Tip #219 – Preferred Method of Payment


Tip #219
Preferred Method of Payment

As you all know, when entering a new order for a customer with a “house” account, flowerSoft defaults to the ON ACCOUNT method of payment when entering the method of payment field.
By that I mean that the ON ACCOUNT method of payment is highlighted and you either hit <Enter> to select it or move the highlight to a different method of payment.

With the 2015 version, flowerSoft will give you the option to select a “preferred” method of payment for customers with “house” accounts.
This means that flowerSoft will not automatically default to the ON ACCOUNT method of payment when entering the field.
You can only select a “preferred” method of payment for “house” accounts. As of now, the only other method of payment allowed as a “preferred” method of payment is credit card.

Basically this feature is allowing you to guide your customer towards using a credit card to pay for the purchase instead of charging it to his or her “house” account.

Above we see the profile record of a “house” account customer, indicated by the “N” in the Cash Only? Field and the $5,000.00 credit limit.
Notice the new field on the screen “PMOP” which will tell flowerSoft if a method of payment other than ON ACCOUNT should be highlighted when first going into the method of payment field.
See below…

As you can see, the highlight is on CREDIT CARD instead of on the ON ACCOUNT method of payment.

The idea for this new feature came to us from Cris Bandle of Owens Flower Shop in Lawrence, KS.

Thank you, Cris.

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