Create Customer Order

Not Supported: MPOS Size S MPOS Size M ONEX Stationary POS

The POS Client supports two different functions for creating customer orders:

Create Customer Order
Select Delivery Options

Both functions can be used to enter customer orders and define the delivery options, but there are differences in some details.

To learn how to use these functions, see below.

Create Customer Order

This function is used for customer order entry. A down payment is entered depending on the delivery option. The customer order can be searched, displayed, canceled or extended at a later time.

To create a customer order, proceed as follows:

On the bottom menu bar, press Customer Order to reate a customer order.
If no customer has been entered yet, the dialog for customer entry appears.
Enter the customer card number manually or scan the customer card. If necessary, you can use Search to search for and enter the desired customer.
A dialog is displayed to select a delivery option. The following delivery options can be selected: Immediate Pickup, Pickup Other Store, Delivery from Warehouse, Delivery from Store

OPOS - Select Delivery Options

Select the desired delivery option.
Note:
If you select Pickup (Other Store), you have to enter a store number.
A dialog appears to enter the delivery date.
Enter the desired delivery date.
If the delivery date is invalid, a warning dialog appears.
Confirm with OK and reenter the date.
If the date is valid, a dialog appears to enter the desired items.
Proceed with item entry, as usual.
After you have entered all the items, select Order Complete to finish.

Item availability is checked. If some items are not available, these items will be shown in a table.

At this point, two options are available:

a: You can change the customer order. In this case, you will return to order mode to cancel or add items.
b: You can close the order. In this case, select OK.
Enter the desired down payment amount.
Note:
Down payments are only made for customer orders with a delivery type other than immediate pickup.

A confirmation prompt is displayed asking whether or not to post the customer order.

At this point, two options are available:

a: Select No. You will return to order mode to cancel or add items.
b: Select Yes. The customer order is completed and you will return to the entry dialog.

The entry dialog allows you to create additional customer orders or enter more items.

Select Delivery Options

This function can also be used for customer order entry. The customer orders can be displayed and edited at a later time.

To create a customer order using the function Select Delivery Options, press the corresponding button in the menu.
The mask for selecting delivery options is displayed:

The following delivery options are available by default: Immediate pickup, Delivery from store, Pickup other store, Delivery from warehouse

If the customer wants to use the same delivery option for all items of the current transaction, press the button Select All.
Otherwise, select the item in the receipt preview for which you want to store a delivery option.
Then, select the desired delivery option by pressing the corresponding button.
The system now checks whether a customer has already been assigned to the transaction. If this is not the case, the dialog for customer entry will be displayed. Enter the customer card number manually or scan the customer card. If necessary, you can use Search to search for and enter the desired customer.
Note:
If the customer does not exist yet in the system, you can create a new customer here.

Further processing depends on the selected delivery option:


Immediate Pickup	A confirmation prompt appears asking whether or not to book the customer order. Select Yes to finish the customer order. Note: If an item is not currently available, the item information and availability date will be displayed in a summary screen. You can create the customer order anyway. Optionally, you can return to the dialog for the selection of delivery options to select a different item.
Delivery from Store / Delivery from Warehouse	A dialog appears with the delivery information for the selected items. The displayed information contains the item number, item description and quantity as well as information on the availability dates of the items. To finish the customer order, confirm the displayed delivery information by pressing OK.
Pickup Other Store	First, select the store from which the customer wants to pick up the items. To do so, go to Store Search and enter the store number or store address. If the delivery type is Pickup Other Store, the ordered items are paid for at the time of pickup. However, the customer may be required to make a down payment at the time of ordering. In this case, enter the desired down payment amount. A confirmation prompt appears asking whether or not to book the customer order. Select Yes to finish the customer order.