New Special Customer Orders by the POS screen

New Special Customer Orders by the POS screen


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.
  1. From the POS screen scan in your products 
  2. Press F9 or Invoice customer and select the customer 
  3. Once you are happy with the items that the customer wishes to order, press CTRL+S or Suspend Sale
  4. On the screen that opens, select "Send to Quote & Invoice Management"
  5. The Quote and Invoice management screen will then open. 
  6. Click on Proforma
  7. 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. 
  8. 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. 
  9. You have now successfully ordered a single product.
  10. If you wish to take a payment/deposit please see the Quote and Invoice Management Payment Article.  

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