The integration with FastBound allows you to create an acquisition and disposition of a customer-owned firearm during a gunsmithing work order.

Assumptions:

• Firearm is being dropped off and picked up by the same party
• Firearm stored at FFL is not considered part of the store's inventory
• A 4473 is not required

Step One: Add Service Item and Create an Open Work Order

1. Create a new work order

2. Attach a customer (required)

3. Check in a customer-own firearm using the Service Item module.  You can either create a new firearm, or search and attach firearms previously checked in by the customer.

Service Item Check in form fields:

• Service Item/Model - This should be the model number as stamped on the firearm.  This field will be synced to FastBound as the model number in the acquisition.
• Description/name - This should be the description to help you identify the item.  This will not be synced to FastBound.
• Item ID/Serial Number - This will be synced to FastBound as the serial number of the firearm.

4. Add a product or service to the order (required).  This can be an estimated charge, or you can create a zero value service to the work order

5. Save as an Open Order

Once a work order with a service Item and product/servce is saved as a Open Order, you will see a yellow "Start Acquisition" button.  

Trouble shooting

If you do not see the 'Start Acquisition' button, please check that you have 1) added a service item, 2) added a product or service to the work order (even if its a zero value service), and 3) saved the work order as an Open Order.

Step Two: Create Acquisition in FastBound

1. Click the yellow "Start Acquisition" button

2. Confirm the Acquire Type.  This should default to Gunsmithing, but be sure to confirm this before continuing as the workflow below is based on the selection of Acquire Type = Gunsmithing

3. Select treatment of customer sync with FastBound

Scenario One: If MicroBiz customer is already a FastBound contact:

If the MicroBiz customer is already in FastBound as a contact, MicroBiz will display a 'customer is linked' message and you can proceed to the next step.

Scenario Two: If MicroBiz customer is not a FastBound contact:

If the customer is not yet linked to a FastBound contact, you will have two options: Push customer to FastBound to create a new conact in FastBound, or link the MicroBiz customer with an existing FastBound Contact. Choose which one you want to do:

4. Enter Additional Details required by FastBound

Once the MicroBiz customer is linked to a FastBound contact, you can enter additional details required by FastBound to create an acquisition.  Click on the orange "Add details" button near the product line and fill in the needed information:

5. Create Pending Acquisition in FastBound

Once you save the additional details, the yellow "Record Acquisition" button will be active. Click the button:

As soon as response is correct, you will see a link with the acquistion status.  You can click on this link to go directly to the acquisition record in FastBound. 

6. Commit Acquisition

When you are ready, click "Commit Acquisition".  After successfully committed, you will see status update and new button "Start Disposition"

Step Three: Start Disposition in FastBound

When the work order has been completed and the customer comes to your business to pay the balance and pick up the item, you can create a disposition directly from MicroBiz.

1. Create pending dispostion in FastBound

Click the yellow "Start Disposition" button.  

This will open the Create Disposition form in MicroBiz.  Be sure the confirm that the Dispose Type field is set to Gunsmithing. This form will allow to confirm who the firearm is being disposed to and check the additional information.

When you are done confirming the data, click the "Create Disposition" button.

2. Click on 'Disposition Pending' link to go to the FastBound Disposition record to complete the diposition

Once you have created a pending disposition, you will see "Disposition Pending" status - which is also a direct link to the FastBound disposition record.  Click on this link and then complete the disposition in FastBound. 

3. Complete Work Order in MicroBiz

When you are done disposing the item in FastBound, navigate back to MicroBiz and complete the work order in MicroBiz.

If the MicroBiz work order still shows the disposition as 'pending' click on the yellow refresh button to update the status of the disposition.