A demo is considered finalized if one of the following happens:
The customer returns the demo.
The customer purchases the demo.
The customer returns the demo and places a special order to purchase the demo club as new.
The customer was charged for a demo that had not been returned.
Finalizing demo clubs is simple using one of the following options:
Manually on a web browser.
Handheld scanner attached to a computer.
The mobile app. For details on finalizing demo clubs from the mobile app, Click Here.
In this article, we will discuss how to manually finalize a demo club on the web browser or with a handheld scanner. For details on finalizing demo clubs from the mobile app, Click Here.
Finalizing a Demo Club Manually on a Web Browser
To finalize a demo manually, follow these directions:
Navigate to Services > Demo Clubs > Dashboard.
Click the action dropdown and click "Finalize" in the demo dashboard (as shown below).
Select one of the following finalizing options (as shown below):
The item has been returned: Demo club will be returned to the inventory and available to be issued to another customer.
Customer purchased this item: Demo club will be given to the customer permanently, marked as sold, and removed from the inventory.
The item has been returned and the customer wants to place a special order: Demo club will be returned to the inventory and available to be issued to another customer. You will also be directed to the new special order form to place a new order for the customer.
This item has not been returned: Demo club will be removed from inventory and marked as sold.
Note: If you have enabled the Stripe Integration, this option will read "This item has not been returned. Charge customer's credit card the following:" You can then enter any numerical value starting with zero to charge the customer for an unreturned club. If zero is entered, the customer's credit card will not be charged, and the demo will be finalized and marked as sold. If a value greater than zero is entered, the customer's credit card will be charged, and the demo will be finalized and marked as sold. All credit card transactions can be viewed in your Stripe Account.
Turn on or off the text message or email notification (if necessary). Note: This feature is not available when charging a customer's credit card on file.
Click "Save" to finalize the demo.
Finalizing Multiple Demo Clubs
Sometimes, a member may check out multiple demos at once. When finalizing demo clubs for a customer, you can finalize multiple demo clubs at once. To finalize multiple demos, follow these directions:
Navigate to Services > Demo Clubs > Dashboard.
Click the action dropdown and click "Finalize" in the demo dashboard.
Review the available options as outlined in the prior section.
In the pop-up, the customer's other active demos are listed under "Select to finalize other active demo(s) from this customer." Each demo is unchecked by default. Check the box next to each additional demo you would like to finalize (as shown below).
Click "Save" to finalize each selected demo.
Note:
A separate notification is sent for each finalized demo.
The same finalizing option (i.e., return, purchase, place special order) will be applied to each item selected.
When selecting multiple demos to finalize, you cannot edit the automated messages on the fly.
Finalizing a Demo Club Using a Handheld Scanner
To finalize a demo using a handheld scanner, follow these directions:
Sign into Golf Genius - Golf Shop.
Scan the barcode of the club you wish to return. You will be taken to the finalize demo page (as shown below). For details on creating demo club barcodes, Click Here.
Select one of the following finalizing options:
The item has been returned: Demo club will be returned to the inventory and available to be issued to another customer.
Customer purchased this item: Demo club will be given to the customer permanently, marked as sold, and removed from the inventory.
The item has been returned and the customer wants to place a special order: Demo club will be returned to the inventory and available to be issued to another customer. You will also be directed to the new special order form to place a new order for the customer.
This item has not been returned: Demo club will be removed from inventory and marked as sold.
Note: If you have enabled the Stripe Integration, this option will read "This item has not been returned. Charge customer's credit card the following:" You can then enter any numerical value starting with zero to charge the customer for an unreturned club. If zero is entered, the customer's credit card will not be charged, and the demo will be finalized and marked as sold. If a value greater than zero is entered, the customer's credit card will be charged, and the demo will be finalized and marked as sold. All credit card transactions can be viewed in your Stripe Account.
Turn on or off the text message or email notification (if necessary).
Click "Save" to finalize the demo.
Automated Notification
After marking a demo club as returned, the customer will receive an email notification (if enabled) and text message notification (if enabled) confirming that their demo club has been returned.
You can customize the automated notification to include a personalized message to the individual by clicking "Edit this specific message." For more details on customizing notifications on the fly, Click Here.
For automated emails, you can view the Email Delivery Report to ensure emails were delivered successfully and identify those that were not. Click Here for more details.