In this article, we will go over the process of taking an order in your Floranext Point of Sale Lite.
TABLE OF CONTENTS
Start your order by designating the employee taking the order
Click "Select Employee" and choose a name from the list
Next, select the request type, Walk-In or Phone.
Next, set the order type.
Taken: This order type is for in-shop purchases at the point of sale. For phone orders, use Delivery or Pickup as applicable. Taken orders can include customer information, but aren't required to.
Delivery: If someone calls or walks into your store and places an order to be delivered, you would use this tab.
Pickup: Use this tab if your customer will be coming to the store to pick up the order at a later time.
Additional Feature on Order Toolbar - Drafts
If an order is ever interrupted, you can recover a saved copy of it from here. Drafts of each order save automatically every few seconds.
Here is where you will enter the customer's information.
By default, the only information required in this section is the customer's first and last name.
For returning customers, you can start typing the name in the search bar and any customer name in your database will fill in for you to select.
Any additional information you add to the Customer Info section will be added to their customer record upon completing the order.
Note: The system will warn you if you are entering in a duplicate customer record., It is recomended you choose from among the customers suggested so no duplicate records are created.
For delivery orders, enter the address of the customer receiving the order.
In this section is the Delivery/Pickup Date: Select the date that the delivery is to take place.
For delivery or pickup, you will enter the card message to be included with the order.
Under the card, a message text box to enter in the card message. Up to 250 characters are allowed for a card message.
If your customer has a particular request like a vase of daisies and carnations, you can enter this into the Product Description box and apply a price and quantity.
If your customer is interested in a specific arrangement from your catalog, you can type in the name to the Search Products field to find the product and populate the order with this information.
Remember to click Add Item to add the product to the subtotal!
Now we can see an overview of our order.
If the customer would like to be emailed their receipt, mark the checkbox next to the customer's email address.
If you would like to override the automatic Delivery Charge, you can do so by entering the new charge into the empty field.
You may also apply a discount here by either percentage or fixed dollar amount.
Once you have confirmed that everything is correct, click Take Payment at the bottom. If you are sent back to the top of the page, a required field may be empty.
A new pop-up will appear. Select the method of payment for your customer, then fill out any of the applicable information.
Once this has been entered, you can click Complete Order.