Initial commit - QBPOS Help
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Access Customer Orders</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Access Customer Orders</p>
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<p class="Help-Text"><a href="qbpos:helppopup.12507">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_fields/fields09.htm">Field Descriptions</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_overview.htm">Overview</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
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color: #800000;">Pro</p>
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</div>
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<p class="Help-Info-Line">To access customer orders:</p>
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<p class="Help-Text">From the Point of Sale menu, select one of the following:</p>
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<ul>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1">New Layaway</font>, <span class="hcp2">N</span><font class="hcp1">ew</font> <span class="hcp2">S</span><font class="hcp1">ales</font> <span class="hcp2">O</span><font class="hcp1">rder</font>, or <span class="hcp2">N</span><font class="hcp1">ew</font> <span class="hcp2">W</span><font class="hcp1">ork</font> <span class="hcp2">O</span><font class="hcp1">rder</font> to create a new customer order</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">L</span>ayaway</font> <span class="hcp2">L</span><font class="hcp1">ist</font>, <span class="hcp2">S</span><font class="hcp1">ales</font> <span class="hcp2">O</span><font class="hcp1">rder</font> <span class="hcp2">L</span><font class="hcp1">ist</font>, or <span class="hcp2">W</span><font class="hcp1">ork</font> <span class="hcp2">O</span><font class="hcp1">rder</font> <span class="hcp2">L</span><font class="hcp1">ist</font> to locate and work with an existing customer order</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List">From your Customer records, select a customer and then choose <span class="hcp2">Create a <type> Order</span> for this customer from the I Want To menu</p>
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</li>
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</ul>
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</body>
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</html>
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129
QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_create.htm
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129
QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_create.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Create a Customer Order: Basic Steps</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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font.hcp2 { font-weight:bold; }
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span.hcp3 { font-weight:bold; }
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font.hcp4 { font-weight:bold;
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font-style:italic; }
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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font-size: 13pt !important;
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Create a Customer Order: Basic Steps</p>
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<p class="Help-Text"><a href="custorder_hdi.htm">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"> <font color="#C0C0C0" class="hcp2">|</font> <a href="../qbpos_fields/fields09.htm">Field Descriptions</a> <font color="#C0C0C0" class="hcp2">|</font> <a href="custorder_overview.htm">Overview</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
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color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">The term <font style="font-style: italic;">customer order</font> collectively refers to layaways, sales orders, and work orders. While each of these documents have specific uses, they share many procedural workflows.</p>
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<p class="Help-Info-Line">To create a new customer order:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <span class="hcp3">N</span><font class="hcp2">ew</font> for the appropriate order type from the Point of Sale menu.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">In the <font class="hcp2">Enter Item(s)</font> field, scan or enter item information to list the merchandise or service items being ordered. <a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP184202011" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 100%;">
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<tr style="vertical-align: top;">
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<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
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<ul>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Scan the bar code from the item tag</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Type an item identifier (UPC, alternate lookup value, or item #) and press <font class="hcp4"><Enter></font></p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">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 <font class="hcp4"><Enter></font> to select).</p>
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</li>
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</ul>
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<p class="Help-Text" style="margin-left: 0px;">         <img src="../image/listing_items.gif" alt="image\listing_items.gif" width="320" height="70" border="0"></p>
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<ul style="list-style: square;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If no matching item is found, click the Find icon or press <font class="hcp4"><Enter></font> to open the Find Item window, where you can select an item or refine your search.  You can also select <font class="hcp2">Add New</font> to go to inventory to add a new item and immediately sell it.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Nested-List">Choose <font class="hcp2">Select from Item List</font> from the I Want To menu to go to your full item list and select items.</p>
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</li>
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</ul>
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<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Indent" style="margin-left: 0px;"> </p>
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</div></li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps"><a href="../qbpos_basic_procedures/basic319.htm">Edit</a> individual item information, such as quantity, price, tax code, and discounts, as necessary.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Enter a <font class="hcp2">Customer</font> (required, <a href="../qbpos_recording_sales_and_returns/receipt1029.htm">How do I?</a>).</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Enter any other pertinent information in the appropriate fields, such as:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">Special <a href="../qbpos_purchasing/po_instructionscomments.htm">instructions</a>, such as the work to be performed</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">The <a href="custorder_longental_invpref.htm">status</a> of the order for tracking purposes (defaults to <span class="hcp3">Open</span>)</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">On <a href="wo_tips.htm">work orders</a>, you may also want to enter a due date and/or assign the job to an employee.</p>
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</li>
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</ul>
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<ol start="6">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <font class="hcp2">Deposit/Payment</font> from the I Want To menu to <a href="so03.htm">take a deposit</a> on the order.</p>
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</li>
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</ol>
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<p class="Help-Indent">If a minimum initial deposit is required or suggested (optional <a href="../qbpos_company_preferences/sysprefs11.htm">preference</a> setting), the Deposit window is automatically displayed if <span class="hcp3">S</span><font class="hcp2">ave</font> is selected before a deposit is taken.</p>
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<ol start="7">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <span class="hcp3">S</span><font class="hcp2">ave</font>.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Note"><span class="hcp3">Note</span>: The availability of customer orders can be controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="custorder_specialorder.htm">Handle special order items</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail orders to customers</a></p>
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<p class="Help-Text"><a href="custorder_filling.htm">Fill customer orders</a></p>
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<p class="Help-Text"><a href="custorder_sotips.htm">Tips for using sales orders</a></p>
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<p class="Help-Text"><a href="wo_tips.htm">Tips for using work orders</a></p>
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<p class="Help-Text"><a href="custorder_generatepo.htm">Generate POs from a customer order</a></p>
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<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a3','POPUP184202011');
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//]]></script>
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</body>
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</html>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Edit a Customer Order</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Edit a Customer Order</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate an Order</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="so03.htm">Take a Deposit</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_basic_procedures/basic319.htm">Edit an Order Item</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
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color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">If no deposits have been taken, you can edit any of the information on a customer order. If deposits have been taken, you are not allowed to change the customer. If you need to change the customer on a customer order for which deposits have been taken, you will have to <a href="so09.htm">refund</a> the deposits first. You can then change the customer and re-enter the deposit.</p>
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<p class="Help-Info-Line">To edit a customer order:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Locate and display the order you wish to edit.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select <span class="hcp2">E</span><font class="hcp1">dit</font>.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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||||
<p class="Help-Steps">Make any necessary changes and take any additional deposits.</p>
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||||
</li>
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||||
<li class="p-Help-Steps" style="font-size: 9pt;">
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||||
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
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||||
</li>
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||||
</ol>
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||||
<p class="Help-Text"> </p>
|
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<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="so15.htm">Delete a customer order</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail an order to a customer</a></p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
|
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<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
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</body>
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</html>
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101
QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_filling.htm
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QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_filling.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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||||
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||||
<meta name="generator" content="Adobe RoboHelp 2019">
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||||
<title>Fill a Customer Order</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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img.hcp3 { border:none; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Fill a Customer Order</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a Customer Order</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Make a Sale</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_overview.htm">Overview</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
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color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">You <font style="font-style: italic;">fill</font> 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 <font class="hcp1">Due</font> and <font class="hcp1">Sold</font> 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 <span class="hcp2">C</span><font class="hcp1">losed</font>.</p>
|
||||
<p class="Help-Info-Line">To sell the items listed on a customer order:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight or display the customer order.</p>
|
||||
</li>
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||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ell Item(s)</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The Select Items to Sell window is displayed.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Choose <span class="hcp2">S</span><font class="hcp1">elect All</font> if you want to sell all the items on the order.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font class="hcp1">Or</font></p>
|
||||
<p class="Help-Indent">Enter a quantity in the <a href="javascript:void(0);" id="A1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic335.htm');return false;">Doc Qty</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"> column for each item you want to sell.</p>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">C</span><font class="hcp1">ontinue</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The items you selected are listed on a new sales receipt.</p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Add any additional items you are selling at the same time.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Take Payment</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If deposits have been taken on the order, the total amount of the deposit is automatically suggested as a payment method of <font class="hcp1">Deposit</font>. 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.</p>
|
||||
<ol start="7">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Use normal <a href="../qbpos_recording_sales_and_returns/receipt1014.htm">payment procedures</a> to enter amounts for additional payment methods or change as appropriate, and then save/print the receipt.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When receiving an item that has open customer orders against it, Point of Sale will alert you and add the item to your <a href="../qbpos_inventory/inven_reminders_fillso.htm">fill customer order reminders</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you <a href="custorder_generatepo.htm">generated a purchase order</a> 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.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text"><img src="../image/custord_vouchfields.gif" alt="" width="402" height="58" align="left" border="0" class="hcp3"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="so10.htm">View deposit/payment history</a></p>
|
||||
<p class="Help-Text"><a href="custorder_reports.htm">Customer order reports</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_deposits.htm">How customer orders are sent to QuickBooks Desktop</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('A1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,102 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Generating Purchase Orders from Customer Orders</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Generate Purchase Orders from a Customer Order</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">You can quickly generate purchase orders from a customer order to order the listed items from your vendor(s). Point of Sale will propose a PO for all of the items listed (except service items), but allows you to review the proposed PO(s) and choose the items and quantities to actually order. Multiple items from a vendor are combined into a single purchase order.</p>
|
||||
<p class="Help-Info-Line">To generate purchase orders from a customer order:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Complete and save the order document, if not already done.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight or display the customer order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">G</span><font class="hcp1">enerate PO</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The Select Items to Generate PO window is displayed, with all merchandise items from the customer order listed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter the quantity of each item to order from your vendor in the <a href="javascript:void(0);" id="A1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic335.htm');return false;">Doc Qty</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> column.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If you do not wish to order an item, enter 0 or leave the <font class="hcp1">Doc Qty</font> blank.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">To order all of the items in the quantity needed for the customer order (<font class="hcp1">Due</font> column) choose <span class="hcp2">S</span><font class="hcp1">elect All</font> from the bottom of the window.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">C</span><font class="hcp1">ontinue</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">A confirming message displays the number of POs created and gives you the opportunity to view, print, or e-mail the POs.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If you want to add additional items to a PO created this way, select <span class="hcp2">Show Me a List</span> of POs created, select a PO and then select <span class="hcp2">Edit</span> to make changes before submitting the PO to your vendor.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can generate multiple purchase orders from a single customer order. When generating subsequent purchase orders, the <font class="hcp1">Due</font> values are reduced by any item quantity on the order already sold.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Purchase orders generated from customer orders are numbered by Point of Sale by combining an order type prefix, the order number, and a sequential suffix. For example, the first purchase order generated from Sales Order # 24 would be numbered SO241, a second purchase order generated from this sales order would be numbered SO242, etc. Purchase orders generated from layaways or work orders would begin with LAY or WO respectively.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can view the purchase orders generated from a customer order by displaying the order and selecting <font class="hcp1"><span class="hcp2">V</span>iew POs</font> from the I Want To menu. This selection takes you to a filtered purchase order list with only the POs generated from the selected order displayed. Select a purchase order and display it to review.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">It is recommended that you review the generated purchase orders for correct order costs and quantities. Use your normal procedure to communicate the generated purchase orders to your vendors.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When receiving an item ordered this way, the customer name and Customer Order # is displayed on the receiving voucher to assist you in quickly filling the order.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a customer order: Basic steps</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail orders to vendors/customers</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('A1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
44
QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_hdi.htm
Normal file
44
QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_hdi.htm
Normal file
@@ -0,0 +1,44 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>custorder_hdi</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customer Orders: How Do I?</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden.</p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_create.htm">Create a customer order</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="so03.htm">Take a deposit</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="so10.htm">View deposit history</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="so09.htm">Refund deposits</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_specialorder.htm">Handle special orders</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_generatepo.htm">Purchase items on a customer order</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a saved customer order</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail an order to a customer</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_edit.htm">Edit a customer order</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="so15.htm">Delete a customer order</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_statustracking.htm">Track an order by status</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_reports.htm">Run customer order reports</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_company_preferences/sysprefs11.htm">Set my customer order preferences</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,90 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Long-term Rental: Inventory and Preferences</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Long-term Rental: Inventory and Preferences</p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to set up inventory and preferences to track long-term rentals. This example is for piano rentals by the month; adjust for your needs.</p>
|
||||
<ol start="1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Add your rental pianos as an inventory item in the normal manner, recording the actual cost and a sales price (not rental price). This adds the pianos value to your inventory and allows you to sell the pianos at any time by listing this item on a sales receipt.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Create a second inventory item, with the same quantity, called "Rental Pianos", with a cost and price equal to zero. You will list this item on a sales order when renting out a piano.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font class="hcp2">Unit Tracking:</font> If you want to track rentals by specific unit, identify each unit with a unique serial number and select the <font class="hcp1">Serial Number Tracking</font> field in inventory for this item.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Define a service item with a description of "Piano Rental Charge", with a cost of $0 and a price equal to one months rental charge.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If you require a security deposit on rented pianos, set up another service item in inventory called "Piano Rental Deposit" with a $0 cost and the required deposit amount as the price.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font class="hcp2">Tip:</font> You can map each of these items to the QuickBooks financial software income account you prefer on the Additional Info tab of the item form. See the <a href="custorder_longrental_notes.htm">note</a> about posting the security deposit amount.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Indent"><img src="../image/rental_inv_piano.gif" alt="image\rental_inv_piano.gif" title="image\rental_inv_piano.gif" width="400" height="96" border="0"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Sales Order page of <a href="../qbpos_company_preferences/sysprefs11.htm">company preferences</a>:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Define a custom sales order status of "Rented."</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If you completed Step 4 above, set your sales order deposit requirements to something other than "Require an Initial Deposit."</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Optionally, define a printed sales order message, such as your policy on equipment damage, late charges, or injury liability.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="6">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Financial page of company preferences, select the option to send receipts and vouchers with <span style="font-weight: bold;">D</span><font class="hcp1">etailed Item Descriptions</font> to your QuickBooks financial software.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven402.htm">Add inventory items</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_service_items.htm">Use service items</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_serial_number.htm">Serial number tracking</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs11.htm">Sales order preferences</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Map item financial accounts</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdata13.htm">Send detailed descriptions to QuickBooks</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
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|
||||
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|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Long Term Rentals: Monthly Rental Billings</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
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|
||||
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|
||||
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||||
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||||
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||||
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||||
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||||
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|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Long Term Rentals: Monthly Rental Billings</p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0">|</font> <a href="custorder_longrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to send your rental customers monthly billing statements using your QuickBooks financial software. This example is for piano rentals by the month; adjust for your needs.</p>
|
||||
<p class="Help-Text">When you run financial exchange with QuickBooks after renting a piano, the customer (if new) is added to QuickBooks, enabling you to use account charges for future monthly billings. Typically, you would do monthly billings on a set day of the month for all rental customers.</p>
|
||||
<p class="Help-Info-Line">To send out monthly rental billings:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Set an account limit for the customer. We suggest this be equal to at least two months additional rental charges.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In Point of Sale, display your sales order list filtered for pianos currently rented out (as explained <a href="custorder_longrental_viewrented.htm">here</a>).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select a rental sales order and then select <font class="hcp1">S</font><font class="hcp1">ell</font> <font class="hcp1">I</font><font class="hcp1">tems</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter a <font class="hcp1">Doc Qty</font> of one for the "Piano Rental Charge" item and select <font class="hcp1">OK</font>. This charges the customer for one additional months rent.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">As necessary, increment the order quantity on the sales order for the rental charge item, so that some months always remain due. This prevents the sales order from being automatically closed if you "sell" all of the initial months entered.</p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the sales receipt, take payment by <a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">account charge</a> and save.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Repeat for all your open rental sales orders.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Conduct a financial exchange with QuickBooks.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The new monthly rental charges are posted to each customers account in your financial software.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Generate customer billing statements from QuickBooks and send to your customers. (Refer to your QuickBooks documentation for directions.)</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When payment is received from a customer, take <a href="../qbpos_recording_sales_and_returns/receipt_payment_poa.htm">payment on account</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the next financial exchange with QuickBooks, the customers account balance will be adjusted to reflect the payment and the new balance will be sent back to Point of Sale.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can also create and mail Customer Invoices from Point of Sale if you prefer, using the <a href="../qbpos_basic_procedures/basic_write_letters.htm">write letters</a> capability. Create your own invoice template using Word and inserting the customer account fields you need.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_end_of_day/endofday02.htm">Run Financial Exchange with QuickBooks</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_customers/cust911.htm">Maintain customer charge accounts</a></p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Sell sales order items</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
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||||
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|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Long Term Rental: Tips and Notes</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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||||
<style title="hcp" type="text/css">
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||||
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|
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||||
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|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Long Term Rental: Tips and Notes</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_longrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">These notes apply to the example of renting pianos by the month; adjust for your needs.</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you prefer, you can set up a "Rental" department to which the rental equipment and service charge items can be assigned. This allows you to run sales reports on just your rental equipment by filtering the report for the "Rental" department.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Rental charges are reflected on Point of Sale reports as sales and are posted to your QuickBooks financial software to the income account you specified in inventory.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you use a "Piano Rental Deposit" item for security deposit purposes, that deposit is not reflected in the sales order <font class="hcp1">Deposit</font> field. In Point of Sale, it is recorded as a sale when the rental commences and as a return when the piano is returned. How this item is posted in your financial software will depend on how you mapped the account in inventory. Deposits of this type generally should be mapped to a current liability account, such as "Customer Deposits," and not to an income account. Observe any local regulations governing how customer deposits are to be held when setting up an account in QuickBooks for this purpose.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The rental piano item, while recorded on the receipt and on reports for record-keeping purposes, has no net effect on sales amounts or inventory value due to its $0 cost and $0 price. You can view the on-hand quantity of this item at any time to see how many pianos are available to rent.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can sell a rental piano by listing the regular piano item (the item with a cost and price recorded) on a sales receipt and, as appropriate, discounting the price to reflect the age/condition at the time of sale.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Long-term Rental: Rent Out Equipment</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
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|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
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|
||||
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||||
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|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
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|
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|
||||
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|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Long-term Rental: Rent Out Equipment</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_viewrented.htm">View the Equipment Out</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to rent out long-term rental equipment. This example is for piano rentals by the month; adjust for your needs.</p>
|
||||
<p class="Help-Info-Line">To rent out a piano:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Make sure you have defined the piano rental inventory items and preferences as described <a href="custorder_longental_invpref.htm">here</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Start a new sales order:</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Set the <font class="hcp1">Status</font> field to "Rented"</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List a "Rental Piano" item with a quantity of one. Also, enter the serial number, if set up to prompt for it.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the "Piano Rental Charge" item with a quantity equal to the total rental period anticipated (number of months, the number you enter isnt important, you can edit it later to add or remove months).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the "Rental Piano Deposit" item on the order, if applicable.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the customer information. Make sure the customers record is flagged "Use with QuickBooks".</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Record other pertinent information (delivery, etc.) in the Instructions field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font style="font-style: italic;">Note:</font> Depending on your sales order deposit preference settings, you may be prompted to enter a deposit. If you listed an equipment deposit item on the order, enter $0 as the deposit amount. The deposit item amount will be applied in the next step.</p>
|
||||
<ol start="10">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">With the sales order displayed, select <span class="hcp2">S</span><font class="hcp1">ell Items</font> from the sales order I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Select Items to Sell dialog, enter 1 in the <font class="hcp1">Doc Qty</font> column for each item (Rental Piano, Piano Rental Charge, and Piano Rental Deposit, as applicable). This will create a receipt charging the customer for the equipment deposit and the first months rental charges.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">"Selling" the rental piano itself will reduce the quantity of this item in inventory, so you can tell at a glance if you have additional pianos available to rent. However, since it has a cost and price equal to zero, "selling" it has no effect on sales or inventory value.</p>
|
||||
<ol start="12">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Accept payment and update/print the receipt for the customer.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">You can also print the sales order for the customer, if desired. You may do this so the customer has a record of the anticipated length of the rental, the total estimated charges over the rental period, and any information you have entered in the <font class="hcp1">Instructions</font> field.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_billings.htm">Handling monthly billing statements</a></p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a sales order</a></p>
|
||||
<p class="Help-Text"><a href="custorder_printing.htm">Print a sales order</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,98 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Long-term Rental: Record Rental Returns</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { text-decoration:underline; }
|
||||
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||||
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|
||||
<style type="text/css">
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||||
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||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
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|
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|
||||
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|
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|
||||
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|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Long-term Rental: Record Rental Returns</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1016.htm">Return Receipts</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to record the return of long-term rental equipment. This example is for piano rentals by the month; adjust for your needs.</p>
|
||||
<p class="Help-Info-Line">To record the return of a rental piano:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Locate</a> and open the sales order created when the rental was made.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Adjust the rental charge item quantity to 0, change the status to <font class="hcp1">Closed</font>, and then select <font class="hcp1">S</font><font class="hcp1">ave</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">New Return R</font><font class="hcp1">eceipt</font> from the Point of Sale menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the customer on the receipt and add items as follows:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">List the "Rental Piano" item with a quantity of one. This returns the rental piano to inventory.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">To refund a piano rental deposit, list the "Piano Rental Deposit" item with a quantity of one.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If final rental charges are due, but have <font class="hcp2">already been posted</font> to the customers QuickBooks account, do not list the rental charge item on the receipt. Youll enter the amount due as payment on account in Step 6.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent"><font style="font-style: italic;">Tip:</font> If you have run a recent financial exchange with QuickBooks, the customers current account balance is displayed as you create a sales receipt.</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If final rental charges are due, but <font class="hcp2">have not been posted</font> to the customers QuickBooks account, enter the rental charge item on the return receipt with the appropriate quantity (number of months due) as a NEGATIVE quantity.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">P</font><font class="hcp1">ayment</font> (<font style="font-weight: bold; font-style: italic;"><F12></font>).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the payment screen, enter payments/change to the customer as appropriate:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If rental charges are included and have previously been posted to the customers QuickBooks account, first enter the rental charge amount being paid as a payment on account.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Take additional payment or give change, as applicable, to the customer by whatever method you choose.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="7">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Save and print the receipt.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_end_of_day/endofday02.htm">Run Financial Exchange with QuickBooks</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_customers/cust911.htm">Maintain customer charge accounts</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt_payment_acctcharge.htm">Record account charges or payments</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,61 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Long-term Rental: View Rented Equipment</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Long-term Rental: View Rented Equipment</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to view and track the equipment out on long-term rentals. This example is for piano rentals by the month; adjust for your needs.</p>
|
||||
<p class="Help-Info-Line">To view the pianos out on rental:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display your sales order list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1"><Create Filter></font> from the filter drop-down and select "Rented" in the Status field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">A</span><font class="hcp1">pply</font> to display only orders for equipment currently rented out.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Tip:</font> Save the filter criteria if you view this list often, so that it is available with one click from the filter drop-down list.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/rental_pianosout.gif" alt="image\rental_pianosout.gif" title="image\rental_pianosout.gif" width="400" height="106" border="0"></p>
|
||||
<p class="Help-Text">To view additional detail on rented pianos, including item detail, run a Sales Order report, filtered by the Status "Rented". Modify the report to include the columns and detail you wish to see.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_billings.htm">Handle monthly billing statements</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic262.htm">Filter lists</a></p>
|
||||
<p class="Help-Text"><a href="custorder_reports.htm">Sales order reports</a></p>
|
||||
<p class="Help-Text"><a href="custorder_statustracking.htm">Track sales orders by status</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,44 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Track Long-Term Rentals</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Track Long-Term Rentals</p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="custorder_shortterm_rentals.htm">Short Term Rentals</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Some retailers rent equipment long term, generally billing the customer on a monthly basis. Music stores, for example, often rent instruments this way.</p>
|
||||
<p class="Help-Info-Line">Example of Long-term Rental Tracking</p>
|
||||
<p class="Help-Text">The following example is for renting pianos by the month, using sales orders, and assumes you will use QuickBooks financial software to send monthly statements to the customer. Adjust this procedure to fit your long-term rental needs.</p>
|
||||
<p class="Help-Text"><a href="custorder_longental_invpref.htm">Set up inventory and preferences</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_rentout.htm">Rent out a piano</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_viewrented.htm">View the pianos out on rental</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_billings.htm">Handle monthly billing statements</a></p>
|
||||
<p class="Help-Text"><a href="custorder_longrental_returns.htm">Record piano rental returns</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_rentaltracking.htm">Rental tracking overview</a></p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a sales order</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,65 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customer Order Overview</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customer Order Overview</p>
|
||||
<p class="Help-Text"><a source="shell" href="custorder_hdi.htm">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="../qbpos_company_preferences/sysprefs11.htm">Customer Order Preferences</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">The term <font style="font-style: italic;">customer order</font> collectively refers to layaways, sales orders, and work orders, which are used to record planned sales of merchandise and/or services to your customers.</p>
|
||||
<p class="Help-Text">These versatile documents can be used for a variety of purposes, including:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Layaway of in-stock items, paid for via a series of deposits</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Sales orders for out-of-stock merchandise</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Special orders of new or custom merchandise</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customer quotes or estimates for merchandise and/or services</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Tracking of repairs, alterations, warranty work, or any other service.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Customer orders typically involve taking a deposit when the order is placed, optional additional deposits over a period of time, and ultimately final payment when the merchandise or service is recorded on a sales receipt.</p>
|
||||
<p class="Help-Text">The ordered items are deducted from inventory only after you record them on a sales receipt to fulfill the order. However, they are immediately reflected in your <a href="../qbpos_inventory/inven_avblqty_tracking.htm">available quantities</a>, so you can see at a glance if on-hand items are already promised to another customer. Point of Sale alerts you when you receive an item that is on an open customer order.</p>
|
||||
<p class="Help-Text">You can sell all the items on an order at one time, or partially "fill" the order by selling some of them as merchandise is received or services completed. When the sale is recorded, deposits previously taken are applied towards the final payment.</p>
|
||||
<p class="Help-Text">A permanent record of the order and sale is provided by the receipt(s) in sales history. Fulfilled customer orders can be safely deleted at your discretion.</p>
|
||||
<p class="Help-Text">In a multi-store configuration, each store creates and maintains its own customer orders. These order documents are exchanged between stores so that each store can view up-to-date available quantity information for all stores. However, customer orders created at one store cannot be viewed or filled at another store. The deposit and sales receipts created at remote stores to take deposits and fill customer orders are sent to Headquarters in the normal manner.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The availability of customer tracking features can be controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_sotips.htm">Tips for using sales orders</a></p>
|
||||
<p class="Help-Text"><a href="wo_tips.htm">Tips for using work orders</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Customer order field descriptions</a></p>
|
||||
<p class="Help-Text"><a href="custorder_reports.htm">Customer order reports</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_18">Security rights for customer orders</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_deposits.htm">How customer orders are sent to QuickBooks Desktop</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,69 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Print Customer Orders</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Print Customer Orders</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate an Order</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_basic_procedures/printing/basic243.htm">Printing Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Typically, you will print a copy of a customer order to give to the customer and/or to keep for your own records. Printed orders include the deposit history, instructions, quantities sold and remaining due, and any <a href="../qbpos_company_preferences/sysprefs11.htm">customer message</a> you have defined in company preferences.</p>
|
||||
<p class="Help-Info-Line">To print a customer order:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight or display the customer order that you want to print.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">P</span><font class="hcp1">rint</font> from the window tool bar.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If presented with a print option window:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Change the printer and template you want to use, if necessary</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Select to print all ordered items or just items still due</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Specify the number of copies you want to print.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Select <font class="hcp1">Preview</font> or <font class="hcp1">Print</font>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a customer order</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail an order</a></p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,38 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Track Rentals</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
</head>
|
||||
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|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Track Rentals</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Many retailers rent items to customers and need a way to track those rentals.</p>
|
||||
<p class="Help-Text">While tracking the status of rental equipment (due date, rental period, etc.), item depreciation, damage waivers, and other unique situations related to a rental business are not directly supported, Point of Sale can be used to record rental charges and provide limited physical tracking of items utilizing the versatility of customer orders in conjunction with sales receipts.</p>
|
||||
<p class="Help-Text">This topic provides examples for limited tracking of a rental business.</p>
|
||||
<p class="Help-Info-Line">What kind of rental situation do you want to track?</p>
|
||||
<p class="Help-Text"><a href="custorder_shortterm_rentals.htm">Short-term rentals</a> (Example: Bicycles by the hour)</p>
|
||||
<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rentals</a> (Example: Pianos by the month)</p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customer Order Reports</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
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|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
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|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customer Order Reports</p>
|
||||
<p class="Help-Text"><a href="custorder_statustracking.htm">Track Orders by Status</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="../qbpos_inventory/inven_reminders_fillso.htm">Customer Order Reminders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Several customer order <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">reports</a> are available to help you track, order, and follow-up on the merchandise needed for customer orders as well as for seeing the deposits received on these documents.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Order Reports</p>
|
||||
<p class="Help-Text">Summary and detail reports are available for each customer order type.</p>
|
||||
<p class="Help-Text">These reports are available in the <span class="hcp1">Customers</span> category in the Report Center.</p>
|
||||
<p class="Help-Text"><a href="../qbpos_reports_and_sales_charts/reports02.htm">Modifying</a> the report data by order status, date, assigned employee (work orders), or due quantities can help you track and manage these versatile documents.</p>
|
||||
<p class="Help-Text">You can also view all non-deleted customer orders and corresponding sales receipts made for a specific customer by accessing the <a href="../qbpos_customers/cust910.htm">customer's history</a>.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Reporting of Order Deposits</p>
|
||||
<p class="Help-Text">When you take an order deposit, the deposit amount is reflected in the sales activity for the day on your cash drawer (X/Z-Out) reports. The amount also is reflected on the Deposit Detail report (available in the <span class="hcp1">Customers > Orders</span> area of the Report Center). When the ordered items are sold and the deposit applied to the sale, the total sale amount is reflected in the day's sales activity on your X/Z-Out, while the deposit amount is again reflected as an adjustment (subtraction) to the day's sales activity.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Sales Reports</p>
|
||||
<p class="Help-Text">The merchandise/services on a customer order are not included on your general sales reports until the sale is recorded on a sales receipt.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_generatepo.htm">Generate POs from customer orders</a></p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
|
||||
<p class="Help-Text"><a href="so10.htm">View deposit history</a></p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Short-term Rental: Inventory and Preference Setup</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
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|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Short-term Rental: Inventory and Preference Setup</p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_shortrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to set up inventory and preferences to track short-term rentals. This example is for bicycle rentals by the hour; adjust for your needs.</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Add your rental bicycles to inventory in the normal manner, recording the actual cost and a sales price (not rental price). This adds the bicycles value to your inventory and allows you to sell the bicycles at any time, should you choose to do so.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font class="hcp2">Unit Tracking:</font> If you want to track rentals by specific unit, identify each unit with a unique serial number and select the <font class="hcp1">Serial Number Tracking</font> field in inventory for this item.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Define a service item with a description of "Bicycle Rental Charge", with a cost of $0 and a price equal to the rental charge for one hour.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font class="hcp2">Tip:</font> Map the rental charge item to the QuickBooks financial software income account you prefer on the Additional Info tab of the item form.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">On the Sales Order page of <a href="../qbpos_company_preferences/sysprefs11.htm">company preferences</a>, define:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">A custom sales order status of "Rented."</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Sales order deposit requirements per your business practices.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Optionally, printed sales order message, such as your policy on equipment damage, late charges, or injury liability.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/rental_inv_bicycles.gif" alt="image\rental_inv_bicycles.gif" title="image\rental_inv_bicycles.gif" width="400" height="75" border="0"></p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven402.htm">Add inventory items</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_service_items.htm">Use service items</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Map item financial accounts</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs11.htm">Sales order preferences</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortterm_rentals.htm">Short-tern rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,49 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Short-term Rental: Tips and Notes</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Short-term Rental: Tips and Notes</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="custorder_longrental_rentout.htm">Rent Out Equipment</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Rental charges are posted to QuickBooks financial software to the income account you have specified and are reflected on reports as sales.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Listing the rental equipment on a sales order helps track the units currently rented out, deleting it from the sales order before making the final sales receipt makes sure it has no net effect on sales amounts or inventory value.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Updating the sales receipt with the rental charges updates the sales order status to 100% filled and automatically changes the status to "Closed."</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can sell rental equipment at anytime in the normal manner by listing it on a sales receipt and, if appropriate, discounting the price to reflect its age/condition at the time of sale.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you want to run sales reports for all rentals, you could set up a "Rental" department and assign all rental equipment and charges to that department in inventory. Now you can filter reports for the "Rental" department.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,76 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Short-term Rental: Renting out Equipment</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Short-term Rental: Renting out Equipment</p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_viewrented.htm">View Equipment Out</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_shortrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to rent out short-term rental equipment. This example is for bicycle rentals by the hour; adjust for your needs.</p>
|
||||
<p class="Help-Info-Line">To rent out a bicycle:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Make sure you have defined your bicycle rental items and preferences as described <a href="custorder_shortrental_invpref.htm">here</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Start a new sales order:</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Set the <font class="hcp1">Status</font> field to "Rented"</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List a "Rental Bicycle" item with a quantity of one. Enter the units serial number, if set up to prompt for it.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List your "Bicycle Rental Charge" service item with a quantity equal to the number of hours being rented.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the customer information.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Record other pertinent information in the <font class="hcp1">Instructions</font> field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Take a deposit per your requirements and save the order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Print a copy of the order for your customer.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a sales order</a></p>
|
||||
<p class="Help-Text"><a href="so03.htm">Take a deposit</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1029.htm">List a customer on a document</a></p>
|
||||
<p class="Help-Text"><a href="custorder_printing.htm">Print a sales order</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs11.htm">Sales order preferences</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortterm_rentals.htm">Short-tern rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,72 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Short-term Rental: Recording Equipment Returns</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Short-term Rental: Record Equipment Returns</p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_viewrented.htm">View Equipment Out</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_shortrental_returns.htm">Rental Returns</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_shortrental_notes.htm">Notes</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to record the return of short-term rental equipment. This example is for bicycle rentals by the hour; adjust for your needs.</p>
|
||||
<p class="Help-Info-Line">To record the return of a rental bicycle:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Open the sales order created when the rental was made.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font style="font-style: italic;">Tip:</font> Filter the sales order list for orders made "Today" to quickly locate the sales order.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Delete the Rental Bicycle item from the sales order and, if necessary, edit the rental charge quantity if the actual rental time was different than planned.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ell Items</font> from the I Want To menu, and then choose <span class="hcp2">S</span><font class="hcp1">elect All</font> and <span class="hcp2">C</span><font class="hcp1">ontinue</font> in the Select Items to Sell dialog.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Just the rental charges are listed on the sales receipt.</p>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Apply the deposit taken previously as payment on the receipt and enter any additional amounts or change due from/to the customer.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Save/print the receipt.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">The sales order status is automatically changed to "Closed" and will no longer be displayed when viewing the bicycles out on rental. Deleting the rental bicycle from the sales order before selecting <span class="hcp2">S</span><font class="hcp1">ell Items</font> ensures that you dont accidentally sell it and makes it available for the next rental.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a sales order</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic262.htm">Filter a list</a></p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Sell sales order items</a></p>
|
||||
<p class="Help-Text"><a href="custorder_edit.htm">Edit a sales order</a></p>
|
||||
<p class="Help-Text"><a href="custorder_statustracking.htm">Track sales orders by status</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortterm_rentals.htm">Short-tern rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,60 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Short-term Rental: Viewing Rented Equipment</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Short-term Rental: View Rented Equipment</p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_rentout.htm">Rent Out Equipment</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_shortrental_returns.htm">Rental Returns</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Use this procedure to view your equipment out on rental. This example is for bicycle rentals by the hour; adjust for your needs.</p>
|
||||
<p class="Help-Info-Line">To view your bicycles out on rent:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display your sales order list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1"><Create Filter</font>> from the filter drop-down and select "Rented" in the Status field. <a href="../qbpos_basic_procedures/basic262.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">A</span><font class="hcp1">pply</font> to display only orders for bicycles currently rented out, as shown below.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Tip:</font> Save the filter criteria with a unique name, such as "Bicycles on Rent", if you view this list often, so that it is available with one click from the filter drop-down list.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/rental_bicyclesout.gif" alt="image\rental_bicyclesout.gif" title="image\rental_bicyclesout.gif" width="400" height="114" border="0"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">To view additional detail on rented bicycles, including item detail, run a Sales Order report filtered by the status of "Rented". Modify the report to include the columns and detail you wish to see.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_reports.htm">Sales order reports</a></p>
|
||||
<p class="Help-Text"><a href="custorder_statustracking.htm">Track sales orders by status</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortterm_rentals.htm">Short-tern rental overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,41 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Tracking Short-Term Rentals</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Tracking Short-Term Rentals</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="custorder_longterm_rentals.htm">Long Term Rentals</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Some retailers rent equipment to customers on an hourly or daily basis. Sporting goods stores, for example, might rent ski equipment, golf clubs, or bicycles.</p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Note: Point of Sale does not support temporarily authorizing (but not charging) credit card deposits for more than the rental amount. If you require equipment deposits in excess of the rental charge, and the customer wants to use a credit card for the deposit, we recommend that you track the deposit outside of Point of Sale.</font></p>
|
||||
<p class="Help-Info-Line">Example of Short-term Rental Tracking</p>
|
||||
<p class="Help-Text">The example presented here is for renting bicycles by the hour, using sales orders. Adjust these procedures to meet your rental tracking needs.</p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_invpref.htm">Set up inventory and preferences</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_rentout.htm">Renting out a bicycle</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_viewrented.htm">Viewing the bicycles out on rental</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_returns.htm">Recording bicycle rental returns</a></p>
|
||||
<p class="Help-Text"><a href="custorder_shortrental_notes.htm">Tips and notes on using this procedure</a></p>
|
||||
</body>
|
||||
</html>
|
||||
115
QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_sotips.htm
Normal file
115
QB_Help_Web/POS_Help/qbpos_customer_orders/custorder_sotips.htm
Normal file
@@ -0,0 +1,115 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Tips for Using Sales Orders</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Tips for Using Sales Orders</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Sales orders are a type of customer order that allow you to record the planned sale of items currently out of stock or items that you don't currently carry. Sales orders can also be used to give a customer a quote for merchandise and/or services that you would like to sell.</p>
|
||||
<p class="Help-Info-Line">Sales order for out-of-stock items:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/basic303.htm">List</a> the out-of-stock item on the sales order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Complete other applicable fields, such as <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">discounts</a>, <a href="../qbpos_shipping/shipping_info.htm">shipping information</a>, etc.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="so03.htm">Take a deposit</a>, if you require one.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Print a copy of the order for the customer.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Create a purchase order and receive the merchandise from your vendor.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Tip: <a href="custorder_generatepo.htm">Generate a PO</a> right from the sales order, if necessary</p>
|
||||
<ol start="6">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When the item is in stock again, contact the customer and <a href="custorder_filling.htm">record the sale</a> on a sales receipt, applying any deposits toward the final payment.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Info-Line"><font class="hcp1">Sales order for special order merchandise</font></p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Start a new sales order and select <span class="hcp2">N</span><font class="hcp1">ew Special Order Item</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Define the <a href="custorder_specialorder.htm">special order item</a> and then list the item on the sales order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/basic319.htm">Edit</a> the price, quantity, etc. on the sales order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="so03.htm">Take a deposit</a>, if you require one.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">G</span><font class="hcp1">enerate PO</font> to <a href="custorder_generatepo.htm">create a purchase order</a> for the new item from the sales order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Print a copy of the order for the customer.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_receiving/vouch702.htm">Create</a> a voucher when the item arrives to receive it into inventory.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Contact the customer and <a href="custorder_filling.htm">record the sale</a> on a receipt. Apply the deposit balance to the sales receipt.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Info-Line"><font class="hcp1">Sales order for a customer quote</font></p>
|
||||
<p class="Help-Text">If the quote is for services only, you may want to use a <a href="wo_tips.htm">work order</a> instead.</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/basic303.htm">List the items</a> and/or <a href="../qbpos_inventory/inven_service_items.htm">service items</a> included in the quote.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Change the order status to <span class="hcp2">Pending</span>. This prevents the item quantities from affecting <a href="../qbpos_inventory/inven_avblqty_wndw.htm">available quantity</a> calculations, since they are not yet committed to a sale.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Save and print the order. Give the customer a copy of the quote/sales order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When the customer accepts your quote, deliver the merchandise and/or services and <a href="custorder_filling.htm">record the sale</a> on a receipt, accepting payment as usual.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span class="hcp2">Customer orders not available to you?</span> This could be due to your <a href="../qbpos_secadmin/secadminoverview.htm">security level</a> or customer orders may be disabled in your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use</a> company preference settings.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a customer order: Basic steps</a></p>
|
||||
<p class="Help-Text"><a href="custorder_statustracking.htm">Track an order by status</a></p>
|
||||
<p class="Help-Text"><a href="wo_tips.htm">Tips for using work orders</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail a document</a></p>
|
||||
<p class="Help-Text"><a href="custorder_reports.htm">Customer order reports</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,60 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Handle Special Orders</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Handle Special Orders</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">A s<font style="font-style: italic;">pecial order</font> refers to the tasks related to ordering, receiving and/or selling custom or one-time merchandise that you do not currently carry in inventory and may never carry.</p>
|
||||
<p class="Help-Text">There are two ways to handle special orders.</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Customize an Existing Item</font> With this option you list an existing item on the document and then edit its descriptive information to reflect customizations to the item. Use this option when you do not want to create a new inventory item, but do want the document and any other related documents (sales receipt referencing a  customer order, voucher referencing a purchase order, etc.) to reflect your changes. Editing an existing item on a document does not affect the original items description in inventory.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">Even though the document reflects the special order edits you have made when selling, purchasing, or receiving the item, it is the original item in inventory that is affected as far as on-hand quantity, cost, etc.</p>
|
||||
<p class="Help-Indent"><a href="custorder_specialorderexample1.htm">View examples</a></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp1">Create a New Special Order Item</font> With this option, a new special order item is created in inventory. You can list the item on a customer order or receipt, generate a purchase order for it, and receive it on a voucher. Later, if you decide to carry the new item in inventory, you can convert it to a regular inventory item. Special order items can only be added while creating a document (customer order, receipt, voucher, or purchase order).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">In a multi-store configuration, the special order item type provides a means for a remote store to create a customer order or receipt for a new item and generate a PO for it. The special order item is sent to Headquarters with the first transactional document listing it. Headquarters can review the special order item and convert it to a regular inventory item, if desired.</p>
|
||||
<p class="Help-Indent"><a href="../qbpos_inventory/inven_specialorderitem.htm">How do I create a new special order item?</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">If creating a customer order, you can <a href="custorder_generatepo.htm">generate a purchase order</a> right from the customer order to obtain the item from your vendor.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_convert_specialorder.htm">Convert a special order item to an inventory item</a></p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a customer order</a></p>
|
||||
<p class="Help-Text"><a href="custorder_sotips.htm">Tips for using sales orders</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_additem_whle_making_document.htm">Add a new item while creating a document</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,41 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Special Order Examples: Customize Existing Item</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Special Order Examples: Customize Existing Item</p>
|
||||
<p class="Help-Text"><a href="custorder_specialorder.htm">Handle Special Orders</a> <span style="color: #c0c0c0;">|</span> <a href="custorder_create.htm">Create a Customer Order</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Heading-2">Example 1</p>
|
||||
<p class="Help-Text">You carry plain white T-shirts in inventory, but then print custom logos, team names, or graphics on them when selling or taking customer orders. List the white T-shirt on the document and then use normal item editing procedures to change the item description, size, attribute, and price information, as necessary, e.g. "Baseball Logo Shirt Bears". In this way, the document stores and prints the custom information.</p>
|
||||
<p class="Help-Text">You could also list a fee or labor charge for the customization, using a service item.</p>
|
||||
<p class="Help-Text">The printed document you give the customer (and the stored document in Point of Sale) will reflect the special order edits you have made when selling, purchasing, or receiving the item, however it is the original item in inventory that is affected as far as on-hand quantity, cost, etc.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><font style="font-weight: bold;">Example 2</font></p>
|
||||
<p class="Help-Text">You carry a style of shoes with the largest size in inventory being 13, but you have a customer request for a size 15 shoe. Knowing this will probably be a one-time sale, and not wanting to permanently add this size to inventory as a new item, you list the size 13 shoe on a sales order and edit the size to 15. You can also edit the price or other information as needed, such as the UPC or other required vendor information needed to order the item.</p>
|
||||
<p class="Help-Text">If you generate a purchase order from the sales order, the edited information will be carried to the PO. Likewise, when you eventually make a sales receipt referencing the sales order, it too will reflect the custom information.</p>
|
||||
<p class="Help-Text">In inventory, the size 13 item remains unchanged, except it is this item that is affected by the sale as far as on-hand quantity and cost changes, etc.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,68 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Track Customer Orders by Status</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css"><object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Track Customer Orders by Status</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_reports.htm">Customer Order Reports</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">The <font class="hcp1">Status</font> field on customer orders allows you to track orders, <a href="../qbpos_basic_procedures/basic262.htm">filter</a> your order lists, and create reports based on the current entry. By default, Point of Sale assigns two order status types. New orders are assigned the <span class="hcp2">O</span><font class="hcp1">pen</font> status. The status of filled orders is automatically flagged as <span class="hcp2">C</span><font class="hcp1">losed</font>.</p>
|
||||
<p class="Help-Text">A third default status, <span class="hcp2">Pending</span>, should be applied to customer orders that don't commit item quantities to sales, such as orders made for estimates or customer quotes. Pending orders are not included in <a href="../qbpos_inventory/inven_avblqty_wndw.htm">available quantity</a> calculations, and thus don't affect reorder reminders or cause <a class="popupspot" href="JavaScript:hhctrl.TextPopup('If an item is committed on an open customer order and you try to sell it on another sale, Point of Sale will inform you that you don/'t have sufficient quantity for both the current sale and the order.','Arial,10',10,10,00000000,0xc0ffff)">insufficient quantity prompts</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> when selling the items.</p>
|
||||
<p class="Help-Text">If it fits your needs, you can rename the  default status types and define more of your own in <a href="../qbpos_company_preferences/sysprefs11.htm">company preferences</a>. An order's status can be manually changed as an order is made and as it proceeds towards completion. Status field entries can be defined for each order type independently.</p>
|
||||
<p class="Help-Text">As the status of an order is changed, Point of Sale records the date and the employee who made the change, so you have a running history of the orders progression.</p>
|
||||
<p class="Help-Info-Line">To change the status of an order:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display the order form.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select a new status from the drop-down list in the <font class="hcp1">Status</font> field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">If you refund the deposit on a customer order, you are prompted to close the order. Select <font class="hcp1">Yes</font> to close the order or <font class="hcp1">No</font> if you want it to remain open.</p>
|
||||
<p class="Help-Info-Line">To view the status history of an order:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display the order form.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click the icon next to the <font class="hcp1">Status</font> field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">All status changes which occurred after the order was created are displayed.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a customer order</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,43 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work Orders: Assigning to Employees</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Assigning to Employees</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">The <font class="hcp1">Assigned</font> field can be used to record the employee whom is performing the service (as opposed to who took the order).</p>
|
||||
<p class="Help-Text">Select a name from the drop-down list of defined employees. If an order involves multiple employees, each performing some aspect of the work, this field can be edited as the order progresses.</p>
|
||||
<p class="Help-Text">When running a Work Order Journal report, filtering on the <font class="hcp1">Assigned</font> field can give you a list of the pending jobs for each employee.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,41 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work Orders: Tracking by Dates</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Tracking by Dates</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Work orders can have both an <font class="hcp1">Order Date</font> and a <font class="hcp1">Due Date</font> recorded when created. This helps you to track the amount of time orders take to complete.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,42 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work Orders: Describing the Work to be Performed</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Describing the Work to be Performed</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">The work orders <font class="hcp1">Description of problem or services</font> field provides an almost unlimited amount of space for additional information to be recorded in support of warranty and insurance repairs.</p>
|
||||
<p class="Help-Text">Select the <span style="font-weight: bold;">E</span><font class="hcp1">dit</font> button at the bottom right of the field to open a larger Comments notepad for this purpose. This information is included when you print a work order.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,50 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work Orders: Printing Messages</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Printing Messages</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Disclaimers, warranty information, or any custom message can be defined in company preferences and printed on every work order.</p>
|
||||
<p class="Help-Info-Line">Common uses for this feature include printing:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Disclaimers limiting your responsibilities for additional work found necessary</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Insurance disclaimers</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Unclaimed merchandise policy</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Warranty information</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,55 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work Orders: Using Service Items</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Using Service Items</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Service items are defined in inventory and typically are used to list labor charges to complete the job. Use normal new item procedures to define service items in inventory, selecting the <span style="font-weight: bold;">S</span><font class="hcp1">ervice</font> item type.</p>
|
||||
<p class="Help-Text">Use the following guidelines in defining service items in inventory:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">You cannot enter an inventory on-hand quantity for a service item. Service items always have a zero on-hand quantity, since they are non-merchandise items.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">To charge for labor, enter a description of the labor in the <font class="hcp1">Description 1</font> field and a price equal to what you charge per hour (or per job). If you charge by the hour, you can charge for partial hours by listing the labor item on a work order and entering a decimal quantity, e.g., 0.5, 2.75, etc. Point of Sale will calculate the correct labor charge.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Generally, service items have no cost, but there may be exceptions, such as when you outsource the work and pay the third party a fee for the service. Make an entry in the item <font class="hcp1">Cost</font> field if this is the case.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">You may want to map custom <font class="hcp1">Income</font> and <font class="hcp1">Cost of Goods Sold (COGS)</font> <a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">accounts</a> on the Additional Info tab of the item form so the charges (when recorded on a receipt) are posted to your financial software in the manner you prefer.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,64 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work Orders: Tracking by Status</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Tracking by Status</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">The <font class="hcp1">Status</font> field is particularly pertinent to the tracking of work orders. <a href="custorder_statustracking.htm">Learn more</a> about tracking orders by status, including how to create custom statuses and use them.</p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Example:</font> You use work orders to do alterations to clothing. Some of the alterations are done in-house while others are sent out to a third party. You may define and assign different statuses for the varying stages of the job as follows:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">N</span>ew</font> Received but not yet assigned to an employee or outside service.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">A</span>ssigned</font> To an in-house employee. We recommend you also use the <font class="hcp1">Assigned</font> field to indicate the specific employee (see above).</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">O</span>ut</font> Sent out to a third-party for service.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">B</span>ackorder</font> Awaiting parts or supplies needed to finish the job.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">R</span>eady</font> Alteration is complete and ready for customer pickup.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1"><span class="hcp2">C</span>losed</font> Point of Sale automatically assigns this status when all of the items/services on the work order have been sold.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">As a work order progresses, you can update the status field appropriately. Used in combination with the <font class="hcp1">Assigned</font> field, you now have the ability to filter your work order list by status or assigned employee, and to generate work order journal reports filtered by these field values.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,38 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work Orders: Defining a Discount for Warranty Work</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work Orders: Defining a Discount for Warranty Work</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields09.htm">Field Descriptions</a> <span style="color: #c0c0c0;">|</span> <a href="wo_tips.htm">Tips for Using Work Orders</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">If you do warranty work, you may have to list repair parts or labor at a reduced or zero price on the work order. Yet you may want the actual time/items listed for purposes of tracking and billing to the manufacturer. One way to accomplish this is to define an additional item discount type called "Warranty".</p>
|
||||
<p class="Help-Text">When you list items for warranty work on a work order, you can give a discount (100% if repair completely paid by warranty) and select warranty in the <span style="font-weight: bold;">Discount Type</span> field. When you need a report of warranty work competed, run the report filtered by the discount type "Warranty".</p>
|
||||
<p class="Help-Text">Item discount types are defined on the <a href="../qbpos_company_preferences/companyprefs_discounts.htm">Sales > Discounts</a> page of company preferences.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
70
QB_Help_Web/POS_Help/qbpos_customer_orders/so03.htm
Normal file
70
QB_Help_Web/POS_Help/qbpos_customer_orders/so03.htm
Normal file
@@ -0,0 +1,70 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Taking Deposits on Customer Orders</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Take a Deposit on a Customer Order</p>
|
||||
<p class="Help-Text"><a href="so10.htm">View Deposit History</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="so09.htm">Refund Deposits</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">When making a deposit on a customer order, a customer is, in essence, purchasing deposit credits that can later be used to pay for the merchandise/service purchase. Thus, receiving a deposit is an activity <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Deposits are reflected on your cash drawer (X/Z-Out) reports as money taken in and on the Deposit Detail report, but the sale of the ordered items doesn/'t show up on your merchandise sales reports until the sale is recorded on a receipt. ','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">tracked on reports</a> but is not a merchandise sale. A virtually unlimited number of deposits can be recorded for each customer order.</p>
|
||||
<p class="Help-Text">You can configure Point of Sale company preferences so that a <a href="../qbpos_company_preferences/sysprefs11.htm">minimum initial deposit is suggested or required</a> on new customer orders.</p>
|
||||
<p class="Help-Info-Line">To take a deposit:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="custorder_create.htm">Create</a> a new order or display an existing order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">D</span><font class="hcp1">eposit/Payment</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The Take Deposit window is displayed. If this is the initial deposit and there is a suggested or required minimum deposit amount, it will be auto-filled.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter an amount or accept the suggested/required amount.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">OK</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The deposit receipt Payment screen is displayed.</p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_recording_sales_and_returns/receipt1014.htm">Take payment</a> and save/print the deposit receipt.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_edit.htm">Edit customer orders</a></p>
|
||||
<p class="Help-Text"><a href="custorder_reports.htm">Customer orders on reports</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_deposits.htm">How deposits are sent to QuickBooks Desktop</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs11.htm">Preferences for customer orders</a></p>
|
||||
</body>
|
||||
</html>
|
||||
81
QB_Help_Web/POS_Help/qbpos_customer_orders/so09.htm
Normal file
81
QB_Help_Web/POS_Help/qbpos_customer_orders/so09.htm
Normal file
@@ -0,0 +1,81 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Refund Customer Order Deposits</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Refund Customer Order Deposits</p>
|
||||
<p class="Help-Text"><a href="so10.htm">View Deposit History</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="so03.htm">Take a Deposit</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">When a customer order is canceled, the entire amount on deposit is typically refunded and the order closed.</p>
|
||||
<p class="Help-Info-Line">To refund the entire deposited amount:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight or display the customer order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">I</span><font class="hcp1">ssue a Refund</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The refund confirmation window is displayed.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">Y</span><font class="hcp1">es</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The deposit receipt Payment screen is displayed with the refund amount listed in the Change column.</p>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Move or accept the amount for the change method (cash, credit card, etc.) you will use to refund the deposit and then save/print the receipt.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The change window displays the refund amount and type.</p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">You are asked if you would like to close the unfilled order. Select <span class="hcp2">Y</span><font class="hcp1">es</font> to change the status to <span class="hcp2">C</span><font class="hcp1">losed</font> or <font class="hcp1">No</font> to leave the order open.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">If necessary, you can refund an individual deposit and leave the remainder by <a href="../qbpos_recording_sales_and_returns/receipt1012.htm">reversing</a> the individual deposit receipt from sales history instead. This removes just the deposit amount made on that receipt from the customer order.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Note:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you charge a fee on canceled orders, such as a restocking fee, set the fee up as a <a href="../qbpos_inventory/inven_service_items.htm">service item</a> in inventory, list it on the order, and sell it before issuing the refund. This will reduce the deposit balance and the refund by the fee amount. Be sure to follow local regulations regarding handling of customer deposits.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a customer order</a></p>
|
||||
<p class="Help-Text"><a href="so15.htm">Delete a customer order</a></p>
|
||||
<p class="Help-Text"><a href="custorder_edit.htm">Edit a customer order</a></p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
62
QB_Help_Web/POS_Help/qbpos_customer_orders/so10.htm
Normal file
62
QB_Help_Web/POS_Help/qbpos_customer_orders/so10.htm
Normal file
@@ -0,0 +1,62 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customer Order Payment History</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customer Order Payment History</p>
|
||||
<p class="Help-Text"><a href="so03.htm">Take a Deposit</a> <span style="color: #c0c0c0;">|</span> <a href="so09.htm">Refund a Deposit</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">The Payment History window displays all deposits/payments for a particular order. Included in the Payment History for each deposit is the deposit amount, date, deposit receipt number, form of payment, and whether or not a deposit receipt has been reversed:</p>
|
||||
<p class="Help-Text">You can take additional deposits or refund the amount on deposit directly from the Payment History window.</p>
|
||||
<p class="Help-Text">When printing orders, the deposit history is included.</p>
|
||||
<p class="Help-Info-Line">To display an orders payment history:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight or display the order.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">P</span><font class="hcp2">ayment History</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">D</span><font class="hcp2">eposit/Payment</font> to take an additional deposit.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><font class="hcp2">Or</font></p>
|
||||
<p class="Help-Indent">Select <span class="hcp1">R</span><font class="hcp2">efund</font> to refund the amount currently on deposit.</p>
|
||||
<p class="Help-Indent" style="margin-left: 5.75pt;">Select <span class="hcp1">C</span><font class="hcp2">ancel</font> to close the Payment History window.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate a customer order</a></p>
|
||||
<p class="Help-Text"><a href="so03.htm">Take a deposit</a></p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
70
QB_Help_Web/POS_Help/qbpos_customer_orders/so15.htm
Normal file
70
QB_Help_Web/POS_Help/qbpos_customer_orders/so15.htm
Normal file
@@ -0,0 +1,70 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Delete a Customer Order</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Delete a Customer Order</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_layso.htm">Locate an Order</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="so09.htm">Refund a Deposit</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_edit.htm">Edit an Order</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Customer orders can be safely deleted at any time as long as no deposit balance exists, .</p>
|
||||
<p class="Help-Info-Line">To delete a customer order:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select or display the customer order(s) you want to delete. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic_list_multiselect.htm.htm');return false;">How do I select multiple orders?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">D</span><font class="hcp1">elete</font> from the I Want To Menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-left: 23.75pt;">If the customer order has a remaining deposit balance, it cannot be deleted until you <a href="so09.htm">refund the deposit</a>. Point of Sale will alert you if this is the case.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Typically, a customer order is deleted after all the ordered items have been sold (<font class="hcp1">Qty Due</font> = 0) and the order closed. The sales receipt provides a permanent record of the transaction.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Deleting a customer order removes it from the corresponding customer order list and from the <a href="../qbpos_customers/cust910.htm">customer's history</a> (although the sales receipt remains).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You are not required to delete customer orders after they have been filled, but if there is little chance youll ever want to view or copy it in the future, you may want to delete it just to keep your order list compact. Once deleted, a customer order cannot be recovered.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_filling.htm">Fill an order (selling items)</a></p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer order overview</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
59
QB_Help_Web/POS_Help/qbpos_customer_orders/wo_tips.htm
Normal file
59
QB_Help_Web/POS_Help/qbpos_customer_orders/wo_tips.htm
Normal file
@@ -0,0 +1,59 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Tips for Using Work Orders</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Tips for Using Work Orders</p>
|
||||
<p class="Help-Text"><a href="custorder_overview.htm">Customer Order Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_fields/fields09.htm">Order Field Descriptions</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">The basic procedures used to create, take deposits, edit, or fill work orders are the same as for all types of <a href="custorder_overview.htm">customer orders</a>.</p>
|
||||
<p class="Help-Text">This topic contains specific ideas for using those procedures to best advantage in tracking work orders. Select a link from the following list for more information.</p>
|
||||
<p class="Help-Text"><a href="custorder_wo_serviceitems.htm">Use service items</a></p>
|
||||
<p class="Help-Text"><a href="custorder_wo_warrantydiscount.htm">Track warranty work</a></p>
|
||||
<p class="Help-Text"><a href="custorder_wo_descriptionofwork.htm">Describe the problem or work to be performed</a></p>
|
||||
<p class="Help-Text"><a href="custorder_wo_assigning.htm">Assign work orders to employees</a></p>
|
||||
<p class="Help-Text"><a href="custorder_wo_trackbystatus.htm">Track work orders by status</a></p>
|
||||
<p class="Help-Text"><a href="custorder_wo_datetracking.htm">Track work order dates</a></p>
|
||||
<p class="Help-Text"><a href="custorder_wo_printcomments.htm">Print work order messages</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Overview</font></p>
|
||||
<p class="Help-Text">Whereas layaways and sales orders usually involve merchandise orders, work orders generally are for service-only jobs, such as alterations, repairs, or warranty service. Merchandise recorded on a work order is typically consumed in the service, such as repair parts. Work orders typically do not include the sale of the item being serviced. Work orders usually include a labor component, identified as a <a href="../qbpos_inventory/inven_service_items.htm">service item</a> in inventory.</p>
|
||||
<p class="Help-Text">Work orders can be assigned to the employee who is to perform the service, a due date can be specified, and the completion status can be tracked and reported.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span style="font-weight: bold;">Customer orders not available to you?</span> This could be due to your <a href="../qbpos_secadmin/secadminoverview.htm">security level</a> or customer orders may be disabled in your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use</a> company preference settings.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="custorder_create.htm">Create a work order</a></p>
|
||||
<p class="Help-Text"><a href="so03.htm">Take a deposit</a></p>
|
||||
<p class="Help-Text"><a href="custorder_specialorder.htm">Handle special orders</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs11.htm">Preferences for Customer Orders</a></p>
|
||||
<p class="Help-Text"><a href="custorder_sotips.htm">Tips for using sales orders</a></p>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user