New Special Customer Orders by the POS screen
![](https://static.zohocdn.com/zoho-desk-editor/static/images/exclamation.png)
In version 3.3 we have completely replaced the previous Special Customer Orders facility and wrapped this completely into Quote and Invoice Management.
Special Customer order is now simply become an Accepted Quote/Proforma Invoice. This gives special customer orders the full functionality of Quote and Invoice management including the ability to make deposits, progressional payments and full payments. It also improves the management options available for quotes and orders.
One change however, is that you can no longer create a special customer order for a stock item that does not exist. If you wish to do this you will need to add the stock item, using some identifying information, then update the items once it has been received.
Create a Special Customer Order from the POS Screen
This process has changed in version 3.3. The old CTRL+J to create an order and the CTRL+O screens will not longer open.
- From the POS screen scan in your products
- Press F9 or Invoice customer and select the customer
- Once you are happy with the items that the customer wishes to order, press CTRL+S or Suspend Sale
- On the screen that opens, select "Send to Quote & Invoice Management"
- The Quote and Invoice management screen will then open.
- Click on Proforma
- Ensure Order Stock is ticked and check the order Quantity. The system will by default utilise any existing stock to fulfil the order placing Reserving the ordered items. However if you would prefer not reserve and order all or some of the stock items you can adjust quantity you wish to order.
- Click on Process, you will then receive a message informing you that a pending order has been created. It will be added to the earliest pending order for the supplier.
- You have now successfully ordered a single product.
- If you wish to take a payment/deposit please see the Quote and Invoice Management Payment Article.
Related Articles
Setting up add customer screen
You can customize the screen when adding new customers to remove any information that isn't needed for your customers. Click on Customer > Search > Add This will bring up the New customer details screen. Click on the settings cog at the top right. ...
New Special Customer Orders by ALT+T
In version 3.3 we have completely replaced the previous Special Customer Orders facility and wrapped this completely into Quote and Invoice Management. Special Customer order is now simply become an Accepted Quote/Proforma Invoice. This gives special ...
Change Customer Barcodes
If required, you can change the barcode which is automatically generated when a new customer is created. This might be because you have got pre-printed customer cards \ loyalty which have their own barcode on them. Click HERE to learn more about ...
Orders for Title Report
This is for Newsagencies Only Generating the Report From the main screen of Retailer, click on Reports -> Customer -> Orders for Title. There are a few options that can be set here: Start Date - This is the date that the report will use to check if ...
Setting up POS screen
Video Guide In this 9 minute video Michael will show you how to get started. Change your Retailer 3 POS Screen Layout Design Mode To add or change a button on the point of sale screen, click on the gearwheel icon at the top right and then click Edit. ...