N41 Store Sales Order Procedure

N41 Store Sales Order Procedure

Create 2 separate Sales Orders when customer wants both “style’s inventory in the store” and “style’s inventory not in the store”

For Immediate Pickup Sales Order

Sales Order

Warehouse “STORE”

Print Sales Order

Prepare Package

Bring Package and Sales Order paper to the counter

On Sales Order screen, click “Create Invoice”

On Invoice screen, click “Create Payment”

On Payment screen click “Charge the credit card”

 

For Sales Order with inventory in warehouse for Pickup

Sales Order

Warehouse “STORE”

Warehouse Transfer

Prepare Package

Bring Package and Sales Order paper to the counter

On Sales Order screen, click “Create Invoice”

On Invoice screen, click “Create Payment”

On Payment screen click “Charge the credit card”


For Sales Order with inventory in warehouse for Shipping

Sales Order

Warehouse “STORE”

Warehouse Transfer

Allocation – Pick Ticket – PreAuth- Get Tracking & Ship

(Scan&Pack – Shipment – UPS/FedEx - Invoice – Payment – Charge Credit Card)

 

For Sales Order with future style for Pickup

Sales Order

Warehouse “STORE”

Warehouse Transfer

Allocation by Style when style arrives

SO Management to create a new Sales Order (closing old sales orders)

Prepare Package

Bring Package and Sales Order paper to the counter

On Sales Order screen, click “Create Invoice”

On Invoice screen, click “Create Payment”

On Payment screen click “Charge the credit card”

 


For Sales Order with future style for Shipping

Sales Order

Warehouse “STORE”

Allocation by Style when style arrives

SO Manager

Pick Ticket – PreAuth

Warehouse will Pick and Pack

Get Tracking & Ship

 (Scan&Pack – Shipment – UPS/FedEx - Invoice – Payment – Charge Credit Card)

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