Difference between revisions of "How do I Order Parts for a Customer?"
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Robert Hearn (talk | contribs) |
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| − | {{Review | + | {{Review}} |
== Summary == | == Summary == | ||
| − | This article will explain how to back order parts for a customer, using | + | This article will explain how to back order parts for a customer, using Invoice and customer orders. |
== More Information == | == More Information == | ||
| − | In order to Order Parts | + | In order to Order Parts you will need to go to: |
| + | {{Menu|{{ST}}|Invoice and Customer Orders}}. | ||
| − | * Make sure that the {{DataPrompt| | + | * Make sure that the {{DataPrompt|Account :}} is set to the [[How do I Find a Customer?|customers]] account. ''Please see [[How do I Find a Customer?|How do I Find a Customer?]]''. |
| + | *Press {{KeyPress|Enter}} to access ''"Invoice and Customer Orders"''. | ||
| + | *Press {{KeyPress|F2}} to create a Sales Order. | ||
| + | *Enter a Reference for the back Order on the {{DataPrompt|Reference:}} and press {{KeyPress|Enter}}. - ''A good example would be the customers name and Mobile Number.'' | ||
* On the {{DataPrompt|Stock code:}} enter the in the stock code code if known or [[Do I have to remember all these Stock Codes?|search]] for the item that you want to order for the customer. | * On the {{DataPrompt|Stock code:}} enter the in the stock code code if known or [[Do I have to remember all these Stock Codes?|search]] for the item that you want to order for the customer. | ||
| − | * On the {{DataPrompt|Quantity:}} enter the amount | + | * On the {{DataPrompt|Quantity:}} enter the quantity amount which is required. |
| + | |||
{{Note|text=If there are multiple items to be ordered repeat the previous steps until all items have been added to be ordered.}} | {{Note|text=If there are multiple items to be ordered repeat the previous steps until all items have been added to be ordered.}} | ||
| − | |||
| − | * | + | * In order to take a deposit on the order you will need to press {{KeyPress|F2}}. |
| − | * | + | **Enter the {{DataValue|amount}} to be paid on the {{DataPrompt|Deposit :}}. |
| − | * | + | **Enter the correct {{DataPrompt|Deposit Centre:}} for the method of payment. Typically '''Z900''' Cash, '''Z901''' Cheque, '''Z902''' Credit card e.t.c. |
| − | + | **On the {{DataPrompt|Description :}} enter a brief note which will appear on the print out. This could be a warning or notice that the deposit is non refundable. | |
| + | **Press {{KeyPress|Esc}} and click {{Button|Accept}}. | ||
| + | **A prompt will appear asking ''"Do you want to log this payment into the till?"'', to which you can either click {{Button|Yes}} or {{Button|No}}. | ||
| + | |||
| + | |||
| + | {{Information|text=Pressing {{KeyPress|F7}} allows you to alter the Order Header Details, which contains standard order details. i.e.''Order Type, Customer Order No, Order Date, Status, Delivery Name, Address...''}} | ||
| − | |||
| + | *Once you are happy with the order that has been created you will need to press {{KeyPress|Esc}} which will save the order. | ||
| + | This whole process will create a [[Creating a Stock Sales Order|Stock Sales Order]]. Which will be dealt with when you run the [[How do I Run a Reorder Report?|reorder reports]]. | ||
== See Also == | == See Also == | ||
| Line 31: | Line 41: | ||
* [[Creating a Purchase Order]] | * [[Creating a Purchase Order]] | ||
* [[How do I Run a Reorder Report?]] | * [[How do I Run a Reorder Report?]] | ||
| + | *[[How do I check customer order status?]] | ||
{{FAQ}}{{KB_Tags|Order, P.O.S.,, Customer, Parts, Items, Back Order, creating, adding, Order, Back}}{{KB_ST}} | {{FAQ}}{{KB_Tags|Order, P.O.S.,, Customer, Parts, Items, Back Order, creating, adding, Order, Back}}{{KB_ST}} | ||
Revision as of 16:29, 5 August 2011
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article will explain how to back order parts for a customer, using Invoice and customer orders.
More Information
In order to Order Parts you will need to go to: " Stock Control Invoice and Customer Orders".
- Make sure that the "Account :" is set to the customers account. Please see How do I Find a Customer?.
- Press <Enter> to access "Invoice and Customer Orders".
- Press <F2> to create a Sales Order.
- Enter a Reference for the back Order on the "Reference:" and press <Enter>. - A good example would be the customers name and Mobile Number.
- On the "Stock code:" enter the in the stock code code if known or search for the item that you want to order for the customer.
- On the "Quantity:" enter the quantity amount which is required.
 | If there are multiple items to be ordered repeat the previous steps until all items have been added to be ordered. |
- In order to take a deposit on the order you will need to press <F2>.
- Enter the 'amount' to be paid on the "Deposit :".
- Enter the correct "Deposit Centre:" for the method of payment. Typically Z900 Cash, Z901 Cheque, Z902 Credit card e.t.c.
- On the "Description :" enter a brief note which will appear on the print out. This could be a warning or notice that the deposit is non refundable.
- Press <Esc> and click [Accept].
- A prompt will appear asking "Do you want to log this payment into the till?", to which you can either click [Yes] or [No].
 | Pressing <F7> allows you to alter the Order Header Details, which contains standard order details. i.e.Order Type, Customer Order No, Order Date, Status, Delivery Name, Address... |
- Once you are happy with the order that has been created you will need to press <Esc> which will save the order.
This whole process will create a Stock Sales Order. Which will be dealt with when you run the reorder reports.
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?
