Fill a Customer Order

Locate a Customer Order | Make a Sale | Overview

Pro

You fill a customer order by selling the ordered items on a sales receipt. You can sell some or all of the items on a customer order at any time. Selling items updates the Due and Sold fields on the order. When all the items on the order have been sold and the deposit and balance due are both zero, it is completely filled, and Point of Sale changes the status of the order to C losed.

To sell the items listed on a customer order:

1. Highlight or display the customer order.

2. Select S ell Item(s) from the I Want To menu.

The Select Items to Sell window is displayed.

3. Choose S elect All if you want to sell all the items on the order.

Or

Enter a quantity in the Doc Qty column for each item you want to sell.

4. Select C ontinue.

The items you selected are listed on a new sales receipt.

5. Add any additional items you are selling at the same time.

6. Select Take Payment.

If deposits have been taken on the order, the total amount of the deposit is automatically suggested as a payment method of Deposit. You can reduce or clear the deposit amount used, if you wish. You might do this if not selling all of the items at this time and you wish to maintain a deposit balance against the remaining items still due.

7. Use normal payment procedures to enter amounts for additional payment methods or change as appropriate, and then save/print the receipt.

Notes:

- When receiving an item that has open customer orders against it, Point of Sale will alert you and add the item to your fill customer order reminders.

- If you generated a purchase order from the customer order, information from the customer order (such as customer name and order #) are displayed right on the receiving voucher to assist in filling the order quickly.

Related Topics

View deposit/payment history

Customer order reports

How customer orders are sent to QuickBooks Desktop