Difference between revisions of "Dealing with backorders in point of sale"

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== More Information ==
 
== More Information ==
 
=== Creating the Order ===
 
=== Creating the Order ===
 
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Go to {{Menu|Stock Control|Point of Sale}}.
Go to {{Menu|Stock Control|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.
 
* 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.
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=== Retrieving the Backorder ===
 
=== Retrieving the Backorder ===
Go to {{Menu|Stock Control|Point of Sale}}
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Go to {{Menu|Stock Control|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.
 
* Now press {{KeyPress|C-F3}} to search for the customers backorder reference.
 
* Now press {{KeyPress|C-F3}} to search for the customers backorder reference.
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* 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.
 
*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.
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*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 {{KeyPress|Checkout}}.
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*When ready, click {{Button|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 click {{KeyPress|Post}} to complete the transaction.
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*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 click {{Button|Post}} to complete the transaction.
  
 
== See also ==  
 
== See also ==  

Revision as of 15:42, 8 August 2011

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 click [Post] to complete the transaction.

See also


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Keywords AND Misspellings
Backorder, Point of Sale, Stock, Credit