Difference between revisions of "How do I Order Parts for a Customer?"
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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}}. | 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}}. | ||
| − | * Make sure that the {{DataPrompt|Customer :}} is set to the | + | * 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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* 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. | ||
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* On the {{DataPrompt|Quantity:}} enter the amount for the item that is required. | * On the {{DataPrompt|Quantity:}} enter the amount for the item that 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.}} | ||
| − | All Items will appear in a ''pink'' colour and have a {{DataValue|*}} in the {{DataPrompt|Order}} | + | 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 the {{Button|Checkout}} button to continue. | ||
| + | * A '''"Confirm Bookout/Backorder Details"''' screen will appear. Here enter a Reference for the back Order on the {{DataPrompt|Reference:}}. ''A good example would be the customers name and Mobile Number.'' | ||
| + | * Enter the {{DataValue|amount}} the customer is going to pay as a {{DataValue|Deposit :}}. ''by default this will set to the full amount'', click on the {{Button|Confirm}} button to proceed. | ||
| + | * On the '''"Payments"''' Screen select the correct payment method and click the {{Button|Post}} button. Which will produce a receipt for the customer. | ||
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| + | 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]]. | ||
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== See Also == | == See Also == | ||
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* [[How do I find a supplier?]] | * [[How do I find a supplier?]] | ||
* [[Selling Stock at Point of Sale]] | * [[Selling Stock at Point of Sale]] | ||
| + | * [[Creating a Purchase Order]] | ||
| + | * [[How do I Run a Reorder Report?]] | ||
{{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 15:27, 5 August 2011
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article will explain how to back order parts for a customer, using the Point Of Sale Program.
More Information
In order to Order Parts for a customer in the "Point Of Sale" program you will need to go to; " Stock Control Point Of Sales".
- Make sure that the "Customer :" is set to the customers account or you have created an account for customer. Please see How do I Find a Customer?
- 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 amount for the item that is required.
 | If there are multiple items to be ordered repeat the previous steps until all items have been added to be ordered. |
All Items will appear in a pink colour and have a '*' in the "Order" column on Screen.
- Once all items have been added, click the [Checkout] button to continue.
- A "Confirm Bookout/Backorder Details" screen will appear. Here enter a Reference for the back Order on the "Reference:". A good example would be the customers name and Mobile Number.
- Enter the 'amount' the customer is going to pay as a 'Deposit :'. by default this will set to the full amount, click on the [Confirm] button to proceed.
- On the "Payments" Screen select the correct payment method and click the [Post] button. Which will produce a receipt for the customer.
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?
