Difference between revisions of "Dealing with backorders in point of sale"
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Tim Laundon (talk | contribs) (New page: {{Incomplete}} == 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 backorde...) |
Tim Laundon (talk | contribs) |
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== More Information == | == More Information == | ||
| + | === Creating the Order === | ||
| + | |||
Go to {{Menu|Stock Control|Point of Sale}} | Go to {{Menu|Stock Control|Point of Sale}} | ||
| Line 10: | Line 12: | ||
* 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. | ||
| + | * Now click {{KeyPress|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 {{KeyPress|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 {{Menu|Stock Control|Point of Sale}} | ||
| + | |||
| + | * | ||
Revision as of 16:15, 11 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"
