Efficiently handling walk-in sales is crucial for any pet business. Our system makes it easy to process sales for both walk-in customers and existing clients who make unscheduled purchases. This tutorial will guide you through the process step-by-step.
Why This is Important
- Capture all sales opportunities, including unplanned visits
- Provide quick and efficient service to walk-in customers
- Maintain accurate records of all transactions
- Streamline the sales process for both new and existing customers
Processing Sales for Walk-In Customers
1. For New or Anonymous Customers
a. Go to "Add an Invoice"
b. Search for "Walk-in" customer (if you don't have one, create one in Add Customer)
c. Select "Retail" as the service type
d. Search for a retail item (or use USB scanner) to find items quickly
e. Adjust quantities as necessary
To remove an item, click on the "Remove" button next to it
f. Select the payment type (cash, credit card, etc.)
g. Process the payment and close the invoice as usual
2. For Existing Customers Making Unscheduled Purchases
a. Go to "Add an Invoice"
b. Search for the existing customer by name or phone number
c. Select the appropriate service type (e.g., Daycare packages)
d. Add items or services to the invoice
Additional Features and Tips
- Quick Add: Use keyboard shortcuts or barcode scanners for faster item entry
- Discounts: Apply discounts to individual items or the entire invoice if applicable
- Account balance: Apply customer account balance to the invoice if applicable
- Loyalty points: Apply loyalty point redemption to the invoice if applicable
- Customer Notes: Add any relevant notes about the customer's preferences or pet's needs for future reference
Best Practices for Walk-In Sales
- Upsell Appropriately: Suggest complementary products or services when relevant
- Capture Contact Info: Encourage new customers to join your mailing list or loyalty program
- Follow Up: For service-related walk-ins, consider scheduling a follow-up appointment
Handling Special Situations
- Split Payments: Use the split payment feature for customers wishing to pay with multiple methods
Remember, efficient handling of walk-in sales can significantly contribute to customer satisfaction and your business's bottom line. These procedures ensure that all sales are processed accurately and promptly, whether for new walk-in customers or existing clients making unscheduled purchases.
If you encounter any issues or have questions about processing walk-in sales, please contact our support team at support@pawsadmin.com. We're here to help ensure your pet business runs smoothly!