Direct Shipping has been revamped to extend functionality for sites who wish to create a ‘Special Order’ from the Supplier and have it shipped directly to the store.
The Direct Ship prompt will now ask the User if they wish to create a Special Order with the following options:
- Yes: This will create the Customer Invoice as well as the Supplier Order with the Store Address details (This is the address you have provided ACR – Contact the Training Team if you need to Update these details) and with ‘SPECIAL ORDER ***’ included in the header.
- Yes- Direct Ship: This will work as previously and create a Customer Invoice as well as a Supplier Order with the Customers Delivery Address
- No: This will create a normal Invoice with no Supplier Order
Note:
- The semi colon command ;MA (Move Stock Area) can be used to move any existing lines in POS to the Special order Stock Area.
- Quotes redrawn in POS will now be redrawn to the current stock area opposed to the default.
Instructions on how to create a Special Order:
To configure Direct Shipping/Special Orders please set the ‘Special Orders Active’ and ‘Special Order Stock Area’ configurations in ‘Global Parameters.
To complete a Direct Ship Order, once the above mentioned configurations are set, Users can open Point of Sale and change the Stock Area to the designated Special Order Stock Area by entering the ;A command/ Or utilise the ;MA command.
- The sale must be completed as:
- Cash Sale
- Account Sale
- COD Sale
- Yard Order
- There must be at least 1 positive quantity
- All Products must be attached to 1 or more common Suppliers
On completion of the Invoice the User will be prompted with the below:
If ‘Yes’/ ‘Yes – Direct Ship’ is selected, and there is more than 1 common Supplier the User will choose which Supplier to fulfil the Order.
Once a Supplier is selected the Customers name and phone number must be entered (these will default to the primary contact/customer is available). Top Order Comments may also be input – Pressing enter will create another order top comment field and pressing the remove button will remove.
Once OK is pressed the Sale Tender screen can be finalised and then the ‘Delivery Instructions’ screen will appear. This will pre fill with the Customer Ship To Address if available, alternatively Users can key the address in manually.
Delivery Instructions for Direct Ship:
Delivery Instructions for Special Order:
Once OK is pressed the print screen will pop up for the Customers Invoice to be printed and the User will then be asked if they wish to print the Special Order/Direct Ship Order for the Supplier.
If Yes is selected the Print screen will pop up for the Order. That will complete the Special Order/Direct Ship Order.