Retail
A call arriving while a customer is at the till is either held or lost. Both are lost sales.
What it does on the phone
- Reports stock — whether it is in and which variant is left
- Quotes the price — current, and the promotional price where there is one
- Takes orders — held at the shop or sent to an address
- Tracks shipments — where the order is
- Answers the usual questions — opening hours, parking, payment options
What you see in the panel
- Products / Stock
- By variant and size
- Orders
- Held, sent, delivered
- Customers
- Who bought what, and when
- Cash
- The day's takings
A weekend
With all staff at the till, eighteen calls are answered. By close of day, six items have been held and four orders recorded.
What the setup opens
Stock, price list, orders, address and delivery, shipment tracking and frequently asked questions.
If your question is not answered here, ask us — we will talk it through on a demo call.