In Part 1 of our Saving Time series I talked about how to save time Creating Embroidery Design Layout Style Sheets, in Part 2 I talked about Limiting Your Embroidery Lettering Styles and in Part 3 it was about creating Sample tags for all of your showroom embroidered product samples. Today I am going to go over how to create an Organized Ordering System.
An Organized Ordering System
An organized ordering system is simple to put into place. This is true when you have all of your information computerized and even if you are using paper forms to be filled out while you are waiting on the customer. You can create Sales Order Packets with all of your forms included so that you do not have to look for your information forms while you are working with your customer. Inside of this Sales Order Packet you should have:
- Customers Quote form
- Your Order Form
- Form of Payment
- Production Timing Form
- Artwork Production form
- Packing slip.
When you are first working with a customer, they usually want a quote before they place an order. Prepare your customers quote and make a copy of the quote form for him to take with him. Place your copy along with all of the other forms into a file marked Customer Quotes. When the customer comes back to place his order, pull the packet of forms from the quote file and you are ready to complete your order taking process.
By having all of these forms together in one packet, you will keep all of the customer information together and you will prevent mistakes from occurring.
During this series we have gone over 4 ways to help your customers make quick ordering decisions. You want the order process to be a pleasant experience for both you and the customer. When you offer your customers so many options they only get confused and it takes longer for them to make a final decision and sometimes that final decision is no decision. Reducing the amount of choices you have to offer will save you and the customer a lot of time.
I hope that this series has helped you to become a little more organized in your ordering process and that you see the value of taking the time to go through your ordering process and make some immediate changes that will benefit both you and the customer!
All of these forms plus many more business and production forms are available through my Embroidery Business Training membership website, the Embroidery Business Academy.
Joyce Jagger
The Embroidery Coach