Layaways and Special Orders

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MerchantOS is capable of keeping track of special orders and layaways. They are handled much like an ordinary transaction except that they occur over a longer period of time. It is important to have a basic understanding of Making a Sale first.

Contents

[edit] Video Lessons

  1. How to start a layaway, take a deposit, and then later finish the layaway and apply the deposit.

[edit] Starting a Layaway

  1. Attach a customer to the sale. You will not be able to continue a layaway without a customer associated with the sale.
  2. To add items to the layaway, select the layaway tab (Alt-L) or press the register menu button then press the Layaway button. On the layaway tab, you can add items on to the layaway as you normally would on a sale.
    • If you have added items to a normal sale which you would like to have on the layaway, go back to the sale tab, press the pencil icon beside the item on the sale tab, and set the Special Action drop down to Layaway.
  3. When you have all the items you want on the layaway press Done/Pay

[edit] Adding Payments to a Layaway

  1. There are two quick ways to bring the sale up on the register.
Receipt 
If the customer has returned with their receipt from starting the layaway or an account deposit receipt, scan the barcode on the receipt into the Add Item field.
Customer Name 
Associate a new sale with the customer. When their name is on the register, you will see their layaway items on the layaway tab (Alt-L).
  1. Press Done/Pay.
    • On the payment screen you will notice the total the customer has on deposit in their account to the left under their name.
  2. Press the Add Deposit button near the account balance and type in the amount to be deposited. Press the Ok button.
  3. Make a payment on the register to cover the deposit balance and complete the sale. The deposit amount will be added to the customers account balance and you can provide the customer with their receipt.

[edit] Completing a Layaway

  1. There are two quick ways to bring the sale up on the register.
Receipt 
If the customer has returned with their receipt from starting the layaway or an account deposit receipt, scan the barcode on the receipt into the Add Item field.
Customer Name 
Associate a new sale with the customer. When their name is on the register, you will see their layaway items on the layaway tab (Alt-L).
  1. Select the layaway tab (Alt-L) and press Complete beside the items which will be given to the customer.
  2. Press Done/Pay.
  3. The credit account payment type will have a number highlighted which is the amount available in the customer's account which can be used to pay for the layaway. Press the Max button for the credit account payment type. This will apply the amount available on deposit towards the completed layaway items. If there is still a remaining balance due, pay that balance with the other payment types paid by the customer.
  4. Press Finish Sale and provide the customer with their receipt and layaway items.

[edit] Starting a Special Order

  1. Attach a customer to the sale. You will not be able to continue a special order without a customer associated with the sale.
  2. To add items to the special order, select the special order tab (Alt-O) or press the register menu button then press the Special Order button. On the special order tab, you can add items on to the layaway as you normally would on a sale.
    • If you have added items to a normal sale which you would like to have on the special order, go back to the sale tab, press the pencil icon beside the item on the sale tab, and set the Special Action drop down to Special Order.
  3. When you have all the items you want on the special order press Done/Pay.

[edit] Putting Special Order Items on a Purchase Order

You can order the items from a vendor using a purchase order and the status of the special order will be tracked. You may want to review the Purchase Order section first.

  1. Create a new purchase order with the vendor you would like to order your products from.
  2. After saving the purchase order, you will see a Special Orders tab. Select this tab to see all the items that are on special order.
  3. To add an item to the purchase order, press the Add To PO link.
    To add an item on special order to the current purchase order press Add To PO
    To add an item on special order to the current purchase order press Add To PO
  4. When you check the status of the recently added special order item, it will have changed to On Order/Ordered. You may continue the purchase order process as you normally would at this point.

[edit] Checking Special Order Status

  1. From the menu select Inventory->Special Orders.
  2. Each item on special order will be listed here along with its status. You can access the Purchase order by pressing the link and pencil icon in either the ordered column or received column. To reopen the special order press the link and pencil icon in the sale column. This will get you to the transaction details view where you can reopen the special order.
    Special order listing. This item is ordered already.
    Special order listing. This item is ordered already.

[edit] Receiving a Special Order Item

Receiving a special order item is no different than receiving any other item on a purchase order. The only difference is the purchase order will display customers you need to contact and the special order status will change to received.

[edit] Completing a Special Order

You are able to complete the special order at any time even without putting the special order items on to a purchase order.

  1. There are two quick ways to bring the special order up on the register.
Receipt 
If the customer has returned with their receipt from starting the special order or an account deposit receipt, scan the barcode on the receipt into the Add Item field.
Customer Name 
Associate a new sale with the customer. When their name is on the register, you will see their special order items on the special order tab (Alt-O).
  1. Select the special order tab (Alt-O) and press Complete beside the items which will be given to the customer.
  2. Press Done/Pay.
  3. The credit account payment type will have a number highlighted which is the amount available in the customer's account which can be used to pay for the special order. Press the Max button for the credit account payment type. This will apply the amount available on deposit towards the completed special order items. If there is still a remaining balance due, pay that balance with the other payment types paid by the customer.
  4. Press Finish Sale and provide the customer with their receipt and special order items.
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