Waiting List Management

Manage customer requests for out-of-stock or made-to-order products.

Creating a Waiting List Entry

• Customer — The interested customer
• Product — The desired product (optional)
• Description — What the customer is looking for
• Priority — Low, Normal, High, Urgent
• Status — Waiting, Notified, Fulfilled, Cancelled
• Notes — Additional details
• Requested At — When the request was made

Workflow

1. Customer requests a product that is not available
2. Staff creates a waiting list entry
3. When product arrives, status updated to Notified and customer contacted
4. Customer purchases — status updated to Fulfilled
5. If customer cancels — status updated to Cancelled

Integration

Waiting list entries appear on the customer profile, giving staff visibility into what each customer is waiting for.

Best Practices

1. Be specific — include exact specifications
2. Set priority appropriately — VIP customers get higher priority
3. Follow up promptly when products arrive
4. Check waiting lists when receiving new inventory
5. Clean up old entries regularly