Stores: a sales catalogue that creates orders
Integral plan
Build a catalogue in blocks for the counter, the market or the portal, and place quick orders that turn into sales orders.
What it is for
A store is a sales catalogue arranged in blocks (pastries, cakes, savouries…) from which orders are placed in a few taps. Each store order becomes a normal sales order, which goes to production and leaves with its delivery note and its lot.
It's useful for the counter, a market stall or phone orders, where a salesperson notes down what is asked for. And it's also what your customers see in the customer portal: the store you assign them decides which products they see and at what price.
Before you start
- Stores are part of the Integral plan. They are set up by the administrator or the manager; salespeople use them to place orders.
- Your recipes and sale ingredients need their RRP and their VAT: that's what the catalogue shows.
- Organise your products with families and tags: you'll use them to fill the blocks in one go.
Create a store
Go to Sales › Shops (Store settings) and click Add Store. Fill in the card:
| Field | What it is for |
|---|---|
| Store Name and image | How your salespeople and customers will see it. |
| The address the customer can reply to: it appears in their order confirmation email. | |
| Tax address and Phone | Those of the physical shop; the phone number also appears in the confirmation email. |
| Prefix | Letters or numbers in front of each order number, so you know where it comes from. |
| Send a copy by email to the customer by default | Leaves the send-a-copy box ticked on every new order. Untick it for internal stores. |
Fill the catalogue: blocks and items
| 1Name | Active | Preparations | |
|---|---|---|---|
| Pastries | Yes | 12 | 2Add Items |
| Celebration cakes | Yes | 8 | Add Items |
| Savouries | No | 5 | Add Items |
| Preparation (recipe) | Visible name | RRP | 3VAT applied |
|---|---|---|---|
| Cheesecake | Creamy cheesecake | 34.00 | 10% |
| Butter croissant | Croissant | 1.60 | 10% |
- 1Blocks: the sections of the catalogue. Deactivate one to hide it without deleting it.
- 2Add Items: recipes or ingredients, one by one or by family and tag.
- 3Each item shows its RRP and its VAT, and can have a visible name different from the internal one.
Create the blocks
In Store Blocks, add one per section. You can write some extra information that will appear above the block (“Orders need 48 hours' notice”).
Add items
Click Add Items. Choose between Recipes or Ingredients, search by name or filter by family or tag and use Select all. If any were already in the block, they aren't duplicated.
Adjust what the customer sees
Change the Visible name and add a description if needed. The price is set by the product record and the customer's price list.
Place an order from a store
- Click the Stores icon in the top bar and choose the store.
- Tap the products in the catalogue and adjust the quantities. If a product has several sales formats, choose the format.
- Choose the Customer (or create one). Next to their name you see whether they pay RRP, wholesale price or a price list, and the prices are recalculated.
- Add observations and decide whether to Send copy by email to the customer. Click Save Order, or Save draft if it isn't finished yet.
The order appears in Sales › Orders with its store and its prefixed number, ready to produce and deliver.
Tips
- One store per channel: “Counter”, “Market”, “Hospitality”. That way each portal customer only sees what is meant for them.
- Review the catalogue every season: deactivate the Christmas or summer blocks instead of deleting them.
- Already taking payments at the counter with a POS? We connect Recipok to the POS or invoicing software you already use so sales come through without typing them twice.