Manage Layaways, Work Orders, Deliveries and Phone Orders

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

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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 from the initial order through vendor shipment

Take deposits and payments on orders

Accept full payment or take deposits on layaways, phone orders and work orders

Sync inventory with your ecommerce site

Inventory and sales are kept in sync with your WordPress WooCommerce site

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 ‘open stock’ and classified as ‘committed stock’. 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 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. 

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, 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.

Printing orders, quotes and estimates

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.

Create PO’s for Special Orders During Customer Order Processes

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.

manage repair department staff

Flexible Order Filters

You have the ability to filter the order dashboard by handling type (ship, deliver, pick up), order status (such as ready to deliver or ready for pick up), employee assigned and the promise date to the customer.  This will help you to create delivery schedules and keep service techs working efficiently.

Calculating sales taxes based on customer ship address
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 address 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 MicroBiz Cloud?

A. Special order management is only available in Cloud.

Q. Are shipments and deliveries of customer orders 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 two customizable ‘user defined’ Order Status fields to customize MicroBiz Cloud 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.

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