Create, Edit, and Close Sale Orders (Layaways)

Create, Edit, and Close Sale Orders (Layaways)

Quotes can be converted to a Sale Order or you can save directly to Sale Order.

For more info on Sale Orders see related article: What is a Sale Order?

To save directly to a Sale Order:

  • Bring up customer in Point of Sale
  • Place items on the invoice screen. 
  • Once compiled, click Quote > Save as Sale Order.
  • Enter any current terms information you have available as you save the sale order.
  • Point of Sale will ask if the customer would like to make a deposit payment at this time. If yes, it will direct you to review the sale order, where you can enter a payment amount.

  • Any items that require special order have been placed in the Customers Waiting page.

  • As items are received, you can review the sale order and deliver these special order items by clicking the delivery truck from the review page.

  • If you need to make a deposit payment, you can do so on the review sale order page. Please note that once a payment has been made toward the sale order, it can no longer be edited.

  • To edit a sale order (that has not had a payment made toward it), review the sale order and click Convert to Sale to bring it back into Point of Sale. Make change and then select Quote > Save As Sale Order.
  • Once you are ready to close the sale order as an invoice, you review it again and select Convert to Sale. It will credit any deposits made and expect the remaining balance.

  • To convert a quote to a sale order, review the quote and click Convert to Sale Order at the bottom of the review page.

 

Any in stock items that are added to or delivered to the sale order are removed from your general quantity in stock and placed in the Held for Sale Order column. If they removed from the sale order, they are returned to general stock.

Sales Tax Summary report and Monies Received will include any deposit payments just as they do for other deposits. Sales reports will show the end totals once the sale order is converted to an invoice. Cost Summary shows cost of goods sold at that time as well.

Sale Order report will show any sale order created in the specified time frame along with its current status (including when it was invoiced if applicable).

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