Manage Layaways, Work Orders, Deliveries and Phone Orders

Use the Orders in Progress capabilities in MicroBiz to manage layaways, phone orders and orders in progress.  You can collect a deposit and set whether the order will be fulfilled via store pick-up, shipment or delivery.

https://vimeo.com/443242746

Ways our customer order management features can improve your business

Sell items not in stock via special orders

Manage sales of out of stock items and ordering items from vendor

Take deposits and payments on orders

Accept full payment or take deposits on customer orders and work orders

Expand into new sales channels

Supports management of layaways, phone orders and (coming soon) ecommerce

Run a high-margin service department

Check in items to be repaired, document service request, add parts and services

Customer Orders

 

Manage sales of items not taken immediately from store.  You can attach a customer, change status. Set a due date, define a handling type, print pick-up slips and add notes.  Customer orders can be transferred to the register so that payment can be made and ‘cash and carry’ items can be sold on the same receipt.

Customer orders, phone orders and layaways

Layaways and Phone Orders

 Use the Orders in Progress capabilities in MicroBiz to manage layaways and phone orders. You can add an item to an order, attach a customer record, take full payment or collect a deposit and set an expected pick-up date. You can set rules for minimum deposits. Items attached to a layaway or phone order are taken out of available inventory and classified as ‘committed’. You can also attach notes to the layaway order.

Collecting deposits on phone orders and layaways

Special Orders

 

Manage sales of items not in stock that need to be special ordered from vendor.  Special order items are grouped so that they can be quickly added to a vendor purchase order.  Special order items are tagged through the ordering and fulfillment process, so that they can be treated differently than standard items in purchase orders and vendor shipments.

Selecting order delivery, shipment, pick-up

Store Pick-up, Delivery and Shipping of Orders

Phone and orders in progress can be designated for different delivery methods – in-store pick-up, local delivery or third party shipment. You can add notes as well as assign to an employee. You can change the status of an order as its being processed. For in-store pick-ups, you can set expected pick-up date and time.

Service/Repair Department

Run a repair and services department with MicroBiz. You can check in an item to be serviced, attach a customer record, assign to an employee, set priorities, add parts and services, manage order status, collect a deposit and print full page quotes and estimates. For more information on the work order capabilities of MicroBiz, click here.

Printing orders, quotes and estimates

Quotes, Estimates and Invoices

You have the ability to print full page quotes, estimates or invoices from the order record – depending on your need.  You can also choose whether to print order notes on the document.

Calculate Sales Tax Based on Customer Address

Sales taxes on orders designated for in-store pick up are calculated based on the physical adress of the store and associated tax rates.  However, sales taxes for orders designated for delivery or shipment to the customer are calculated are based on the shipping address of the customer.

Calculating sales taxes based on customer ship address

FAQs

Q. Is Special Order management only available in Cloud v2.0?

A. Correct. Special order management is only available in Cloud 2.0.

Q. Are shipments and deliveries taxed differently than in-store pick-ups?

A. The customer order module taxes in-store pick-ups based on that tax rate for your store but shipments and deliveries are taxed based on the customer’s shipping address.

Q. Can I set-up a custom order workflow for my store?

A. Users can use the ‘user defined’ Order Status fields to customize MicroBiz Cloud 2.0 for their needs.

Q. Can I take an order and sell items on the same receipt?

A. Yes, you can transfer an order to a front register transaction, and then sell other ‘cash and carry’ items in the same register transaction.

Want to learn more?

Call Us

702.749.5353

Submit

a question online

Schedule

a one-on-one demo

Free 21 Day Trial

No credit card required