The more you work with your EZ Process Pro system, the more you’ll find that 3 specific functions drive all other functionality in the system: Sales, Ordering, and Shipping. This series is designed to walk you through the basics of these steps so that you can see how they interact with one another and how a Sale moves through the process.
Video Transcript
The first core function of EZ Process Pro is making a sale. This function kicks off all the other steps in the software. There are three steps to making a sale: adding items, collecting customer information, and taking payment.
Let’s start with step 1, adding items. There are multiple ways to find what you’re looking for, but we’ll start with a Full Catalog sale for now. In our example sale, we want to buy a reclining chair from Ashley. We’ll take a look at this item here.
The description looks good! Let’s take a look and see if we have this item onsite. It looks like we don’t have this item in inventory. We’d have to order it before delivering it to the customer. In our pretend sale, the customer is willing to wait for the item, so we’ll go ahead and add one of these to the shopping cart. That’s all the customer wants today, so we’ll move on to the second step of the sale, collecting customer information during checkout.
Here we’ll fill out the customer information for the new customer. All these fields in red are mandatory fields, controlled in System Settings, but we can collect whatever information we want to provide for the customer. At the bottom, we note what marketing campaigns brought the customer into the store. We’ll also choose which salesperson is writing this sale and what percentage of commission they will get. Finally, mark off the payment type, and then we’ll proceed to Step 3: taking payment.
On this page, we can see the final details of the sale. If we wanted to, we could remove the item or add adjustments. We can set different delivery charges, tax locations, or fees. Our sample customer is paying cash for the full cost of the item, so we’ll take an initial deposit marked as cash. We’re not sure when the item will be delivered so we’ll put “Not Scheduled”, fill out the manager password, and click “Save as Sale”.
That’s our sale! If we want to check on the sale again after the fact, we can search for it by going to Search Customer. I’m going to search by the Customer’s name to find their account then bring up the sales they’ve made. I can select their sale and further work on this sale through this Manage Sale page.
After the sale is saved, the system will automatically try to go and check for the items the customer purchased. If you have those items in inventory, they will be automatically reserved for the customer. If not, they will be added to a list of items to be ordered from a vendor. There’s one catch: This process will only start once the sale has hit the qualifications you defined for auto-reserving in the system settings. Until then, you do not proceed to the second core function - the sale stays permanently undelivered, with no items reserved.
Let’s review what we went over in this video.
- There are three steps to making a sale: adding items, collecting customer information, and taking payment
- You can work with the saved sale further from the “Manage Sale” page in the system
- The sales core function starts when a customer starts looking for items, and ends when the item has met the necessary qualifications to start the reserve or order process for the customer.
As mentioned, there are many ways to do sales in EZ Process Pro, all under the Sales section. As you go through the software, you’ll learn more about the different kinds of sales and how they fit different scenarios.