Customer Orders are created from the Orders transaction in the Point of Sale area. An order is a list of products that a customer has committed to purchasing. Often, some or all of the products need to be ordered from a supplier prior to sale. In this case, the order would likely be linked with a purchase order. Customer Orders may involve deposits which are held as security to help protect your company from potential loss (in cases where a customer decides to cancel or refuse their order after you've received the materials requested, for example).

Products on an order may be sold (invoiced) all at once or may instead involve several different transactions. Ordered products may also be organized into "ItemSets" which allow selection and organization of items into groups for invoicing, delivery, or other reasons.

Document Search Options

A number of Search Options are offered for PS Customer Order type documents. These include filtering the documents based on account, job, item, amount, and additional selections (which include the customer's PO number, phone number, purchaser, shipping name, and tax exempt number). Users can also specify one or more branches (when applicable) and use any of the standard selection criteria that includes date ranges, user ID, reference ID, and notes. Most search and selection criteria may be used in combination and most fields support the use of the % wildcard character.

Customer Order Styles (Summary)

For each printer device, your company can specify up to 3 document selections for each document type. If you need additional selections or styles for a specific printer, you can define additional printers devices that point to the same Windows printer device. Each selection can be assigned a number of copies, default tray, and style.

There are currently 12 different "order" styles (formats) available for use:*

1. Order

This is the default style for customer order documents and is intended to be the typical style used for most printing of this type of document. This style includes pricing, totals, and payment methods (if a deposit is involved). Products will be grouped together by ItemSet if ItemSets are being used.

5. File Copy
 
The "file copy" is for your company's use and includes costs. This style is available for both regular "customer" orders as well as "direct ship" orders. A profit summary is included at the bottom of the document. This information may change due to later changes during receiving and/or invoicing. Only users with security permission to view Costs/Margins are allowed to view and selection File Copy styles.

6. Remaining (Combo)
 
This style matches the backorder style as far as format, but includes all unsold items, not just those that were specifically placed on backorder. This style is not available for use with Direct Ship orders.

8. Store

The "store copy" is provided for your company's use. It only differs from the customer copy in that hidden item comments will print on this style. This style is not available for use with Direct Ship orders.

11. No Price

This style is the same as the default (customer copy) style except that no prices or totals are printed