PROCESSING SPECIAL ORDERS THROUGH POINT OF SALE

PROCESSING SPECIAL ORDERS THROUGH POINT OF SALE

1. SET UP SPECIAL ORDER PARAMETERS
   1. System Administration – Configuration – Special Orders
      1. Check the box “Point of Sale Module”
      2. Check the box “Service Module” if you also want to run special orders through Service Work Orders.
      3. Enter the Minimum Deposit you want to collect when a Special Order is placed
      4. Tax Deposit – check this box only if you are requiring a 100% deposit.  If less than a 100% deposit then DO NOT check the box and collect the tax due with the remainder due on the Special Order when it is delivered.
      5. Deposit Account – Enter the General Ledger Liability Account that will hold the Special Order Deposit detail.
      6. Freight Billcode – Enter the Bill code that you will be using if you are planning on charging freight for the Special Order transaction.
      7. Update W/O from Receiving – check this box if you want the Special Order part automatically delivered to the Work Order.

           

 

2. In Point of Sale –  Click on Functions – Special Orders  - Create Special Order

          

 

3. Enter Customer Number – enter the Item to be Ordered – Update Quantity ordered if more than one is being ordered for this part.  Click Update.
4. Enter the Freight Amount (if any) that you are charging on the Special Order
5. Click Update
6. Click Finish/Pay

   

 

7. Select the Pay Type customer is using to pay the deposit and Click “Complete”.

3.         Your parts department will then need to create the purchase order for the parts and receive them in.   When they are received there is a prompt as a reminder that there was a special ordered part received.

4.         After the parts are received you now need to deliver them to the Customer.  In POS Click on Functions – Special Orders and Deliver Special Orders – Enter the Customer number and enter.   A grid will show you the status of the special orders for this customer.   If they are ready to be delivered they will be Green.

5.         Check the box on the Green Line and click “CHECKOUT” at the bottom of the screen.  This will bring the special order part to a normal POS ticket and if the customer is not purchasing anything else you can “Finish/Pay”. 

6.         The Special Order Deposit amount will automatically fill in in the Payment Summary and unless there is more owed for other purchases, you can click COMPLETE.

On a regular basis you should be reviewing the Special Order Deposit report found in Inventory Management – Special Orders – Deposit Report.

**If at any point you run into any issues, feel free to email SUPPORT@DOCKMASTER.COM for assistance.**