Create a warehouse order if a customer is purchasing an item from a retail location, but needs to pick up the product from the warehouse.
A warehouse order is similar to using the Convert to Sales Order button since it creates an open order on the customer's account, but you can designate a distribution method, stock site and special instructions when creating a warehouse order.
You can set up Order Queues to accept all new Warehouse Orders, and the Warehouse manager could monitor this queue and fill orders as they are created.
Create a warehouse order
Follow the steps below to create a warehouse order.
Step 1: Select the customer and items
- Login to POS.
- Click Sale.
- Select a customer.
- You must assign a customer to a warehouse order.
- Add items to the order using the Sell Items screen.
- Click Payment. The Payment screen appears.
Step 2: Select the distribution method and warehouse
- Check the Warehouse Order box.
- Click Choose Warehouse. The Warehouse Order screen appears.
- Distribution Method - Select a distribution method from the list.
- Stock Site - Once items are marked as delivered, they will be removed from the selected stock site.
- Special Instructions - Add any necessary special instructions - for example, directions to the warehouse for the customer, or when the customer will arrive for the warehouse.
- Click Next. This returns you to the Payment screen.
Step 3: Enter the payment and complete the transaction
- If the customer is making a payment, enter the payment now. Type the amount into the field matching the appropriate payment type or hit the F key associated with the appropriate payment type.
- The payment will be recorded as a deposit since the order has not been invoiced.
- Click Verify Address. The Point Of Sale Bill To screen appears.
- Verify the customer's information is correct, or check the A Different Customer box and select a different customer.
- Click Complete Transaction.
- The Sales Order appears on the screen so you can print it out. The customer can take this to the warehouse for proof of purchase.
- If a Warehouse Order queue is setup, the order will automatically be displayed in that queue.
Step 4: Customer picks up the items at the warehouse
The customer picks up the items at the warehouse.
Security Permissions Required
|Point of Sale
|Can Create Warehouse Order|
- Open Order Report (Administration>Reports>Sales>Orders and Invoices>Open Order Report) - List of all Orders (Sales and Service) that are in an Open status. There may or may not be a balance due.
Unless explicitly stated, this topic documents the most recent version of Evosus Business Enterprise. If you're not using the latest version, go here to download it.
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