Order Management System for Layaways, Work Orders, Deliveries and Phone Orders

Ways the customer order management system included in MicroBiz can improve your business

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.

Special Ordering of Out of Stock Items

Manage sales of items not in stock that need to be special ordered from vendor.  Special order items are listed on a separate inventory screen so that they can be quickly added to vendor purchase orders.  Special order items are tagged through the ordering and fulfillment process, so that they can be treated differently than standard items.  When receiving a vendor shipment with special items, the system triggers an alert and links the special item received to the original order, allowing you to inform the customer that the special item is now available for pick-up or delivery.

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’s order management system. You can check in an item to be serviced, attach a customer, assign to an employee, set an estimated completion date, 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.

Send Delivery Schedule to Google Maps

The delivery management view allows you to filter delivery orders by order status, order date, due date, assigned employee and store.  You can then select and send the addresses of delivery orders to Google Maps with one click.  From Google Maps, you can arrange the sequence of the deliveries to optimize routing and then either print the routing map or email or text the directions to your phone, where the routing is displayed in Google Maps on your phone.

One-touch Ordering/Fulfilment Options for Special Orders

The order management system in MicroBiz allows you to create a new vendor purchase order containing the special order item during the order-taking process.  You can also reserve a special item already on a open vendor purchase order.  Other options include checking to see if the special order item is in stock at another locations and marking the special order item for further review.

Calender-based Service Task Scheduler

Create a scheduled task (such a delivery, appointment or repair slot) right from the order record and assign to an employee.  Service task calendar can be displayed in multiple views (monthly, weekly, daily) and filtered by assigned employee. The Aggenda View of the calendar can be printed to show tasks for the day.

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.