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. An order may be invoiced from the Sales transaction, but also from Tickets, the Invoice Orders utility, and the Invoice Load utility (Delivery). Customer orders are also used along with the Installed Sales transaction in Point of Sale and Manufacturing option in the Inventory area.

Direct Ship orders use the same document type as "customer orders." When the referenced order is a "direct ship" the document label will display "Direct Order" as opposed to just "Order."

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 and Direct Ship 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.

2. Order Dispatch
 
This style is intended for Deliveries and is only available for customer orders (not direct ship). Delivery-Dispatch style orders don't include prices or totals, but do print additional information useful for delivery staging such as yard flags, locations, staging, and the total weight (using load factors... if assigned to items). An area is provided for specifying delivery information (load, truck, notes, etc.).

3. Backorder
 
This style only includes those items that were partially sold and also specifically designated for backorder during a sale. This style does not include ordered items that haven't been sold or any items that were sold and have no remaining "unsold" quantities. If you want a list of all unsold items, the "remaining" style should be used instead (see below). This style is not available for use with Direct Ship orders.

4. Dispatch Backorder
 
This style follows the same rules as the "backorder" style explained above but is similar to the "dispatch" version in appearance. It doesn't include any prices or totals. This style does include additional information such as the yard codes and locations of the products (if any) and provides an area for delivery information. This style is not available for use with Direct Ship orders.

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.

7. Pick Ticket

The "pick ticket" style includes all products (regardless of any assigned yard code) and groups them based upon their assigned location(s). No pricing or totals are printed. Columns are provided for printing locations as well as any yard flags assigned to the listed products. An area for delivery information is printed at the bottom of the form. 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.

9. Packing Slip

The "packing slip" style includes items, descriptions, and quantities only. No pricing, amounts, or totals are printed. This copy is intended for your "customer." It lists the quantity ordered, shipped (sold), and remaining. This style is not available for use with Direct Ship orders.

10. Order Savings

The "order savings" style is similar in concept to the "invoice savings" style used for sales invoices. It is the same as the "customer copy" order default style except that the suggested list price is printed below any items with a suggested list that is lower than their price for the item. A "total savings" figure is printed below the totals which is the difference between what the customer would have paid if they were paying full price for the same items. 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

12. Contract

This style is the same as the File Copy except that it uses the Vendor Contract cost (if present) in place of the actual cost and for gross margin calculations. This style is only provided with the parameter "Enable PO Contract Style for POS" has been enabled (checked) on the Purchasing tab of the Parameters form (Main Menu > Maintenance > Database > Parameters).

*Only 2 styles are available for use with "Direct Ship" orders: Order and File.