Sep 09 2010 
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 PRM Tips and Tricks!
Posted By: Shasta Hay Grimes On: May 19 2009 07:58 AM
Details POSitive Retail Manager Tips and Tricks for the month of May!

TIPS AND TRICKS
Thanks to Dan Spikowski for submitting this tip.

If you need to gather special information about a customer who is returning a product you can customize PRM to prompt for, gather, and report the information when needed. This is especially useful for those instances when someone made the original purchase by credit card.

Automatically Gather Customer Information
You may create a no charge inventory item which will prompt for critical customer information such as name and phone number and a signature line. This information can be printed on the return invoice and can be searched for from invoice history.

Setup For Gathering Customer Information
The following 4 methods range from simple to sophisticated. Choose the method which will best suit your needs.
Method 1 - while creating the return invoice, press CTRL-N. You can type a note which contains any information you need such as phone number, name, address, etc. Press F10 when finished typing the note. Process the invoice normally.
Method 2 - create an inventory item, which does not track stock nor charge monies, but includes a Transaction Note (select Item Notes and enter text under Transaction Notes tab) as a reminder for the clerk to type customer information.
Method 3 - create an inventory item, assigned to a special category which will launch Selling Prompts which require the clerk to respond to the questions. Edit the Category (Maintenance: Category) and choose Selling Prompts. Fill in as needed. See Categories for more details.
Method 4 - create an inventory item which will trigger Advanced Printing to print a special form for the customer to fill out and sign which you will retain for your records. Create a form which could be a variation of the invoice form. Go to Station Settings: Printers/E-Mail: Invoices. Choose the Advanced Printing tab and choose Add. Fill in the details and the condition SKU = 'xxx' (whereas xxx is the SKU of the inventory item). See Advanced Printing for more details.

Report on Gathered Customer Information
Depending upon the Method used for gathering information, (see above) you can use one or more of the following reporting options.
Option 1 - Go to Invoice History and click on the "Invoice Quick Find" (binocular icon) button. In the Item Note field, enter a short phrase of what to search for. TIP: if you consistently enter the same note, you will find multiple invoices. (This works for Setup methods 1, 2, 3
Option 2 - Go to Invoice History and click on the "Invoice Quick Find" (binocular icon) button. In the SKU field enter the SKU of the specially created inventory item. (This works for Setup methods 2, 3, and 4)
Option 3 - Go to Report Center: Sales Reports: Inventory and select "By One Item." Enter the SKU of the specially created inventory item. Choose "Print Notes Under Items" or "Print Notes In Place of Customer Info." Set the Date Range and choose Print [F7]. (This works for Setup methods 2, 3, and 4)


Need to know more about this or just have other questions? Sign up for our May Training Promo offer! For only $19.99 per class or $99.99 for a full month of unlimited LIVE on-line training classes. What do you want to know more about in regards to POSitive Retail Manager? Call 866-368-2266 or e-mail Shasta@gopositive.com to sign up for this special promo offer.



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