Tips & Tricks: July 2010 Archives

I recently came across a very good article on employee theft and occupational fraud that any small business owner - especially those that deal with cash should read.

It is also a good idea to review with some of the controls in FloristWare. Our theft prevention tools are some of the most powerful - and least used - features in the system.

Nobody ever wants to think that they might have a problem but it almost certain that you will be a victim at some point. It is best to use the tools as a deterrent before you have a problem.

Part 1 - The Suspicious Activity Report
Part 2 - Late Cancellations
Part 3 - Cash Refunds for Non-Cash Payments (Same Day)
Part 4 - Cash Refunds for Non-Cash Payments
Part 5 - Cash Refund On The Same Day As Sale
Part 6 - Reducing Internal Theft
Part 7 - Advanced

One of the most powerful features in FloristWare is the ProgressTracker - a tool that lets you follow each order throughout the entire process - helping you with preparation, shipping and delivery. It finishes up by sending a delivery confirmation to the customer.

Most of the time users are advancing orders through the system from "Preparation" to "Ready To Ship" to "Out For Delivery" but, sometimes, a mistake is made and a user wishes they could move an order backwards in the process.

Here is an example - they accidentally move an order from the "Preparation" area to the "Ready To Ship" area before it is actually ready.

Most users don't realize that they can move the order backwards - in fact it's actually very easy! Just hold the shift key down and click the button you would typically use to advance the order.

This tells FloristWare that you actually want to move the order backwards and it will ask you to confirm that. Just click "Yes" and the order moves back.