Create a quick sale order
Step 1:
Go to Sales > Quick Order
Step 2:
You can choose to use existing customer details or enter new customer details for Billing and Delivery Address.
Option 1:
Search existing customer using company or name
Option 2:
Add new customer using "Add customer" button
Enter customer details and click on "Save & Select"
Option 3:
Using system preset details "Cash Sale"
Step 3:
Search "Product" by Barcode or SKU or Title.
If only 1 result found, system will auto add the item to order line for you, if more that 1 result found, you need to manually select the item you want to add.
You can edit the item qty and price
Step 4:
Select "Tax Class", "Channel", "Shipping Method".
You can use preset Channel Ref or enter your own, it has to be unique.
Select "PICKUP" as Shipping Method for walk-in customers.
Note when setting shipping method to PICKUP
- Order will be marked as complete.
- Invoice will be generated automatically.
- All products in the order will be picked automatically from primary location.
- Payment record will be automatically created when you select CASH as payment method.
Step 5:
Click on "Add Discount" to add discount
Select discount by "$" (Dollar value) or "%" (Percentage of Product price), enter the value then click on "Save".
Step 6:
Select Shipping from "Available rates" or manually enter.
Step 7:
Option 1: Click Proceed & Invoice button. The order will be marked as "Complete".
Option 2: Click Proceed & Invoice Later button. The order will be marked as "Pending".
Option 3: Click Save As Draft button. The order will be marked as "Draft".
Step 8: (If choose "Proceed & Invoice")
*On the Summary screen, select to "Auto pick" all items from primary or "Pick Later"
Select payment method to complete the quick order
Step 8: (If choose "Proceed & Invoice Later")
Select payment method to complete the quick order
Go to Sales > Quick Order
Step 2:
You can choose to use existing customer details or enter new customer details for Billing and Delivery Address.
Option 1:
Search existing customer using company or name
Option 2:
Add new customer using "Add customer" button
Enter customer details and click on "Save & Select"
Option 3:
Using system preset details "Cash Sale"
Step 3:
Search "Product" by Barcode or SKU or Title.
If only 1 result found, system will auto add the item to order line for you, if more that 1 result found, you need to manually select the item you want to add.
You can edit the item qty and price
Step 4:
Select "Tax Class", "Channel", "Shipping Method".
You can use preset Channel Ref or enter your own, it has to be unique.
Select "PICKUP" as Shipping Method for walk-in customers.
Note when setting shipping method to PICKUP
- Order will be marked as complete.
- Invoice will be generated automatically.
- All products in the order will be picked automatically from primary location.
- Payment record will be automatically created when you select CASH as payment method.
Step 5:
Click on "Add Discount" to add discount
Select discount by "$" (Dollar value) or "%" (Percentage of Product price), enter the value then click on "Save".
Step 6:
Select Shipping from "Available rates" or manually enter.
Step 7:
Option 1: Click Proceed & Invoice button. The order will be marked as "Complete".
Option 2: Click Proceed & Invoice Later button. The order will be marked as "Pending".
Option 3: Click Save As Draft button. The order will be marked as "Draft".
Step 8: (If choose "Proceed & Invoice")
*On the Summary screen, select to "Auto pick" all items from primary or "Pick Later"
Select payment method to complete the quick order
Step 8: (If choose "Proceed & Invoice Later")
Select payment method to complete the quick order
Updated on: 03/09/2021
Thank you!