POS Tips: Creating a Sales Order and Taking a Deposit in Retail Pro
June 1st, 2009
The following steps will allow you to create a Sales Order and take deposits in Retail Pro 8:
• From the Receipts screen, select “Sales Orders” on the side menu.
• Click on “new” on the top left, select type of sales order from the prompt.
• Enter customer using “Bill to Cust#” field. If new, create the customer, save it, and click “OK” on top right to assign new customer to sales order.
• List items going on the sales order by scanning item into “Item #” field, or going to choose/edit items on the top right; if item exists in inventory, find it by using sort and search and put quantity being purchased in yellow “doc qty” column; if new item, go to “form” and click “new”; enter DCS, vendor code, desc1 and 2, doc qty, doc cost, and doc price, etc. Click on save and save new item. Repeat if more items need to be created.
• If it’s a new style that you want to create, when you first go to choose/edit items selet “style view”; click on “form” at top and then “new” to create your new style. In the grid you will enter the quantities the customer is purchasing on the sames order, and enter a zero for sizes you want to create in inventory.
• When done listing items, click “ok” on top right to go back to sales order; enter instructions, shipping, fees, etc if applicable on sales order and save it by clicking “save” on top left.
• To take a deposit, click on “SO Deposits” on side menu immediately after saving the sales order; click on “new” to receive the new deposit and enter (or confirm) the amount being paid by customer in “amount” field then click “tender” on side menu to go to tender screen; tender as normal. F12 here will print a receipt showing only the deposit; click on “back” to go back to sales order and “print” at the top if customer wants a copy of their sales order showing balance paid and balance due.
• To go back to receipts screen, click on “Retail Pro” on top right until you get back to original receipts screen.
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