how-beauty-consultants-properly-manage.html" target="_blank">invoice</a> itemizes and records transactions between a buyer and a seller. An invoice is issued once the order has been completed, but before full payment from the customer has been received. <br /><br /><br />The purpose of an invoice is to notify the buyer that payment is due to the seller. It will identify the goods and services a customer needs to pay, the terms of payment, and when the payment is due.<br /><br /><br /><h3 style="text-align: left;"><b>Creating Invoices in UnitWise:</b></h3><br /><br />The invoice feature in UnitWise should be used when a customer has placed the order but has not paid the full amount yet. You can create an invoice under the “Customers” tab in your UnitWise account.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhg_F56gsFvthUj-GOVwsLG3dM_FWqmQelVbzN6mZVUUFdw7LTHwZbj4XwqJlTKdvl43SlcCg21uJUQYCB3tFIRZKU69zzEPp8wgUZbJ8AnLvrMmppk_HZOIYwSnFI0KSgno5iaFkm5KvXB11b0706n-_QS_YjVrIMTG6depDGpuhEGSvL54369O2M9OQ/s512/blog%201.png" style="margin-left: 1em; margin-right: 1em;"><img alt="customer invoices" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhg_F56gsFvthUj-GOVwsLG3dM_FWqmQelVbzN6mZVUUFdw7LTHwZbj4XwqJlTKdvl43SlcCg21uJUQYCB3tFIRZKU69zzEPp8wgUZbJ8AnLvrMmppk_HZOIYwSnFI0KSgno5iaFkm5KvXB11b0706n-_QS_YjVrIMTG6depDGpuhEGSvL54369O2M9OQ/w640-h324/blog%201.png" width="640" /></a></div><br /><br />Click <b>“Create Invoice”</b> to start an invoice. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEju9YZ6dgNg3c2ovle0ghDv-pIoB5d1YVV3sjnJby9azSj5QI4Xggk3R451B0MEwHY9wU5MHEPPfDQY7-FexnpovreYBPQD7Hck186pEpdlPxhX60ApeO4UluYjP40F6zW47JHl24VblWxWiiMIxq2n1-_rvC_GGT4y78DbmpEaUx5T0ZWpQ1t_iGAOqw/s512/blog%203.png" style="margin-left: 1em; margin-right: 1em;"><img alt="create an invoice" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEju9YZ6dgNg3c2ovle0ghDv-pIoB5d1YVV3sjnJby9azSj5QI4Xggk3R451B0MEwHY9wU5MHEPPfDQY7-FexnpovreYBPQD7Hck186pEpdlPxhX60ApeO4UluYjP40F6zW47JHl24VblWxWiiMIxq2n1-_rvC_GGT4y78DbmpEaUx5T0ZWpQ1t_iGAOqw/w640-h324/blog%203.png" width="640" /></a></div><br /><br />When creating an invoice, you are able to select the customer, sale type, and invoice date. One of the benefits of using software specifically designed for Mary Kay professionals is that <b>you have access to a program that understands your inventory.</b> UnitWise enables you to search by part number or product name when entering the product details of your sale. <br /><br /><br />If necessary, add a note for the customer, which will be visible on the invoice. You can also include a memo. This will not be shown on the invoice. <br /><br /><br />You have a few options when saving your invoice. Selecting “Save & Print,” allows you to export the invoice as a PDF or print it for your physical records. “Save & Email” will email a copy of the invoice to your customer.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgD0VI1WCduLRjeVJVBkMPRVRdyJO_j2tO69cdf2LeKFF_34_R6l68qg-e6ExqgMlmXWSINBJd1R96KOOV6PrgsNdECfvgfCqpe8_Q3_VwF6-HNBA71xt1_3oitIRcLxkmiD0TJlENPjDCgXF32TThIqtLwe_Iik9kJq6VouNMFdFtJBburZKfR61ciWQ/s512/blog%204.png" style="margin-left: 1em; margin-right: 1em;"><img alt="email an invoice" border="0" data-original-height="396" data-original-width="512" height="496" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgD0VI1WCduLRjeVJVBkMPRVRdyJO_j2tO69cdf2LeKFF_34_R6l68qg-e6ExqgMlmXWSINBJd1R96KOOV6PrgsNdECfvgfCqpe8_Q3_VwF6-HNBA71xt1_3oitIRcLxkmiD0TJlENPjDCgXF32TThIqtLwe_Iik9kJq6VouNMFdFtJBburZKfR61ciWQ/w640-h496/blog%204.png" width="640" /></a></div><br /><br />You can edit the body text and subject, as well as send a copy of the invoice to yourself.<br /><br /><br />“Save & Add New” is a convenient way to record multiple invoices at one time. This action will save your previous invoice and direct you to a new, blank invoice. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEeSSqm539Ckbw_A3DyZZOU1jPZrSkbfSDdQgBG5ENkoMMt4ITrDQ3HCS92ec4Ew3jYAn3Fh1-coGekvZyaWQ9i1BPCLmOKcwp8hQ7dON2r9U3CJXGL36Zf0ZusmCCwt1-kxOzkN_MnPRroPkmT5KpoOk4y7x3MBpF_BcuV3-GoYDdPwmCtbCp1DoOVQ/s512/blog%205.png" style="margin-left: 1em; margin-right: 1em;"><img alt="invoice quick actions" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiEeSSqm539Ckbw_A3DyZZOU1jPZrSkbfSDdQgBG5ENkoMMt4ITrDQ3HCS92ec4Ew3jYAn3Fh1-coGekvZyaWQ9i1BPCLmOKcwp8hQ7dON2r9U3CJXGL36Zf0ZusmCCwt1-kxOzkN_MnPRroPkmT5KpoOk4y7x3MBpF_BcuV3-GoYDdPwmCtbCp1DoOVQ/w640-h324/blog%205.png" width="640" /></a></div><div><br /></div><div><br /></div>Once an invoice is saved, you'll have access to quick actions at the upper right-hand corner of your screen. From here, email your invoice, receive payments, edit, void, delete, print, or create a copy of each saved invoice. <br /><br /><h3 style="text-align: left;"><b>What is a Sales Receipt? </b></h3><br /><br />A <a href="http://blog.unitwise.com/2017/08/how-to-benefit-with-your-unitwise-sale.html" target="_blank">sales receipt</a> acts as proof of payment and records a sale. A receipt includes key transaction information such as when the transaction took place, how much the customer paid, and which payment method was used.<br /><br /><br />It is good practice to always issue your customer a receipt as this helps both you and the buyer keep track of purchases. <br /><br /><h3 style="text-align: left;"><br /><b>Creating Sales Receipts in UnitWise:</b></h3><br /><br />A sales receipt allows you to <b>process customer orders and receive payment from the same screen.</b> Use the sales receipt feature when full payment has been received. To create a sales receipt in UnitWise, head to the “Customer Center,” then select the “Sales Receipt” tab. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVI16QK7XrnbyBDUU0PRT5Wuzz8gzNA1_yQsFRUfERHh59aZAGF2O7IlDFj43fGj7mQLFAmPbaIX3wKwKnrm8WUCw_wNz1kXxDKM9E-ce93ZbaSTPYJ_YG4qxa_eHBjn1BEYWH_lSqms1yxfJPmmky5Su-a7Jt5qCOCTfTJWY_p9K2-5eYHOdz2SYYrA/s512/blog%206.png" style="margin-left: 1em; margin-right: 1em;"><img alt="create sales receipt" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjVI16QK7XrnbyBDUU0PRT5Wuzz8gzNA1_yQsFRUfERHh59aZAGF2O7IlDFj43fGj7mQLFAmPbaIX3wKwKnrm8WUCw_wNz1kXxDKM9E-ce93ZbaSTPYJ_YG4qxa_eHBjn1BEYWH_lSqms1yxfJPmmky5Su-a7Jt5qCOCTfTJWY_p9K2-5eYHOdz2SYYrA/w640-h324/blog%206.png" width="640" /></a></div><br /><br />From here, click “Create Sales Receipt,” located at the upper right-hand corner of your screen. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjzTPtf5_DITY3ZQX5QnPHPW34Yb7y_JFnnrXsf1QypBrjySWuZQz7SR7CZRu_8zDeWAGxuRd10NTC56ZvI7x7AixHc9kDWThENAQJkWeQb7I_xO3UPgeH5-xKu5U0z1N0JzGguVuwup6bXI5Arx2TOysGJJOJ7niG8Lfh_sdL1qDwfvi3M1yOOro8CeQ/s512/blog%207.png" style="margin-left: 1em; margin-right: 1em;"><img alt="sales receipt information" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjzTPtf5_DITY3ZQX5QnPHPW34Yb7y_JFnnrXsf1QypBrjySWuZQz7SR7CZRu_8zDeWAGxuRd10NTC56ZvI7x7AixHc9kDWThENAQJkWeQb7I_xO3UPgeH5-xKu5U0z1N0JzGguVuwup6bXI5Arx2TOysGJJOJ7niG8Lfh_sdL1qDwfvi3M1yOOro8CeQ/w640-h324/blog%207.png" width="640" /></a></div><br /><br />A sales receipt allows you to input the same information as an invoice. Enter the customer name, the sale type, search by part number or product name, and add notes for the customer or a memo. <br /><br /><br />You have the option to “Save & Print,” “Save & Email,” “Save,” or “Save & Add New” after inputting all of the purchase information.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhV6X8kU6FS-blY-yQ8-OeP02AJaNyvz-MuhxJsAvdnwRPxIzvhq4dX6bxozUxsP38xTQKRcBhL1e41vzhB0cDPSQjxEXj5iIL-g4UZLMDJT-RcxWruvyaXGNiBLNJlAsBPpPcIyGs8fFMENc9kWARDJwzSAudk7VjaiXaLcDnMkrFj1-QJ8HogVKaABw/s512/blog%208.png" style="margin-left: 1em; margin-right: 1em;"><img alt="print a sales receipt" border="0" data-original-height="512" data-original-width="211" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhV6X8kU6FS-blY-yQ8-OeP02AJaNyvz-MuhxJsAvdnwRPxIzvhq4dX6bxozUxsP38xTQKRcBhL1e41vzhB0cDPSQjxEXj5iIL-g4UZLMDJT-RcxWruvyaXGNiBLNJlAsBPpPcIyGs8fFMENc9kWARDJwzSAudk7VjaiXaLcDnMkrFj1-QJ8HogVKaABw/w165-h400/blog%208.png" width="165" /></a></div><br /><br />Manage your past and current sales receipts using the sidebar to the left of your screen. Here, you can also print or save any invoice as a PDF using the transaction’s receipt number. <br /><br /><br /><h3 style="text-align: left;"><b>What is a Purchase Order?</b></h3><br /><br />A <a href="http://blog.unitwise.com/2015/08/unitwise-spotlight-importing-product.html" target="_blank">purchase order</a> is sent by the buyer to the seller to track and control the purchasing process. For example, <b>every time you purchase more inventory from Mary Kay, you should create and send a purchase order. </b>This document becomes legally binding once it is accepted by Mary Kay. <br /><br /><br />Purchase orders are an integral part of your Mary Kay business. Not only can accurate purchase orders prevent overstocking inventory, but they’re also a convenient way to <a href="http://blog.unitwise.com/2017/06/its-no-secret-that-managing-inventory.html" target="_blank">track inventory</a>. <br /><br /><br /><h3 style="text-align: left;"><b>Creating Purchase Orders in UnitWise:</b></h3><br /><br />The purchase order feature should be used every time you order more inventory from Mary Kay. To create a purchase order within your UnitWise account, go to the “Inventory” tab, click “Order from MK,” then select “Create Purchase Order.” <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsPhNOF0HeXQ2udwuncOMztLm55l9r8x0LmIar-v1CMjxw0QTQKC15zCpsv1nTYEODuEk4IA13oHUEGrNgLhkTq-2b-5nITNoJIBEp6xl-tVRMD43A1f3YvFnxfueBi2PUskvtHl4d869cqlpo4rbdcqQ6oYGkyL2kgqdX1T_2ErIWtFmD0vK9UXl5cQ/s512/blog%209.png" style="margin-left: 1em; margin-right: 1em;"><img alt="create a purchase order" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgsPhNOF0HeXQ2udwuncOMztLm55l9r8x0LmIar-v1CMjxw0QTQKC15zCpsv1nTYEODuEk4IA13oHUEGrNgLhkTq-2b-5nITNoJIBEp6xl-tVRMD43A1f3YvFnxfueBi2PUskvtHl4d869cqlpo4rbdcqQ6oYGkyL2kgqdX1T_2ErIWtFmD0vK9UXl5cQ/w640-h324/blog%209.png" width="640" /></a></div><br /><br />Here, you will enter a subject, order date, and product details. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwSanVuIVn3z_jS_gEAtgbhiaYsBC8o3O9v7wVc6Gfogb45JMYmnR68OrmzX0U0mz3o5UWHEPpB1k4qJ_S3Ddou9q8K0ycFyWTPyDUvbPqN2dhxVDslaiKQMPnqd_x8u13CmOEbpfuRYg-MCMYeZnU9YHP9rQ-muc5dKVXrOyNqWF_FnUzQ8dt3Lkkkg/s512/blog%2010.png" style="margin-left: 1em; margin-right: 1em;"><img alt="enter purchase order information" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwSanVuIVn3z_jS_gEAtgbhiaYsBC8o3O9v7wVc6Gfogb45JMYmnR68OrmzX0U0mz3o5UWHEPpB1k4qJ_S3Ddou9q8K0ycFyWTPyDUvbPqN2dhxVDslaiKQMPnqd_x8u13CmOEbpfuRYg-MCMYeZnU9YHP9rQ-muc5dKVXrOyNqWF_FnUzQ8dt3Lkkkg/w640-h324/blog%2010.png" width="640" /></a></div><br /><br />Before saving your purchase order, you will be required to select how you intend to pay for the order. You are able to split payments between three different payment methods. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgT-nBtgkpKzRdLcxl3qj1bJF5igsPxi3xcr-gO6vBckr7I_KuoDU06U5kSH5kubCqgDwSnavRFcsyVJYrwYlSUDZFB_F1g89Ti7-2L28Fy2ruMGExPtlZtTJiZi9167KkMHhBFlIuOlCOr5KJ_VH9s88Q690Jv5W5c3m2_OmADPCh8JsiuJG6rdfvNKg/s512/blog%2011.png" style="margin-left: 1em; margin-right: 1em;"><img alt="split payments in a purchase order" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgT-nBtgkpKzRdLcxl3qj1bJF5igsPxi3xcr-gO6vBckr7I_KuoDU06U5kSH5kubCqgDwSnavRFcsyVJYrwYlSUDZFB_F1g89Ti7-2L28Fy2ruMGExPtlZtTJiZi9167KkMHhBFlIuOlCOr5KJ_VH9s88Q690Jv5W5c3m2_OmADPCh8JsiuJG6rdfvNKg/w640-h324/blog%2011.png" width="640" /></a></div><br /><br />When saving a purchase order you have the option to “Save,” “Save & Add New,” or “Save as Draft.” <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgK2w3-1OUjqmjhISD93hMVGoWidC2uEutPjA-kaxK7DBIqMNZcu-s9QMJXkht98IL8qMPpStNcbX5OrxleoIOSBEGc9pBw-dq-NvfZjZ3B8_t5AuG7mMWmSMnV10fUieeihJWlSmw6MjlwRgJ54TP-S_fNvs_tWXNwbs_kYq8CWRQzIPrPQ6e5JxnEPA/s512/blog%2012.png" style="margin-left: 1em; margin-right: 1em;"><img alt="confirm purchase with InTouch" border="0" data-original-height="259" data-original-width="512" height="324" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgK2w3-1OUjqmjhISD93hMVGoWidC2uEutPjA-kaxK7DBIqMNZcu-s9QMJXkht98IL8qMPpStNcbX5OrxleoIOSBEGc9pBw-dq-NvfZjZ3B8_t5AuG7mMWmSMnV10fUieeihJWlSmw6MjlwRgJ54TP-S_fNvs_tWXNwbs_kYq8CWRQzIPrPQ6e5JxnEPA/w640-h324/blog%2012.png" width="640" /></a></div><br /><br />Once your purchase order is saved to your account, you will have the option to confirm that you have placed the order with InTouch. Select “click here” to confirm.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRLz0D_hSnewg9DguF42-tapB1tNLtUx7jufLNFRzScrUHx1utohFgwroGvTh9bklF4xbdYNdFZhwQB8u-xnWbQfbLLllmTw75YNAGNQV88311KecteX9SBDkRJcMpBuu7tSbitKzjXiUcxydpFzkR_qJdV5fn5O-71jOZDbAU0k3C3rINVRxMSPk6CA/s338/blog%2013.png" style="margin-left: 1em; margin-right: 1em;"><img alt="Mary Kay Reference Number" border="0" data-original-height="158" data-original-width="338" height="150" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRLz0D_hSnewg9DguF42-tapB1tNLtUx7jufLNFRzScrUHx1utohFgwroGvTh9bklF4xbdYNdFZhwQB8u-xnWbQfbLLllmTw75YNAGNQV88311KecteX9SBDkRJcMpBuu7tSbitKzjXiUcxydpFzkR_qJdV5fn5O-71jOZDbAU0k3C3rINVRxMSPk6CA/w320-h150/blog%2013.png" width="320" /></a></div><br /><br />You will be prompted to confirm that you have placed the order with InTouch using your MK Reference Number. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyiSqKrMoJ9h_YPOneiqx1_O8kZlAZGaoKEHsPTRuUAjeWPrc4LHJG0FQlkae1yx1RGcbQvpL_5fmbfd47yHNKFr0uFWAGYbUgHld_0SW9kHZ9nZhT5oxTo-8bhd3FwMJMBda2_zSZFNiiW-XHudlP31xD-PWHCk8vsLfUAVFv6bpe2my_KiPwlg9o0w/s512/blog%2014.png" style="margin-left: 1em; margin-right: 1em;"><img alt="options for purchase order actions" border="0" data-original-height="204" data-original-width="512" height="256" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjyiSqKrMoJ9h_YPOneiqx1_O8kZlAZGaoKEHsPTRuUAjeWPrc4LHJG0FQlkae1yx1RGcbQvpL_5fmbfd47yHNKFr0uFWAGYbUgHld_0SW9kHZ9nZhT5oxTo-8bhd3FwMJMBda2_zSZFNiiW-XHudlP31xD-PWHCk8vsLfUAVFv6bpe2my_KiPwlg9o0w/w640-h256/blog%2014.png" width="640" /></a></div><br /><br />You can manage all of your purchase orders from the “Inventory” tab in your UnitWise account. Select “Orders from MK” to view purchase orders. Orders are organized by Purchase Order Number, but this feature also provides a snapshot of the purchase order subject, MK Reference Number, order date, and order amount for each purchase order, despite its current status. <br /><br /><br /><b>You have four options as far as the next steps for each purchase order.</b> From this menu, you can convert the order to a draft, confirm the order with InTouch, receive products, or if the order has been completed and products have been received, you can view the order’s history. The order history will show you which products have been received. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQqefMih8vwJO-PtzrNh8Gvqj8eVJYmdM_k39lqwN_0X-yIqp8SMbpN0Un2iGFUaK_g79D_txU54wJTcGmVp-SGmxK2eGMvaf6bgAHj336LtP0yaQL7NNAj00QDgdMoMEVu3suFlMtMlHSmpJ8ENFUB4VYx_7inJl_JKtFPnnVrSoJ-A7g5jLnT6lbDQ/s512/blog%2015.png" style="margin-left: 1em; margin-right: 1em;"><img alt="manage purchase orders" border="0" data-original-height="243" data-original-width="512" height="304" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhQqefMih8vwJO-PtzrNh8Gvqj8eVJYmdM_k39lqwN_0X-yIqp8SMbpN0Un2iGFUaK_g79D_txU54wJTcGmVp-SGmxK2eGMvaf6bgAHj336LtP0yaQL7NNAj00QDgdMoMEVu3suFlMtMlHSmpJ8ENFUB4VYx_7inJl_JKtFPnnVrSoJ-A7g5jLnT6lbDQ/w640-h304/blog%2015.png" width="640" /></a></div><br /><br />If you choose to select “Receive Products,” you will be prompted to update information regarding your purchase order. This means that <b>you can update the quantity of each product as you receive them, mark whether products are out of stock, or mark if there is a substitution.</b> If you receive a product, update this within your account by inputting the quantity of each product received in the “Receive” column. Select “reset” to reset that product’s quantity to 0. <br /><br /><br />The best part of keeping your purchase orders up-to-date with UnitWise is that changes to product quantity are automatically reflected across your account, including your UnitWise inventory. This makes <a href="http://blog.unitwise.com/2016/11/heres-better-way-to-manage-your.html" target="_blank">inventory management</a> more convenient than ever before!<br /><br /><br /><h3 style="text-align: left;"><b>UnitWise</b></h3><br /><br />Gone are the days of writing out invoices and receipts by hand and manually adjusting your inventory. Let UnitWise do the work for you by making the most of the invoice and sales receipt features within your account.Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-16384410863362022932022-03-22T14:06:00.001-04:002022-03-22T14:06:06.294-04:00Secure, Convert, Repeat: How-To Track and Manage your Leads like a Pro with UnitWise<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjKrVazSDVXynKNgDqnTyCvcyrpTW6HGQux1tz7qQbabwrTz-b7mtKDgkUNkTDZvSjLlJpo-SksCfmKcoZq4uLX7X7xm-LDuQ3_PoZw3e-7fvmvsfpx00H8QEroy8fWegYSzDPKYIJyS3WiddP5R8yCXYVYt6fncy6AnfnZ_EYSiYCNvqgBxRTgrJkh9g=s1162" style="margin-left: 1em; margin-right: 1em;"><img alt="how-to track and manage leads with unitwise" border="0" data-original-height="652" data-original-width="1162" height="360" src="https://blogger.googleusercontent.com/img/a/AVvXsEjKrVazSDVXynKNgDqnTyCvcyrpTW6HGQux1tz7qQbabwrTz-b7mtKDgkUNkTDZvSjLlJpo-SksCfmKcoZq4uLX7X7xm-LDuQ3_PoZw3e-7fvmvsfpx00H8QEroy8fWegYSzDPKYIJyS3WiddP5R8yCXYVYt6fncy6AnfnZ_EYSiYCNvqgBxRTgrJkh9g=w640-h360" width="640" /></a></div><br /><br /> Recruiting new team members and customers is an integral part of growing your Mary Kay business, but when you’re busy meeting new people all week, it can be easy to forget the conversations you’ve had. UnitWise can help you <a href="http://blog.unitwise.com/2016/12/you-need-our-legendary-customer.html" target="_blank">keep track of everyone</a> with the <b>Customer Center</b>. <br /><br /><br />Manage customers, leads, <a href="http://blog.unitwise.com/2016/12/simplify-managing-your-contacts.html" target="_blank">contacts</a>, and team members, track follow-ups, and create and manage activities and tasks all from one user-friendly software! Your Mary Kay calendar is at your fingertips with UnitWise!<div><br /></div><div><br /><h3 style="text-align: left;">Track and Manage Leads</h3><br /><br />You work hard to secure leads, but gaining leads is only half the battle. After all, the end goal is to convert leads to customers or team members. <b>UnitWise can help you keep track of all of your leads</b>, with time-saving resources that help you turn those leads into conversions. <br /><br /><br />Here’s how: <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhgXJ2LT903l2kwmuMGLZQhtZSc4dcakQs8QaGtqfTiIga0QBn-tqGtibMSfOYxScLcl3krIMzoKC3VxAyjRFK6Rvul7jCxGKwjfmIe4wU2053_lmNuUtiNlNCislzQfNZXYzlRo2C2xxvtU12gaMiDK5JJGPx1VlmWhWHqSkaI_VNEE5AzfCVHobUOZg=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="add lead" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEhgXJ2LT903l2kwmuMGLZQhtZSc4dcakQs8QaGtqfTiIga0QBn-tqGtibMSfOYxScLcl3krIMzoKC3VxAyjRFK6Rvul7jCxGKwjfmIe4wU2053_lmNuUtiNlNCislzQfNZXYzlRo2C2xxvtU12gaMiDK5JJGPx1VlmWhWHqSkaI_VNEE5AzfCVHobUOZg=w640-h324" width="640" /></a></div><br /><br />Within your UnitWise “Customer Center” you have the option to <b>add new contacts, customers, leads, and team members</b>. Click “Add New” then select “Lead” from the drop-down list. <br /><br /><br />Here, you are able to add important information about your lead including their contact information, date of birth, and beauty profile.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiy9cgbqVRrbxaL8V9z0VqGIg7HkLVied_u9t3A51tXIV9NvPnE6VOcaLJ2I1eLNhAg7xaRqnZbsm3ZI4GceaFYSalMcm4qE58gI9WZVH02WTvn2SDzXwK82JpMpUFVsxNE9XqdSbraOppfd_kbt8bFbZHGAwOPpI53aIQRuRDz5smmKzC0w6fK6S5D8Q=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="contact details" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEiy9cgbqVRrbxaL8V9z0VqGIg7HkLVied_u9t3A51tXIV9NvPnE6VOcaLJ2I1eLNhAg7xaRqnZbsm3ZI4GceaFYSalMcm4qE58gI9WZVH02WTvn2SDzXwK82JpMpUFVsxNE9XqdSbraOppfd_kbt8bFbZHGAwOPpI53aIQRuRDz5smmKzC0w6fK6S5D8Q=w640-h324" width="640" /></a></div><br /><br /> Try to <b>be as detailed and accurate as possible</b> when filling out your lead’s contact and beauty information. This will help you later on when you go to follow-up. <br /><br /><br /><h3 style="text-align: left;">Follow-Ups</h3></div><div><br /></div><div><br />As a business owner, you have a lot on your mind. It’s natural that you won’t remember everything said in a call with one of your leads. UnitWise has you covered. Once your lead is saved, you have the ability to <b>add and edit call notes</b>. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEigaoVGezU6hNSRTKLNrUABxXRlRVe6Y1qXflfoURY9hD62ZrXh1Uu7k6Y88dGfnWx-_mYlJ9Kn7fn7uV5kQ2j2aI8i4JXDY4-Ob3FFrbUoJ3TW0e-h6K_gJwYZ1pX2yw4Ug_lie7sriBLyrA3loUUlkRV9JIhIQMBn-KJl6uIdJVO2SelTBU4E0nFQXQ=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="add call notes" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEigaoVGezU6hNSRTKLNrUABxXRlRVe6Y1qXflfoURY9hD62ZrXh1Uu7k6Y88dGfnWx-_mYlJ9Kn7fn7uV5kQ2j2aI8i4JXDY4-Ob3FFrbUoJ3TW0e-h6K_gJwYZ1pX2yw4Ug_lie7sriBLyrA3loUUlkRV9JIhIQMBn-KJl6uIdJVO2SelTBU4E0nFQXQ=w640-h324" width="640" /></a></div><br /><br />Select the lead you will be calling, then click the <a href="http://blog.unitwise.com/2014/01/using-call-notes-in-unitwise.html" target="_blank">“Call Notes”</a> tab. Each call note allows you to include the purpose for the call and a text box for keeping notes before, during, and after the call. Select the date you wish to follow up with the lead, whether it's 2 days, 2 weeks, or 2 months from now: <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhxvaB_EHSlYX88Q-r0-jSMcWtVa1hxvr2ZnkkfRYMjAYlwiAR1aN2p4fm7JqF5PeoDMyu3bOMN0doBsKWkEon2P6krz6nd3WItuRPrS80hrfOhYvrrqNAdlNTljPsyrrNA6OuSyKPbZIvbZEvWGqGm5LuM35KnNu-wlQxSTNTcVE36dYiC59-vvyb13A=s553" style="margin-left: 1em; margin-right: 1em;"><img alt="add follow-up date" border="0" data-original-height="113" data-original-width="553" height="130" src="https://blogger.googleusercontent.com/img/a/AVvXsEhxvaB_EHSlYX88Q-r0-jSMcWtVa1hxvr2ZnkkfRYMjAYlwiAR1aN2p4fm7JqF5PeoDMyu3bOMN0doBsKWkEon2P6krz6nd3WItuRPrS80hrfOhYvrrqNAdlNTljPsyrrNA6OuSyKPbZIvbZEvWGqGm5LuM35KnNu-wlQxSTNTcVE36dYiC59-vvyb13A=w640-h130" width="640" /></a></div><div><br /></div><br />The "Next Followup Date" you select will be automatically added to your UnitWise calendar. <br /><br /><br />Under the “Call Notes” tab, you are able to view all call notes from that customer, including the follow-up date for your next conversation:<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEi_rPX4X6aTMNzi9YNG_xsgMt0cVmMjhFDaZAfXnzuwH4E1nrjRwPRPuh_RoF2QgOAh75Mz85eIMTj6hXLRWpZHA_w6YX6pbhpFST4R7_b-fcSPoY6I6HXI6coX3GX6Odo5Sr2rbjGB5u0acEepC4utcSaevGCD5mNjzgcLspdpjRq4hwq0IjiX-PdVzQ=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="follow-up date w/ call note" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEi_rPX4X6aTMNzi9YNG_xsgMt0cVmMjhFDaZAfXnzuwH4E1nrjRwPRPuh_RoF2QgOAh75Mz85eIMTj6hXLRWpZHA_w6YX6pbhpFST4R7_b-fcSPoY6I6HXI6coX3GX6Odo5Sr2rbjGB5u0acEepC4utcSaevGCD5mNjzgcLspdpjRq4hwq0IjiX-PdVzQ=w640-h324" width="640" /></a></div><br /><br />Edit or delete these call notes at any time using the icons to the right of each call note. <br /><br /><br />Next to the “Call Notes” tab lives the “Activities” tab. This is where all upcoming tasks will be listed for each of your customers:<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEj4_2t-VqIrUO9bbaVAoiTl-uxe-PayI_5OlPiEDZUJfik3SGHLDCI5YyfJDghxELxWf0OBqtmScYoegZKr6uBHuHqKUs_0KIdYLDWxVWrljf2QjsExpFHlBvIFrVCPfAXm1bFUUi7Xi6eAZQIQ2YSrlzSv3EKuwW17BTmmCNoyvJ_biWPmzN057jf1WA=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="activities tab" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEj4_2t-VqIrUO9bbaVAoiTl-uxe-PayI_5OlPiEDZUJfik3SGHLDCI5YyfJDghxELxWf0OBqtmScYoegZKr6uBHuHqKUs_0KIdYLDWxVWrljf2QjsExpFHlBvIFrVCPfAXm1bFUUi7Xi6eAZQIQ2YSrlzSv3EKuwW17BTmmCNoyvJ_biWPmzN057jf1WA=w640-h324" width="640" /></a></div><br /><br />These tasks are also present on your UnitWise calendar as well. You can delete activities at any time using the trash can icon. Any changes to the “Activities” tab will be automatically reflected on your UnitWise calendar. <br /><br /><br />Note that you can convert leads to customers, contacts, or team members or delete leads at any time from any tab. These actions are located at the top right corner of each customer’s profile. <br /><br /><br /><h3 style="text-align: left;">Contact Group</h3><div><br /></div><br />You’ve learned how to add a lead, schedule a phone call, and add follow-up tasks, but how do you organize leads once they’re in your Customer Center? UnitWise has a great “Contact Group” feature that allows you to create segments for your leads, customers, contacts, and team members. <br /><br /><br />You can find this feature in the “Customers” tab under “Contact Group.” <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEicDBx5Bx_axVlj2sLSyg9jg913kjkhp3rnZ6Dcx34HbIlv7_sjBo-2IYkXIlLFYYK_2QGAJoYyEz7s023nAl1ITwLW4Dxa25BEPsKus1MunxTLK86smXcaxdGuEuN0qtJuJxJ5VZCdciZJI45v62uryMF6PrkhtoKia4aO6X3_pBBqaefM3GE_fkzluQ=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="contact group" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEicDBx5Bx_axVlj2sLSyg9jg913kjkhp3rnZ6Dcx34HbIlv7_sjBo-2IYkXIlLFYYK_2QGAJoYyEz7s023nAl1ITwLW4Dxa25BEPsKus1MunxTLK86smXcaxdGuEuN0qtJuJxJ5VZCdciZJI45v62uryMF6PrkhtoKia4aO6X3_pBBqaefM3GE_fkzluQ=w640-h324" width="640" /></a></div><br /><br />The left sidebar of your “Contact Group” tab will help you filter groups, saving you time if you’re searching for a specific customer or group:<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjItPu6JaUVKJqOzgRZH21rtASo0scNL6ehLPmQW5PnHITpr2avqqR0pib6EvJZkDVqNktAVFtRYqIwbTKC01sjze6LOBh_iE5suYIKDgKPA-pl5EKJdWT6CV3Ic8qg7Rzrzlra-RAo0DsGU9_D1fvMRgRfyLHxwH5Ec9XZOsl6r6-Z-Ptxwqx5FBFIpg=s444" style="margin-left: 1em; margin-right: 1em;"><img alt="your groups" border="0" data-original-height="444" data-original-width="228" height="400" src="https://blogger.googleusercontent.com/img/a/AVvXsEjItPu6JaUVKJqOzgRZH21rtASo0scNL6ehLPmQW5PnHITpr2avqqR0pib6EvJZkDVqNktAVFtRYqIwbTKC01sjze6LOBh_iE5suYIKDgKPA-pl5EKJdWT6CV3Ic8qg7Rzrzlra-RAo0DsGU9_D1fvMRgRfyLHxwH5Ec9XZOsl6r6-Z-Ptxwqx5FBFIpg=w205-h400" width="205" /></a></div><br /><br />This is a great way to keep all of your contact groups organized! <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEi_UHbQ37JKJeZSRPyL-eNt2APX6bV8SLVrixCnZv0Dr_AQlWeb50DMoiOPgo0n8g6TAyHpKoBMJa2T4uudWFJ_UGvVOt4vhe5dgTNkB0XOGZsYMQSDH2S7Tnn4ger40q9eOcTkc7CkdG2mzbGFSle_0j3yWyHKZVwTDhAuzQJODvlzM6WbGMCsMrSe9g=s1903" style="margin-left: 1em; margin-right: 1em;"><img alt="add contact group" border="0" data-original-height="912" data-original-width="1903" height="306" src="https://blogger.googleusercontent.com/img/a/AVvXsEi_UHbQ37JKJeZSRPyL-eNt2APX6bV8SLVrixCnZv0Dr_AQlWeb50DMoiOPgo0n8g6TAyHpKoBMJa2T4uudWFJ_UGvVOt4vhe5dgTNkB0XOGZsYMQSDH2S7Tnn4ger40q9eOcTkc7CkdG2mzbGFSle_0j3yWyHKZVwTDhAuzQJODvlzM6WbGMCsMrSe9g=w640-h306" width="640" /></a></div><br /><br />Click “Add Contact Group” to add a contact group. Give your group a name, description, and display order, then click “Save.” <br /><br /> <div class="separator" style="clear: both; text-align: center;"> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiJ9L70bU9bNBKlYQuLFUIwBwWPKNfiRecyfLJGs1vVnVIoBa5A_IU96JBLOC5R0VYYK565YwLcUgsxRBDKYSJbJ_yM9-giHwWtRK1Y-_vulG8cbfZvDmfAjAhKRMlJi3Guk6TjhmYKh2C1607Yl-6IBz0ek2Q53XLC7AfJawCGa245TrSeFeAP5Odz4Q=s575" style="margin-left: 1em; margin-right: 1em;"><img alt="add contact group" border="0" data-original-height="366" data-original-width="575" height="255" src="https://blogger.googleusercontent.com/img/a/AVvXsEiJ9L70bU9bNBKlYQuLFUIwBwWPKNfiRecyfLJGs1vVnVIoBa5A_IU96JBLOC5R0VYYK565YwLcUgsxRBDKYSJbJ_yM9-giHwWtRK1Y-_vulG8cbfZvDmfAjAhKRMlJi3Guk6TjhmYKh2C1607Yl-6IBz0ek2Q53XLC7AfJawCGa245TrSeFeAP5Odz4Q=w400-h255" width="400" /></a></div><br /></div><br /><br />The “Manage Contact Group” button allows you to edit and delete contact groups. You can also add contact groups from this page: <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhkReN8R6imnh1XNc56I0abiiLx6C0dr6DmXHvaD16jmfPU-d_Y4UkQ7UDWYZ0iGf9Jlbdnjudt-LVL3jHUjmP_y24DaU1e0c9B8jKcDUHVTdPLoVir3OkSmhcxiy1XzD99e31oN0YN1-Lif-RNDPkT7-vs9-Fn0aj5XI7G99yJ2kj3fkBztacplVkJig=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="add contact groups from the "manage contacts" page" border="0" data-original-height="912" data-original-width="1920" height="304" src="https://blogger.googleusercontent.com/img/a/AVvXsEhkReN8R6imnh1XNc56I0abiiLx6C0dr6DmXHvaD16jmfPU-d_Y4UkQ7UDWYZ0iGf9Jlbdnjudt-LVL3jHUjmP_y24DaU1e0c9B8jKcDUHVTdPLoVir3OkSmhcxiy1XzD99e31oN0YN1-Lif-RNDPkT7-vs9-Fn0aj5XI7G99yJ2kj3fkBztacplVkJig=w640-h304" width="640" /></a></div><br /><br />Try it for yourself by creating a “Lead” and “Potential Lead” contact group today!<br /><br /><br /><h3 style="text-align: left;">Email Marketing </h3><br /><br />Contact groups are a great way to keep all of your leads, customers, and contacts organized, but what if I told you that creating contact groups could help simplify your digital marketing strategy? <br /><br /><br />To demonstrate just how easy it is, I created a contact group entitled “Potential Leads.”<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiJmq6hE9qLD-L1lw5vVEYZcYxPNpJhQEywDDCD_pdnhkGEr9TcPtUH2oiIIEEg4yejfQIQ-2ULnDrTx8cQ4B0CIJ_rgdtC7E5OZ3vjrO2Ef_cfxahfq0DsD8lN3DeNPHJO3jJuPQBrZ-wXQs8c1TQ7gkqkEhSL2SdDyM81HErlUF3BWNjV_dXdq_2i6w=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="your group" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEiJmq6hE9qLD-L1lw5vVEYZcYxPNpJhQEywDDCD_pdnhkGEr9TcPtUH2oiIIEEg4yejfQIQ-2ULnDrTx8cQ4B0CIJ_rgdtC7E5OZ3vjrO2Ef_cfxahfq0DsD8lN3DeNPHJO3jJuPQBrZ-wXQs8c1TQ7gkqkEhSL2SdDyM81HErlUF3BWNjV_dXdq_2i6w=w640-h324" width="640" /></a></div><br /><br />My new contact group is listed under the “Your Group” tab on the left sidebar of my Customer Center. When I click on the “Potential Leads” contact group, UnitWise shows me a list of all the contacts in this contact group, their email addresses, preferred phone numbers, and call notes follow-up. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgATIEYLhdXDn8HBxIKfK82K9lLDJYqMBfGebsdkoytAZkPKzNu6S1gOvbnVKtH4fO2qiQLng59NvbO7DH1-kxL6q8ESssIiUXS_ykE8m7nDwMcXNeIL2Nf6t2lSLWAcHja6Gu0Ng3qQv8njqD5Aa3qAh8jiF7zJX0V4K0q7cR2kn4kMLg7xQjT5G1IXw=s1903" style="margin-left: 1em; margin-right: 1em;"><img alt="copy email list" border="0" data-original-height="912" data-original-width="1903" height="306" src="https://blogger.googleusercontent.com/img/a/AVvXsEgATIEYLhdXDn8HBxIKfK82K9lLDJYqMBfGebsdkoytAZkPKzNu6S1gOvbnVKtH4fO2qiQLng59NvbO7DH1-kxL6q8ESssIiUXS_ykE8m7nDwMcXNeIL2Nf6t2lSLWAcHja6Gu0Ng3qQv8njqD5Aa3qAh8jiF7zJX0V4K0q7cR2kn4kMLg7xQjT5G1IXw=w640-h306" width="640" /></a></div><br /><br />At the bottom of this page, there is a button that allows me to copy the email addresses of all of the contacts in this contact group.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjrGYdLaZa-aGjTNywHOMDKoKaFkmErslBlzmXfs0aRiqM5pqP1JbDrXZluEEZ6ET2Dhr3Sn1pQj5a607Vj2Bmn-9_evsekZSLxoZKFQHuHWK_M7kSyKt36TiKiB1aWndDqC7PjiXGT14XKD2w2OL-lWkogro0e-O34rUDnCGggog4Es-oWmiv9mCQUfA=s572" style="margin-left: 1em; margin-right: 1em;"><img alt="paste email list" border="0" data-original-height="281" data-original-width="572" height="196" src="https://blogger.googleusercontent.com/img/a/AVvXsEjrGYdLaZa-aGjTNywHOMDKoKaFkmErslBlzmXfs0aRiqM5pqP1JbDrXZluEEZ6ET2Dhr3Sn1pQj5a607Vj2Bmn-9_evsekZSLxoZKFQHuHWK_M7kSyKt36TiKiB1aWndDqC7PjiXGT14XKD2w2OL-lWkogro0e-O34rUDnCGggog4Es-oWmiv9mCQUfA=w400-h196" width="400" /></a></div><br /><br />A window with a list of all the email addresses in this contact group will appear. Right-click and select “copy” or hit ctrl + c to copy the email list. From here, click the “Emails” tab under “Customers,” then click “New Email,” and paste your email list into the “Email To” box. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjgtjqCiB-kGzW3KLXYr_pGGozjKXZmhH5t70c1Kdzug-qXdVb3-U-8XV4gTCTbHUlui1W1XALf8AZmWivmR-B0sC15v1Adw5SOyKYEv2n2bxZvcMNfQMJAPG7rzSUbh8TIQTQ3T44qNZlZjMyFz_9ghTmo9L0O60hruIJanv7qvljCWiEXio4US7h6uw=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="send email to a contact group" border="0" data-original-height="912" data-original-width="1920" height="304" src="https://blogger.googleusercontent.com/img/a/AVvXsEjgtjqCiB-kGzW3KLXYr_pGGozjKXZmhH5t70c1Kdzug-qXdVb3-U-8XV4gTCTbHUlui1W1XALf8AZmWivmR-B0sC15v1Adw5SOyKYEv2n2bxZvcMNfQMJAPG7rzSUbh8TIQTQ3T44qNZlZjMyFz_9ghTmo9L0O60hruIJanv7qvljCWiEXio4US7h6uw=w640-h304" width="640" /></a></div><br /><br />This feature isn’t just for leads. Create contact groups for customers with a negative balance, top performers, top buyers, partially paid invoices, etc. <br /><br /><br />Once you get the hang of creating and managing contact groups, it’s a great element to add to your digital marketing strategy. <br /><br /><br />Organizing your contacts by specific groups or segments allows you to personalize your email marketing strategy to each group. This means you know exactly what audience you are targeting and writing for. <br /><br /><br />This strategy can save you time when you sit down to draft an email. Don’t find yourself going through each of your contacts individually, hopping from page to page, copying and pasting email addresses. Create a few contact groups today and <a href="https://secure.unitwise.com/user/signin?location=US" target="_blank">get typing right away</a>!<br /><br /><b> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhcHqrqoXme7u9HHA-MN3tdd-Djq2-usro23tUCbuvpByRK3FEUL6_mVf7xpYdVj03prllLdtWs4zsp8RBREdgC2aMg0AmpbC7z7ZKyR0VQuD1ojL83RwBMxidFmm-OhVGEu8CjccQv5uE4iAoYqdNB0bBsfzalcNWbLInJGSUSHUqwXkDxg2pg_jLgCQ=s63" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="hero tip" border="0" data-original-height="63" data-original-width="55" src="https://blogger.googleusercontent.com/img/a/AVvXsEhcHqrqoXme7u9HHA-MN3tdd-Djq2-usro23tUCbuvpByRK3FEUL6_mVf7xpYdVj03prllLdtWs4zsp8RBREdgC2aMg0AmpbC7z7ZKyR0VQuD1ojL83RwBMxidFmm-OhVGEu8CjccQv5uE4iAoYqdNB0bBsfzalcNWbLInJGSUSHUqwXkDxg2pg_jLgCQ=s16000" /></a></div><br />Heroes Inside Tip:</b> Save even more time by creating a “Potential Lead” email template using the “Email Marketing” section of your account. This way all you need to do to contact your “Potential Lead” contact group is copy the email list, start a new email, select “Template” instead of “Custom,” and then select the “Potential Lead” email template.</div><div><br /></div><div> <br /><h3 style="text-align: left;">Why wait? </h3><br />UnitWise can help take your email marketing strategy to the next level. Try it for yourself today by creating a contact group for your leads and sending them an email using the copy email list feature today!<br /><br /><br />Was this article helpful? <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next <b>“How-to Tuesday!”</b></div><div><b><br /></b></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-56093432972455725272022-03-17T09:12:00.002-04:002022-03-17T09:12:21.886-04:00Spring Forward with this UnitWise Spring Cleaning Checklist<div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEg2xL3pXe2z7tPC5n1ofDXocCbdaJ0-_G8B8d_G0u4w1nt2WlxFoyTSuy11MsfIUEW-XT9WjWaje9Ft4zqI9usgqAxxt3BwhkzWQU1jqmtydUDmEHZidhhZrzQCGOY2LbRRZgtHWVcVZG1B23o14ZQYEBzV4oFsAvAGzxGZ7y-w4aXz6sNkaSnYZlc_Iw=s1244" style="margin-left: 1em; margin-right: 1em;"><img alt="spring cleaning" border="0" data-original-height="653" data-original-width="1244" height="336" src="https://blogger.googleusercontent.com/img/a/AVvXsEg2xL3pXe2z7tPC5n1ofDXocCbdaJ0-_G8B8d_G0u4w1nt2WlxFoyTSuy11MsfIUEW-XT9WjWaje9Ft4zqI9usgqAxxt3BwhkzWQU1jqmtydUDmEHZidhhZrzQCGOY2LbRRZgtHWVcVZG1B23o14ZQYEBzV4oFsAvAGzxGZ7y-w4aXz6sNkaSnYZlc_Iw=w640-h336" width="640" /></a></div><br /><br /> This is an exciting time of year! Mary Kay’s spring release is out, today is Saint Patrick’s Day, and the first day of spring is lingering around the corner. Your luck won’t run out with UnitWise as your business management software, but that doesn’t mean you shouldn’t check in with your account throughout the year. <br /><br /><br />Spring cleaning shouldn’t just apply to your home. <b>Your UnitWise account has a lot of great features.</b> Make the most of these features by taking a few minutes this week to update and clean up your account. <br /><br /><br />Here are some <b>spring cleaning tips</b> for your UnitWise Account:<div><br /></div><div><br /></div><div><h3 style="text-align: left;">1. Spruce up your Customer Center:</h3><br /><br />When was the last time you went through your <a href="http://blog.unitwise.com/2015/10/uw-spotlightremember-details-with.html" target="_blank">customer center</a> and made sure all of your customers’ information was up-to-date? <br /> </div><div> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiNexCUUx2YdjY8tCyezto7oUIBQvtrmttak_vfAsJ3mtoenWaKgrbg-o6Jg7w0qdpRrU5V9q8ck4-YDyqGcc9UA_Pp9G4XuBtWmsENkmFo65fuOd-5RULHrOusAuwQhSb-BXDWuNpYWrYt8EKjxUQzSCgCs-evmQTJ1r1OHViOfRJvZEgSOlpAH1yrxA=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="customer center" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEiNexCUUx2YdjY8tCyezto7oUIBQvtrmttak_vfAsJ3mtoenWaKgrbg-o6Jg7w0qdpRrU5V9q8ck4-YDyqGcc9UA_Pp9G4XuBtWmsENkmFo65fuOd-5RULHrOusAuwQhSb-BXDWuNpYWrYt8EKjxUQzSCgCs-evmQTJ1r1OHViOfRJvZEgSOlpAH1yrxA=w640-h324" width="640" /></a></div><br /><br />Within the Customer Center, you can filter customers by letter or select “all” to see all of your active customers. You can choose to show up to 100 customer entries at once.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEg-3VU-D5TRC0b5OD2u3HPy9X7YGGGF5P5ZXspfdBPXWV1VmFxjBlNfouafBIiuXYBMVsQx7zkvcOPm3lAhKcezgR7OufzpOIxQFL1rqPkcFvLjPplvLdgM7WYFt3dqj8C7fwi9RBDIIbT7nKa5XErHrnTl4Ya_of5rrNMazaxZvYDrRkopxkqA45DYig=s227" style="margin-left: 1em; margin-right: 1em;"><img alt="active customer" border="0" data-original-height="165" data-original-width="227" height="291" src="https://blogger.googleusercontent.com/img/a/AVvXsEg-3VU-D5TRC0b5OD2u3HPy9X7YGGGF5P5ZXspfdBPXWV1VmFxjBlNfouafBIiuXYBMVsQx7zkvcOPm3lAhKcezgR7OufzpOIxQFL1rqPkcFvLjPplvLdgM7WYFt3dqj8C7fwi9RBDIIbT7nKa5XErHrnTl4Ya_of5rrNMazaxZvYDrRkopxkqA45DYig=w400-h291" width="400" /></a></div><br /><br />Filter customers by Active Customers, Preferred Customers, Preferred Hostesses, Skin Care Customers, and Inactive Customers. <br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEg0f2IdY_F9ZRD_9r7fUb553P4EATdLWomjd1rpWw_rlSmGIkhp-iziTkpTzp1NKXxE7vOpzBrlwzIPle4WAgTpy4_-hbIu5cJxPSAmIG5ZDLMcVVAs0sWpMwrri26txIDNbBKMgmqGa9NmxyDWGf9fmWPnHW0IxcRZzeO9Qn1hGOltsmXB7qiCBWiukQ=s1600" style="margin-left: 1em; margin-right: 1em;"><img alt="customer information" border="0" data-original-height="808" data-original-width="1600" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEg0f2IdY_F9ZRD_9r7fUb553P4EATdLWomjd1rpWw_rlSmGIkhp-iziTkpTzp1NKXxE7vOpzBrlwzIPle4WAgTpy4_-hbIu5cJxPSAmIG5ZDLMcVVAs0sWpMwrri26txIDNbBKMgmqGa9NmxyDWGf9fmWPnHW0IxcRZzeO9Qn1hGOltsmXB7qiCBWiukQ=w640-h324" width="640" /></a></div><br /><br />Going through your Customer Center is a great way to update customer information including addresses and phone numbers. You can also change the status of each customer by converting them to a team member or contact, deactivating a customer, or deleting them entirely. <br /><br /><br />While going through your Customer Center, take a look at all of your call notes and make sure each one is up-to-date. Update your UnitWise calendar to include any necessary follow-ups with customers. <br /><br /><br />This is a great opportunity to see if any birthdays or anniversaries are coming up. Make a note to send out a “Happy Birthday” email to all of your Aries.<div><br /></div><div><br /></div><div><h3 style="text-align: left;">2. Dust off your Invoices:</h3><div><br /></div><div><br />Spring is great, but it also means tax day is quickly approaching. That makes it the perfect season to look through your “Partially Paid” <a href="http://blog.unitwise.com/2017/01/how-beauty-consultants-properly-manage.html" target="_blank">invoices</a>.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiIZMqSQ-DlA1w4dqGoQSlJ7GDpb9MlFEkSHhO9_QSGWjKzVTP0_nUKxzNqP4Q8ZOwi8T_xS6CUxVDqsC4gbBh1M85gwQB2o1R7DdTYnLQMHSYo98aWlUp3qRx6E1MQWCkGwpwRRZ_-xr2o2uRB0aXt5f72VhZZIxCKRlMO1_t3j4GA495Mxc-P46jCZg=s1600" style="margin-left: 1em; margin-right: 1em;"><img alt="customer invoices" border="0" data-original-height="760" data-original-width="1600" height="304" src="https://blogger.googleusercontent.com/img/a/AVvXsEiIZMqSQ-DlA1w4dqGoQSlJ7GDpb9MlFEkSHhO9_QSGWjKzVTP0_nUKxzNqP4Q8ZOwi8T_xS6CUxVDqsC4gbBh1M85gwQB2o1R7DdTYnLQMHSYo98aWlUp3qRx6E1MQWCkGwpwRRZ_-xr2o2uRB0aXt5f72VhZZIxCKRlMO1_t3j4GA495Mxc-P46jCZg=w640-h304" width="640" /></a></div><br /><br />Partially paid invoices can be found under <a href="http://blog.unitwise.com/2016/10/maintain-your-invoices-and-receipts.html" target="_blank">“Invoices”</a> in your “Customers” tab. Here, you can filter invoices by open, paid, partially paid, voided, and all. Take the time to follow up with customers who have a partially paid invoice, so that you can clean up your <a href="http://blog.unitwise.com/2015/10/unitwise-spotlightusing-unitwise.html" target="_blank">“Invoices”</a> tab. <br /><br /><br /><h3 style="text-align: left;">3. Tidy up your Calendar:</h3><br /></div><div><br /></div><div>UnitWise allows you to filter your <a href="http://blog.unitwise.com/2015/10/unitwise-spotlightstay-in-sync-with.html" target="_blank">calendar</a> by appointment, call, party, task, and family time:<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiYBGGQUHiGQzJMWxkNwyKS24V-BJLb1UTMBFLsXPpBU5eKFn4oC4G7rkJ0Ja5PmkJs6gVxDDiTuyVlR_QNZ728fm1VjEDpJ2uH8TE6y_rNK5gBwLZGTQqL1rfaAc5BgcZx5ibsJjSmDOL4QwtA3uAWwu8iQCGKZkJNC73oNGKK6qPbHKfsPiXG_qgL_A=s251" style="margin-left: 1em; margin-right: 1em;"><img alt="filter by" border="0" data-original-height="251" data-original-width="223" src="https://blogger.googleusercontent.com/img/a/AVvXsEiYBGGQUHiGQzJMWxkNwyKS24V-BJLb1UTMBFLsXPpBU5eKFn4oC4G7rkJ0Ja5PmkJs6gVxDDiTuyVlR_QNZ728fm1VjEDpJ2uH8TE6y_rNK5gBwLZGTQqL1rfaAc5BgcZx5ibsJjSmDOL4QwtA3uAWwu8iQCGKZkJNC73oNGKK6qPbHKfsPiXG_qgL_A=s16000" /></a></div><br /><br />Filter by each category individually and go through your appointments for the next 3 months. Make sure everything is up-to-date. Go through each week to find breaks in your schedule. Where can you increase revenue by adding another facial, call, or party?<br /><br /><br />Don’t forget to set aside time for self-care. Schedule at least one hour each week for yourself. <br /><br /><h3 style="text-align: left;"><br />4. Deep Clean your Digital Marketing Strategy:</h3><br /><br />What are your goals for springtime? Spring is the perfect time to let your Mary Kay business aspirations bloom. Create a list of the strategies you intend to implement this season. <br /><br /><br />You don’t need a four-leaf clover to improve your <a href="http://blog.unitwise.com/2019/10/10-marketing-strategies-to-inspire-growth.html" target="_blank">marketing strategy</a>, UnitWise is all the luck you need with customizable <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203how-to-tuesday-beginners-guide-to-blogging-with-unitwise.html" target="_blank">blog</a>, email, and website features. Here are some ways UnitWise can help you boost your digital <a href="http://blog.unitwise.com/2021/10/marketing-features-in-unitwise-that.html" target="_blank">marketing strategy</a>:<br /><br /><br /><ul style="text-align: left;"><li>Create a list of content creation ideas and add it to your UnitWise Resource Library.</li></ul><div><br /></div><ul style="text-align: left;"><li>Use your UnitWise calendar to create a content calendar. Here, you can plan out all email and social media posts for the month.</li></ul><div><br /></div><ul style="text-align: left;"><li>Once your schedule is set, use the Social Media and Marketing tabs in your UnitWise account to schedule your content for the entire month. This way, UnitWise will do the work for you. Once it’s scheduled you can sit back and start brainstorming ideas for next month.</li></ul><div><br /></div><ul style="text-align: left;"><li>Research new marketing trends and update your <a href="http://blog.unitwise.com/2022/03/httpblog.unitwise.com202203how-to-tuesday-beginners-guide-to-blogging-with-unitwise.html" target="_blank">UnitWise blog</a> with these trends in mind. You can even send out a mass email to your team going through these trends with them as well. This will help your entire team enjoy increased sales and revenue.</li></ul><br /><br /><h3 style="text-align: left;">5. Freshen up your Website:</h3><br /><br />Have you ever clicked on a website that was organized so terribly that you immediately clicked out? Don’t let a dusty <a href="http://blog.unitwise.com/2018/06/why-your-website-is-most-important-Marketing-Tool.html" target="_blank">website</a> hurt your Mary Kay brand. A well-put-together website can help your business grow and evolve and shows your customers that you take your Mary Kay business seriously. <br /><br /> <span style="text-align: center;"> </span><div class="separator" style="clear: both; text-align: center;"><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEikbxsbLQ4gQW97r-6KRiUVZIZSLPdklleIOlec9r5NMB8ZnXhf-ckPVsnSN3alClFcyiq2xSGHcc8YfkIXMhj0wW9Ye3XfCv6lLuHsYO2HauY6_zZlWq9H12Z6HCr3vPoyB7RRdw41N5ABu9vw69pDOieLa5V1r3IMZzOt1EpHT_6OIuEm61iSlN7lEQ=s1600" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="edit site" border="0" data-original-height="808" data-original-width="1600" height="325" src="https://blogger.googleusercontent.com/img/a/AVvXsEikbxsbLQ4gQW97r-6KRiUVZIZSLPdklleIOlec9r5NMB8ZnXhf-ckPVsnSN3alClFcyiq2xSGHcc8YfkIXMhj0wW9Ye3XfCv6lLuHsYO2HauY6_zZlWq9H12Z6HCr3vPoyB7RRdw41N5ABu9vw69pDOieLa5V1r3IMZzOt1EpHT_6OIuEm61iSlN7lEQ=w640-h325" width="640" /></a></div><br /></div><br />Take the time to walk through your website and fix anything that doesn’t accurately represent your brand. Try not to just skim, but be as detailed as possible. Even something as simple as the color and font you choose leaves an impression on your visitors. <br /><br /><br />Use a clear and easy-to-read font and make sure the colors, photos, and themes you choose complement each other. It can be easy getting carried away with colors and photos, but remember everything you add to your site should help convey the mission and values of your Mary Kay Business.<br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgTqXySuJp-PHJKke65FtCO2gq44tWQ7n1DaQz4gAcEbubY7fqJ7JULjTh4cyXn9x-qRgPczYEt6FyO_YNPzyuoYgiaIcfaP5m0yKzGPtTBpEJdq-XUOq_2Ys774KZQ7vPreOVIeWNa5iqTRBHDkKwbeYeofme6DxBIuN5nx2HaaUBOpJ9h2QIXXdaCdg=s896" style="margin-left: 1em; margin-right: 1em;"><img alt="website themes" border="0" data-original-height="518" data-original-width="896" height="370" src="https://blogger.googleusercontent.com/img/a/AVvXsEgTqXySuJp-PHJKke65FtCO2gq44tWQ7n1DaQz4gAcEbubY7fqJ7JULjTh4cyXn9x-qRgPczYEt6FyO_YNPzyuoYgiaIcfaP5m0yKzGPtTBpEJdq-XUOq_2Ys774KZQ7vPreOVIeWNa5iqTRBHDkKwbeYeofme6DxBIuN5nx2HaaUBOpJ9h2QIXXdaCdg=w640-h370" width="640" /></a></div><br /><br />UnitWise has a variety of <a href="http://blog.unitwise.com/2015/09/unitwise-spotlight-customize-your_14.html" target="_blank">themes</a> for your website. Try adding one of these spring themes to your website today!<br /><br /><br /><h3 style="text-align: left;">6. Declutter your Inventory:</h3></div></div></div><div><div><div style="text-align: left;"><br /></div><div style="text-align: left;"><br /></div><div style="text-align: left;"><b>Choose your storage location carefully. </b>Try to find a location where you can keep all of your Mary Kay products close together so that they will not get misplaced.</div></div></div><div><div><div><br /><br /></div></div></div><div><div><div style="text-align: left;"><b>Tidy up your shelves at home by compartmentalizing drawers.</b> This will allow you to organize your inventory by category. Fill larger drawers with mini bins, for a slide-out organized makeup drawer. </div></div></div><div><div><div><br /></div><div><br /><b>Label all of your drawers. </b>This way you aren’t shuffling through multiple drawers, messing up your organization in the process, trying to find a product.</div></div></div><div><div><div><br /></div><div><br /><b>Keep your samples separate</b> from the rest of your products.</div></div></div><div style="text-align: left;"><div><div><br /></div><div><br /><h3 style="text-align: left;">7. Organize your Inbox:</h3><br /><br />How many unread emails do you have in your inbox right now? With multiple subscriptions, customers, and team members, emails can quickly pile up. Going through your inbox on a regular basis is a great way to stay organized. If your inbox is looking more like spring showers than summer flowers, it may be time to clear it out.<br /><br /><br />While you’re at it, take a look through your UnitWise Resource Library. Are there any documents, photos, videos, or audio files that aren’t relevant anymore? Clean out all of these folders for a more organized look. <br /><br /><br />Cleaning up your account on a regular basis is a great way to stay organized and productive. Just like a clean house can help clear your mind, a clean UnitWise account can help your Mary Kay business grow. <br /><br /><br /><a href="http://blog.unitwise.com/" target="_blank">Click here</a> for more ways to grow your Mary Kay business and make the most of your UnitWise account.</div></div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-30362842021752091162022-03-10T09:00:00.000-05:002022-03-10T09:00:41.470-05:00UnitWise is Proud to Work with Many Beautiful and Successful Women<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgMM12FoGm2_PjcO60Hgo-fwQeKRcs69lz2tyVILke7cj73u6SaKdtmifoMk6V8ekoN9a6M2s1oZInd8J_Acq20GWfVSc67S9woxKK25s3QKLc_qlyU2YoA5v33KeC2zBkjU7dvqOivVHLPzA2YLQria1O0h3C40YfTnKclDNwoN0E6H7HntyMSZJ_q-g=s1245" style="margin-left: 1em; margin-right: 1em;"><img alt="Happy National Women's Month" border="0" data-original-height="657" data-original-width="1245" height="338" src="https://blogger.googleusercontent.com/img/a/AVvXsEgMM12FoGm2_PjcO60Hgo-fwQeKRcs69lz2tyVILke7cj73u6SaKdtmifoMk6V8ekoN9a6M2s1oZInd8J_Acq20GWfVSc67S9woxKK25s3QKLc_qlyU2YoA5v33KeC2zBkjU7dvqOivVHLPzA2YLQria1O0h3C40YfTnKclDNwoN0E6H7HntyMSZJ_q-g=w640-h338" width="640" /></a></div><br /><br /><h2 style="text-align: left;">You Inspire Us!</h2><br /><br />March is Women’s History Month. An entire month dedicated to reflecting on the contributions of women to history, culture, and society. This year’s theme, selected by The National Women’s History Alliance, is <b>“Women Providing Healing, Promoting Hope.” </b>At UnitWise, <b>we would like to thank all of our Mary Kay Directors and Consultants for filling us with hope!<br /></b><br /><br />Mary Kay was founded on Mary Kay Ash’s dream to inspire women. UnitWise is honored to be working in tandem with this goal to empower women to reach their true potential. Every day, <b>we are inspired by the strength and inner beauty exemplified by our UnitWise Users.</b><div><br /></div><div> <br /><h2 style="text-align: left;">How are you celebrating Women’s History Month?</h2> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEg-mjRe07gUNZd5ElX9mNzkkd-Ov7HQ5qsWmqIGoZJQ6itaIQqGxs0G0sSXBfU95vuV617amNQhxoGpGPGGf_5535veqcK1kUXLceLjswwJWYDKd3cI0tRIttDod7lETfg5X9R4baTGCbksQFiJAT5YXOQo5AZClqHuvux41PXmvPY0cX4mApBiUh_Jug=s479" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img alt="working women" border="0" data-original-height="318" data-original-width="479" height="212" src="https://blogger.googleusercontent.com/img/a/AVvXsEg-mjRe07gUNZd5ElX9mNzkkd-Ov7HQ5qsWmqIGoZJQ6itaIQqGxs0G0sSXBfU95vuV617amNQhxoGpGPGGf_5535veqcK1kUXLceLjswwJWYDKd3cI0tRIttDod7lETfg5X9R4baTGCbksQFiJAT5YXOQo5AZClqHuvux41PXmvPY0cX4mApBiUh_Jug=w320-h212" width="320" /></a></div><br />This is the perfect time to let your team know how much you appreciate them. Here are some ideas for how you can inspire your team this Women’s History Month: <br /><br /><br /><br /><h3 style="text-align: left;">1. Email inspiration straight to their inbox:</h3><br /><br />Twice a week send an <a href="http://blog.unitwise.com/2017/08/How-to-Use-Email-Marketing-to-Grow-Your-Mary-Kay-Business.html" target="_blank">email</a> out to your team where you <b>highlight one of your favorite women from history.</b> How do these women exemplify the values of Mary Kay? <br /><br /><br />You can even create a “Women’s History Month” email template category within your UnitWise account. This will help you keep all of your Women’s History Month emails organized and in one place. Schedule your emails ahead of time or send them as you write them. <br /><br /><br /><h3 style="text-align: left;"><br />2. Challenge your customers to “Live Fearlessly:” </h3><br /><br />Mary Kay’s “Live Fearlessly Eau de Parfum,” is the perfect gift for any woman you find inspiring. Why not share this with your customers and challenge them to “Live Fearlessly!” <br /><br /><br /><b>Live Fearlessly</b> by doing something today that truly challenges you. Maybe it’s calling up that customer you haven’t heard from in a while or trying a new shade of eyeshadow that you’ve always dismissed as “too bold.” Share this on <a href="https://www.facebook.com/UnitWise" target="_blank">social media</a> and encourage your audience to do the same. <br /><br /><br /><br /><h3 style="text-align: left;">3. Join the Conversation:</h3><br /><br />Women’s History Month is about <b>celebrating female role models and mentors</b> throughout history. How can you share their accomplishments with your community? <br /><br /><br />Try reading books by female authors and sharing your thoughts about these books with your team. Only about 20% of podcasts have a female host. Listen to a podcast and then get in on the conversation by sharing your thoughts on <a href="http://blog.unitwise.com/2019/09/3-easy-ways-to-makeover-your-social-media.html" target="_blank">social media</a>. <br /><br /><br />Support your community by researching local women’s nonprofit organizations. There are many ways to get involved with nonprofits including donating money, time, items of clothing, toiletries, and non-perishable foods. <br /><br /><br /><br /><h3 style="text-align: left;">4. Show your team you care:</h3><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgip9cAtIJ_nqYya4_Y7cUnhpBM-IwRCuhAv_MHMLOaQ4K5dQ26SiRWMjWge5JchuoX6EqtKhf4T7di3lVneTpzLbRB4pRWyymJwm8Z5C9Th2u6M20A0h07If0uL3F6v7EoZAL_z-SkmYKLfWfcHlchgTY1CaZ77V0U30934KNTlPtLyDygaMRr0lz6OQ=s655" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" data-original-height="655" data-original-width="522" height="320" src="https://blogger.googleusercontent.com/img/a/AVvXsEgip9cAtIJ_nqYya4_Y7cUnhpBM-IwRCuhAv_MHMLOaQ4K5dQ26SiRWMjWge5JchuoX6EqtKhf4T7di3lVneTpzLbRB4pRWyymJwm8Z5C9Th2u6M20A0h07If0uL3F6v7EoZAL_z-SkmYKLfWfcHlchgTY1CaZ77V0U30934KNTlPtLyDygaMRr0lz6OQ=s320" width="255" /></a></div><div><br /></div><br />Let your <a href="http://blog.unitwise.com/2017/01/how-to-lead-your-unit-to-victory.html" target="_blank">team</a> know that you see them. <b>Take the extra time to individually let each of them know that you appreciate them.</b> Try highlighting their accomplishments in your monthly or weekly newsletter. Don’t be afraid to promote them on your <a href="http://blog.unitwise.com/2015/09/unitwise-spotlight-customize-your_14.html" target="_blank">website</a> or <a href="http://blog.unitwise.com/2015/10/tips-tricks3-benefits-social-media.html" target="_blank">social media</a> to let them know you’re proud! <br /><br /><br /><b>The Resource Library</b> within your UnitWise Account is a great place to store information about your team. Here, you can keep written documents, photos and images, audio, and videos. <br /><br /><br /><h3 style="text-align: left;"><br />5. Recognition:</h3><br /><br />Recognition is important. Recognizing your team on a consistent basis can inspire them to achieve goals they did not originally think were possible. When was the last time you recognized yourself?<br /><br /><br />The best way to celebrate Women’s History Month is to <b>be kind to yourself.</b> <a href="http://blog.unitwise.com/2020/08/how-journaling-daily-can-boost-your.html" target="_blank">Practice this</a> every morning this month by writing down one thing you like about yourself. <br /><br /><br />If you’re not an early bird don’t worry! Go into your UnitWise Account at the end of each day and <b>write an email to yourself.</b> Schedule the <a href="https://www.unitwise.com/resourcecenter/emailmarketing" target="_blank">email</a> to automatically send to your inbox the next morning. This way, you’ll wake up every morning for the rest of the month to a kind message from you!<br /><br /><br />This month we’re celebrating the strong entrepreneurs that make up our UnitWise community. We love your strength, your courage, and your compassion. We would like to wish each and every one of you a happy National Women’s History Month!<br /></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-58220796708760539742022-03-08T10:25:00.001-05:002022-03-08T10:25:47.354-05:00How-to Tuesday: a Beginner’s Guide to Blogging with UnitWise<p></p><h2 style="text-align: left;"><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiUngjVn5A_YsA3TGUKQoe4iDXxZrC8RzF9uzZhQ5REAl4-yFjJ17gjqYkMmn3xKkcVjl3I_IlyT3Tu7RGZf3iTXMnDB-o1AQNv7dV3rAjgW3qU0FdkxQv5qS9spbF0m52Ymf6a6qpZBDqR77lmr62vKfUqacXvwh3UkeOaaw0Op1x206isGFPqr-9UKQ=s1162" style="margin-left: 1em; margin-right: 1em;"><img alt="How-To Tuesday: blogging" border="0" data-original-height="652" data-original-width="1162" height="360" src="https://blogger.googleusercontent.com/img/a/AVvXsEiUngjVn5A_YsA3TGUKQoe4iDXxZrC8RzF9uzZhQ5REAl4-yFjJ17gjqYkMmn3xKkcVjl3I_IlyT3Tu7RGZf3iTXMnDB-o1AQNv7dV3rAjgW3qU0FdkxQv5qS9spbF0m52Ymf6a6qpZBDqR77lmr62vKfUqacXvwh3UkeOaaw0Op1x206isGFPqr-9UKQ=w640-h360" width="640" /></a></div></h2><h2 style="text-align: left;">Why Start a Blog?</h2><div><br /></div>How do you communicate information with your team and customers? Social media and email marketing are both great ways to connect with your customers and keep your team updated. However, if you do not have a <a href="http://blog.unitwise.com/2015/06/unitwise-features-blogging.html" target="_blank">blog</a> connected to your Mary Kay business, you may want to reconsider. <br /><br /><br />Starting your own blog can seem like a daunting task. After all, how does one even start a blog? Once it’s up and running, what will you write about? On this <b>“How-to Tuesday,”</b> we’re going to show you how you can <a href="https://www.unitwise.com/resourcecenter/blog/" target="_blank">start a blog</a> with your UnitWise account.<br /><br /><h2 style="text-align: left;">How to Start a Blog</h2>Before setting up your blog in your UnitWise account, you may want to ask yourself a few questions:<div><br /><h4 style="text-align: left;">1. What is your “why?”</h4><div><br /></div><div>To put it simply: why are you writing? It’s important to <b>identify the reason for your blog</b> before you begin writing. This will <b>provide your blog with a direction</b> so that it remains relevant and relatable to your audience. A strong sense of direction will make coming up with blog entries easier once you start writing.</div><div><br /></div><div><div><h4 style="text-align: left;">2. Who are you writing for?</h4><div><br /></div>You can't provide your audience with relevant and relatable content if you don’t know who your audience is. <b>Identify who this blog is for</b> before you begin writing. <br /><br /><br />Is it intended to bring in new leads and customers? Or are you trying to keep your current customers coming back? Maybe you’re looking for a new way to keep your unit motivated. These are all great reasons to begin a blog and will help you identify who you want your audience to be.</div><div><br /><h4 style="text-align: left;">3. When will you write and how often?</h4><div><br /></div>No matter what content you are creating, whether you are posting on social media, sending out emails, or publishing blogs, you want to <b>be consistent</b> with when and the frequency by which you will be posting. This doesn’t necessarily mean you need a content calendar (although that may be helpful), but you should at least have a rough estimate of how many blogs you intend to write each month.<br /><br /><br />If you’re worried you don’t have the time to be consistent, start off slow. If you can only publish two blogs within your first month, don’t worry! The important thing is that you’ve started and now you have a foundation to work off of.<br /><br /><br />Even if you’re only posting bi-monthly, try to be consistent with when you are posting. For example, if you decide to post weekly, try to post on the same day each week. If your audience notices you post a blog every Monday afternoon, they’ll begin expecting your post.</div><div><br /><h2 style="text-align: left;">Blogging in UnitWise</h2><div><br /></div>To start blogging in your UnitWise account, visit the “Social Media” tab within your account. Here, you have the option to view and manage your website, Facebook, Twitter, and blog.</div><div> <br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgcAQTnZ2ci4QTsYugBbRQs6ZDgAgD2sl_oLPpv-ztcILwfqjPRyGkkKerLYtjhtevNPyI0IikSV-B1ZpQqDLsMt82qog_vm_xuuQrywPIF6E4FOEjZGP8RIho3Bn5OkhNJd37C-szuW1ZFLDNuX_kWoklQ1lNUj7YSY_l5YQ4nfJpBD1kF4WZcC0h9KA=s1145" style="margin-left: 1em; margin-right: 1em;"><img alt="UnitWise Blogs" border="0" data-original-height="121" data-original-width="1145" height="68" src="https://blogger.googleusercontent.com/img/a/AVvXsEgcAQTnZ2ci4QTsYugBbRQs6ZDgAgD2sl_oLPpv-ztcILwfqjPRyGkkKerLYtjhtevNPyI0IikSV-B1ZpQqDLsMt82qog_vm_xuuQrywPIF6E4FOEjZGP8RIho3Bn5OkhNJd37C-szuW1ZFLDNuX_kWoklQ1lNUj7YSY_l5YQ4nfJpBD1kF4WZcC0h9KA=w640-h68" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div>Click on “Blogs” to view your blog. Any published blog posts will be listed here. If there are no previous posts your Blog List Display will be empty:</div><div><br /><br /> <div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEh0JYMgZcx6FWWNSCvyS8MDwq3j6DyVeYNjcER0-rOKn1MOUyhe_HbUjw9-5TNWPcXxjqGWnTECofip1bqyfiTCmIPSs2beGqFwUglJ5VPSPYtlj874XrmWfD-DsTcyeddi0VkVwQtP5WPoUaQ4qw1i3eBsObm5tVNQ5xU183DUmvUMSlIoMvrl5XhKtQ=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="Blog Dashboard" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEh0JYMgZcx6FWWNSCvyS8MDwq3j6DyVeYNjcER0-rOKn1MOUyhe_HbUjw9-5TNWPcXxjqGWnTECofip1bqyfiTCmIPSs2beGqFwUglJ5VPSPYtlj874XrmWfD-DsTcyeddi0VkVwQtP5WPoUaQ4qw1i3eBsObm5tVNQ5xU183DUmvUMSlIoMvrl5XhKtQ=w640-h324" width="640" /></a></div><div><br /></div><br />You have the ability to edit and leave comments on previously published blog posts. Additionally, under your “Blogs” tab you can manage your Blog Dashboard, view your blog categories, manage blog settings, add a post, or see how your blog appears on your UnitWise Website.</div><div> <br /><h2 style="text-align: left;">Publish a Blog Post</h2><div><br /></div>To add a blog post, you can either click “Add Post” or click “New Post” within your Blog Dashboard.<br /><br /></div></div><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgB3Jj0nUUsT8AI3NQXQ1_tCKFBZ10XniEQ7VlzbVWiFolAdDBWqYjwgh3UTa9FeaWNRcovb8JFZb4B70w2PjJlxw3qAUz9aXbRZxYQA4LLDWNd23EiUUoQKxtQNm-DUvmZYmrA8G8h5Fb9iqKMf-RSuphn3UhpphIfhkybwzAErkKz1BVpNRybmJGq5g=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="create a blog" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEgB3Jj0nUUsT8AI3NQXQ1_tCKFBZ10XniEQ7VlzbVWiFolAdDBWqYjwgh3UTa9FeaWNRcovb8JFZb4B70w2PjJlxw3qAUz9aXbRZxYQA4LLDWNd23EiUUoQKxtQNm-DUvmZYmrA8G8h5Fb9iqKMf-RSuphn3UhpphIfhkybwzAErkKz1BVpNRybmJGq5g=w640-h324" width="640" /></a></div><div><br /></div><br /><div>Give your new post a title and a body. Within the body of your post, you are able to paste from Word and paste as plain text. You also have the option to change the font and color of your text. Personalize your blog post by adding images, tables, and emojis to the body of your text.<br /><br /><br />At the bottom of your post, UnitWise will automatically generate a “slug” based on the title of your blog. This is the part of the web page’s address that appears after the domain name. For example, if your website’s address is “www.yourname.com” and the title of your blog is “MK Spring Release,” your slug will also be “MK Spring Release,” resulting in a web address of: www.yourname.com/MK/spring/release.<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjJdKnOQkFAyAxT8wwZJ1Cf_ncxTJ22jw_fMNlZWntJgVIG8G-LRmLrDi9ZnLXSnLTweLEGNp6NTXurj8fO25Fw_b41Zstu6dCy86BTgKX8fVwjwxsfMFaZvaFWbxn2rCNfqj31B8PuKFV7TPFZUxNTe4UsnBu5oaF1KCRP0Fpnb01KcjFmKHX9h-8-Gg=s641" style="margin-left: 1em; margin-right: 1em;"><img alt="blog categories" border="0" data-original-height="641" data-original-width="246" height="320" src="https://blogger.googleusercontent.com/img/a/AVvXsEjJdKnOQkFAyAxT8wwZJ1Cf_ncxTJ22jw_fMNlZWntJgVIG8G-LRmLrDi9ZnLXSnLTweLEGNp6NTXurj8fO25Fw_b41Zstu6dCy86BTgKX8fVwjwxsfMFaZvaFWbxn2rCNfqj31B8PuKFV7TPFZUxNTe4UsnBu5oaF1KCRP0Fpnb01KcjFmKHX9h-8-Gg=w123-h320" width="123" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div>When you post a blog, you have the option to choose a category, post tags, and choose whether your audience can or cannot leave comments.</div><div><br /><h2>Add or Remove Categories</h2><div><br /></div>When posting a blog, you can attach multiple categories to your post. This affects how your blogs will be organized within your blog dashboard but also impacts how blog posts appear on your website.<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiBCa9IlGg_ji3I6jAf6G8t54H5fmCV17wQT7Rm06UB9NiExbjznUGdKozxY01NJD5UauBUqhrHd_QRCHkIxGq0JPrpor02IcmIxrdVc2ncL-nye5_yd5vUB9XFrpWHi7EfLQMmsFWxPkuiWbfE-CQqTsehFmv6F7M0JLy34bkWn_JQGMjlE96C_0aRwA=s976" style="margin-left: 1em; margin-right: 1em;"><img alt="blog dashboard" border="0" data-original-height="403" data-original-width="976" height="264" src="https://blogger.googleusercontent.com/img/a/AVvXsEiBCa9IlGg_ji3I6jAf6G8t54H5fmCV17wQT7Rm06UB9NiExbjznUGdKozxY01NJD5UauBUqhrHd_QRCHkIxGq0JPrpor02IcmIxrdVc2ncL-nye5_yd5vUB9XFrpWHi7EfLQMmsFWxPkuiWbfE-CQqTsehFmv6F7M0JLy34bkWn_JQGMjlE96C_0aRwA=w640-h264" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br />Your blog categories are listed to the right under the “Blog” tab on your website. Visitors can toggle back and forth between different categories. Blog posts will appear under their designated categories.<br /><br /><br />Adding categories to your blog is an easy way to stay organized. You can add a new category at any time. To help you save time, your UnitWise account will come with a few categories already listed. These categories include family, inspiration, marketing, leadership, and more!<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjPNXC2x__00tLJ1wXfCs4c6aN_5pC1P0go6CLjAxPPSLMYLBgBIBxLi8hmp5LIpDGtoCiK55QoQwe-mCnMNhLpzpdfu0wvJ1DNFItVbBcOkF54oj5bC5XeG5pXh60tpce26lKKWv036ny7vXONClyYbDEYG8vILYVxigbj-Shvz5glFR-mxEIYqElfTw=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="manage blog categories" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEjPNXC2x__00tLJ1wXfCs4c6aN_5pC1P0go6CLjAxPPSLMYLBgBIBxLi8hmp5LIpDGtoCiK55QoQwe-mCnMNhLpzpdfu0wvJ1DNFItVbBcOkF54oj5bC5XeG5pXh60tpce26lKKWv036ny7vXONClyYbDEYG8vILYVxigbj-Shvz5glFR-mxEIYqElfTw=w640-h324" width="640" /></a></div><div><br /></div><br />You can add, edit, or remove categories at any time by clicking “Add New Category” or by using the action icons listed to the right.<br /><br /><br />The best way to manage your blog is by updating your “Blog Settings:”<br /><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiBVfXyusVVDrPtLigC3yduhqnSbKM3W2UuMl0iEUREmmt3e95QLbtCIVO55hqFic42zyjeNtLmnn2y9eGaUOefa_3NEprdlrBm2PLiFqbuOqBS2UJHY6QC2Wfririj4J3jzeAeZGsp0BBNmiAsi9w0wqdBOjK0BUCwThgYXUdFbenU_CmjdUzL9aCwXA=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="blog settings" border="0" data-original-height="912" data-original-width="1920" height="304" src="https://blogger.googleusercontent.com/img/a/AVvXsEiBVfXyusVVDrPtLigC3yduhqnSbKM3W2UuMl0iEUREmmt3e95QLbtCIVO55hqFic42zyjeNtLmnn2y9eGaUOefa_3NEprdlrBm2PLiFqbuOqBS2UJHY6QC2Wfririj4J3jzeAeZGsp0BBNmiAsi9w0wqdBOjK0BUCwThgYXUdFbenU_CmjdUzL9aCwXA=w640-h304" width="640" /></a></div><div><br /></div><br />Under the “General” tab you can give your blog a title and description. The “Formatting” tab allows you to manage how your posts will appear on your website. You can also manage comments and notifications within the “Blog Settings” tab.<br /><br /><br />Your UnitWise account provides you with a convenient way to start your own blog. Head on over to your UnitWise account and try it for yourself today! Once published, share your blog posts on Twitter and Facebook to increase their visibility.<br /><br /><br />Was this article helpful? <a href="https://www.facebook.com/UnitWise" target="_blank">Tag us</a> on Facebook to let us know what you would like to see featured on the next <b>“How-to Tuesday!”</b></div><div><br /></div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-53987531325535019772022-03-02T17:30:00.001-05:002022-03-18T14:11:28.274-04:00Read Across America Day with UnitWise: If you Give a Woman a Mary Kay Facial<div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiHjZpXjIoYB1GuXoOQGu0C8Ogh9DqeeghkgSx1Zkhg_7eKfdUjvgaR5C7bn4-mll0GQX4aKExrGYp9D_W5dJC1X9HuU2-IvtegEWlUE5_RycA9rYi_ODeD387-kJ5trKmgAetNW6sikfG9AfEAw4BR3HjmDrIrk8FlxVtMaXl8tKkB6y0zrqJTZmktRg=s1244" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="653" data-original-width="1244" height="336" src="https://blogger.googleusercontent.com/img/a/AVvXsEiHjZpXjIoYB1GuXoOQGu0C8Ogh9DqeeghkgSx1Zkhg_7eKfdUjvgaR5C7bn4-mll0GQX4aKExrGYp9D_W5dJC1X9HuU2-IvtegEWlUE5_RycA9rYi_ODeD387-kJ5trKmgAetNW6sikfG9AfEAw4BR3HjmDrIrk8FlxVtMaXl8tKkB6y0zrqJTZmktRg=w640-h336" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><h2 style="clear: both; text-align: left;">Happy Read Across America Day!</h2><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both;">Today is <b>National Read Across America Day!</b> When was the last time you sat down with a hot cup of tea and your favorite book?<br /><br /><br />It can feel silly scheduling time in your day to read, especially when you’re so busy acting as chef, laundry wrangler, chauffeur, in-house doctor, and successful Mary Kay business owner! Today is the perfect day to consult that reading list you made at the beginning of the year and curl up with a good book.<br /><br /><br />Here at UnitWise, we’re getting in on the celebration too! <b>Mary Kay beauty consultants inspire us</b>… a lot. So much so that we wrote a story about you! Please enjoy this spinoff of “If you Give a Mouse a Cookie” entitled “If you Give a Woman a Mary Kay Facial.”<div> <br /><h3>If you Give a Woman a Mary Kay Facial</h3><br />If you give a woman a Mary Kay facial,<br /><br /><br />You'll ask about her skincare routine. </div><div><br /></div><div><br />She’ll ask what she can do about her dry skin. So you’ll start explaining the benefits of the Botanical Effects Collection and she’ll ask to see your inventory. When she looks at your inventory, she’ll get so excited she will want to try everything!</div><div><br /><br /></div><div>She’s going to ask for the White Tea and Citrus Pampering Set.<br /><br /><br />When you give her the set, she may ask for a little more of your Satin Hands Shea Cream.<br /><br /><br />When she’s finished, she’ll probably ask for a gift bag.<br /><br /><br />Then she will want to look in the mirror to see what she should change about her skincare.<br /><br /><br />When she looks in the mirror, she might notice she needs a lipstick shade that fits her skin tone better. So she’ll ask for a lip treatment.<br /><br /><br />When you’re finished with the lip treatment, she’ll want to show her husband. She might get carried away and show everyone in the house. She may even forget she’s in the middle of a Mary Kay facial!<br /><br /><br />When she’s done, she’ll want a Mary Kay Sheer Mineral Pressed Powder that compliments her new lip shade. <br /><br /><br />Then you will suggest a mineral cover makeover for dry skin types. As you apply her foundation, she may begin asking you questions about Mary Kay. She’ll want to know your Mary Kay story and why you chose to become an independent beauty consultant. She’ll ask for your business card.<br /><br /><br />When the facial is finished, she’ll want to take a picture to remember her new look. She will feel confident and may even ask you how she can become a Mary Kay consultant too!<br /><br /><br />A few days later, she’ll see her makeover photo on her phone. Looking at the picture will remind her how great she felt after her facial. So she’ll decide to give you a call.<br /><br /><br />You suggest she comes along on your next facial appointment. And chances are if you give a woman a facial, she’ll want to join your Mary Kay team!</div><div><br /><h3>UnitWise and your Appointments</h3><div><br /></div><b>UnitWise can help you keep track of all of your appointments</b>, including facials, with the calendar feature under your “Activities” tab. Here, <b>you have the choice to schedule appointments, calls, parties, tasks, and even block out family time.</b> Simply click “create appointment,” fill in your appointment details, and hit save!</div><div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEj-Z44nskO1qSSXPRI9mpZymfxHl9o3_0uIP9NNMPluEaAaz-Q_htF6UkRLPDv6A7JS9nezMdCHe8uL7gUG6Nuzzc7TYPnmHDMlEhLctBph03VePr3rKEtWv8MiR9z9_DVpX4_bA_bvKG8h1IjR-s-MTZ-_0PAZnK0KAqLwEUjdXUl7fGQ8FNSHReWQ3A=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="go to Calendar" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEj-Z44nskO1qSSXPRI9mpZymfxHl9o3_0uIP9NNMPluEaAaz-Q_htF6UkRLPDv6A7JS9nezMdCHe8uL7gUG6Nuzzc7TYPnmHDMlEhLctBph03VePr3rKEtWv8MiR9z9_DVpX4_bA_bvKG8h1IjR-s-MTZ-_0PAZnK0KAqLwEUjdXUl7fGQ8FNSHReWQ3A=w640-h324" width="640" /></a></div><div class="separator" style="clear: both; text-align: left;"><br /></div><div class="separator" style="clear: both;"><br /></div>Did you know you can <b>integrate your UnitWise calendar with your <a href="http://blog.unitwise.com/2012/02/google-calendar-sync.html" target="_blank">Google Calendar?</a></b> Before you try this, make sure Sync Automatic Task With Google is selected under General Preferences within your UnitWise account.</div><div class="separator" style="clear: both;"><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiK-beqrg3H07QwuwW-FKOKDflc-9xFTEUFzVXeMqGwvp4y7Awbia_huxKCO1IKmtYi4tiQa3puiAUSF4UKxfnJzk2ZT-PqdnAtw-jR_JdK4N-jBcloWxLf99EcJ8dDocJmQwM5bk4g7KYBIusZYJrwJtMyITtRuX709P04m61odHDgCxLq_2gTOJ_pIw=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="Check Account Preferences" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEiK-beqrg3H07QwuwW-FKOKDflc-9xFTEUFzVXeMqGwvp4y7Awbia_huxKCO1IKmtYi4tiQa3puiAUSF4UKxfnJzk2ZT-PqdnAtw-jR_JdK4N-jBcloWxLf99EcJ8dDocJmQwM5bk4g7KYBIusZYJrwJtMyITtRuX709P04m61odHDgCxLq_2gTOJ_pIw=w640-h324" width="640" /></a></div><br /><div><br /></div><div>Once you are logged into your Google Calendar account, go to the<b> “Activities”</b> tab within your UnitWise Account, select <b>“Calendar,”</b> and select <b>“Sync From Google.”</b></div><div><b><br /></b><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgZ9nZVYBwkzUZZBx1OB-8CL85J_ICW8yWS-obnGf6jW7WXpGmwd4NN9DbVL8VvYcq3t3xdClIggOVcclX0oYLc2k-toyspLiIXF8iCo_wQ67PebGGBVEMv9x0OBLFysFlZNZ7NLX0PdnFepS40ozPJBTnhvOnQkZt6WGFApklfSsWDJRu1-ozxzu4YPw=s1920" style="margin-left: 1em; margin-right: 1em;"><img alt="Sync Calendar" border="0" data-original-height="969" data-original-width="1920" height="324" src="https://blogger.googleusercontent.com/img/a/AVvXsEgZ9nZVYBwkzUZZBx1OB-8CL85J_ICW8yWS-obnGf6jW7WXpGmwd4NN9DbVL8VvYcq3t3xdClIggOVcclX0oYLc2k-toyspLiIXF8iCo_wQ67PebGGBVEMv9x0OBLFysFlZNZ7NLX0PdnFepS40ozPJBTnhvOnQkZt6WGFApklfSsWDJRu1-ozxzu4YPw=w640-h324" width="640" /></a></div><div><br /></div><div><br /></div>Here, you will be prompted to select which Google Calendar you would like to integrate with your UnitWise account. Once you select a calendar, you will be directed back to unitwise.com where you can confirm your Google Calendar authentication.<div><br /><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEiNZlqkcGfIJ628XVCA_a9qU32Whk3OZAK7V7RNRDor7YouzfYIKEWVGfeAVE6R8eBopq2f0xW2KjHwP3vtSYi7iVw1xnV02J0rQArMHo9IU1GxXNFpZUYDPxgEo1fMqsDc9KLeQKHwai1tY3XzYQZsIl1RAVnrfsyGbX8E2OxQ9j6kigoCrc7-j0pxRw=s743" style="margin-left: 1em; margin-right: 1em;"><img alt="Create Appointment" border="0" data-original-height="323" data-original-width="743" height="278" src="https://blogger.googleusercontent.com/img/a/AVvXsEiNZlqkcGfIJ628XVCA_a9qU32Whk3OZAK7V7RNRDor7YouzfYIKEWVGfeAVE6R8eBopq2f0xW2KjHwP3vtSYi7iVw1xnV02J0rQArMHo9IU1GxXNFpZUYDPxgEo1fMqsDc9KLeQKHwai1tY3XzYQZsIl1RAVnrfsyGbX8E2OxQ9j6kigoCrc7-j0pxRw=w640-h278" width="640" /></a></div><div><br /></div><div><br /></div>Try this feature out today by scheduling time in your <b>UnitWise Calendar</b> dedicated to reading. Remember to <a href="https://www.facebook.com/MaryKay">tag us</a> on Facebook so we can see what you’re reading today!</div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-7544280260717941232022-03-01T09:00:00.044-05:002022-03-01T09:02:07.783-05:00How-to Tuesday: Manage your Expenses with Ease<div><div class="separator" style="clear: both; text-align: center;"><a href="https://www.unitwise.com/" imageanchor="1" style="margin-left: 1em; margin-right: 1em;" target="_blank"><img border="0" data-original-height="1260" data-original-width="2240" height="360" src="https://blogger.googleusercontent.com/img/a/AVvXsEj_UJHgag9emGWlFZdM2Fc5NIwT60jQ7E2Lizss4L4Wnh4O8_KmqB1XC6xNHeAJ4SZoapAcby-3V2r-z9BUx7vKvId-Ph8K9wl9UUWyyBXcShYr5Hla6Brddq1s71r-ZqnwuakcCiHAu30WisDStQZFbuxlq0p-ywr1eOoVyvCLC4zL-1D7N4StyzvDxA=w640-h360" width="640" /></a></div><h2 style="text-align: left;"><br /></h2><h2 style="text-align: left;">How-To Tuesday </h2></div><div>By now, you are well aware that <a href="http://blog.unitwise.com/2017/01/ladies-remember-last-tax-season-were.html" target="_blank">tax day</a> is right around the corner. What you may not know is that <b>UnitWise provides you with access to so many great <a href="http://blog.unitwise.com/2017/05/accounting-is-easy-with-unitwise.html" target="_blank">accounting features</a></b> that can help simplify your tax preparation.<br /><br />You’ve mastered the Mary Kay business, but if the thought of managing your expenses has you feeling like anything less than a pro it’s time to turn to your UnitWise Heroes for help! To help you make the most of these accounting features, and UnitWise as a whole, we’ve started a new series entitled <b>“How-to Tuesday.”</b> This Tuesday we’ll be tackling <b>expenses.</b></div><div><b><br /></b></div><div><h3 style="text-align: left;">Manage Expenses in UnitWise</h3><div><br /></div><div>To begin, let’s head over to the <b>“Accounts” tab</b> in your UnitWise account. Here, you’ll be able to view your Chart of Accounts, Other Income, Expenses, Banking, Payees, Trip Logs, Payers, and a helpful Video Guide:</div><div><br /></div><div><br /></div><div style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEi82Yh24c7bFUq6QGKl5MzIntY5Y1mHIYUwXESKETM4eKBPq84LOYvIsACFMihppXQVbtpcnGiCNVVnXIQNveNXZ8nT0Err2LJN9_bOsYhbpfBBYVf08BeWDR9lnnE9JVzCkxcDxFwcxwWuVm7yiadT1kBNk0LhZNilGFCtIglesImlBlYfvHvbh8m7AQ=s1135" imageanchor="1"><img alt="Expense Tab" border="0" data-original-height="92" data-original-width="1135" height="51" src="https://blogger.googleusercontent.com/img/a/AVvXsEi82Yh24c7bFUq6QGKl5MzIntY5Y1mHIYUwXESKETM4eKBPq84LOYvIsACFMihppXQVbtpcnGiCNVVnXIQNveNXZ8nT0Err2LJN9_bOsYhbpfBBYVf08BeWDR9lnnE9JVzCkxcDxFwcxwWuVm7yiadT1kBNk0LhZNilGFCtIglesImlBlYfvHvbh8m7AQ=w640-h51" width="640" /></a></div><div><br /></div><div><br /></div><div>All great features, but today let’s focus on <b>Expenses.<br /></b><br />Note that you can view a comprehensive list of all of your expense categories under the <b>“Chart of Accounts” tab.</b> From here, you can <b>view transactions and account information</b> for each of your expense accounts, as well as edit and delete these accounts.<br /><br />If you have never ventured over to the Expenses tab, you may be surprised to find a list of expenses already present within your account.</div><div><br /></div><div>Your UnitWise account <b>includes the most commonly used business expenses.</b> Though you can edit and view these categories, they cannot be deleted.</div><div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEizMJ4ieSjPsVa7Ei5XlBj14JcZYz-wGXyeaSxri1XqIltKJWXimi95yOTbeX6iMvU6LMVwP09BXGJhKuEgYuIapASyRwvqgoW5WRAJVi1ilq6awqVjPGWePWGTqCuhw31NDE6-DNJWipwSOvhAu0SLjk_7O_Yauzpvf5R_HfczWVOUvl1CGA-gLKgz1A=s1920" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Expense Categories" border="0" data-original-height="912" data-original-width="1920" height="304" src="https://blogger.googleusercontent.com/img/a/AVvXsEizMJ4ieSjPsVa7Ei5XlBj14JcZYz-wGXyeaSxri1XqIltKJWXimi95yOTbeX6iMvU6LMVwP09BXGJhKuEgYuIapASyRwvqgoW5WRAJVi1ilq6awqVjPGWePWGTqCuhw31NDE6-DNJWipwSOvhAu0SLjk_7O_Yauzpvf5R_HfczWVOUvl1CGA-gLKgz1A=w640-h304" width="640" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div><br /></div><div>Under your <b>“Expenses”</b> tab, you will be greeted with a list of ten of your most recent expense entries. Change this display by heading to the top left corner of your screen. Here, you can choose how many entries are displayed at one time.<div class="separator" style="clear: both; text-align: center;"><br /></div></div><div>You have the ability to <b>filter entries</b> by the last 90 days, 60 days, 30 days or the next 30 days, 60 days, and 90 days. This is also located in the top left corner of your screen. </div><div><br /></div><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgp8bWSIqYhf6kFwmIizNvQO878Gnx4zvHR4VKArs0rdPSF1Lngv6zw7h-dbKtJnD9Fn0TLZB87Duru7ZYM0Gk1A9V1JKKwA3XZRkj-3zmBz7otQ97ADc6xfS0lUMz9gfkjNWHuFFQqCd0F3rTbcR4v95Uq7nmJgRiA7TPKkN-LHChoBBxMcGE884_tPQ=s800" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="advanced search" border="0" data-original-height="129" data-original-width="800" height="104" src="https://blogger.googleusercontent.com/img/a/AVvXsEgp8bWSIqYhf6kFwmIizNvQO878Gnx4zvHR4VKArs0rdPSF1Lngv6zw7h-dbKtJnD9Fn0TLZB87Duru7ZYM0Gk1A9V1JKKwA3XZRkj-3zmBz7otQ97ADc6xfS0lUMz9gfkjNWHuFFQqCd0F3rTbcR4v95Uq7nmJgRiA7TPKkN-LHChoBBxMcGE884_tPQ=w640-h104" width="640" /></a></div><div><br /><br /></div><div>The <b>“Advanced Search”</b> feature allows you to search for <b>specific expense entries</b> by filtering by category, recurring expenses, payee, split expenses, and more. Also, filter by date for a more refined search.<br /><div style="text-align: left;"><br /></div><h3>Create an Expense</h3></div><div><br /></div><div>There are two options for adding expenses: <b>“Add Expense”</b> and <b>“Bulk Add Expense.”</b> Use “Add Expense” for a <b>more detailed entry</b> and “Bulk Add Expense” when you would like to <b>add multiple entries</b> at once.</div><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhr8ZVKm5bAEL-ulNJsyine5IRt9nkd3YEv7LOUIfM3wELQrn8A_Bx8ZyC1Q1zBGXOP7c6v5em0gArgs-UFugl0jQvb7RGCktcJXHV6xBFKLR8PLkOqsLd_DDJ94OMaM-S2w6aewjvf9c03YDEZdGcoirGAhvgDcRz-XhQFnwFC6EYc0voXWZ0Dde3u5Q=s328" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Add Expenses" border="0" data-original-height="62" data-original-width="328" height="60" src="https://blogger.googleusercontent.com/img/a/AVvXsEhr8ZVKm5bAEL-ulNJsyine5IRt9nkd3YEv7LOUIfM3wELQrn8A_Bx8ZyC1Q1zBGXOP7c6v5em0gArgs-UFugl0jQvb7RGCktcJXHV6xBFKLR8PLkOqsLd_DDJ94OMaM-S2w6aewjvf9c03YDEZdGcoirGAhvgDcRz-XhQFnwFC6EYc0voXWZ0Dde3u5Q=w320-h60" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div><br /></div><div>When you choose to <b>“Add Expense,”</b> you’ll be prompted to create an expense:</div><div><br /></div><div><br /></div><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhPl3PqywwwbCxFJ_Vq22Z2-JLZ8JWMJo0lpQcGrKHhmpaPDhmR5_8V7UdM60qdYaj_6ufhT0L7F9G3-QFN3albMfHZBfV4Wlo_gKSDYhVy3Ahr379Q9SC17h8bTYL0xzese4T00xEzpfaGNthQ9jUjLGoWEyCHO160pXx3C1cIjCQ64oY9is2JhoUVRw=s931" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Create an Expense" border="0" data-original-height="744" data-original-width="931" height="512" src="https://blogger.googleusercontent.com/img/a/AVvXsEhPl3PqywwwbCxFJ_Vq22Z2-JLZ8JWMJo0lpQcGrKHhmpaPDhmR5_8V7UdM60qdYaj_6ufhT0L7F9G3-QFN3albMfHZBfV4Wlo_gKSDYhVy3Ahr379Q9SC17h8bTYL0xzese4T00xEzpfaGNthQ9jUjLGoWEyCHO160pXx3C1cIjCQ64oY9is2JhoUVRw=w640-h512" width="640" /></a></div><div class="separator" style="clear: both;"><div><br /></div><div><br /></div><div>Here, select the payment type, date, and account name. You can also choose to split the entry between accounts, choose a payee, and include a memo.<br /><br />Remember when we said <b>“Add Expense”</b> allows for a more detailed entry? Right above the “Save” button, you’ll notice a section <b>enabling you to include an attachment.</b> Use this feature to include an attachment, such as a scanned or digital copy of a receipt.<br /><br /><b>Recurring Expenses</b> can be set using the “Add Expense” feature by choosing how often you would like an expense to repeat.</div><div> <br />The <b>“Bulk Add Expense”</b> feature is not too different:</div><div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjt9XlyeAsIqasr6A4y-aW-mxuONg85obhhv5XbdEidTjMLslHG6tlmOPpxmt8B6bxp-aP4jgWW_orN3AljzloKoAQbQjjwQw3C3mvieItN1Ys9pLD_WGwNmaZ_eqQaArmBCPPpWWmulBb0sL5t6CWrELfgBef4ujnUfFAFtOzMKGrSGjNcfzDOuZIZHQ=s1910" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Bulk Add Expense" border="0" data-original-height="274" data-original-width="1910" height="92" src="https://blogger.googleusercontent.com/img/a/AVvXsEjt9XlyeAsIqasr6A4y-aW-mxuONg85obhhv5XbdEidTjMLslHG6tlmOPpxmt8B6bxp-aP4jgWW_orN3AljzloKoAQbQjjwQw3C3mvieItN1Ys9pLD_WGwNmaZ_eqQaArmBCPPpWWmulBb0sL5t6CWrELfgBef4ujnUfFAFtOzMKGrSGjNcfzDOuZIZHQ=w640-h92" width="640" /></a></div></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both;"><div><br /></div><div>You’ll be prompted to choose an account name, date, payment type, and payee. You can also include a memo. Click the <b>“Add Row”</b> button to add more expense entries. Clicking <b>“Save Expenses”</b> will save every expense entry you have entered.<br /><br />Be sure to add frequent or common payees to your <b>Payee List</b>, to save time when adding expense entries by bulk.</div><div><br /></div><h3>Delete an Expense</h3><div><br /></div><div>We’ve discussed adding expenses, but what happens when you need to delete an expense entry? Note that <b>some expenses cannot be deleted:</b></div><div><b><br /></b><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEjBbBnqRZEAtctNOByv-7jdEuIIF9MgvmU9B2eNKyVq5f5lPrYhSAi1QwnhLh7XtAee-XO7d7Ea5UoZF2Gdfvo51v0XYfuz5A-7yLzHXWAK4v-ivkDWWm0srwC-6jKgLkW2QgrtTOjVwBQ3A7hoU6RDVogAZpqa2RhwsTcsInnBR336PPnmPePwqyE4Ug=s198" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Trach Can Icon" border="0" data-original-height="198" data-original-width="164" src="https://blogger.googleusercontent.com/img/a/AVvXsEjBbBnqRZEAtctNOByv-7jdEuIIF9MgvmU9B2eNKyVq5f5lPrYhSAi1QwnhLh7XtAee-XO7d7Ea5UoZF2Gdfvo51v0XYfuz5A-7yLzHXWAK4v-ivkDWWm0srwC-6jKgLkW2QgrtTOjVwBQ3A7hoU6RDVogAZpqa2RhwsTcsInnBR336PPnmPePwqyE4Ug=s16000" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both;"><div><br /></div><div>Only expense entries with the trash can icon can be deleted.</div><div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEgLLa4k8Y5-QWcUzSxGVLWhaTaEsdNf0NZc5nKXZhy-RS9OQD99hqxAdQiEvvqdajJBiQTZdb2VNdsnw3fXWCyuef9irK6JIkvBdvXZvjPxTblNNc6vBypTzulqRO2F76rhuFPI60X81MmpCoRfTEF6UE_6xvBTwCV0wM86RCvQ1BNsAtyjsp6_JojaiA=s342" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Delete Expense" border="0" data-original-height="162" data-original-width="342" height="152" src="https://blogger.googleusercontent.com/img/a/AVvXsEgLLa4k8Y5-QWcUzSxGVLWhaTaEsdNf0NZc5nKXZhy-RS9OQD99hqxAdQiEvvqdajJBiQTZdb2VNdsnw3fXWCyuef9irK6JIkvBdvXZvjPxTblNNc6vBypTzulqRO2F76rhuFPI60X81MmpCoRfTEF6UE_6xvBTwCV0wM86RCvQ1BNsAtyjsp6_JojaiA=w320-h152" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: center;"><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both;"><div>When you click the trash can you will always be asked to confirm whether you would like to delete an entry or not, so no need to worry about accidentally deleting entries!</div><div><br /><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both;"><div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEia2RAhmhkb1l944-kd8qnG7GBbEPLdFNQxcMcz8dGuvrN6WxPn7T0XIuZL-GRSHbyqQieb1Zg9i8Uqt5L1IwDsLyrcCPQfS35XgYxFKNFKt2TNrO_A9Nlh0pdcFP5McPWJ0kc7IyyN8c-86FaBXvCQQuYlwrZ_pvTbmGohV9Ir2MwHFIerw6shbbFiJg=s1614" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Example Expense Category" border="0" data-original-height="95" data-original-width="1614" height="38" src="https://blogger.googleusercontent.com/img/a/AVvXsEia2RAhmhkb1l944-kd8qnG7GBbEPLdFNQxcMcz8dGuvrN6WxPn7T0XIuZL-GRSHbyqQieb1Zg9i8Uqt5L1IwDsLyrcCPQfS35XgYxFKNFKt2TNrO_A9Nlh0pdcFP5McPWJ0kc7IyyN8c-86FaBXvCQQuYlwrZ_pvTbmGohV9Ir2MwHFIerw6shbbFiJg=w640-h38" width="640" /></a></div><div><br /></div><div><br /></div>Let’s say I decide to delete this Utilities Expense entry. When prompted to confirm, I click “Yes.” <b>This action is permanent.</b><br /></div><div class="separator" style="clear: both;"><div><br /></div><div><b>Once deleted this entry will be automatically removed</b> from my Transaction List, Profit and Loss Details, and Monthly Account reports. Once an expense entry has been deleted, that action will be reflected across your accounting reports every time you run a report.</div><div> <br /><b>What if you want to delete an entire Expense Category?</b> As stated above, the expense categories automatically included with your UnitWise account, such as Utilities Expense, Lost/Damaged Goods, and Cost of Goods Sold, cannot be deleted.</div><div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhX2DifZE9lYkctNdNiRyev8dxryvpbf7oLLHwZMfdaaZK4AKyaTQZhiqcLoEYCH5spzVsBFR-miK7dOpOsr6IreSOuVGYgeQyG1ps1q-OkfYB45YvpwZb9Ggl2ZF6UwpYh9jyVI44TSKjrLLoQyhfAR1t88-iXlGJa_K6s5C_2mrQS35LUPogJMboQnA=s1486" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Example Expense Category" border="0" data-original-height="57" data-original-width="1486" height="24" src="https://blogger.googleusercontent.com/img/a/AVvXsEhX2DifZE9lYkctNdNiRyev8dxryvpbf7oLLHwZMfdaaZK4AKyaTQZhiqcLoEYCH5spzVsBFR-miK7dOpOsr6IreSOuVGYgeQyG1ps1q-OkfYB45YvpwZb9Ggl2ZF6UwpYh9jyVI44TSKjrLLoQyhfAR1t88-iXlGJa_K6s5C_2mrQS35LUPogJMboQnA=w640-h24" width="640" /></a></div><div class="separator" style="clear: both;"><div><br /></div><div><br /></div><div>I created an Expense Category entitled “Marketing Expenses” and added four expense entries.</div><div><br /><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhrots-TLL0DR842NC7VQN0oyMU1qFgHYaPf6Gn9Md5gNVyHKp3FB0YZAwSpQo1RdtCMVr4fHm6asZW5H-TwKteZ-Y1Dmadu2cKBsWZeJVap9rBlM8AKGGZaBrxcUH0W8utRYnvWRS6xGUPWxyV1dEjR3YNJsxikNGdCavpGZBnaq4blqhFbe9flcmmrw=s334" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img alt="Delete Expense Category" border="0" data-original-height="166" data-original-width="334" height="159" src="https://blogger.googleusercontent.com/img/a/AVvXsEhrots-TLL0DR842NC7VQN0oyMU1qFgHYaPf6Gn9Md5gNVyHKp3FB0YZAwSpQo1RdtCMVr4fHm6asZW5H-TwKteZ-Y1Dmadu2cKBsWZeJVap9rBlM8AKGGZaBrxcUH0W8utRYnvWRS6xGUPWxyV1dEjR3YNJsxikNGdCavpGZBnaq4blqhFbe9flcmmrw=w320-h159" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br /></div><div class="separator" style="clear: both; text-align: left;"><div class="separator" style="clear: both;"><div>I am unable to delete the “Marketing Expenses” expense category because of the four expense entries. Rest assured that<b> you cannot delete an expense category from your UnitWise account until you have emptied the category or moved entries</b> to a different category.<br /><br />Don’t let this tax season bring you down! UnitWise helps you <b>manage your business expenses</b> so that you have more time to focus on promoting your Mary Kay products.</div><div> <br />Was this article helpful? <b><a href="https://www.facebook.com/MaryKay" target="_blank">Tag us</a></b> on Facebook to let us know what you would like to see featured on the next “How-to Tuesday!”</div></div><div class="separator" style="clear: both; text-align: center;"><br /></div></div></div></div></div></div></div></div></div></div></div></div></div>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-7392024042135385212021-12-09T15:15:00.006-05:002021-12-20T13:14:13.378-05:00Help Us Build Unitwise 2.0: Join our Focus Group!<p> <br /></p><div style="text-align: center;"><a href="http://blog.unitwise.com/2021/12/we-want-your-feedback-join-our-unitwise_0830943297.html" target="_blank"><img border="0" data-original-height="630" data-original-width="1200" height="336" src="https://blogger.googleusercontent.com/img/a/AVvXsEgHHu_iS-L9FVKxUiEj7MAK5-UQz06_2W3Isq_fi2HGKiFejE0wpqHDwAm3FpjerVieox3BzvOJBvZr3ItPHT1B264l3V63574wcp0aIRRDRqkvyOOI69zhQ4cgfJRd4pmuJqAIZwVkXA6OfO4Hk6dhcTnt4mkiuwUKTHpoR85gp8CoLxDWjZCNxOPM=w640-h336" width="640" /></a></div><br /><p></p><h2 style="text-align: left;">These are the dates and times for our Focus Groups, click one of the times below to sign up!</h2><div><br /></div><div class="separator" style="clear: both; text-align: center;"><a href="https://us02web.zoom.us/webinar/register/WN_bJSDBWgZRrWjmMr0PF0HQw" rel="" style="clear: left; float: left; margin-bottom: 1em; margin-left: 1em;" target="_blank"><img border="0" data-original-height="170" data-original-width="800" height="68" src="https://blogger.googleusercontent.com/img/a/AVvXsEjQ1tkIQOtOjl_dIRiEkZRXabOo4EVaPK4_8Tr-brh91yOI3ZP6Q--A9By5ZN8CKPtd7qoTRnJLyP-vF7a9R572cAXZWzseoJykHeBvfBCDyro7i1ZI-L4D-hrC8-KIaDPybMSwfkkjbNB45pmSbJ4ZqBWLXAmR9f2eT4nyaIz0TEQiHd_zcdW2gy16=s320" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><a href="https://us02web.zoom.us/webinar/register/WN_bDf1Euj6Rau0vNOJAkJDrQ" style="clear: left; float: left; margin-bottom: 1em; margin-left: 1em;" target="_blank"><img border="0" data-original-height="170" data-original-width="800" height="68" src="https://blogger.googleusercontent.com/img/a/AVvXsEhTdAXBHodEIo8IvcJ26eRPyb3uMo9qfo1wx2sMCCRdz7DffzJntKNEt2J-Boj0-8Mx5Yht-9hLx60WeMRF0sRV45i7gLh6IXCPEEyT3ku2_c3cmDzWUSjJqQXM4pU9EeMsCTIwRuYO2K7HZtufdYqoBU5dsZljo5r7dVMcmCNUxPcUHODQSMRPEFu0=s320" width="320" /></a></div><div class="separator" style="clear: both; text-align: center;"><a href="https://us02web.zoom.us/webinar/register/WN_DEsczQOBQc6MqqWp-QdgrQ" style="clear: left; float: left; margin-bottom: 1em; margin-left: 1em;" target="_blank"><img border="0" data-original-height="170" data-original-width="800" height="68" src="https://blogger.googleusercontent.com/img/a/AVvXsEjhA4Jr0hjGLXJOTDCyylg_LFiokvCNxo9YVDkfkW1xsTHRPJsvEt5YyasGflANAkRRpCF2d1yHyqm3nvFWndm3oLt7YmCDRigXcBXMzaJ6REQvAPuehsMfmSavkQteWUAIrJK_mD-X_CjQjcyNLhuH1QcxRRJFBOq5kAOgdchTxHIKbQ8YwZLHjenA=s320" width="320" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><a href="https://us02web.zoom.us/webinar/register/WN_fnIRJ3pYRreCunnv1dK7iQ" style="clear: left; float: left; margin-bottom: 1em; margin-left: 1em;" target="_blank"><img border="0" data-original-height="170" data-original-width="800" height="68" src="https://blogger.googleusercontent.com/img/a/AVvXsEiSL9Dm5_NDSPzCwuQv7-7gNOw-8N2u4JtZODyaYXOB4NcK3S1CN517MY8OX0RvdnhNicR9UA3Vy0rv1kZ4T-dqfHjoPvrGmGv4yGEu61qg9CSK3GwHBcIa9yWxU2FGG6Fe6oPAepTBhreviXuKPQhTCm_CeUEBI65UDjkGXq3eyJ_tjp_DUHhocr03=s320" width="320" /></a></div><br /><div class="separator" style="clear: both; text-align: center;"><br /></div><h2 style="text-align: center;">A Message from the Original UnitWise Hero</h2><p style="text-align: left;"><br /><br />Hello,</p><p style="text-align: left;"><br /></p><p style="text-align: left;">For over a decade we hoped that one day we would make this announcement and that day has finally arrived!</p><br /><br />We are thrilled to announce that Mary Kay is partnering with UnitWise to have direct access for Inventory Updates, Purchase Orders, Consultant Sales, and more. This means that UnitWise is here to stay and will be launching an updated and improved version in Spring 2022!<br /><br /><br />This Spring, we are looking forward to UnitWise 2.0 with an updated workflow, more features, and a really cool dedicated app!<br /><br /><br />Our team is extremely excited and thankful for the great opportunities coming in the new year. <br /><br /><br />We want to extend our deepest gratitude to the UnitWise users that have gone above and beyond to support us and even brought our cause directly to the Mary Kay corporate office.<br /><br /><br />It has been a huge year for our company. We are also releasing the latest update of TaxBandits.com, the premier e-filing application for Forms 1099 and W-2. If you or anyone you know is seeking a solution for filing W-2s and 1099s this year, be sure to spread the word!<br /><br /><br />As we continue to expand the scope of UnitWise, we want you to know that your input is at the heart of our development plans. Below you will find a link where you can sign up for our focus groups. We are looking forward to working directly with you throughout this process. <br /><br /><br />We wish everyone a wonderful and safe holiday season and we hope that you will share this great news with your friends and colleagues. <br /><br /><br />Again, a huge thank you from the bottom of my heart for a fantastic 10 years of UnitWise.<p><br />Thank you, </p><br />Agie Sundaram, <br /><br />The Original UnitWise Hero<br /><br />CEO and Co-Founder<br /><br /><div>We are in the process of expanding our team. If you or someone you know is interested, please send a cover letter and resume to <a href="mailto:jobs@spanenterprises.com">jobs@spanenterprises.com</a>.<br /> <br /><br /><br /><br /></div>Stephanie Glanvillehttp://www.blogger.com/profile/09776497031680474703noreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-37995393655409767302021-11-24T13:07:00.002-05:002021-11-24T13:07:27.940-05:00Happy Thanksgiving from UnitWise!<p> </p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhZA6sKns334-FtTcr_Y3JqdgqPSCr36u7cfPl0Qcro9tnKegLV_ImFx6n2QZa_VUw340FdRth46PRrQFSBHLMLsCV5Q3br-tVUFKgn6xo6Xl7um8s0fzR1EDG8fJ6syAYZrSgeHOxxBqYiaB9XyySv8NtogNA1tAmUKHMBTQMyN72PU6Tx00t2wv9m=s1200" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="630" data-original-width="1200" height="261" src="https://blogger.googleusercontent.com/img/a/AVvXsEhZA6sKns334-FtTcr_Y3JqdgqPSCr36u7cfPl0Qcro9tnKegLV_ImFx6n2QZa_VUw340FdRth46PRrQFSBHLMLsCV5Q3br-tVUFKgn6xo6Xl7um8s0fzR1EDG8fJ6syAYZrSgeHOxxBqYiaB9XyySv8NtogNA1tAmUKHMBTQMyN72PU6Tx00t2wv9m=w497-h261" width="497" /></a></div><div class="separator" style="clear: both; text-align: center;"><br /></div><br />It’s Thanksgiving Eve and here at UnitWise, we have so much to be grateful for. So, we thought we would take the opportunity to count our many blessings!<div><br />As a company that has been learning and growing for over a decade, it has been a long road. One full of successes and the occasional drawbacks. We are proud of the product and the team we have built together and the many clients who have been with us on this journey!</div><div><br />We are proud to serve such amazing and loyal clients!<h2 style="text-align: left;"><br /></h2><h2 style="text-align: left;">Thank you to our Clients!</h2>That’s right, we’re talking about you!<br /><br />As we have grown over the past decade so has our client base, we are thankful for our many dedicated clients who have given us great reviews and referrals over the years, this has helped us to grow and widen the scope of UnitWise. We have had the pleasure of growing with our clients!</div><div><h2 style="text-align: left;"><br /></h2><h2 style="text-align: left;">Thank you to our Team!</h2><div>UnitWise just wouldn’t be UnitWise without our team! </div></div><div><br /></div><div>Our customer support team is full of wonderful and kind individuals who always go the extra mile to help our clients. </div><div><br /></div><div>The UnitWise Heroes are a special bunch!<br /><br />If you have called our support team for assistance, you know this. </div><div><br /></div><div>If it wasn’t for our dedicated team who devotes their time to developing, building, supporting, and marketing our application, it wouldn’t be the great success that it has been over the last decade.</div><div><br />From our team to you and your loved ones, we wish you a safe and wonderful Thanksgiving holiday.</div><div><br />Our offices will be closed Thursday, November 25, and Friday, November 26 as we observe the holiday and spend time with our families!</div><div><br /></div>Stephanie Glanvillehttp://www.blogger.com/profile/09776497031680474703noreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-80705244228671122652021-10-12T14:17:00.001-04:002021-10-12T14:22:51.084-04:00Marketing Features in UnitWise That Will Help Your Business Get The Recognition it Deserves!<p><br /></p><div class="separator" style="clear: both; text-align: center;"><a href="https://blogger.googleusercontent.com/img/a/AVvXsEhApWe3qpkswwgX2zzUkJiVPW7TUm3Nf9ULokOLzPZJ6RLyDGl9FmLWVSYLdYv8w-7-l4YP8Ub-MYBrGOcpDdIs5IEHSEqzeg6asOEKytj0C15C77wuhrPgIdiYDpohTDC0WZ6Ala3Ejj8__cCFoZOLWnyJL_Vq66PVf4nXhYtp2tKixehVF6h_TNT5dA=s2048" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1365" data-original-width="2048" height="313" src="https://blogger.googleusercontent.com/img/a/AVvXsEhApWe3qpkswwgX2zzUkJiVPW7TUm3Nf9ULokOLzPZJ6RLyDGl9FmLWVSYLdYv8w-7-l4YP8Ub-MYBrGOcpDdIs5IEHSEqzeg6asOEKytj0C15C77wuhrPgIdiYDpohTDC0WZ6Ala3Ejj8__cCFoZOLWnyJL_Vq66PVf4nXhYtp2tKixehVF6h_TNT5dA=w470-h313" width="470" /></a></div><p>Small businesses rely heavily on their company and customer relations. Reaching a specific audience and building a community of followers that support your business can all be accomplished through marketing. Through marketing your business/products you can understand your consumers better, create more valuable content, and get your message across in fun and interesting ways. </p><p>We've rounded up some of UnitWise's most beneficial and influential marketing tools that will help your MK business succeed. Check them out below!</p><h1 style="text-align: left;"><span style="white-space: pre-wrap;"><span style="font-size: large;"><u>Email Marketing </u></span></span></h1><span id="docs-internal-guid-8971bee4-7fff-3d05-7627-e2abba4303f2"><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">As a businesswoman, we know you have a lot on your plate! Sending emails is an important part of running a business but it can easily become time-consuming. </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">With UnitWise’s email marketing feature, you can reach a broad audience and promote your business quickly and easily! The email marketing feature allows you to send emails to particular groups, individuals, or everyone all at once. This will make the process of sending emails way less tedious. You also have the option to send your emails out immediately or schedule them to be sent a day or months in advance. Scheduling your emails will ensure you never miss an important date or deadline. Staying in touch with your team and clients just became way easier! </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-weight: 700; white-space: pre-wrap;"><br /></span></p><h2 style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-weight: 700; white-space: pre-wrap;"><u>Email Marketing Reports</u></span></h2><br /><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">How did your last email marketing blast do? With UnitWise, you can figure that out! </span><span style="white-space: pre-wrap;">UnitWise offers detailed <a href="https://www.unitwise.com/resourcecenter/emailmarketingreports/">email marketing reports</a> letting you know how your emails are doing. The reports will include information such as the total number of emails sent, the total number of emails opened, number of clicks, links visited, bounces, unsubscribes, etc. All of this information is extremely helpful to know and will provide you with insight on how to make your next email marketing campaign even better. Email campaigns are a great way to promote your products, announce new services, and stay in touch with your clients! </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="white-space: pre-wrap;"><br /></span></p><h2 style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; vertical-align: baseline; white-space: pre-wrap;"><span style="font-size: large;"><u>Email Templates</u></span></span></h2><br /><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">We all know sending out tons of emails every day can be quite tiresome. Luckily, <a href="https://www.unitwise.com/resourcecenter/emailtemplates/">UnitWise's email template</a> feature will help make your email marketing convenient and simple! It will also add a level of professionalism to your emails while still allowing you to add your own style and flair! </span></p><br /><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">UnitWise's templates are completely customizable and allow you to add or change anything you want! Whether you need a template for a weekly newsletter or for the launch of a new product, with UnitWise you can design your templates to fit your exact needs. You can also create templates that you will need to use over and over again such as a “Welcome New Consultant” email. Time to get sending! </span></p><u><b><br /></b></u><h2 style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="font-size: large;"><u>Free Conference Calling</u></span></span></h2><br /><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Whether your team is just a few people or a nationwide team, our conference calling feature will help you easily connect with each other whenever necessary. You can easily schedule conference calls in advance and establish attendance by distributing an invitation email to your audience. </span></p><br /><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">When you create your UnitWise account, you will receive a designated conference call number with an access code. You will also receive a user guide that can be distributed to attendees, and gives you tons of different control options such as guest speaker, mute, conference roll call, attendee count, and much more! The conference calling feature is completely free and included in your UnitWise subscription. </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; vertical-align: baseline; white-space: pre-wrap;"><br /></span></p><h1 style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="font-size: large;"><u>Website</u></span></span></h1><br /><div style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Having an updated and relatable website is crucial for most businesses. Luckily, with UnitWise you can create a <a href="https://www.unitwise.com/resourcecenter/website/">custom website</a> for your team to showcase accomplishments, product information, and everything your heart desires. While creating a website may seem like a daunting task, with UnitWise the process is simple and straightforward.</span></div><div style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span></div><div style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">With your UnitWise website, you will have complete control over the content of your pages, the look of your website, and its settings. To maintain your brand and make your website name more memorable, you can reserve your own custom domain with UnitWise. </span></div><h1 style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-size: large;"><u><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Blogging</span></u></span></h1><br /><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="color: #1155cc; font-variant-east-asian: normal; font-variant-numeric: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;"><a href="https://www.unitwise.com/resourcecenter/blog/">Blogging with UnitWise</a></span><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"> is a great way to keep your clients engaged and up to date on relevant information. It is also a great way to get your website visitors engaged and interested in what your business has to offer! If you have a website with UnitWise, you can easily add an additional page for your blog! </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><br /></span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Blogging allows you to share important information about your business, products, and helpful features. It is also a great way to interact with your clients by showing </span><span style="white-space: pre-wrap;">off your personality and sharing life experiences, tips and tricks! </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; font-weight: 700; vertical-align: baseline; white-space: pre-wrap;"><br /></span></p><h1 style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="font-size: large;"><u>Facebook and Twitter Integration</u></span></span></h1><br /><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">Social media is one of the easiest and quickest ways for businesses to connect and communicate with their audiences. Our </span><span style="color: #1155cc; font-variant-east-asian: normal; font-variant-numeric: normal; text-decoration-line: underline; text-decoration-skip-ink: none; vertical-align: baseline; white-space: pre-wrap;"><a href="https://www.unitwise.com/resourcecenter/facebook/">Facebook</a></span><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"> and <a href="https://www.unitwise.com/resourcecenter/twitter/">Twitter</a> integration feature is perfect for integrating fun and business. In today's day and age, it is also extremely important to keep your social media profiles active and full of relatable and relevant content! </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><br /></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">The App integration allows you to post on your Facebook and Twitter profiles directly from your UnitWise account. Thus, with the integration feature, you can communicate with your most important audience, without the distractions of your actual Facebook or Twitter feed. </span></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><br /></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><u><b><br /></b></u></span></p><h1 style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt; text-align: left;"><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;"><span style="font-size: large;"><u>UnitWise </u></span></span></h1><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><br /></p><p dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;"><span style="white-space: pre-wrap;">UnitWise is more than just a business management tool! With UnitWise's marketing tools, you can help your business grow and reach new audiences! UnitWise makes creating and implementing effective marketing strategies simple and straightforward. Get started today at </span></p><div><span style="font-variant-east-asian: normal; font-variant-numeric: normal; vertical-align: baseline; white-space: pre-wrap;">https://www.unitwise.com/ </span></div></span>Anonymousnoreply@blogger.com0tag:blogger.com,1999:blog-9142436229977327242.post-40119971815596328152021-10-05T11:12:00.001-04:002021-10-05T11:13:56.355-04:00Fun Activities to Get You in the Fall Spirit <p style="text-align: center;"><br /></p><a href="https://1.bp.blogspot.com/-qF7dAVzKdvs/YVxjke0TXNI/AAAAAAAAAAM/NhOi9MKjE1ERb3jKhn5dLBgB7OzjOlP1QCLcBGAsYHQ/s2048/shutterstock_121113775.jpg"><img border="0" src="https://1.bp.blogspot.com/-qF7dAVzKdvs/YVxjke0TXNI/AAAAAAAAAAM/NhOi9MKjE1ERb3jKhn5dLBgB7OzjOlP1QCLcBGAsYHQ/w482-h320/shutterstock_121113775.jpg" /></a><br /><br /><br />It’s Fall y’all! This means it’s time to break out the autumn decor, comfy sweaters, and pumpkin spice lattes. Fall is beloved for its cooler temperatures, gorgeous landscapes, and festive feeling. There are endless ways to spend an autumn afternoon or evening and we’ve gathered up some fun ones! Get into the fall spirit and make the most out of the season by participating in some of the activities we listed below:<br /> <h2 style="text-align: left;"><br /><b>Bring Fall Inside Your Home</b></h2><div><div class="separator" style="clear: both; text-align: left;"><a href="https://1.bp.blogspot.com/-GGRnKw8IiMo/YVxqs8ReMHI/AAAAAAAAAAk/xiU4emtwAtUZoxBWvLbZ3gFFP9fIdKpkgCLcBGAsYHQ/s2048/shutterstock_1776546833.jpg" style="margin-left: 1em; margin-right: 1em;"><img border="0" data-original-height="1366" data-original-width="2048" height="213" src="https://1.bp.blogspot.com/-GGRnKw8IiMo/YVxqs8ReMHI/AAAAAAAAAAk/xiU4emtwAtUZoxBWvLbZ3gFFP9fIdKpkgCLcBGAsYHQ/s320/shutterstock_1776546833.jpg" width="320" /></a></div><br /><b><br /></b></div>Ladies, it’s time to stock up on all your favorite fall-scented candles! Some pumpkin spice and cinnamon scented candles will have your house feeling warm and cozy and smelling just like fall. Whether your decorating aesthetic is spooky skeletons or chic pumpkins and gourds, decorating for autumn is always a festive and fun activity. You could even DIY a colorful fall wreath to spruce up your porch or front door for the season.<br /><br /><h2 style="text-align: left;"><b><br /></b><b>Go On A Hike</b></h2>The best time to go on a hike is when the leaves are changing colors and the weather has cooled off a considerable amount. Admiring fall foliage and embracing the crisp weather is a great way to get into the fall spirit. <br /><br />Also if you’re not the hiking type, don't just visit an area with really great fall leaves—make a trip of it! Stay overnight in a bed and breakfast in the heart of a red, gold, yellow, and orange forest.<div><br /><h2 style="text-align: left;"><b><br /></b><b>Whip Up Some Pumpkin Baked Goods</b></h2> <a href="https://1.bp.blogspot.com/-P0hhtwSs1Ss/YVxkM9T9cnI/AAAAAAAAAAU/Q00bUf_Osh0B_pA9hT2EMq7-vUC0iutPACLcBGAsYHQ/s2048/shutterstock_727803739.jpg"><img border="0" src="https://1.bp.blogspot.com/-P0hhtwSs1Ss/YVxkM9T9cnI/AAAAAAAAAAU/Q00bUf_Osh0B_pA9hT2EMq7-vUC0iutPACLcBGAsYHQ/s320/shutterstock_727803739.jpg" /></a><br /><br />Whether it’s scones, bread, cupcakes, etc., the options are endless for pumpkin-based desserts. Not only will these sweet treats taste delicious, but they will also fill your home with heavenly smells that scream “fall is here!”</div><div><br /><br /><h2 style="text-align: left;"><b>Carve Pumpkins</b></h2>Speaking of pumpkins, picking some pumpkins at a pumpkin patch, and bringing them home for decoration and carving is one of the most common fall traditions. You can invite family or friends over to have a pumpkin decorating competition, or just use your pumpkins for decor around the house.</div><div> <br /><br /><h2 style="text-align: left;"><b>Visit a Cidery</b></h2> <a href="https://1.bp.blogspot.com/-6_yHJ8AhYSM/YVxlJ7bjM4I/AAAAAAAAAAc/3OmWXK_sAwE5ivtW45kpYfY5KuUo-WrfgCLcBGAsYHQ/s2048/shutterstock_207300943.jpg"><img border="0" src="https://1.bp.blogspot.com/-6_yHJ8AhYSM/YVxlJ7bjM4I/AAAAAAAAAAc/3OmWXK_sAwE5ivtW45kpYfY5KuUo-WrfgCLcBGAsYHQ/s320/shutterstock_207300943.jpg" /></a><br /><br />There are so many different fun fall things to do at a cidery. You could spend the day tasting different cider flavors, apple picking, taking a hayride, or getting lost in a corn maze. During the day you can take some autumn pictures to post on your social media feed or to keep for memories. Definitely plan to dress accordingly in your favorite fall-inspired pieces!</div><div><br /><br /><h2 style="text-align: left;"><b>Have a Stay-in Movie Night</b></h2>Whether your vibe is Friday the 13th or Halloweentown, watching a Halloween movie will most definitely get you into the holiday spirit! Don’t forget the fall treats, like candy corn and pumpkin pie to snack on while binging these spooky movies.<br /><h2 style="text-align: left;"><b><br /></b><b>UnitWise</b></h2><br />UnitWise is a full-service business management program specifically designed for the beauty consultant community. UnitWise’s features are designed specifically to save you time and money while managing every aspect of your beauty business. With UnitWise, you can easily manage client information, product inventory, shipping orders, and social media platforms all from your personal dashboard. Take control of your business and achieve your goals with UnitWise. To learn about what UnitWise can do for you, visit <a href="https://www.unitwise.com/">https://www.unitwise.com/</a> today! </div>Anonymousnoreply@blogger.com0