Sell direct to shoppers, especially online.
What you will learn
- How retail orders sync in and are fulfilled.
- How delivery and receipts work.
- How retail customers come from your store.
Overview
Retail Operations handles selling direct to shoppers: orders flow in from your store, you fulfil and deliver them, take payment, and it all posts to your accounts, on its own pipeline separate from Sales.
Features in this function
- Retail Order – the order you fulfil
- Delivery & Receipts – ship and record payment
- Retail Customer – shopper records from the store
Processes
Order to delivered
An order moves Draft to Confirm to Open to Complete; delivery ships it; receipts record payment; completing posts to Finance.
Want the steps? See How To: Manage retail orders.