Company Store

Company Store

What is Company Store?

  1. Company Store is a new feature in darwin.Cloud that is meant to simplify the accounting for items and services that the company sells to agents OR it can be used as a directory to point agents to preferred sites that you want them purchase items from..
     

Why Use Company store ?

Automate agent ordering. This is a way for agents to communicate items they want you to provide to them.

Automate agent billing. Whenever an agent purchases anything from the company store, they are invoiced for it automatically. No staff data entry required.

  1. Control collections Every item in the company store can be flagged as a “pre-pay” item.  If an agent needs to pay for something in advance, the company store allows you to setup that rule.
  1. Direct Agents to an approved vendor.  Some items are not provided by the office, but the office has a vendor that they want the agents to use.  The Company store can be setup to direct agents to the right website for ordering items online.

     
  2. Order Services.  There are some optional services that an office performs for an agent - usually related to listings or transactions… the company store provides a way for agents to order services - even without payment.

     
  3. Take some of the monthly billing out of the accounting department.  Use the company Store to let front line staff enter the variable billing or consumables like printing or postage

Agent experience & workflow of the Company store.

  1. access from darwin.Cloud on you laptop or mobile device.
  2. Options at the Company store:
    1. Buy swag from the company storeroom
      1. review agent experience
      2. show staff notification
      3. show staff order fulfillment
    2. Buy item that requires and image and/or text
      1. show buying a business card
    3. Show item that refers to a property with photos already online
      1. show adding descriptive text for an ad
      2. show selecting from existing photos
      3. show pre-pay

Staff experience of the Company store

  1. show order status
  2. Show order fulfillment filtering
  3. show hyperlinks to sales

Key principals of Company Store setup

  1. Item details
    1. Display
      1. product name
      2. image
      3. different products for different offices
    2. Accounting
      1. unit price
      2. GL accounting for invoice
      3. Office credit for sale - dynamic or fixed
    3. Order requirements
      1. requires text
      2. requires art
      3. requires pre-payment
      4. no-fullfillment - just invoice

Staff data entry

  1. Staff can enter invoices
  2. Staff can bill agents for consumables

Publish Company Store billing

  1. Show company store items on agent statement
  2. Show pre-paid Company store items on invoice

    • Related Articles

    • Introduction to Company Store

      Coming soon to darwin Cloud: Company Store Watch for upcoming training classes on the newest feature: Company Store Most brokerages have some items they sell to agents. It might be something as small as color copies or postage stamps. Or it might be ...

    • Setting up your company Store

      Adding Items or sale to your store Security setup To make sure you have access to add items to the store and manage inventory, You will need to make sure to add the action Payables > Items for Sale to the role that users setting up the items for sale ...

    • Store Deposit Receipts Online

      More and more banking is moving online. It’s likely that you have a scanner in your office for deposits and no one in your company even goes to the bank anymore. But even more important for CFO's is that handling of bank deposits is getting ...

    • Store Copies of Your Bills in darwin Cloud 

      Every bill enter (or import) into darwin Cloud gets its own unique email address. This email address is for the individual bill - NOT the supplier. With this email address, anyone can email a PDF scan to the email address of the bill. When you are ...

    • How to Enable Security by Company in Inter-Company Billing

      To enable users to see Inter-Company billing job codes and allocate charges, or if the user is only authorized to see some of the companies, we need to proceed as follows: Go to Settings Go to Setup submenu Click application settings tab Choose ...