*How to Process an Order from Start to Finish

Start by entering a sales order.

All items in stock:

1. If all items are in stock create an invoice, process the payment, save and exit.

2. Re-open the order click on fulfillment and mark the items as delivered.

Special order items:

1. If any item is special order collect the required deposit amount by creating an invoice and processing the payment.

2. If the item will be delivered from your store/warehouse, navigate to the Purchase Order page and click order items from the PO in the yellow table.

3. If the item will be delivered directly from the vendor to the customer navigate to the Purchase Order page and open the PO on listed on the PO table.

4. The order will update to in review. Manually update to the next status --> sent, ack received, confirmed, etc.

5. Once the item comes to the warehouse/showroom mark as received or partially received.

6. After the items are checked for quality control mark them as ready.

7. Schedule a delivery if the items will be sent from your store/warehouse.

8. Upon delivery mark the items as delivered on the fulfillment screen on the sales order page.

9. Ensure any outstanding payments are collected and the balance is $0.

In stock and special order items:

1. Collect payment for the in stock items plus any deposits for special order items.

2. Save the sales order and then reopen and navigate to the fulfillment section. Mark inventoried items as delivered.

3. For special order items refer to step 2 in the special order items section and follow the process for ordering and fulfillment.

Splitting payments: 

1. If payment is being split between more than 1 payment type use the Apply Deposit button on the top of step 3 - Review and Confirm.

2. Process the invoice for the first payment.

3. Reopen the sales order and click New Payment on the top of the page.

4. Enter in the second payment. If this is the full value just click submit otherwise enter in the due now amount on each item.

5. Click confirm on the invoice and then select the payment option. Repeat if more than 2 payments are collected.