Recording Online Sales


B

Brian

Looking for a suggestion to record sales made via an online site into an
MS-RMS system of a brick and mortar location? The sale made online is paid
for with the customers CC and processed through our web merchant account.

We're trying to record our online sales in MS-RMS so we can generate
reports, etc...

We just activated our online site and received our first order and are now
scratching our heads on how to record this sale. Our first thought was to
run it through as a cash transaction but then we’re missing that amount of
cash at the end of the day. The must be a better way.
Any suggestions would be appreciated.
Thanks, Brian
 
Ad

Advertisements

C

Craig

What I would do is make another tender type called Online Sales or something
like that. When you record a sale just use that tender type. When you do a
tender report you'll see exactly what you did for that tender.
Craig
 
J

Juli

We created a sales rep called "internet order".

Plus, since I wanted to easily and quickly reconcile my merchant account
deposits, I created separate tender types for Web Amex, Web Visa/MC, etc
(tender type is "other" not credit card). They are mapped to download into my
Quickbooks undeposited funds accounts.

I like the sales rep method much better than trying to track sales by tender
type. I've had customers call their internet order in because they were
asking me a question about a product and I prefer to take the order
immediately rather than risk them changing their mind when they get back
online. I've also had customers send in money orders for online purchases,
etc. Visiblity of these sales would be lost if I relied on tender type.
 
C

Craig

That's a much better idea Juli. I am currently looking into online sales
also and this type of issue is just one of a million I've got to try to
figure out. I think sales rep is available on more reports than tender type
also.
Craig
 
B

Brian

Juli,
We did a few test transactions and tried to run a report showing the sales
reps. We couldn't get anything to produce a report.
How do you get a report by Sales Rep?
Thanks, Brian
 
J

Juli

Summary Sales has a daily report by sales rep. Top Performers does too.

One thing I don't like about Sales Rep reporting is that it shows items sold
but not transactions processed (since it's a line level setting, rather than
a transaction level setting). I use my online shopping cart statistics to
watch transactional data and I can also back this up by using the special
Inet tender types I created in RMS to get a decent picture of total
transactions, AOV (average order value), etc.

I also considered setting my tracking up using an Internet cashier because
it seems like there are more cashier reports than sales rep reports. I went
with sales rep because I can also see which cashier entered the Inet order
and maintain staff controls. It's been over a year since I weighed the pros
and cons of each, so I can't remember the details of that option.

My past life was spent overseeing fairly large-scale catalog and internet
marketing. So the level of analysis I can do now is paltry in comparison. But
in all reality, I get the info I need to make appropriate decisions for my
business.
 
Ad

Advertisements

M

Mickie

Make a new tender type called "ONLINE CREDIT CARD"

Enter the web orders as WORK ORDERS and tender the total amount to this
new Tender Type.

It is best to do this step at a NON-CASH REGISTER station...like a
computer in the back. If you MUST, you will have to DROP the online
credit card amount each day to make the drawer count out.

Recall the Work Order at your shipping station and ship it.

If you expect to have lots of orders, invest in SHIPRUSH, which will
pull all your customer's shipping info over, print a shipping label,
push the tracking number back into RMS and mark the item shipped all in
one transaction. you can use UPS, Postal, or Fedex.
 
M

Mickie

Sales Rep works GREAT for tracking--much better than tender type for
reporting.

However, your accounting may need to separate the online credit card
sales from your In-store credit cards sales since they are likely
different processors.
 
P

PRJ

Can you explain how using a distinct sales rep for online orders is
better/different from using a distinct cashier?

We have begin doing online sales as well, and were advised by our re-seller
to use a distinct cashier. Since 'cashier' seems to be a criterion in many
report formats, this made sense, but I haven't really spent much time trying
to generate reports using it. I would really like to be able to completely
isolate all info regarding online sales from store sales as if it were a
completely separate store. Does 'sales rep' give me a better way to do that
than cashier?

If we do designate an 'online' sales rep, am I correct that each POS sale
needs to be assigned to that rep using the 'sales rep' command? Again, what
advantages does this provide over using a distinct cashier. (one simple one
that occurs to me is that it would be easier to remember to asssign an online
sales rep during the POS transaction than to remember to use the correct
'online cashier' login.)
Thanks.
 
M

Mickie

Since we have several different ways that we sell...website, Amazon,
ebay, in-store, etc, we need to run reports that give totals in each of
these areas.

If you make each of those a tender Type, there are limitations in the
types of reporting you can get. Since the numbers are transaction
based, you cannot see how many widgets were sold via Amazon vs eBay.

However, since I have each of those selling areas listed as a Sales Rep,
I can get reports that split out my sales by Month, year, whatever.

I can also generate a report that shows how MANY (QTY) items were sold
in each area.

Since I have many CASHIERS both entering orders (making Work Order) and
shipping the items (closing invoices), I need to know WHO DID IT. If the
cashier is "online sale", how will I know?

Since EVERY ITEM sold is marked with a sales rep, all reports are possible.
 
C

Craig

Sounds like a lot to consider and that one solution doesn't fit all. I still
think the sales rep designation is better based upon ease of use, and
reporting capabilities.
CRaig
 
Ad

Advertisements

P

PRJ

Sales Rep ep is a function I am not really familiar with. I can see how to
set up a rep for 'in-store sales' and another for 'internet'; and I can see
how to turn on the option to require a rep....... but how do I select the
sales rep as part of the POS sales transaction?

This adds that step to every transaction, so it really needs to be something
quick as we use the same POS station for all sales.
 
J

Juli

We don't require a sales rep on all transactions because 80% of our
transactions are in-store. For us, no sales rep = in store sale.

To select a sales rep when you're entering a transaction just hit shift F8.
You can also type the rep number at the end of every line but that's more
work and a higher chance of error (if you miss a line).
 
M

Mickie

How easy is it to write a POS button that the Cashier can hit that would
set the Sales Rep to a certain designation?

I need a faster way in the store....this trips us up a lot because I
REQUIRE that a sales Rep be entered.

If there was a button in the POS screen they could just hot that instead
of fumbling with the SHIFT-CTROL Function key stuff...especially when
they can't type fast.

Is there any tutorial on writing the COM-Hook functions?
I'd like to learn that!

mickie
 
G

geoff

Sales Rep ep is a function I am not really familiar with. I can see how to
set up a rep for 'in-store sales' and another for 'internet'; and I can see
how to turn on the option to require a rep....... but how do I select the
sales rep as part of the POS sales transaction?

This adds that step to every transaction, so it really needs to be something
quick as we use the same POS station for all sales.
In My experience with RMS reporting and functionality cashiers and
sales reps have different roles within the system and this is borne
out in the various reports RMS provides. Of course you can always
customize these these, but out of the box Sales Reps are generally
reportable against sales for commission purposes. Cashiers are
assumed to be the ones actually processing the sale at the register,
so their reporting is generally geared toward transactions and tender
reconciliation. So really, it depends on how you want to report on
your web sales, if you re looking to break out the revenue (bricks and
mortar versus web) then a sales rep function would be better. If you
are talking accounting then Cashiers might be better...Of curse you
could use them both; set up an Internet Order Sales Rep and a
Cashier...That way you can run any report that looks at either! To add
a third dimension, you could put "Internet Order" in the Reference
field of the transaction, and that will give you another array of
reporting capabilities. The NitroSell Commerce solution does this
automatically, but of course there is a transaction number included
which allows individual sales to be tracked.

Todd Jensen
NitroSell
 
Ad

Advertisements

Ad

Advertisements


Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top