Readysell has a wide range of sales options, making use of the right feature at the right time will determine the success of your business. Try this quick sales checklist to see if there is any room to improve your sales procedures:
Understand the sales structure, Sales orders are demand, back orders are order lines, shipments are supply and sale invoices are charges
- Sales orders should be used for B to B sales, where the goods are not going to be supplied right away. Such as where their might be backorders, prepayments or multiple shipments
- Sale shipments should be used for POS sales where the whole of the sale is being shipped right now
- Sale invoices can be for more than one sale shipment
- Sale back order lines list all sale order lines that are currently back ordered. As receipts come in they clear from the list.
You control web order integration
- 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
There are a number of tools to help with quotes
- Quote view shows gp and margin
- 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
- The extract button can help you view customer history as well as extract details
- Make use of the customer history button
- 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