#LIGHTSPEED ONSITE VS RETAIL UPDATE#
Thanks to line items being linked to POs, receiving them in Lightspeed will update your order. QuoteMachine will automatically fill the right quantity and add the description on the PO for you. When a line item needs to be ordered to a supplier, you can create a Purchase Order in Lightspeed Retail. Your inventory stays in sync with Lightspeed Retail every time you change a line. On a per-line basis, you can decide how many items you want to reserve On a per-line basis, you can decide how many items you want to reserve from the inventory and how many you need to order. Customers will benefit from an e-commerce-like experience when it comes to order statuses and updates. Since every order also takes the form of an online document shareable with the customer, you can decide to send updates every step of the way. As your process is unique, QuoteMachine supports custom statuses to let you organize the fulfillment workflow your way. As your process is unique, You can create an order from any quote. With that in mind, we built QuoteMachine’s sales order module with key elements: Often or not, these transactions require to be fully or partially ordered to a supplier, and as you receive them, you’ll need to invoice the customer accordingly.
We understood the need at QuoteMachine through high-value transactions. Orders have no equivalent in Lightspeed Retail, making it hard to manage sales that take longer to fulfill and where payments happen gradually. QuoteMachine allows you to do that instantly: you can modify any information on the products and control their visibility on the customer-facing result. Every customer is different that’s why quickly adjusting any information on a quote on a per-customer basis is essential. If you send a quote, it’s often because the offer is personalized or customized. QuoteMachine even supports digital signature. When your customers are ready to buy, they can accept the offer online and even pay online. For example, customers can pick and choose the line items that you decided to offer as add-ons. It makes it easy to decide what to do on each deal.īy bringing the quote online, we can leverage the power of interactivity to help you upsell and close more deals. On every quote, you can see if the customer engaged with it, how much time they spent on the document and what they looked on it. Quoting can be a big part of your business, so we made it easy to see what’s hot. Moreover, quotes being online, customers can also directly pay their deposits online by credit card or bank transfer. Since everything is synchronized, deposits will also be shown on Lightspeed Retail under the right customer. Thankfully, QuoteMachine addresses that and connects deposits to quotes and orders. They’re not attached to specific sales or orders, which could become confusing when dealing with multiple orders. In Lightspeed Retail, you can capture deposits but only track them at the customer level. Sealing the deal often requires a payment.
#LIGHTSPEED ONSITE VS RETAIL PDF#
PDF attached to emails no longer make sense when you can conveniently provide such an outstanding experience. Some of our customers even do that with videos embedded in their quotes! Images of your products are exposed as a gallery so customers can enlarge the ones they want to see. You can describe your business, your values, and the way you work. QuoteMachine turn quotes into mini-websites that you can fully personalize to your colors and style. Quotes that sell are not a list of prices. Here are the few features making this outstanding result possible:
At QuoteMachine, our approach is to bring everything online, so that when your customers are ready to buy, they can do so anywhere and anytime. QuoteMachine goes further than this to turn quotes into a powerful sales tool. In Lightspeed Retail, the quoting feature results in a simple receipt listing products’ pricing. Quotes are an excellent tool to keep the customer engaged after a conversation. Your customers need to think about it before pulling the trigger. Whether you sell expensive products or you sell to companies, the sales process can be longer than a simple walk-in with a checkout at the counter. In this post, we’ll present the different features QuoteMachine brings to Lightspeed Retail organized in theses categories: We’re not only bridging the feature gap between Lightspeed Onsite and Lightspeed Retail but modernizing the entire sales experience. At QuoteMachine, we’ve been working with many ex-OnSite users to ensure no feature is missing to a modern online point of sale solution. It provides a well-structured sales flow to keep track of complex and high-value deals.Īs an Onsite user, migrating to a different platform can arguably feel like a daunting prospect. Lightspeed OnSite is fully featured to handle big-ticket and B2B sales.
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