Showroom payment: cash, card or advance

How a showroom order gets paid depends on two things: the payment method the customer chooses and the scenario you work in. The "Customer orders" module supports three payment methods (cash, card, advance payment) and two scenarios; at the end the till issues the fiscal receipt, and the payment status reaches your ERP system.

This article explains each element briefly and shows when each scenario fits. The steps at the till are on the checkout and payment page.

Three payment methods

The payment method or methods are then passed to the ERP along with the amount and the receipt data. The ERP receives the methods that were used.

Advances in practice

Advance payment is used when the customer has deposited an amount earlier. At the till the order loads by code and the cashier chooses to pay from that advance, rather than paying again in cash or by card. The "advance" payment method is then passed to the ERP like any other.

Scenario A: pay, then ERP

In this scenario the customer pays at the till and only the paid order enters the ERP. It fits when goods are taken straight from the showroom: no warehouse preparation is needed, so there is no point sending an unpaid order to the ERP.

Scenario B: ERP, picking, pay

Here the order goes to the ERP immediately, the warehouse picks it and only then does the customer pay. It fits when goods are prepared in the warehouse. When picking is done, the ERP itself sends the "ready" signal and the customer sees on the screen that they can pay.

The scenario is chosen at implementation and can be changed in settings. You do not have to choose "for good": if the way you work changes, change the setting.

The fiscal receipt

At the till the order loaded by code becomes a fiscal receipt, like any sale. The receipt data is passed on to the ERP. More about the code: the order pickup code.

What the ERP receives, and what if it does not respond

Right after payment the module sends the ERP the amount, the payment methods, the fiscal receipt data and, if needed, an external accounting code set in the till settings. The ERP closes the order and accounting sees the payment without delay. If the ERP is temporarily unavailable, sending is retried automatically and every exchange is recorded in the log. More on the ERP integration page, with a general view on wms.md.

Want to pick the right scenario for your company? Let's discuss it at a demo.

Read next

• Checkout and payment: the code becomes a fiscal receipt
• The order pickup code
• Integration with your ERP system
• Frequently asked questions