99 lines
5.6 KiB
HTML
99 lines
5.6 KiB
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>Fill a Customer Order</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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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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</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>
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<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; 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>
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<p class="Help-Info-Line">To sell the items listed on a customer order:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Highlight or display the customer order.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ell Item(s)</font> from the I Want To menu.</p>
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</li>
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</ol>
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<p class="Help-Indent">The Select Items to Sell window is displayed.</p>
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<ol start="3">
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<li class="p-Help-Steps">
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<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>
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</li>
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</ol>
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<p class="Help-Indent"><font class="hcp1">Or</font></p>
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<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>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">C</span><font class="hcp1">ontinue</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent">The items you selected are listed on a new sales receipt.</p>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Add any additional items you are selling at the same time.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp1">Take Payment</font>.</p>
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</li>
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</ol>
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<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>
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<ol start="7">
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<li class="p-Help-Steps">
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<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>
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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-Heading-2">Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<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>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<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>
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</li>
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</ul>
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<p class="Help-Text"><img src="../image/custord_vouchfields.gif" alt="" width="402" height="58" align="left" border="0" class="hcp3"></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"> </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="so10.htm">View deposit/payment history</a></p>
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<p class="Help-Text"><a href="custorder_reports.htm">Customer order reports</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_deposits.htm">How customer orders are sent to QuickBooks Desktop</a></p>
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<script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
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FilePopupInit('A1');
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//]]>
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</script>
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</body>
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</html>
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