Chapter 10. Orders
An order is a planned purchase of merchandise by a customer. All orders in Prism require entry of a Bill To Customer. Depending on your preference settings, the customer may be required to make a minimum initial deposit. Additional deposits can be taken at any time until the order is filled. Fulfill the order when a customer is ready to pay off the balance and receive the items. Fulfilling an order records the sale and deducts the items from inventory.
There are three different order types available in Prism:
|Customer Order||This is the "standard" order type and by default is the only order type enabled in preferences.|
|Layaway||Use layaway orders when customers will pay for the item(s) over time. For example, using a layaway the customer can spread the purchase amount over three equal monthly installments.|
|Special Order||Special orders enable customers to order items not normally carried in inventory, (e.g. "one-off" orders) or to order a special shipment of an item that already exists in inventory. Items that have the Special Order flag selected can be listed on documents (purchase orders, transfer orders, slips and adjustment memos). Items that have the Special Order flag selected cannot be added to a Customer Order, Layaway, or a regular Sale item; such items can only be added to a Special Order. A new item can be added to Inventory for listing on a special order.
In practice, there is not much difference between a customer order and a layaway. Both order types enable you to take one or more deposits against the order. The distinction is more a logical one, in which a customer order is used to order out-of-stock merchandise or merchandise not normally carried, and a layaway is used to allow a customer to pay for the purchase over time.
When creating an order, often the item(s) being ordered will be the only items on the transaction; however, by default you can include both sale and order items on a single transaction. When tendering the transaction, the initial deposit amount required for the order (if any) is added to the transaction subtotal.
|New Order||Create a new customer order or layaway order, list the items and take the initial deposit.|
|Order Deposits||Take additional deposits for an order.|
|Fulfill Order||How to take payment for the order balance so the order is fulfilled (completed).|
|Edit Order||Edit an existing order.|
|Close Order||Close orders that are no longer active or that the customer wants to cancel. Any deposit balance will be refunded.|
|Fees and Shipping on Orders||When fulfilling only part of the order, the user must specify the portion of shipping and fees to use.|
See Preferences > Transactions > Orders for information about order-related preferences.
See Permissions for information about order-related permissions