Expendables Sales - Revision history

Benoit at 03:40, 20 October 2021

2021-10-20T03:40:45Z

← Older revision		Revision as of 20:40, 19 October 2021
Line 88:		Line 88:
	We use partial rolls to sell by the foot. They are stored in the bay or lobby.		We use partial rolls to sell by the foot. They are stored in the bay or lobby.
	ALL partial rolls should have a piece of tape indicating how many feet are left on the roll.		ALL partial rolls should have a piece of tape indicating how many feet are left on the roll.
			The tape should also contain a QR code & description for help in scanning.

	When gel is cut off, the number should be '''updated'''!.		When gel is cut off, the number should be '''updated'''!.

Line 109:		Line 111:
	These rolls should stay intact and are only for sale as whole rolls.		These rolls should stay intact and are only for sale as whole rolls.

			Rolls should have a sticker at the end with description and a QR code that can be scanned.
	=== Transferring FULL ROLLS to By the Foot ===		=== Transferring FULL ROLLS to By the Foot ===
	When we run out of by the foot gels, we might need to use a full roll (if we have spares). This needs to be accounted for in our inventory.		When we run out of by the foot gels, we might need to use a full roll (if we have spares). This needs to be accounted for in our inventory.
	Please make a note in #needslist slack channel that you used a full roll.		Please make a note in #needslist slack channel that you used a full roll.

Benoit at 03:39, 20 October 2021

2021-10-20T03:39:03Z

← Older revision		Revision as of 20:39, 19 October 2021
Line 86:		Line 86:
	= Gels =		= Gels =
	=== Gel By the Foot ===		=== Gel By the Foot ===
	We use partial rolls to sell by the foot. They are stored in the bay~~, and~~ should have a piece of tape indicating how many feet are left on the roll.		We use partial rolls to sell by the foot. They are stored in the bay or lobby.
	When gel is cut off, the number should be ~~crossed out and~~ updated.		ALL partial rolls should have a piece of tape indicating how many feet are left on the roll.
			When gel is cut off, the number should be '''updated'''!.

	To keep things organized, gels should be put back in the rack '''as soon as the sale is done'''.		To keep things organized, gels should be put back in the rack '''as soon as the sale is done'''.
Line 95:		Line 96:
	If you run out of gel and need some for a sale, you can check the "AS USED" stock for it. If there some, you can open the bag. Put a note in slack #needslist saying we need an AS-USED replacement.		If you run out of gel and need some for a sale, you can check the "AS USED" stock for it. If there some, you can open the bag. Put a note in slack #needslist saying we need an AS-USED replacement.

	DO NOT open a full roll of gel under any circumstances without checking with ~~Jean-Marc~~.		DO NOT open a full roll of gel under any circumstances without checking with Management. If you open a full roll, put a note in slack's #needslist channel.

	=== As-Used Gels ===		=== As-Used Gels ===
	We have partial rolls that have been bagged and are sold on an as-used basis. They get sent on jobs, and if the bag is opened, we know gel has been used and we can charge.		We have partial rolls that have been bagged and are sold on an as-used basis. They get sent on jobs, and if the bag is opened, we know gel has been used and we can charge.
	These rolls are stored either ~~in the bay or~~ in the studio.		These rolls are stored either in the studio.

	As much as possible, we want to keep those gels sealed to put on a job, but if you run out of by the foot, you can open a bag.		As much as possible, we want to keep those gels sealed to put on a job, but if you run out of by the foot, you can open a bag.
Line 110:		Line 111:
	=== Transferring FULL ROLLS to By the Foot ===		=== Transferring FULL ROLLS to By the Foot ===
	When we run out of by the foot gels, we might need to use a full roll (if we have spares). This needs to be accounted for in our inventory.		When we run out of by the foot gels, we might need to use a full roll (if we have spares). This needs to be accounted for in our inventory.
			Please make a note in #needslist slack channel that you used a full roll.

Benoit at 20:22, 11 October 2021

2021-10-11T20:22:10Z

← Older revision		Revision as of 13:22, 11 October 2021
Line 9:		Line 9:


	* Under Opportunities, select the "Create Order" to add an ORDER.		* 1. Under Opportunities, select the "Create Order" to add an ORDER.
	** For Subject, just put sale maybe with client name.		** For Subject, just put sale maybe with client name.
	** Start typing client name in the Organization. If it pops-up, great, they are in the system.		** Start typing client name in the Organization. If it pops-up, great, they are in the system.
Line 24:		Line 24:
	*** NOTE: DO NOT DO ADDITIONAL DISCOUNTS FOR STUDENT. The student price level is the discounted price.		*** NOTE: DO NOT DO ADDITIONAL DISCOUNTS FOR STUDENT. The student price level is the discounted price.

	* Use the Picker to fill out what they are buying. Price should auto fill.		* 2. Use the Picker or Scan Barcodes to fill out what they are buying. Price should auto fill.
	* If it's something that is not in the system, use the "Add opportunity item" link at bottom.		* If it's something that is not in the system, use the "Add opportunity item" link at bottom.
	** Select "Text Item"		** Select "Text Item"
Line 33:		Line 33:
	** Select "Create and add another" if you have more manual entries or "Create item" if you're done.		** Select "Create and add another" if you have more manual entries or "Create item" if you're done.

	Once order is complete, charge on square		3. Once order is complete, charge on square
	* Use "Checkout" on Square		* Use "Checkout" on Square
	* Enter TOTAL amount from order (it includes tax)		* Enter TOTAL amount from order (it includes tax)
	* Run their card		* Run their card

	Send them the Paid Invoice - In the Order Screen:		4. Send them the Paid Invoice - In the Order Screen:
	* Select "Invoice Opportunity" - Just press "Create" button on pop-up		* Select "Invoice Opportunity" - Just press "Create" button on pop-up
	* Select "Issue Invoice" - Generates the invoice		* Select "Issue Invoice" - Generates the invoice
Line 48:		Line 48:
	* Press "Create Discussion" - Receipt has been emailed.		* Press "Create Discussion" - Receipt has been emailed.

	Take the inventory out of stock:		5. Take the inventory out of stock:
	* Go back to Order and go to "Details" tab		* Go back to Order and go to "Details" tab
	* Select everything and (under Function) select Book Out		* Select everything and (under Function) select Book Out
Line 55:		Line 55:
	** Press Finalize		** Press Finalize

			== Unusual Scenarios ==

			=== Phone Order ===
			Someone orders over the phone. They will pay online and send someone to pick-up.

			Perform Steps 1 & 2 above.
			For payment, use the "Payment Only - Sales" print form on the order.
			* Create Discussion
			* Use the "Sales Payment Link" Template in the discussion and send.

			When Payment is received, perform step 4 (Creating & sending paid invoice).

			When they show up to pick-up the expendables, have them do an electronic signature with a CHECKOUT form (same as if rental). This confirms they picked-up their order.

			Once that is done, we can complete the order with Step 5.

Benoit at 16:23, 10 October 2021

2021-10-10T16:23:54Z

← Older revision		Revision as of 09:23, 10 October 2021
Line 5:		Line 5:
	ALL sales now go through CurrentRMS. Even the Warehouse account should be able to create an order.		ALL sales now go through CurrentRMS. Even the Warehouse account should be able to create an order.

	* [https://youtu.be/~~Iwn0CxtSJ9k~~ Expendables Sales]		* [https://youtu.be/OK37-lRbEOA Expendables Sales]
	{{#ev:youtube\|https://www.youtube.com/watch?v=~~Iwn0CxtSJ9k~~ \|600\|inline\|Start New Quote\|frame}}		{{#ev:youtube\|https://www.youtube.com/watch?v=OK37-lRbEOA \|600\|inline\|Start New Quote\|frame}}

Benoit at 14:45, 22 September 2021

2021-09-22T14:45:01Z

← Older revision		Revision as of 07:45, 22 September 2021
Line 9:		Line 9:


	* ~~Look-up the purchaser under~~ the "~~People & Organizations~~" ~~menu~~ to ~~see if~~ they are in the system.		* Under Opportunities, select the "Create Order" to add an ORDER.
	** If not in the system, please Add them ~~as an "Organization".~~		** For Subject, just put sale maybe with client name.
			** Start typing client name in the Organization. If it pops-up, great, they are in the system.
			** If not in the system, please Add them using the Green PLUS sign:
	*** Name		*** Name
	*** email address		*** email address
	*** IMPORTANT: If a student, select the "Student" Price Level (at bottom). No Student Discount if you don't do this.		** Click Create Order - no need for rest of details.
			** IMPORTANT: If it's a student that you just added:
	* In the ~~Purchaser's~~ Organization~~, under Opportunities~~, select the ~~"Add Opportunity Link" and add an ORDER~~.		*** In the opportunity, select the organization link
	* ~~For Subject, just put sale. and click Create Order~~. ~~No need for any details~~.		*** Select the Edit icon to edit organization
			*** select the "Student" Price Level (at bottom). No Student Discount if you don't do this.
			*** Update Record
			*** Back at the Organization record, select the Sales opportunity you were working on to get back to it.
			*** NOTE: DO NOT DO ADDITIONAL DISCOUNTS FOR STUDENT. The student price level is the discounted price.

	* Use the Picker to fill out what they are buying. Price should auto fill.		* Use the Picker to fill out what they are buying. Price should auto fill.

Benoit at 14:36, 22 September 2021

2021-09-22T14:36:31Z

← Older revision		Revision as of 07:36, 22 September 2021
Line 4:		Line 4:
	= Selling Expendables =		= Selling Expendables =
	ALL sales now go through CurrentRMS. Even the Warehouse account should be able to create an order.		ALL sales now go through CurrentRMS. Even the Warehouse account should be able to create an order.

			* [https://youtu.be/Iwn0CxtSJ9k Expendables Sales]
			{{#ev:youtube\|https://www.youtube.com/watch?v=Iwn0CxtSJ9k \|600\|inline\|Start New Quote\|frame}}


	* Look-up the purchaser under the "People & Organizations" menu to see if they are in the system.		* Look-up the purchaser under the "People & Organizations" menu to see if they are in the system.

Benoit at 12:04, 18 September 2021

2021-09-18T12:04:30Z

← Older revision		Revision as of 05:04, 18 September 2021
Line 37:		Line 37:
	* Make sure email address is correct		* Make sure email address is correct
	* Press "Create Discussion" - Receipt has been emailed.		* Press "Create Discussion" - Receipt has been emailed.

			Take the inventory out of stock:
			* Go back to Order and go to "Details" tab
			* Select everything and (under Function) select Book Out
			* Select Finalize Checking Button
			** Move "Mark booked-out sale items as sold" slider to Yes
			** Press Finalize

Benoit at 11:56, 18 September 2021

2021-09-18T11:56:27Z

← Older revision		Revision as of 04:56, 18 September 2021
Line 6:		Line 6:

	* Look-up the purchaser under the "People & Organizations" menu to see if they are in the system.		* Look-up the purchaser under the "People & Organizations" menu to see if they are in the system.
	** If not in the system, please Add them as an "Organization". ~~Just~~ Name & email address. If a student, select the "Student" Price Level (at bottom).		** If not in the system, please Add them as an "Organization".
	* In the Purchaser's Organization, under ~~the~~ Opportunities, select the "Add Opportunity Link" and add an ORDER.		*** Name
			*** email address
			*** IMPORTANT: If a student, select the "Student" Price Level (at bottom). No Student Discount if you don't do this.

			* In the Purchaser's Organization, under Opportunities, select the "Add Opportunity Link" and add an ORDER.
	* For Subject, just put sale. and click Create Order. No need for any details.		* For Subject, just put sale. and click Create Order. No need for any details.

	* Use the Picker to fill out what they are buying. Price should auto fill.		* Use the Picker to fill out what they are buying. Price should auto fill.
	* If it's something that is not in the system, use the "Add opportunity item" link at bottom.		* If it's something that is not in the system, use the "Add opportunity item" link at bottom.
Line 18:		Line 23:
	** Select "Create and add another" if you have more manual entries or "Create item" if you're done.		** Select "Create and add another" if you have more manual entries or "Create item" if you're done.

	* Once order is ~~filled out~~, on ~~the right hand side under "PRINT", select the '''Payment Only - Sales, L&D, Supplemental'''~~		Once order is complete, charge on square
	** Select "~~Create a discussion~~"		* Use "Checkout" on Square
	** Choose the "Sale Payment Link" template		* Enter TOTAL amount from order (it includes tax)
	** Make sure email is correct and send it to them. That's their receipt. They can also pay on their ~~phone with the link in the email and need to approve.~~		* Run their card

	~~During~~ the ~~Transition Phase, we can take payment with~~ the ~~Square~~:		Send them the Paid Invoice - In the Order Screen:
	Create ~~Transaction~~ on ~~keypad (not~~ invoice)		* Select "Invoice Opportunity" - Just press "Create" button on pop-up
	~~Enter~~ the ~~Total amount from~~ invoice (~~make~~ sure ~~tax~~ is ~~not added).~~		* Select "Issue Invoice" - Generates the invoice
	~~Run their card~~.		* Select "Post Invoice" - Marks the invoice as Paid
			* Select "JML Invoice/Credit" (under Print section)
			* Select "Create Discussion"
			* Select the "Sales Receipt" under the Template pull-down
			* Make sure email address is correct
			* Press "Create Discussion" - Receipt has been emailed.

	~~They could also pay & approve using the same tablet we use for CHECK-IN/CHECK-OUT signatures too:~~
	~~On the tablet, Navigate to the order, select the Payment Only link, click on the approval URL.~~
	~~Have them approve & sign~~
	~~Have them click on the "PAY" button and fill out the form.~~
	~~Payment should succeed.~~

Benoit at 17:11, 13 September 2021

2021-09-13T17:11:59Z

← Older revision		Revision as of 10:11, 13 September 2021
Line 23:		Line 23:
	** Make sure email is correct and send it to them. That's their receipt. They can also pay on their phone with the link in the email and need to approve.		** Make sure email is correct and send it to them. That's their receipt. They can also pay on their phone with the link in the email and need to approve.

	They ~~can~~ pay using the same tablet we use for CHECK-IN/CHECK-OUT signatures too:		During the Transition Phase, we can take payment with the Square:
			Create Transaction on keypad (not invoice)
			Enter the Total amount from invoice (make sure tax is not added).
			Run their card.

			They could also pay & approve using the same tablet we use for CHECK-IN/CHECK-OUT signatures too:
	On the tablet, Navigate to the order, select the Payment Only link, click on the approval URL.		On the tablet, Navigate to the order, select the Payment Only link, click on the approval URL.
	Have them approve & sign		Have them approve & sign

Benoit at 17:07, 13 September 2021

2021-09-13T17:07:57Z

@@ Line 2: / Line 2: @@
 We have a decent size standalone expendables business.
-= Expendables =
+= Selling Expendables =
 There are 3 locations where expendables are stored:
 * Lobby Area - staples for walk-up sales
@@ Line 9: / Line 37: @@
 Any time we run out of stock, you should put a note in the #needslist slack channel.
 = Gels =
 === Gel By the Foot ===