Best practice checklist sales

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

Compare and colour code quote lines using competitor pricing. Match competitor prices automatically

Your retail operation can work better with those options

Use Readysell's new dedicated POS window to process POS transactions

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

Use advanced shipment and invoicing options

From the shipments list view you can drag two shipments for the same customer onto one invoice. This allows you to pick shipments when automatic warehousing releases them, but to still combine an first shipment for an order and a shipment for backorders onto one invoice

Set customers to a maximum number of shipments, usually 2, instead of holding shipments manually until the rest of the stock arrives

Add value for customers by using one invoice per order or one invoice per month for those customers that want to consolidate their invoices

Use parent and charge to accounts on customer cards. Customers with parent accounts can have invoices charged to their separate accounts and invoices printed to head office or invoices printed for each branch and head office with charges going to each branch

Set customers to price levels to reduce the need for contracts. Use custom price levels that are discounted from standard levels