Archive for the ‘Bicycle Store’ Category

Let’s do a Bike Shop POS Point of Sale transaction together (2)

Creating a Delayed Delivery Sales Order.

Bike Shop Point of Sale

Bike Shop Point of Sale

 

Here’s the scenario: A customer comes into your Bike Shop to purchase some items that he will be picking up or it will be delivered to him after his order is completed at a later time.

So let’s do a Delayed Delivery Point of Sale transaction together.

On the Main Menu under Sales, click Sales Orders. If you know the customer number, enter it in the Customer ID field.

If you’re not sure of the number, click the icon to the right of the field to search for it or to create a new customer.

The customer information appears.

In the Transaction Type field on the right side of the screen, select “Delivery”, since the merchandise will be delivered to the customer. The other option in this field is Take With, which is used when the customer is taking the merchandise with them.

Now we need to specify the delivery date for the merchandise.

Now let’s look at the Ship To information for this order.

By default, the Ship to information is the same as the Bill To information. To change it, simply type the new information in the appropriate fields. If you want to use the address of a customer already on file or view addresses that the customer has previously shipped to, click the search button to the right of the address field.

Customers matching the search criteria appear.

Smartwerks automatically keeps a history of the Ship To addresses that are used by a customer. If you want view these addresses, enter the Bill To customer number in the Customer ID field and click Search.
In the name column, you will see the Bill To customer. In the columns to the right you will see the addresses where merchandise was previously shipped.

Let’s use one of these as the Ship To address for this order.

Before we add merchandise to the transaction, let’s look at the Map feature.

When you click the Map button, the Google Maps webpage automatically opens in your default browser.
Now it’s time to add merchandise to the order. To begin, click inside the Item # field and then scan the barcode. If you are not using a barcode scanner, type the item number in the field.

If you don’t know the item number, you can look it up by clicking the search button.

The description, brand, quantity available, pricing information, and image for the item now appear. Verify that the quantity being purchased is correct and click OK.

Note that most barcode scanners can be programmed to put the items directly into the Item Table after being scanned. In that case, you would not need to click OK button.

The item appears in the Item Table.

Now let’s add one more item to the ticket, using the steps just described.

Both items now appear in the item table. You can modify either one by clicking on it.

When all items have been added to the ticket, click Checkout to enter the Payment information.
If you want to make the current Ship To address the default Ship To address, click yes at this prompt. Since this customer does not use this ship to address very often, we will answer no.

Select the payment type at the bottom of the screen.

Enter the required information for the payment type, including the amount being paid. Then click Apply.
The payment appears in the table on the right side of the window. When all payments have been entered, you can preview the invoice by clicking the Preview button.

When you are finished entering payment information, click OK to print the invoice and complete the order.
Now we need to ship the item to the customer.

In the Invoice number field, enter the invoice number of the transaction.

The order appears. Verify that the information is correct.

Next, Click Quick Ship at the top of the screen.

Specify which items are being shipped. In this example, we will ship both items on the order. Decide whether you want to print the invoice…and click OK.

Finally, specify the invoice printer and click OK.

The status of the order is now “Delivered Closed” Notice that the new invoice shows the lines that were Quick Shipped.

Meran Magsoodi

Meran Magsoodi

At this point, you have successfully set up a Delivery Order.

If you are interested in learning more about how Smartwerks POS software can help you, contact us at www.smartwerksusa.com or by phone at 888-882-1530 x107.  Ask about our free trial offer.

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Let’s do a Bike Shop POS Point of Sale transaction together

Bike Shop Point of Sale

Bike Shop Point of Sale- Photo Courtesy of asnclassifieds.com

Creating a Take With Sales Order.

Here’s the scenario: A customer comes into your Bike Shop to purchase some items that he will be taking with him today.

So let’s do a Point of Sale transaction together.  On the main menu under sales, click sales orders. If you know the customer number, enter it in the Customer ID field. If you’re not sure of the number, click the search button to look it up or to create a new customer.

The Customer Search box contains a number of search options. For this Point of Sale transaction enter information about the customer in at least one field and click Search. If you need to create a new customer, you can do so on this screen. Simply enter the customer’s details and click Create New.
Customers matching your criteria now appear. Double-click the customer or click the Select button and the information is automatically added to the ticket.
If the customer has an AR account with your company, the account information now appears. Click OK.
In the Transaction Type field on the right side of the screen, select Take With”, since the customer will be taking the merchandise with them. The other option here is Delivery, which is used when merchandise is being delivered to the customer. Delivery Orders are discussed in a separate tutorial.
Before we begin adding merchandise to the ticket, let’s briefly talk about the Check Stock feature. At any time, you can view up to date stock quantities for an item by clicking the Check Stock button at the top of the screen.
To Check Stock, first enter item information in one of the fields and click Search.
When the item appears, double click on it or click the Check Stock button to view the current stock levels of this item at all branches.
Close the Stock Levels and Inventory Search windows to return to Sales Order Entry.
Now it’s time to add merchandise to the order. To begin, click inside the item number field and scan the bar-code. If you are not using a bar-code scanner, type the item number in the field. If you don’t know the item number, you can search for it by clicking the Search button.
A message box appears on the screen. This is known as a Sticky Note. These text boxes can be attached to a customer record or an inventory item and are useful for a number of purposes. When a customer or item with a sticky note is used in Sales Order entry, the note automatically scrolls down the screen.

The description, brand, quantity available, pricing information and image for the item now appear. Verify that the quantity being purchased is correct and enter a serial number if required.
Click Ok to add the item to the transaction.
Note that to decrease entry time, most barcode scanners can be programmed to put the merchandise information directly into the Item Table after being scanned. In that case, you would not need to click OK button. The item appears in the Item Table.

Now let’s add one more item to this Point of Sale transaction ticket, using the steps just described. Both items now appear in the Item table. You can modify either one by double-clicking on it. In this example, we are going to add a 10% discount to the item.
Once all changes are made, click Update.
The new price is reflected in the Item table. The discount amount is visible here and will also print on the Sales Invoice.
When all items have been added to the ticket, click Checkout to enter the Payment information. Select the Payment Type at the bottom of the screen.

Meran Magsoodi, Author
Meran Magsoodi, Author

Enter the required information for the payment type, including the amount being paid and click Apply.
The payment appears on the right side of the window. When all payments have been entered, you can preview the invoice by clicking Preview.
When you are ready to finish the sale, click OK print the invoice.
At this point you have successfully created a Take With Sales Order.
If you are interested in learning more about how Smartwerks POS software can help you, contact us at www.smartwerksusa.com or by phone at 888-882-1530 x107.  Ask about our free trial offer.

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Bicycle Shop Point of Sale Software

Meran Magsoodi, Author

Meran Magsoodi, Author

Smartwerks POS software can provide you with the tools to better manage your bike shop.

 

Most Point of Sale Systems (POS) enable your employees to easily enter customer sales transactions.  However, an integrated POS system will do much more.  A good example is Smartwerks.

Because Smartwerks is a complete and totally integrated POS software package, you can track your inventory items, and know what tubes are selling and what aren’t. Too often, bike shops have too much of the wrong stuff and not enough of the right stuff.  With Smartwerks, it’s much easier to reorder the right amount of the right product.  You’ll also be able to compare the profitability (gross margin) of each item and merchandise category.

A well-designed Bicycle Shop Point of Sale Software will also help you keep track of your customers’ purchase history.  You’ll have a better idea of their product preferences.   You can target your existing customer base to maximize your marketing dollars.

Seminole-Bike
Seminole-Bike

One of the reasons that you should consider Smartwerks as your bike shop POS system is the fact it is a complete system, including a comprehensive accounting package.  You can pay your bills (A/P), record customer payments (A/R), and enjoy the benefits of on-demand financial reporting.  Also, you can see how you are doing on an up-to-the minute basis.   At Smartwerks, we believe that timely and accurate information leads to better decision making.

If you are interested in learning more about how Smartwerks POS software can help you, contact us at www.smartwerksusa.com or by phone at 888-882-1530 x107.  Ask about our free trial offer.

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Company Info

Smartwerks, Inc.

4625 E. Bay Drive. Suite 201
Clearwater, Florida 33764

Tel.: (888)-882-1530 ext. 107
Fax.: (727)-532-6179