Create a Customer Order: Basic Steps

How do I? | Field Descriptions | Overview

Pro

The term customer order collectively refers to layaways, sales orders, and work orders. While each of these documents have specific uses, they share many procedural workflows.

To create a new customer order:

1. Select N ew for the appropriate order type from the Point of Sale menu.

2. In the Enter Item(s) field, scan or enter item information to list the merchandise or service items being ordered.

   - Scan the bar code from the item tag

   - Type an item identifier (UPC, alternate lookup value, or item #) and press <Enter>

   - Type the first few letters of the item's description (from inventory) or another search keyword. A drop-down list of all your items is displayed with the closest match highlighted. Select an item from the list by clicking or touching it (keyboard users, press the down arrow key to scroll, then <Enter> to select).

   - If no matching item is found, click the Find icon or press <Enter> to open the Find Item window, where you can select an item or refine your search. You can also select Add New to go to inventory to add a new item and immediately sell it.

   - Choose Select from Item List from the I Want To menu to go to your full item list and select items.

   Learn more about adding items to documents

3. Edit individual item information, such as quantity, price, tax code, and discounts, as necessary.

4. Enter a Customer (required, How do I?).

5. Enter any other pertinent information in the appropriate fields, such as:

- Special instructions, such as the work to be performed

- The status of the order for tracking purposes (defaults to Open)

- On work orders, you may also want to enter a due date and/or assign the job to an employee.

6. Select Deposit/Payment from the I Want To menu to take a deposit on the order.

If a minimum initial deposit is required or suggested (optional preference setting), the Deposit window is automatically displayed if S ave is selected before a deposit is taken.

7. Select S ave.

Note: The availability of customer orders can be controlled by your Features to Use preference settings.

Related Topics

Handle special order items

E-mail orders to customers

Fill customer orders

Tips for using sales orders

Tips for using work orders

Generate POs from a customer order

Customer order overview