Showroom orders & fittings

One dashboard for the special orders and fitting jobs taken on the lighting, furnishings and flooring showroom POS: a period's orders by stage with their value, how many days a special order takes to be ready, and every open order by its promised day, with the overdue ones, the next 14 days' deliveries and fittings, and the balance still to collect after the deposits. Part of the Showroom orders & fittings add-on.

Steps

  1. On the showroom POS, tap an item under Special orders (or Made to order, Cut & bulk orders) or a fitting job, type the price agreed with the customer and enter the customer, the site and the promised day. Take the deposit as a part payment on the same invoice.
  2. Move the order on the POS Orders board as it goes to the supplier, is ready and is delivered or installed.
  3. Open Sales → Showroom orders and pick the period (the last 30 days at first). Chase the overdue orders at the top of the list, then the ones due this week.

Tips

  • Days to ready run from the invoice day to the day the order was marked Ready on the board, so mark each step on the day it happens.
  • The balance and deposits count each invoice once, when it still has an open order; cancelled orders are left out of the value.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Showroom orders & fittings module. Learn more

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