Difference between revisions of "Dealing with backorders in point of sale"
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* This will bring up a reference search. Press {{KeyPress|Enter}} to choose the customers reference. | * This will bring up a reference search. Press {{KeyPress|Enter}} to choose the customers reference. | ||
* This will bring up a list of all outstanding backorders for the customer. | * This will bring up a list of all outstanding backorders for the customer. | ||
| + | *Press {{KeyPress|T}} to tag all the orders you wish to transfer. | ||
| + | *Click {{KeyPress|Accept}} or {{KeyPress|F2}} to transfer all the orders to the Point of Sales screen so you can continue adding items. | ||
| + | *When ready, click {{KeyPress|Checkout}}. | ||
| + | *If payment has previously been taken, that will be shown in {{DataPrompt|Previously paid deposit}}. If you need to take payment, select the relevant centre and {{KeyPress|Post}} to complete the transaction. | ||
Revision as of 13:09, 19 July 2011
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
There will be occasion where an item a customer wants is out of stock, or they have a special order. The following article explains how to deal with backorders in Point of Sale.
More Information
Creating the Order
Go to " Stock Control Point of Sale"
- At "Customer:" type in the customer's account code if known, or search for the customer.
- At the "Stock Code:" enter the stock code that you want to sell, or search for a stock item.
- At the "Quantity" enter the quantity of this item to be sold.
- Now click <Checkout>
- This now pulls up a dialog box with the customers backorder details. By default, the system will try and take full deposit. If you need to change this, amend the amount accordingly.
- Press <F7> or click Confirm to proceed to the payments screen.
- Take the payment in the usual way.
Ordering the Item
- See Processing a Purchase Order for details on how to process a purchase order.
- Once you have received the item in from your supplier, the backorder/customer reference will be printed on the goods received note and you can contact the customer and inform them that their item has arrived.
Retrieving the Backorder
Go to " Stock Control Point of Sale"
- At "Customer:" type in the customer's account code if known, or search for the customer.
- Now press <Ctrl-F3> to search for the customers backorder reference.
- This will bring up a reference search. Press <Enter> to choose the customers reference.
- This will bring up a list of all outstanding backorders for the customer.
- Press <T> to tag all the orders you wish to transfer.
- Click <Accept> or <F2> to transfer all the orders to the Point of Sales screen so you can continue adding items.
- When ready, click <Checkout>.
- If payment has previously been taken, that will be shown in "Previously paid deposit". If you need to take payment, select the relevant centre and <Post> to complete the transaction.
