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 === | ||
| − | + | 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. | ||
| Line 22: | Line 20: | ||
=== Retrieving the Backorder === | === Retrieving the Backorder === | ||
| − | 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. | ||
* 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 {{ | + | *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 {{ | + | *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 {{ | + | *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
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 click [Post] to complete the transaction.
See also
