Selling items that don't exist in the database yet.

Posted by Ryan on December 31, 2006, 7:21 am

Please log in for more thread options

We are a small store. We very frequently sell items that we have never
carried before as a special order. (Customer walks in, wants something
we don't carry, we find it, order it, complete the transaction, then
call them when it arrives in 2 days.)

I'm having a hard time figuring out the best way to approach this in
RMS 1.3. Our old system didn't keep track of inventory or our cost so
it was never a problem.

I was thinking... could I create a work order and ring up a temporary
item called "special order" or something and take full or partial
payment at that time. Then when the item arrives I could enter it into
inventory, edit the work order to delete the "special order" and
replace it with the correct item, then finally convert it to a sale?

Or is there a better way? I suppose we could do the transaction on
paper then put it into the computer when the item arrives but I would
like to avoid that if possible.

Thanks.
--Ryan

Posted by Stringers on December 31, 2006, 6:04 pm

Please log in for more thread options

Have you looked at Special Order Tracker from DRS? It will do exactly what
you describe. I have a few add-ons from DRS and they are all very good.
Download a trial of SO Tracker at
http://www.digitalretailer.com/rmsaddins/index.htm

> We are a small store. We very frequently sell items that we have never

> carried before as a special order. (Customer walks in, wants something

> we don't carry, we find it, order it, complete the transaction, then

> call them when it arrives in 2 days.)

> I'm having a hard time figuring out the best way to approach this in

> RMS 1.3. Our old system didn't keep track of inventory or our cost so

> it was never a problem.

> I was thinking... could I create a work order and ring up a temporary

> item called "special order" or something and take full or partial

> payment at that time. Then when the item arrives I could enter it into

> inventory, edit the work order to delete the "special order" and

> replace it with the correct item, then finally convert it to a sale?

> Or is there a better way? I suppose we could do the transaction on

> paper then put it into the computer when the item arrives but I would

> like to avoid that if possible.

> Thanks.

> --Ryan

Posted by Terrible Tom on January 2, 2007, 3:12 pm

Please log in for more thread options

The scenario you describe is pretty much exactly how we manage it here.

I have considered the DRS SO Tracker add-on. It looks good but I haven't
taken the leap yet.

Tom
--
Stop fishing for e-mail

"Ryan" wrote:

> We are a small store. We very frequently sell items that we have never

> carried before as a special order. (Customer walks in, wants something

> we don't carry, we find it, order it, complete the transaction, then

> call them when it arrives in 2 days.)

> I'm having a hard time figuring out the best way to approach this in

> RMS 1.3. Our old system didn't keep track of inventory or our cost so

> it was never a problem.

> I was thinking... could I create a work order and ring up a temporary

> item called "special order" or something and take full or partial

> payment at that time. Then when the item arrives I could enter it into

> inventory, edit the work order to delete the "special order" and

> replace it with the correct item, then finally convert it to a sale?

> Or is there a better way? I suppose we could do the transaction on

> paper then put it into the computer when the item arrives but I would

> like to avoid that if possible.

> Thanks.

> --Ryan