Using inFlow Cloud to manage your retail location? Need some pointers? Look no further! Welcome to your quick and easy guide to streamlining sales with inFlow’s new retail mode. It’s designed to ensure the least number of clicks to create and complete a sale.
Retail mode: optimize for speed
First, click Main Menu > Options > Personal Settings. Under Sales Orders Without Shipping, select the Retail – optimize for speed option.
One of inFlow’s many strengths is that it can track your customer history and provide reports or further information for you. But for a retailer who may see their customers once a month (or only once), that means time and effort to add a new Customer when you need to process the sale quickly.
If you don’t want to track each customer’s name and contact information, we recommend creating a customer named “Retail Customer”.
When you’ve done that, select this customer in Main Menu > Options > Personal Settings > Default Customer.
Each time you open a new sales order, inFlow will automatically select this customer for you. You can just go straight to scanning/selecting the items to be sold.
1) Create a new order
Click on New Sales Order from the Homepage (or Main Menu > Sales > New Sales Order). Scan or select the items you’re selling.
2) Complete and Pay
When you’ve finished scanning/selecting the items, click the Complete & Pay… button (or you can use the keyboard shortcut: CTRL + SPACE).
You’ll see a new window showing you the balance of the order. You can select the payment method for the customer here and enter a Reference # if you need.
If your customer is paying with cash, you’ll need to know how much change to return to them. Enter the amount that your customer has given you into the Amount Paid field. This will show you the Change Due amount, so you can pull the correct change from your cash drawer.
3) Print receipt (optional)
If you select Print Receipt in the Print Options section, after clicking Complete & New (or Complete), it will automatically start printing inFlow’s Sales Receipt document to the selected printer.
Using a custom document instead? Click Complete and then click Print at the top action bar to open up the inFlow Print dialog.
4) Next order!
When finished, you can click Complete & New to start a new order immediately, or just click Complete if you want to save and view the order.
One of the features which can be the most useful in streamlining sales is the barcode scanner. inFlow is set up to recognize barcodes when an item is scanned in the sales order, once the barcodes have been saved in your product record. Even better, the program also recognizes when a barcode has been scanned multiple times and simply updates the quantity of the item that was previously scanned in order to keep your sales slip easy to read.
For more on how to set up barcodes in your system please see here.
You can easily view the total estimated profit of a Sales Order by clicking the dropdown on the Sub-Total heading in your Sales Order. This will quickly show you the Sub-Total, Estimated Cost of Goods Sold and Estimated Profit in this Sales Order.
The profit is calculated by taking the cost of each item as well as any non-customer costs and subtracting them from the sub-total to get your profit.
NOTE: Since this is only an estimate, inFlow uses the applicable costing layer to calculate your profit on the order (this is especially applicable to those using FIFO or LIFO costing). Once the order is complete, inFlow will calculate the actual profit using the true costs on the order.
When closing up at the end of the day most retail locations like to see how the day’s sales went. inFlow has built-in reporting features which will allow you to pull reports on the day’s sales as well as check on profit levels or inventory. The Sales Order Summary Report is a quick and easy way to check your sales for the day. Simply choose the report from the list of available reports and tell inFlow that your Order Date is “Today”.
inFlow will provide a summary of the orders for that day, their subtotals, taxes and total sales amounts. In addition, you can also try the Customer Payment Details report to track how much cash vs. credit sales (different payment methods) you have done.