Overview of the Gunsmithing Module in Point of Sale
Gunsmithing Module
Objective
This SOP outlines the steps to effectively use the gunsmithing module within the point of sale system, ensuring all work orders are created and managed correctly.
Key Steps
1. Accessing the Gunsmithing Module 0:00
Navigate to the service dropdown in the point of sale.
Select 'Gunsmithing' to access the module.
2. Configuring Settings 0:15
Go to the settings section.
Configure the following options as needed:
Work Order Numbers: Toggle on for unique store work order numbers or off for auto-generation.
Additional Items: Enable to add products like red dots or flashlights to work orders.
Deposit Collection: Turn on to require a deposit when creating a work order.
Default Work Order Type: Choose between service or form.
Status Management: Set up default statuses (open, cancel, close, complete) and create custom statuses as needed.
Priority Management: Create and manage priority levels for work orders.
3. Claim Check Configuration 2:07
Set up the claim check details:
Include comments and tech notes as needed.
Add a disclaimer regarding refunds on the claim check.
4. Creating Forms 3:08
Customize forms with different fields for employee use.
Ensure forms can be printed for work orders.
5. Managing Services 3:45
Create new services as needed (e.g., cleaning, repairs).
Adjust pricing for services based on your offerings.
6. Building a Work Order 4:39
Input customer information and work order details:
Add custom work order numbers or allow auto-generation.
Include promised by date and item location.
Describe the firearm and add items to service.
7. Adding Items to Work Order 6:03
Select items from past purchases or add new items.
Ensure all relevant details (serial number, manufacturer, model) are included.
8. Finalizing the Work Order 7:26
Create the work order to write it to the A&D book.
Generate the claim check with all necessary details.
9. Searching Work Orders 8:11
Use customer names or work order numbers to search for existing work orders.
10. Managing Work Order Details 9:04
Add instructions, comments, and technical notes as needed.
Assign technicians and change work order statuses or priorities.
11. Handling RMAs 10:02
When a firearm or item needs to be sent back to a vendor, distributor, or manufacturer for service or replacement, an RMA should be created within the work order.
Select the RMA/Shipping icon within the work order.
Enter the vendor or distributor name associated with the return.
Input the RMA number provided by the vendor or manufacturer.
Record the cost associated with the RMA, which should reflect the cost to the store rather than the cost to the customer.
Enter the expected return date if known.
Verify that the FFL information is accurate before proceeding.
Save the RMA.
Select the RMA/Shipping icon within the work order.
Confirm the vendor or distributor name associated with the return.
Change the status to complete
Enter the completed date.
Verify that the FFL information is accurate before proceeding.
Save the RMA.
12. Completing the Work Order 11:39
Confirm if the work order is going back to the original customer or a new one.
Process payment and finalize the transaction.
13. Generating Invoices and Claim Checks 12:08
Ensure the invoice and completed claim check are generated for the customer.
Cautionary Notes
Ensure all customer information is accurate to avoid issues with work orders.
Double-check RMA details before sending items out to vendors.
Tips for Efficiency
Regularly review and update service offerings and pricing to reflect current market conditions.
Utilize the search function to quickly locate work orders and customer information.
Link to Loom
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