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 order parts for a customer, using Invoice and Customer Orders.
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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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Go to {{Menu|{{ST}}|Invoice and Customer Orders}}.
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Select the relevant article for the steps to follow:
  
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* Enter the [[How do I Find a Customer?|customer's]] account code, or create a new one. 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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* 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 {{DataPrompt|Free}} and {{DataPrompt|Stk}} fields.
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* [[Dealing with backorders in point of sale|Point of Sale]]
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* Click the {{Button|Backorder}} button at the bottom of the screen
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* [[Creating a Stock Sales Order#Ordering the Parts|Sales Ordering]]
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* The {{DataPrompt|Availability - Bookout/Backorder}} screen is shown, with the {{DataPrompt|Account}}, {{DataPrompt|Reference}}, {{DataPrompt|Deposit}} and {{DataPrompt|Centre}} all defaulted to standard values.
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* [[How do I order parts for a workshop job?|Workshop Jobcards]]
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* The {{DataPrompt|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.
 
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* The {{DataPrompt|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.
 
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* Enter the correct {{DataPrompt|Deposit Centre:}} for the method of payment. Typically {{DataValue|Z900 - Cash}}, {{DataValue|Z901 - Cheque}} or {{DataValue|Z902 - Credit Card}} would be the ones to use.
 
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* Press {{KeyPress|Esc}} and click {{Button|Accept}}.
 
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* A receipt for the deposit will be produced, designed to fit a 40 column {{eCommerce|sku=receipt|slip printer}}.
 
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* A prompt will appear asking ''"Do you want to log this payment in the till?"'', to which you should click {{Button|Yes}}.
 
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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 {{DataValue|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 ==
 
== See also ==
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* [[Selling stock in Invoicing and Customer Orders]]
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* [[Selling stock at point of sale]]
 
* [[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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* [[Selling Stock at Point of Sale]]
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* [[Processing a Purchase Order]]
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* [[How do I check customer order status?]]
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* [[Selling Stock in Invoicing and Customer Orders]]
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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 do I Create a Quotation?]]
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{{How}}{{KB_ST}}{{ZN_PartsCounter}}
  
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{{KB_Tags|Order, P.O.S., Customer, Parts, Items, Back Order, creating, adding, Order, Back}}
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{{KB_Ref|SO03, ST09, ST17 ST94}}
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{{FAQ}} {{KB_ST}}
 
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{{KB_Ref|SO03, ST11, 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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