Create The Customer Order
To create the customer order:
- Head to Customers & Loyalty > Customer Orders.
- Select [NEW QUICK ENTRY ORDER].
In the New Quick Entry Order window:
- Customer: Select which Customer the customer order is for.
- Price Level: Select which Price Level to use for customer order items.
Select [CREATE ORDER].
Within the top section of the customer order, the selected Customer and Price Level will show. The following can also be defined within the customer order:
- Location: Select the location within your site that the customer order relates to. This may populate by default, but can be changed if required.
- Record Sale To Till: Select the till that the transaction should record against. This may populate by default, but can be changed if required.
- Customer Order Ref: Enter a reference for the order, if required.
- Delivery Address: Select the delivery address for the customer order. This may populate by default, but can be changed if required.
- Billing Address: Select the billing address for the customer order. This may populate by default, but can be changed if required.
- Dispatch / Transaction Date: Select the dispatch date for the order. It is this date that will also be used for the transaction that gets created when the customer order is dispatched.
Additional Information:
- For information on how to enter default settings as mentioned above, Click Here.
- It is possible to edit the address within the customer order. This updates the address against the customer and may impact on previous orders. For more details on customer addresses, Click Here.
Once entered, you can then select products for the customer order as covered in the next section.
Enter Customer Order Items
To add items to the customer order:
- Scroll down to the Customer Order Items section.
- Select [NEW CUSTOMER ORDER ITEM].
Within the new row that as added:
- Product: Select the product from the list.
- Order Qty: Enter the quantity of the product being ordered based on the Pack Size shown.
- Pack Size is applicable to Inventory Management subscribers only.
- Unit Price: The product price shows based on the price level assigned to the customer order. If the price is an open priced product, enter the price here.
For reference:
- The products Tax Rate shows based on the tax price level assigned to the customer order.
- Based on the quantity and price entered, the Sub Total for the row is also shown.
Repeat the process to add additional items to the order. As items are added, the Total Net, Tax and Gross values for the customer order will update.
Once entered, you can then enter payments against the customer order as covered in the next section.
Enter Customer Order Payments
If a default payment media is configured, the payment line may already show for the full customer order amount. This can be edited or removed if required.
To add payments to the customer order:
- Scroll down to the Customer Order Payments section.
- Select [NEW CUSTOMER ORDER ITEM].
Within the new row that as added:
- Payment Media: Select the payment media from the list.
- Payment Amount: Enter the payment amount for the selected media.
Repeat to add payments until the Balance Due is 0.00.
For information on how to configure a default payment media as mentioned above, Click Here.
Once entered, you can then dispatch the customer order as covered in the next section.
Dispatch The Customer Order
Once all items and payments have been added, and the Balance Due of the customer order is 0.00, the customer order can be dispatched.
To dispatch the customer order, at the bottom of the page select [DISPATCH].
This will progress the customer order to Dispatched state and will create a transaction based on the details entered into the customer order.
If you are not quite ready to dispatch the order just yet, you can select [SAVE CUSTOMER ORDER] to save the customer order in Preparation state, and return later to dispatch.
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