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How Do I Create An Order?

How Do I Add A Payment To An Order?

A customer order is a transaction where goods need to be ordered for the customer such as furniture. The customer pays a deposit for the items or in some cases even the full amount of the goods. You make an initial transaction to indicate what the goods are and then recall the transaction to record the final payment or to release the goods. Unlike a layby or a COD, full payment does not automatically finalise the transaction. You need to actually release the goods. This is to allow for the case where a full deposit is received from the customer. When the goods are released, stock is decreased on the system and a sale is recorded.

Creating an Order

1

Press the Activity button.

2

Press the Order button.

3

Press the Customer button. Either enter the customer's number or press Search to search for a customer. If a new customer then press Search and then New. You are able to add the customer's details at this point.

4

Scan product or enter the PLU number and press the OK button.

5

Add remaining items to the transaction in the same way.

6

Press the Payment button. If you need to take a deposit, make the payment by selecting the tender type from the buttons displayed down the right side of the screen.

7

Select the tender amount from the buttons displayed down the right side of the screen or type the amount (including decimal place) and press the OK button.

8

If a full deposit was made, the system asks 'Do you want to release the goods now?'. Answer No.

9

If only a part deposit was made, the system asks for the next tender code for the transaction. Select the Order tender.

Releasing The Goods For A Fully Paid Order

1

Press the Customer button. Either enter the customer's number or press Search to search for a customer.

2

Any pending transactions for this customer are listed. (If there are no transactions, the system expects you to start a new sale for this customer.)

3

Highlight the required transaction and press the Select button.

4

Press the Payment button.

5

The system asks 'Do you want to release the goods now?'. Answer Yes. The stock is decreased and a sale recorded.

Note: This function is not allowed if the system is configured to be used in Brazil with a fiscal printer.

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