Wholesale vs Retail

I run a sporting goods and custom team store and have inherited the RMS system (of which I really like). However I have a few questions between retail and wholesale.

I have regular retail customers and team sales customers. Is there a way to categorize between the two when processing transactions? Right now for my team sales I use the Transfer Out option in Ops Manager and create an invoice (excel spreadsheet) for the goods (i dont run it through the POS side) Is there an invoicing utility or format that is not receipt based?

Thanks Jamie

Reply to
Jamie Boucher
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You should use the RMS POS for both retail and wholesale. What you may want to consider are:

1- Create different Account Type so you can analyse your retail vs wholesale customers as well as giving them different A/R settings. 2- Create a different Sales Resceipt for wholesale customer and link to Printer 2 so you can print a different type of invoice for them. 3- You will probably use Work Order to prepare for your wholesale customer. 4- If you have contractual pricing [more than what the standard RMS allows] then contact me for our RR Customer Price Matrix module.

Afshin Alikhani - [ snipped-for-privacy@retailrealm.co.uk ] CEO - Retail Realm

Reply to
Afshin Alikhani

Thanks for the reply -

  1. That makes sense - I can do that in the Accounting software.
  2. New receipt formats - i found them in the RMS directiory, how do I tell the system to print them to a different printer?
  3. We use workorders now for custom retail orders, so that is not a problem, but problem 2 above applies.

Thanks again

Jamie

"Afsh> You should use the RMS POS for both retail and wholesale. What you may want

Reply to
Jamie Boucher

Consider using the price level fields in the item master. You have available fields for the regular price, and price levels A, B & C in the item master. You could define any of those price levels to be your "wholesale" price for that item.

When it comes time to ring up the sale just select Shift-F3 Discount in POS, then select "set the price level for the transaction", then select the "price level" corresponding to you wholesale price. Viola! You are now selling things at the wholesale price, not the default price.

If you use the customer database, you can set the customer's default price to be any of the price levels in the "customer options" tab. This works for customers who will always pay at the wholesale price.

-Eric

"Jamie Boucher" wrote:

Reply to
ergie63

Jamie,

You need to set up a second printer in store operations - database - register list - properties - printer 2 and the select the options needed, then link the receipt format at the bottom to the receipt format you downloaded. At the point of sale you will be then asked which printer you want to print to on completion of the sale.

Hope this helps with your point 2

Marc

"Jamie Boucher" wrote:

Reply to
Marc Wilkinson (Manchester UK)

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