In this video, we explain why return items are crucial for salespeople, particularly how they can impact commission and sales metrics. We walk you through the steps to easily view which orders have returns by navigating to the Point of Sale menu, selecting Orders, and applying filters for return items. By checking the return items box, you can focus on orders that have been returned.
Standard Operating Procedure for Viewing Return Orders
Objective
This SOP outlines the steps for salespersons to efficiently view orders that have returns, ensuring they can manage their commissions and income effectively.
Key Steps
Step 1: Access Point of Sale 0:10
Navigate to the Point of Sale section in the menu.
This is the starting point for viewing return orders.
Step 2: Go to Orders 0:22
Click on Orders from the options available in the Point of Sale.
Step 3: Open Orders 0:22
Select Open Orders to view the list of current orders.
Step 4: Add Filters for Returns 0:33
Click on Add Filters to refine your search.
Look for the option labeled return items.
Step 5: Filter for Return Items 0:33
Check the box next to return items to filter the orders.
Step 6: View Returned Items 0:44
Click on my view to see the specific orders that have items returned.
Cautionary Notes
Ensure that you are logged into the correct account to view your specific orders.
Double-check the filters applied to avoid missing any relevant return items.
Tips for Efficiency
Familiarize yourself with the Point of Sale interface to navigate quickly.
Regularly check for returns to stay updated on your commission status.