1. Work Orders
2. Special Orders
3. Layaway
4. Backorders

This section will show you how to create, edit, partial pickup and complete work orders, special orders and layaways.  Backorders are done in a similar fashion, but will be discussed separately.

 

Creating Work Orders, Special Orders and Layaways

Work Orders, Special Orders and Layaways will all work the same on the Point of Sale, but they can be tracked separately in the customer order history and order reports.

 

  1.  Select or Create a Customer.

  2.  Select More from the Function Buttons Menu.

  3.  Select ORDER for Work Order, SPECIAL for Special Order or                LAYAWAY for Layaway.  Once the Order Button is selected,                    OpSuite POS changes to Order Transaction Mode.  User will                  notice Order Transaction at top left header which also changes            color to purple. 

 

 

 

 

 

 

1.  

  4.  Scan or Lookup items.  The Order Type will be displayed for                 each item according to selection above.

  5.  When finished adding items, select Total Button. Required                     Deposit amount is displayed at the top right.

  6.  Collect deposit and Tender via appropriate Tender type.  The                 Save Order message box will appear. Select OK.

 

 

 

 

 

 

Orders may contain items that arrive sooner than others, allowing the customer to pickup certain items from the transaction.  To initiate a partial order pickup, go to Transaction History, and select the Orders tab.  Here you will search and select the order you want to open.

 

With the order expanded, click on the PARTIAL button.  Next, you will select which items are being picked up.  You will only edit the items that are NOT being fulfilled.  For the items not being fulfilled, click 

on the quantity and enter a zero (0), then the green checkmark.  This will update the list to show only the items being picked up, and the total will reflect the subtotal of the items being fulfilled.  Then select OK.

 

A portion of the deposit will be applied to the items being picked up.  The amount due will reflect the partial deposit and the remainder due.  Tender the transaction as normal.

 

 

 

Editing an Order

Orders can be edited after being placed.  For instance, you can adjust a price, add a discount, or even add additional items.  To edit an order, go to Transaction History, and select the Orders tab.  Here you will search and select the order you want to edit.  With the order expanded, click on the EDIT button.  The order will open back up in the transaction screen.  Here you can edit items and add or remove items.     

 

The total will update with the changes, as will the deposit due.  If the changes to the items increases the price, the minimum deposit will reflect the new amount.  The new deposit will need to be paid to save the changes to the order.  To make an additional deposit, tender out the required amount (or more).  You will then be asked to confirm the deposit and save the changes.   

 

Completing an Order

When an order is complete, and all items are ready, you will need to close the order.  Closing the order completes the transaction and records it as received by the customer.  To initiate the completion of the order, click on the order in the Orders tab of the History section. 

The order will display in the transaction screen.  Select the TOTAL button to view the remaining balance.  You can still make edits to the order, and the total will update accordingly.  

To complete and close the order, simply tender out the remaining balance using any available tender.  The order will be marked received in the customer order history and all order reports.

 

Backorders

Backorders are available when an item is out of stock.  It allows you to track customers who are wanting an out of stock item, so that they can be notified when it comes in.  OpSuite's Purchase Order Wizard allows you to automatically add the backordered quantity to an order.  Backorders are created by adding an out of stock item to a transaction.  The line item will show Backorder, and the item total will not be added to the transaction total.  In order to complete a backorder, a customer must be added to the transaction.

Additional items can be added to the same transaction and tendered out as a normal transaction.  The backordered items will be saved until the item is in stock and the backorder can be completed and closed.

 

If the item's quantity on hand shows zero (0) or negative, but there are physical items available, you can override the backorder and allow the item to be sold.  Tap on BACKORDER in the line item, and click OK.  The quantity in OpSuite will update to show the sale of an additional item. 

  

Once the backordered item is in stock, you can contact the customer and fulfill the order.  Fulfilling the order will complete the sale and close the order.  To fulfill the order, find the order in History / Orders.  The select COMPLETE.