Purpose: This feature has many everyday uses:

  • Pre-sell - Used to obtain customer orders to be filled later.
  • Delivery Confirmation - where orders are created at another location then fulfilled at another mobile computer.
  • Trade Show Order Entry - to obtain customer orders at a trade show.

This feature is available fully integrated with any of the other mobile transaction types.

Creating Customer Orders:

  • Transactions are created in the same fashion on the mobile computer as invoices. The transaction is created as an "Order" or "Pre-Sell" instead of a  "Bill" or "Invoice".
  • As items are added to the transaction in the usual way, and the regular pricing rules apply.

Modifying a Customer Order:

  • To re-select a customer order, select the customer on the 1110 Customer Lookup screen, and the 1101 Order Selection screen will appear if that customer record has open orders.

Finalizing Pre-sell Orders:

  • To finalize a transaction, change the transaction type from an "Order" to an "Invoice"  on the 1120 Set Bill Options screen. If needed, you can adjust the item qualities before saving the transaction.

Other Notes:

  • A customer order may be placed on another mobile through SolidRouteAccounting.com. While on the mobile, the transaction may be modified by adding or changing items and optionally closed as a finalized transaction.
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