[Joeyb621]

I have customers that pay for a fertilizer program up front and then pick up the product when it is time to apply the product through out the year. Normally it is a four step program so they are picking up four different products, four different times a year but paying all up front. What is the best way to do this in retail edge?
I also sell cases of product that are a mix and match deal. The products are always the same catagory but different flavors. How do I set it up to give the case price and track the products correctly?
Thanks for your help

[RetailEdge Moderator]

I see you sent an e-mail to support as well. But I will try to answer your question here since it might help some other users with similar needs.

There is probably more than one way to handle this in RetailEdge depending on how you want it to show on your books. One way would be to take a pre-payment to their house charge account, and then as the product came in you would simply bill this to their house charge which would go against their pre-paid balance.

RetailEdge also has a recurring billing function and so you could setup a batch of customers in the fertilizer program that when the fertilizer was received, you could simply just batch bill their accounts for the fertilizer they had ordered. Depending on your needs this might save some time.

Another thing you might want to consider is doing an open order for these customers and then charging them for the full amount. I would do this in 4 different transactions, since this way you will be able to do something like set the date of the open order to the date that the fertilizer is scheduled to be coming in. This would allow you to see your potential fertilizer orders for a given date/month right from the open order manager list. Another thing this method would do is allow you to see what is allocated for each fertilizer item. Open orders do not remove inventory and adjust the quantities but they do allocate inventory. You can see this by going to the Inventory Manager and looking at the Quantity tab for an item.

On the second issue it sounds like you want a mix and match discount rule. You can setup timed based discount rules in RetailEdge. So look at this feature and see how it will work for you. Discount Rules can be accessed from the Inventory menu item.

Hope this helps.

I have customers that pay for a fertilizer program up front and then pick up the product when it is time to apply the product through out the year. Normally it is a four step program so they are picking up four different products, four different times a year but paying all up front. What is the best way to do this in retail edge?
I also sell cases of product that are a mix and match deal. The products are always the same catagory but different flavors. How do I set it up to give the case price and track the products correctly?
Thanks for your help