Dealing with Backorders in Invoicing and Customer Orders
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
The following article explains how to deal with customer orders in Invoicing and Customer Orders. This is for the times 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 " Systems\Stock Control Invoicing and Customer Orders".
- At "Account:" type in the customer's account code if known, or search for the customer, or create a new customer.
- At the "Stock Code:" enter the stock code that you want to sell, or search for a stock item.
- At the "Quantity" enter the quantity of this item to be sold.
From here in the upper part of the screen you will see a "Free" and "Stk" below the account code. "Stk" is the stock quantity you have in stock and "Free" is the amount of that stock not already on order. If either of these figures are less than 1 then you will need to backorder the item for the customer.
- To Backorder a part press the [Backorder] button at the bottom of the screen or press <Shift+F3>.
- This now pulls up a dialog box with the customer's order details. By default, the system will try and take full payment. If you need to change this, amend the amount accordingly.
- Press <Shift+F2> or click [Invoice] to confirm this backorder.
- The system will print a deposit receipt with the customer, order and payment details.
Processing the Ordered Item
- See Processing a Purchase Order for details on how to order the items from your suppliers.
- Once you have received the item from your supplier, the customer reference details will be printed on the goods received note. From this, you can contact the customer and inform them that their item has arrived. With the Sales Order Link switched on, you can inform them by text that the item has arrived.
Retrieving the Backorder
Go to " Systems\Stock Control Invoicing and Customer Orders".
- At "Account:" type in the customer's account code if known, or search for the customer.
- Press [Retrieve] button at the bottom, of the screen or <Ctrl+F3> to search for the customer's order reference.
- This will bring up a reference search. Type part of the customer name or telephone number and press <Enter>.
- Select the customer's reference and press <Enter>.
- This will bring up a list of all outstanding orders for the customer.
- Press <T> to tag all the orders you wish to transfer.
- Click [Accept] or <F2> to transfer all the orders to the Point of Sales screen so you can continue adding items.
- When ready, click [Invoice].
- If payment has previously been taken, this will be shown in "Previously Paid Deposit". If you need to take payment, select the relevant centre and click [Post] to complete the transaction.
See also
