Difference between revisions of "Dealing with backorders in point of sale"
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== Summary == | == Summary == | ||
| − | There will be | + | The following article explains how to deal with customer orders in Point of Sale. There will be times when an item a customer wants is out of stock, or they want a special order item. |
== More Information == | == More Information == | ||
=== Creating the Order === | === Creating the Order === | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{ST}}|Point of Sale}}. |
| − | * At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. | + | * At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer, or create a new customer. |
* At the {{DataPrompt|Stock Code:}} enter the stock code that you want to sell, or [[How do I find a stock code?|search]] for a stock item. | * At the {{DataPrompt|Stock Code:}} enter the stock code that you want to sell, or [[How do I find a stock code?|search]] for a stock item. | ||
* At the {{DataPrompt|Quantity}} enter the quantity of this item to be sold. | * At the {{DataPrompt|Quantity}} enter the quantity of this item to be sold. | ||
| − | * | + | * Click {{Button|Checkout}}. |
| − | * This now pulls up a dialog box with the | + | * This now pulls up a dialog box with the customer's order details. By default, the system will try and take full payment. If you need to change this, amend the amount accordingly. |
| − | * Press {{KeyPress|F7}} or click Confirm to proceed to the | + | * Press {{KeyPress|F7}} or click {{Button|Confirm}} to proceed to the Payments screen. |
*Take the payment in the usual way. | *Take the payment in the usual way. | ||
=== Ordering the Item === | === Ordering the Item === | ||
| − | * See [[Processing a Purchase Order]] for details on how to | + | * See [[Processing a Purchase Order]] for details on how to order the items from your suppliers. |
| − | * Once you have received the item | + | * Once you have received the item from your supplier, the customer reference details will be printed on the goods received note. From this, you can contact the customer and inform them that their item has arrived. With the Sales Order Link switched on, you can inform them by text that the item has arrived. |
=== Retrieving the Backorder === | === Retrieving the Backorder === | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{ST}}|Point of Sale}}. |
* At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. | * At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I Find a Customer?|search]] for the customer. | ||
| − | * | + | * Press {{KeyPress|C-F3}} to search for the customer's order reference. |
| − | * This will bring up a reference search. | + | * This will bring up a reference search. Type part of the customer name or telephone number and press <Enter>. |
| − | * This will bring up a list of all outstanding | + | * Select the customer's reference and press <Enter>. |
| + | * This will bring up a list of all outstanding orders for the customer. | ||
*Press {{KeyPress|T}} to tag all the orders you wish to transfer. | *Press {{KeyPress|T}} to tag all the orders you wish to transfer. | ||
*Click {{Button|Accept}} or {{KeyPress|F2}} to transfer all the orders to the Point of Sales screen so you can continue adding items. | *Click {{Button|Accept}} or {{KeyPress|F2}} to transfer all the orders to the Point of Sales screen so you can continue adding items. | ||
*When ready, click {{Button|Checkout}}. | *When ready, click {{Button|Checkout}}. | ||
| − | *If payment has previously been taken, | + | *If payment has previously been taken, this will be shown in {{DataPrompt|Previously Paid Deposit}}. If you need to take payment, select the relevant centre and click {{Button|Post}} to complete the transaction. |
== See also == | == See also == | ||
Revision as of 08:27, 7 September 2011
Contents
Summary
The following article explains how to deal with customer orders in Point of Sale. There will be times when an item a customer wants is out of stock, or they want a special order item.
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, or create a new 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.
- Click [Checkout].
- This now pulls up a dialog box with the customer's order details. By default, the system will try and take full payment. 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 order the items from your suppliers.
- Once you have received the item from your supplier, the customer reference details will be printed on the goods received note. From this, you can contact the customer and inform them that their item has arrived. With the Sales Order Link switched on, you can inform them by text that the 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.
- Press <Ctrl+F3> to search for the customer's order reference.
- This will bring up a reference search. Type part of the customer name or telephone number and press <Enter>.
- Select the customer's reference and press <Enter>.
- This will bring up a list of all outstanding orders 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, this will be shown in "Previously Paid Deposit". If you need to take payment, select the relevant centre and click [Post] to complete the transaction.
See also
