Daily Archives: November 11, 2013

Tip #164 – Cash and Carry Sales


Tip #164
Cash & Carry Sales

flowerSoft has always given you the ability to enter cash & carry orders by entering “999” in the Account Number field.  Although this has worked well and many of you use it constantly, it had one major flaw and that was that you could not keep track of a customer if you used this option.

You cannot capture the customer data when you enter a “999” order… until now.

Now flowerSoft gives you the ability to track cash and carry customers by the last 4 digits of their phone.

Let me show you how you can do this.  If you look at the bottom of the screen-shot below, you’ll see that flowerSoft now allows you to enter the last 4 digits of a customer’s phone number, as long as you precede it with an asterisk (*)

cc01

When you enter and asterisk followed by 4 numbers, flowerSoft will know that you are trying to enter a cash and carry sale.

cc02

If flowerSoft does not find a match for those 4 digits, it opens up a screen that will allow you to enter the customer’s name and address.

cc03

It will also allow you to enter an e-mail address for the customer.

cc04

After that, you can enter the cash and carry order as you normally would.

The difference is that now you have captured the customer’s name, address and e-mail address.  If the customer happens to come back to your shop and make a purchase in the future, flowerSoft will be able to bring up his or her information automatically.

cc06

Another advantage is that his or her credit card information will be available, eliminating the need to re-enter the card information the next time he or she purchases from you.

cc07

Just remember to enter the all important asterisk before the last 4 digits of the phone number.  This is what tells flowerSoft that you are entering just the last 4 digits of a phone # and not an account number.