Difference between revisions of "How do I Order Parts for a Customer?"

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== Summary ==
 
== Summary ==
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This article will explain how to back order parts for a customer, using the Point Of Sale Program.
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The method used to order parts for a customer depends on whether you choose to sell parts through Invoicing and Customer Orders, Point of Sale or Sales Ordering. Parts for a specific workshop job can be ordered from the jobcard.
  
 
== More Information ==
 
== More Information ==
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In order to Order Parts for a customer in the '''"Point Of Sale"''' program you will need to go to; {{Menu|{{ST}}|Point Of Sales}}.
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Select the relevant article for the steps to follow:
  
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* Make sure that the {{DataPrompt|Customer :}} is set to the [[[[How do I Find a Customer?|customers]] account or you have created an account for customer. ''Please see [[How do I Find a Customer?|How do I Find a Customer?]]''
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* [[Dealing with Backorders in Invoicing and Customer Orders|Invoicing and Customer Orders]]
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* [[Dealing with backorders in point of sale|Point of Sale]]
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* [[Creating a Stock Sales Order#Ordering the Parts|Sales Ordering]]
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* [[How do I order parts for a workshop job?|Workshop Jobcards]]
  
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* 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.
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== See also ==
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* [[Selling stock in Invoicing and Customer Orders]]
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* On the {{DataPrompt|Quantity:}} enter the amount for the item that is required.
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* [[Selling stock at point of sale]]
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{{Note|text=If there are multiple items to be ordered repeat the previous steps until all items have been added to be ordered.}}
 
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All Items will appear in a ''pink'' colour and have a {{DataValue|*}} in the {{DataPrompt|Order}} Column on Screen.
 
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*Once all items have been added, click {{Button|Checkout}} to continue.
 
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== See Also ==
 
 
* [[Creating a Stock Sales Order]]
 
* [[Creating a Stock Sales Order]]
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* [[How do I Find a Customer?]]
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* [[Processing a Sales Order]]
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* [[How do I find a supplier?]]
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* [[Processing a Purchase Order]]
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* [[Selling Stock at Point of Sale]]
 
  
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{{KB_Tags|backorder, invoice, customer, cust, inv, invoicing, invoicing and customer orders, order, stock, deposit, jobcard}}
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{{How}}{{KB_ST}}{{ZN_PartsCounter}}
  
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{{FAQ}}{{KB_Tags|Order, P.O.S.,, Customer, Parts, Items, Back Order, creating, adding, Order, Back}}{{KB_ST}}
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{{KB_Ref|SO03, ST09, ST17 ST94}}

Latest revision as of 11:02, 28 September 2020

Summary

The method used to order parts for a customer depends on whether you choose to sell parts through Invoicing and Customer Orders, Point of Sale or Sales Ordering. Parts for a specific workshop job can be ordered from the jobcard.

More Information

Select the relevant article for the steps to follow:

See also


Feedback
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Keywords AND Misspellings
backorder, invoice, customer, cust, inv, invoicing, invoicing and customer orders, order, stock, deposit, jobcard
Tags

SO03, ST09, ST17 ST94

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