Pickup Notification Tool
Action: PICKNOTI
The primary purpose of Pickup notification tool/form is to be utilized as an organized & systematic method to notify customers that their special ordered merchandised is ready for pickup.
A secondary use of this form is to identify items that may have not been charged sales tax when they should have or a customer has been charged shipping but does not have a shipping record in the shipping module or was not charge for shipping, but does h ave a shipping record in the shipping module. It identifies these items by placing a message in the description field found within the grid. See description field information below for more details.
The form is comprised of a grid that contains by default ALL of the un-notified pickup inventory. Each inventory item must be marked as customer notified before the system will omit if from the grid. Click anywhere on the row containing the item to work with. ProfitSystem© will select it making that item active allowing all information fields & functions/buttons to pertain to just it.
If an item is received, but out on an RCR, it will not show in this form.
By At the top of the list tab is a set of search fields. You can fill in one or more of these fields and press the LIMIT button. ProfitSystem® will then filter the list to show only the pickup inventory items that match the data in the fields entered. To cancel the filter & show all un-notified pickup inventory appointments, press the Clear button.
The grid may be sorted by scheduled notification date or customer name. Sort is controlled by the rightmost column.
Criteria
Received...The pickup inventory received date.
Notified...The pickup inventory notified date. Entering a date range within this field will allow pickup inventory to display that has a notified date entered indicating the customer has been notified of it's availability for pickup.
Scheduled Notification...The pickup inventory scheduled notified date.
Notified by...The pickup inventory notified by field.
Category... The pickup inventory item category.
SA...The sale ticket's number one sales associate.
Show Messages Only (checkbox)...This will filter the items within the grid to only those that have shipping/tax messages.
Show items sold from stock (checkbox)... Checked, this option will only show items in pickup meeting the entered criteria that were sold from stock (not special ordered).
Grid Fields
Scheduled notification date...The date that has been entered to notify the customer.
Style...The store style of the pickup item.
Size...The size of the item.
Color...The color of the item.
Name...The customer who purchased the item.
Balance...The remaining ticket balance for the item
Description...The description of the item that originated from retail inventory. In the case when certain ticket criteria is met the description will be replaced with an message. The message and their meanings are:
*SHIP BUT TAXABLE...-Ship record exists and item has been charged tax. Many shops DO NOT charge sales tax when items are shipped out of state. Each state's sales tax requirements are different so check before you add/remove sales tax.
*SHIP BUT NO FREIGHT...Ship record is on file for item, but no freight charge has been added to the customer's ticket
*NO SHIP BUT NO TAX...No shipping record is found and item is not being charged tax but it's accounting class is taxable, indicating it should have been charged sales tax.
Note: For ProfitSystem© to know that a shipping freight charge has been added to a customer's ticket the store style must start with FREIGHT.
Event name...The name of the event the items was sold under.
Info Fields
Address 1, Address 2, City, State, Zip...The customer's address found on the customer record.
Home, Work, Pager, Mobile Phone...The contact phone numbers for the customer found on the customer record.
Event date... The event date of the event the item was sold under. This is the event the assigned to the ticket the item was sold from.
Editable Fields
Scheduled notification date...The earliest date the custom should be notified that the item is ready for pickup. In addition, this date controls when the item will be placed on the customer service web site as being available for pickup.
Notified by...The sales associate or clerk that notified the customer.
Date Notified...The date the customer was notified the item was ready.
Buttons
Limit button...This button will filter the list to show only appointments that match your fields.
Clear button..Clears the filter and shows all appointments.
View Pickup Inventory...Displays the pickup inventory form for the selected item. On the pickup form, letters, labels or email may be created to notify the customer. (integrated email via ProfitSystem© requires the optional email integration module).
View Ticket...Displays the sales ticket the item was sold on.
View Customer...Displays the selected item's customer.
View Event...Displays the event registration (if any) that the ticket is assigned to that the item was sold on.
Email/SMS...Sends an email or SMS to the selected customer. Can also print a list of items contained within the grid that may be used as a worksheet.
Save...Saves any edits.
Cancel...Cancels/discards any edits.
Done... Exits the form returning to the previous screen.