QBPOS Pre Delivery / Install (Retail)

add customer info in pos add clients first and last name, and spouse if necessary phone number delivery address email address customer type retail check rewards customer box ring up items for purchase add all plant items and quantaties add soil,fert, mulch if necessary (soil conditioner is necessary for installs, refer to install form for # of soil conditioners necessary) add delivery zone (refer to zone map, add correct delivery price for zone, price is disscounted if plants and material is over $750) if install, add 1st hr of install (refer in install form for # of men necessary) have customer fill out delivery/ install form if delivery, have customer sign and date delivery contract if dleivery verbaly remind customer that we only unload plants 10 ft from truck if installation have customer fill out the install contract if installation, review question section, make sure there are no stairs, hill, stumps… (if necessary add more people for install if hill, stairs…) if install make sure customer initials next to appropriate # on men on crew and pricing section of contract set up delivery/install date and time check delivery/install board for available dates and time (first come first serve) once a date and time are agreed upon, put it in the notes section on ticket in pos add any other necessary notes in notes section (ie call customer when on way, tree tagged in back, orange tape…) finalize sales ticket go over all items on ticket, double check, make sure correct charge customer (cash, debit, credit) highlight delivery date and time on customer receipt give receipt and copy of install/delivery contract to customer book delivery/install time on delivery/install board print 2 copies of ticket on to 8 5x11"paper, using receipt template letter (print form back computers) mark "board copy" on one of the print outs staple the other delivery/install receipt copy to the signd delivery/install contract place both copies on the correct clip board on the delivery/ install board put cover sheet with day and truck size if necessary notes/tags/finalizing order make sure all plants and trees are tagged with customer name and dated, if necessary make sure plants are pulled to holding area, if necessary add any notes to ticket if necessary (you can add note to note section after a ticket is finalized, just reprint ticket with new notes and swap out the old copy)