Make sure your customers receive the goods that they previously paid for.
Video Walkthrough:
Once your 1st Time Inventory has been added to the system, it is now time to enter all open undelivered sales from your old system into EZ Process Pro. This way you can keep track of any sales that have not yet been delivered and make sure the customer receives the product that they have paid for.
You have two options when recording payment for the sale. You could add a store credit to your client's account or use the "Previous Paid" field as payment for the sale.
Please note you are only going to want to add items to the sale that have not yet been delivered.
1st Step: Regardless of which payment option you choose to proceed with, you will need to make sure all of your open undelivered sales customers' information has been added to the system.
You can either do this by exporting all of your customers from your old system to a spreadsheet and emailing that over to your launch manager. Your launch manager will then upload your client list into your system.
The other way you can enter your open undelivered sales customer information into the system is by hand-entering that data. You can hand-enter the data by going to Sales > Search Customer > Enter New Client. You will then fill in your customer's information and then click Save Customer Info at the bottom of the screen.
Now you have to make a decision whether you are going to add a store credit to the customer's account before the sale and then use the store credit to pay for the open undelivered sale or use the "Previous Paid" field to record the payment of the sale.
2nd Step (Store Credit):
First, you will need to add a store credit to each of your customer's accounts that has money paid in but has not yet received delivered their goods. To do this you will go to Sales > Search Customer. Type in the Customer's name and click Submit. Click View next to the appropriate customer's name and then click View All Sales. Click on the drop-down menu for Customer Account: Actions and then select View Store Credits. Type in the amount of the store credit, and for the reason reference the original payment date and type for records. Click Add to add the store credit to your customer's account.
3rd Step (Store Credit):
You now need your salespeople to enter your open undelivered sales, they will follow these directions:
Sales > Search Customer and then you will type in the customer's name and click Submit. Click View next to the appropriate customer's name. Click View All Sales and then click on the drop-down menu for Customer Account: Actions and select Create New Sale.
You will then select Full Catalog and then select the manufacturer and then search by item # to select the items you wish to add to the sale. Once you have added all of the items to the shopping cart for the sale you will click "Check Out" to go to the screen where you will confirm the customer's information and for Payment Type select any of the payment options (you will ultimately use store credit as payment so what you select here is not important) then you can proceed to check out the sale. The "Instore Credit" field will show you the current credit the client has on file. For the "Amt to use" you will type in the Grand Total of the sale. Next, you will either select the Est. Date of Delivery or select "Not Scheduled" for that field. You will then click "Save as Sale" to save the sale. Once you do that your open undelivered sale will now be in EZ Process Pro for you to monitor and later deliver. You will follow these steps for all other open undelivered sales that you need to enter into the system.
2nd Step (Prev Paid):
Here is the last step in case you would like to add the amount paid for the sale as "Prev Paid" rather than creating and using a store credit.
Please note the previous paid option maintains 0 record of why this amount was entered for the sale and team members do have the ability to steal this way. But creating a store credit first puts ownership and bookkeeping in control. Not sales.
You now need your salespeople to enter your open undelivered sales, they will follow these directions:
Go to Sales > Search Customer and then you will type in the customer's name and click Submit. Click View next to the appropriate customer's name. Click View All Sales and then click on the drop-down menu for Customer Account: Actions and select Create New Sale.
You will then select Full Catalog and then select the manufacturer and then search by item # to select the items you wish to add to the sale. Once you have added all of the items to the shopping cart for the sale you will click "Check Out" to go to the screen where you will confirm the customer's information and for Payment Type select any of the payment options (you will ultimately use "Prev Paid" so what you select here does not matter) then you can proceed to check out the sale. To make payment on the sale you will scroll down to the Prev Paid field and enter in the Grand Total of the sale. You will then select an Est. Date of Delivery or select "Not Scheduled" for that field. You will then click Save as Sale to save the sale. You will then run through these same steps for each of your open undelivered sales.
Please note that being able to enter "Prev Paid" is a permission that must be turned on for the user that recording the sale.