Process special orders at POS

Create a special order

1. Add the item to the cart.
2. Select Add customer and enter the customer details.
3. Click on the item in the cart to show additional options.
4. In the Hold, Transfer, Special Order field, select Special Order.
5. Select the Store location for pick up.
6. Select how the customer wants to pay: all now, specify a percentage, amount, etc.
7. If they are paying some or all now, follow the prompts to complete the transaction and issue a receipt.

The order will appear in the Pickup section of the POS register with a status of Requested.

Complete the sale of a special order

In the background, as the special order progresses and changes from ordered, to shipped, the item will eventually arrive and have the status of Ready to pickup.

Once a special order item comes in, you can finish processing the sale for the customer.

1. Go to the Pickups section in the sidebar menu.
2. Filer the list by type to show Special Orders and search or scroll to find the relevant order.
3. Open the order and select Confirm available items.
4. If the customer has an outstanding balance, you can select Process Payment and proceed as normal.
5. After the customer has paid, select Release items. The special order is now complete.