Steps to Perform a Special Order at the POS

Customer Search - Press F2 or click the F2 Customer Search button to open the “Customer Search” screen and select the customer.

Alternatively the user can enter the code of the customer in the scan area to select the customer and fetch the customer details. This mode is disabled for a cash customer.

Transaction Mode - Press F1 or click the F1 Transaction Mode button to select/change the mode to “Special Order”. Press F4 or click “F4: Special Order” to select the mode.

Product Search - Press F3 or click the F3 Product Search button to open the “Product Search” Screen and select the product(s) for which the special order is to be created. If the selected product is Matrix Item then refer to section How To Add Matrix Item To Transaction for adding the product to transaction. The products with the “On Order” field enabled are only displayed.

Alternatively, the user can enter the code of the product in the scan area to select the required product.

Sale Edit - Press F4 or click the F4 Sale Edit button if the user wants to edit the transaction. The tax code, event, discount, comment, surcharge values can be updated for the transaction.

Item Edit - Select the product in the grid and press F5 or click the F5 Item Edit button if the user wants to edit the product being transacted. The description, price, quantity, tax code, discount, batch, serial, comment, surcharge values can be updated for the product.

Fulfillment - Press F8 or click the F8 Fulfillment button to add Fulfillment Plan to the special order. It is mandatory to add a plan to a “Special Order” transaction at the POS. The plan(s) with the “Inventory Allocation Method” defined as “Delivery” can only be applied to this mode of the transaction.

Complete - Press F12 or click the F12 Complete button to move to the payment mode.

When a special order is created, it is automatically added to the default fulfillment plan for the store. More information can be found under the Fulfillment section.