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| == Summary == | | == 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. | + | 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. |
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| == More Information == | | == 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.
| + | Select the relevant article for the steps to follow: |
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− | === Creating the Order ===
| + | * [[Dealing with Backorders in Invoicing and Customer Orders|Invoicing and Customer Orders]] |
− | Go to {{Menu|{{ST}}|Invoicing and Customer Orders}}.
| + | * [[Dealing with backorders in point of sale|Point of Sale]] |
− | * 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. | + | * [[Creating a Stock Sales Order#Ordering the Parts|Sales Ordering]] |
− | * 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. | + | * [[How do I order parts for a workshop job?|Workshop Jobcards]] |
− | * In the {{DataPrompt|Quantity}} column, enter the quantity of the item to be sold.
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− | To the right of the screen, the {{Tab|Line Details}} will show information about the stock item of the current line.
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− | * {{DataPrompt|Free:}} is the amount of that stock available to sell, i.e. that is not committed to other customers.
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− | * {{DataPrompt|At depot:}} is the quantity of the stock you have "on the shelf".
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− | If either of these figures is less than 1 then you will need to order the item for the customer.
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− | * Repeat to add all items to be sold or ordered at this time.
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− | === Placing the Order and Taking a Deposit ===
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− | * Press the {{Button|Backorder}} button on the tool-bar at the top of the screen or press {{KeyPress|S-F3}}.
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− | * The {{Tab|Availability - Bookout/Backorder}} screen will appear.
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− | * A {{DataPrompt|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.
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− | * The {{DataPrompt|Deposit}} amount will default to taking full payment for the items to be ordered.
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− | * Press {{KeyPress|Enter}} to move down the screen. The {{Tab|Standard Payment Centres}} will pop up for you to select the payment method for the deposit.
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− | ** The items to be ordered will show under the {{DataPrompt|Backorder}} column.
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− | ** The items to be invoiced now will show under the {{DataPrompt|Invoice}} column.
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− | You may add any of these items to the order rather than selling the items you have in stock.
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− | ** Select the item in the list then click the {{Button|->}} button to add it to the order. The deposit amount will re-calculate to include the additional items.
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− | * Press {{KeyPress|S-F2}} or click {{Button|Invoice}} to confirm this backorder.
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− | * The system will print a deposit receipt with the customer, order and payment details.
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− | * 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|Selling Stock in Invoicing and Customer Orders]] to complete the sale.
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| == See also == | | == See also == |
| + | * [[Selling stock in Invoicing and Customer Orders]] |
| + | * [[Selling stock at point of sale]] |
| + | * [[Creating a Stock Sales Order]] |
| + | * [[Processing a Sales Order]] |
| * [[Processing a Purchase Order]] | | * [[Processing a Purchase Order]] |
− | * [[Taking a Parts Deposit]]
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− | * [[Why can I not Retrieve a Customer Parts Order?]]
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− | * [[Dealing with Backorders in Invoicing and Customer Orders]]
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− | * [[How do I Find a Customer?]]
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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}} |
| + | {{How}}{{KB_ST}}{{ZN_PartsCounter}} |
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− | {{KB_Tags|Backorder, invoice, customer, cust, inv, invoicing, invoicing and customer orders, order, Stock, deposit}} | + | {{KB_Ref|SO03, ST09, ST17 ST94}} |
− | {{KB_ST}}{{ZN_PartsCounter}}
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− | {{KB_Ref|ST09, SO03, ST17 ST94}}
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