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)