How do I Order Parts for a Customer?

Summary

This article will explain how to order parts for a customer, using Invoice and Customer Orders.

More Information

Go to " Stock Control Invoice and Customer Orders".

• Enter the customer's account code, or create a new one. Please see How do I Find a Customer?.
• Enter the stock items that the customer wants. You can see at the top of the screen whether the item is available to sell by looking at the "Free" and "Stk" fields.
• Click the [Backorder] button at the bottom of the screen
• The "Availability - Bookout/Backorder" screen is shown, with the "Account", "Reference", "Deposit" and "Centre" all defaulted to standard values.
• The "Reference" is made up of the customer's name and main telephone number. It is not advisable to edit this because it makes retrieving the order more difficult.
• The "Deposit" amount will be defaulted to either full payment of the items to be ordered or to zero. You can change the deposit amount if your company procedures allow it.
• Enter the correct "Deposit Centre:" for the method of payment. Typically 'Z900 - Cash', 'Z901 - Cheque' or 'Z902 - Credit Card' would be the ones to use.
• Press <Esc> and click [Accept].
• A receipt for the deposit will be produced, designed to fit a 40 column slip printer.
• A prompt will appear asking "Do you want to log this payment in the till?", to which you should click [Yes].

The overall effect of this is to create a deposit and a sales order for the customer so that you know what they want and can order it. You can trace the order using the 'Reference' since this will be stamped on both the sales order and any purchase order created for the items. It avoids pushing the stock negative which helps with stock taking.

See Also

• Creating a Stock Sales Order
• How do I Find a Customer?
• How do I find a supplier?
• Selling Stock at Point of Sale
• Creating a Purchase Order
• How do I Run a Reorder Report?
• How do I check customer order status?
• Selling Stock in Invoicing and Customer Orders
• How do I Create a Quotation?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

Order, P.O.S.,, Customer, Parts, Items, Back Order, creating, adding, Order, Back

Tags

SO03, ST11, ST17 ST94