Difference between revisions of "How do I Order Parts for a Customer?"
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=== Creating the Order === | === Creating the Order === | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{ST}}|Invoicing and Customer Orders}}. |
* At {{DataPrompt|Customer}} enter the account code of the customer who needs to order the stock item. You can [[How do I Find a Customer?|search]] for the customer, or [[Creating a New Customer/Supplier|create]] a new customer if required. | * At {{DataPrompt|Customer}} enter the account code of the customer who needs to order the stock item. You can [[How do I Find a Customer?|search]] for the customer, or [[Creating a New Customer/Supplier|create]] a new customer if required. | ||
* In the {{DataPrompt|Stock code}} column, enter the stock code that you want to sell, or alternatively you can [[How do I find a stock code?|search]] for it. | * In the {{DataPrompt|Stock code}} column, enter the stock code that you want to sell, or alternatively you can [[How do I find a stock code?|search]] for it. | ||
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{{KB_Tags|Backorder, invoice, customer, cust, inv, invoicing, invoicing and customer orders, order, Stock, deposit}} | {{KB_Tags|Backorder, invoice, customer, cust, inv, invoicing, invoicing and customer orders, order, Stock, deposit}} | ||
{{KB_ST}}{{ZN_PartsCounter}} | {{KB_ST}}{{ZN_PartsCounter}} | ||
| − | {{KB_Ref|ST09, SO03 | + | {{KB_Ref|ST09, SO03, ST17 ST94}} |
Revision as of 14:40, 19 September 2016
Contents
Summary
The following article explains how to deal with customer orders in Invoicing and Customer Orders. This is for the instances when an item a customer wants is out of stock, or they want a special order item.
More Information
There may be instances whereby you need more options than the Point of Sale invoicing screen can provide. This is where the Invoicing and Customer Orders screen can help.
Creating the Order
Go to " Stock Control Invoicing and Customer Orders".
- At "Customer" enter the account code of the customer who needs to order the stock item. You can search for the customer, or create a new customer if required.
- In the "Stock code" column, enter the stock code that you want to sell, or alternatively you can search for it.
- In the "Quantity" column, enter the quantity of the item to be sold.
To the right of the screen, the [Line Details] will show information about the stock item of the current line.
- "Free:" is the amount of that stock available to sell, i.e. that is not committed to other customers.
- "At depot:" is the quantity of the stock you have "on the shelf".
If either of these figures is less than 1 then you will need to order the item for the customer.
- Repeat to add all items to be sold or ordered at this time.
Placing the Order and Taking a Deposit
- Press the [Backorder] button on the tool-bar at the top of the screen or press <Shift+F3>.
- The [Availability - Bookout/Backorder] screen will appear.
- A "Reference" will be created for this order, using the customer's Phone Number and Account Name. You may overtype this e.g. to enter a mobile number and name.
- The "Deposit" amount will default to taking full payment for the items to be ordered.
- Press <Enter> to move down the screen. The [Standard Payment Centres] will pop up for you to select the payment method for the deposit.
- The items to be ordered will show under the "Backorder" column.
- The items to be invoiced now will show under the "Invoice" column.
You may add any of these items to the order rather than selling the items you have in stock.
- Select the item in the list then click the [->] button to add it to the order. The deposit amount will re-calculate to include the additional items.
- Press <Shift+F2> or click [Invoice] to confirm this backorder.
- The system will print a deposit receipt with the customer, order and payment details.
- If there are any items to invoice, you will be taken to the Invoice screen to produce the final invoice/slip print and take payment for the goods being taken away now - see Selling Stock in Invoicing and Customer Orders to complete the sale.
See also
- Processing a Purchase Order
- Taking a Parts Deposit
- Why can I not Retrieve a Customer Parts Order?
- Dealing with Backorders in Invoicing and Customer Orders
- How do I Find a Customer?
- Selling Stock at Point of Sale
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Tags
ST09, SO03, ST17 ST94
