Price Schedules, Exceptions and Contract Pricing
Windward System Five HardwarePOS allows you to set a list price, and up to 99 separate price schedules (price levels.) You can assign a price schedule to each customer, and this will control what level of pricing they will receive on each purchase.
Not all of your customers are the same, and it makes sense to charge them accordingly. You may have retail and walk-in traffic that pay list price, regular customers may get a small discount, and high volume customers such as contractors may get a better discount, while relatives and staff may get a different discount.
For each inventory item, you can decide what type of discount you want to give for each price schedule. To make things easier, you can choose to set a price default for a category of items, but then you can optionally change the schedule for individual items on the inventory record.
You can also create price schedule exceptions, where a customer can be on one price level for all purchases, except for one item or category of items, where they may be at a better price level. This can be handy if you have a contractor that specifically purchases a large quantity of a certain type of item, such as paint, and you want to give them a better deal just on those products.
For larger orders, you may negotiate a special price with a contractor. This can be a labour intensive process if you try to track it manually. With Windward HardwarePOS, setting up a special contract price means they will automatically get the correct price each time they order the item. The special price can be set to expire automatically at the negotiated date.
Customer Statements and Signature Capture
Printing customer statements in Windward System Five HardwarePOS is a simple process. You can choose to email all the customers you have addresses for, fax customers that prefer to receive statements this way, and have the remaining statements print to paper. When you print a statement run, copies of each invoice for that period can be printed along with it.
Many times, it is the employee of your contractor that is charging on their account. If this is the case, how many invoices do you suppose end up on the dashboard of the employee’s truck and never make it into the contractor's hands? The result when this happens can be phone calls to you asking for copies of the original invoice with the signature so they can sort out which employee purchased and which job the purchase was for. If you run a busy store using a paper filing system, this can mean a lot of time spent searching through files of invoices for the original copy.
HardwarePOS supports signature capture devices, allowing you to digitally store a signature along with each invoice. This way, if a contractor or an employee of a contractor misplaces their copy of the invoice, you have proof of which person signed for the order. If you are currently printing each invoice in triplicate and storing the signed copy, imagine the time saved from not needing to do this!
Statements can be designed using Windward’s Form Designer. Specify where you want specific fields printed and add your logo and branding.
Estimate Templates for Fast Invoicing
If you frequently sell a group of items together that combine to make a specific project, such as a one bedroom condo or a shed, that takes the same parts every time you sell it, you can create estimate templates.
An estimate template is a pre-created invoice that holds many different parts. You can duplicate the template, easily moving the items to a new invoice to save you from re-entering all of the data each time you sell that specific project. Once you have created the new invoice, you can make any necessary modifications if your customer wants to upgrade stock items or add additional supplies. It's so easy!
Units of Measure / Case Breakdown
In many hardware stores, items such as screws, bolts or sandpaper are sold either by the box or as single items. With HardwarePOS, you can sell the same inventory item either way and know that your inventory records will show the correct amount left in stock.
HardwarePOS keeps track of how many individual items you have as well as how many boxes are left. When a new box is opened, the system can automatically track this and adjust your inventory records accordingly.
Inventory Locations and Warehouse Management
- Windward System Five HardwarePOS can keep track of specific inventory locations within your store. On the inventory record for each item, simply enter the bin location where the item is stored. This will allow your sales people to locate the item quickly and easily for the customer.
For your warehouse or out in your lumber yard, the software can print the Pick Slip with items listed by location. This way, when the order is being filled, your employee can follow the item order on the pick slip for the best route to pick the items, minimizing “back and forth” time.
If you store items in multiple locations, the optional Advanced Inventory Control (AIC) module will track multiple stock locations, giving you optimal control over inventory movements within your store, warehouse or yard. Know where stock is at all times by tracking through the picking and receiving process.
If you own multiple stores or warehouses, the optional department module will allow you to keep track of inventory location between all warehouse or store locations. If your store location is out of a stock item, performing an automated stock check and requesting inventory transfers will help you prevent lost sales.
Product Labels and Tags
- Using the HardwarePOS Label Designer, you can easily design professional custom labels and tags for your inventory. Any information you store in the inventory record can be added to your labels – including barcode, picture, and pricing. This will make it easier for your staff to label the right item, and for your customer to see which item the sign relates to.
Adding barcodes to your tags and labels will help you to keep better track of your inventory and increase the accuracy of your records. Barcodes decrease time spent receiving inventory, as well as stock counts.
Selling by Measure or Partial Quantity
- Normally, you sell items by quantities that are whole numbers such as 1, 2, 3 and so on. For example, you would normally sell a door instead of half a door. However, there are many exceptions to this. For example, rope, certain types of wood and chain are sold by the lineal foot or meter. Tile, hardwood floors and carpet are sold by the square foot, yard or meter.
HardwarePOS handles all types of units of measure – allowing you to sell items by weight, by the linear foot, the square foot – and also by the decimal, or partial quantity. So if your customer orders 6.88 feet of an item, you can charge them for exactly what they purchased - and the system will track the partial quantity that is left in stock.
If you are selling by weight, you can use an electronic scale that is hooked into your point of sale system, and have the weight automatically entered into the quantity field on your invoice.
- Delivery can be scheduled at any time during a sale or work order and that can transfer directly onto a delivery scheduler that can be printed out to display all deliveries at one time. Directly from the delivery scheduler you can set who is going to deliver the items and check their availability on the delivery date. Notes can be added into the scheduler, such as “call cell phone before arrival” to give just the service that your customer requires. Within the delivery scheduler, you can click on the “View Map” or “Driving Instructions”, where as long as you are connected to the internet, will lead you directly to the Google Maps or MapQuest site for driving directions. If you have multiple deliveries set for one day this can help you plan the best delivery route to maximize efficiency.