Appliance store daily routine: sales, deliveries, dues

A routine for an appliance showroom with a warehouse, a delivery team and installers. Adjust it to your own hours and team.

Opening

1. Cashiers open their cash registers in the POS.
2. Check Sell › Shipments for deliveries with status Ordered or Packed, and assign a Delivery Person.
3. Check Repair › On-site visits › Today for installations and service visits, and confirm times with customers.
4. Check Reports › Payment by Age for instalments that are due or late, and call those customers.

/shipments

Sell › Shipments: today's deliveries and who takes them.

During the day

• Sales: serial number on every big-ticket line, warranty on the invoice, installation and delivery added as services (step 4).
• Instalment sales: down payment only, plan in the sell note (step 5).
• Instalments received: Add payment on the original invoice, never a new sale.
• Deliveries: update the shipping status to Shipped and Delivered, attach the signed delivery note.
• Service calls: a job sheet for every complaint, on-site visit for the technician (step 6).
• Stock: purchases received at the warehouse; transfers to showrooms.

Closing

1. Close each cash register and compare cash with the expected total.
2. Mark finished installations Completed with the result.
3. Check Reports › Sell Payment Report for the day’s instalment payments.

Weekly and monthly

When	Check	Where
Weekly	Low stock per showroom and warehouse	Reports › Stock Report
Weekly	Late instalments	Reports › Payment by Age
Monthly	Sales by category and brand	Reports › Product Sell Report
Monthly	Profit per location	Reports › Profit / Loss Report
Season start	Best sellers last season	Reports › Trending Products

Cash register and closing

Go-live checklist