Preorders/Special Orders
The following instructions should allow you to start using the preorder/special order system:
Setting an item up for preordering:
1. Under inventory maintenance, add the item or select the item
you wish to take preorders on.
2. Under the optional tab for that item, check the Pre-Order
Item box. Put the minimum deposit you will take in the Minimum Payment
box.
3. If the item must not be sold before a certain date, put
that date in mm/dd/yyyy format (I.E. 11/31/2008) in the street date box.
If you do not want to take preorders on a item before a certain date, put that
date in the Preorder date box.
4. Update the item. It is now set up for
preordering!
Setting items up for special ordering:
1. Under tools and options, go to the invoice tab.
2. Under the Stock Prompt option, check enable.
3. Hit the update button. The POS system will now
prompt you asking if you would like to place a special order when you attempt
to scan something that is out of stock.
Placing a preorder:
1. Select a customer. There must be a specific
customer (NOT the cash customer) associated with all preorders and special
orders.
2. Scan or type in the item number associated with an item
set up for preordering. The system will prompt you asking if you want to
sell a preorder. Say yes.
3. Enter the customer's deposit and the expected pickup
date. The preorder will be placed on the invoice.
4. Ring the item out as normal.
Picking up a preorder/special order:
1. Access the special orders screen, either through View
to Special Order/Preorders or by selecting the customer and hitting the Special
Orders button on the invoice screen.
2. Click the preorder to be picked up, then click the add
to invoice button. Do this for all items being picked up by this
customer.
3. Click exit and ring the transaction out as
normal. The amount deposited by the customer will automatically be
included at the tender screen.
Refunding a preorder/special order:
1. Access the special orders screen, either through View
to Special Order/Preorders or by selecting the customer and hitting the Special
Orders button on the invoice screen.
2. Click the preorder to be refunded, then click the
cancel button. Do this for all items being canceled by this customer.
3. Ring the transaction out as normal for a refund
transaction.
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Touchscreens
Did you know that many elements of Extreme Point of Sale, Inc. software are made to work well with a touchscreen? This alternative to a mouse can save you a lot of time and effort on things like cashing out an invoice.
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