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- Normally web orders are set to a workflow status of hold. So that you can review them before they are released by automatic warehousing. You can elect to skip this step
- Products ordered by the customer that are not in stock are colour coded. You can elect to create the product or create a automatic substitution. It is worth the time to make as many automatic substitutions as you can. Thus allowing you to make use of endless isle without having to expand you warehouse product range
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There are a number of tools to help with quotes
- Quote view shows gp and margin
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- The change value button can make working on quotes easier, by setting the total value to a price point, changing the markup, discount or gp on selected lines and many other features
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- The extract button can help you view customer history as well as extract details
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- Make use of the customer history button
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- When quotes are accepted the original quote can't be changed. So you can always go back to it if the customer questions the final invoice
Your retail operation can work better with those options
- Implement EFT integration to the bank
- Consider Tyro bank integration. Money is cleared less often but charges may be lower
- Use sale shipments when every possible rather than sales orders
- Create machines from sales tenders for larger equipment items if you are using the service module
- Automatically print retail price labels using last sell price change
- Plan and implement locations for your retail area. Then use location labels in your retail area
- Set the retail locations to quarantine if you have a warehouse to stop warehousing allocating retail stock
- Use stock location transfers to move stock in and out of retail from the warehouse
- Require payment in full from walk in customers that back order stock
- Require a scan of the original invoice or sale docket before you allow credits
- Use cash counts for groups of registers at end of day
- Use consolidated zreads
- Use cash counts
- Use payins/payouts to manage cash in the till
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