Set up pick-up and will calls

Learn how to enter an order that the customer is picking up and applying against their account, rather than paying for it up front.

1. Create a new Sales Order as described in Create a sales order.

   

2. From the Ship Via list, choose a pick-up, will call, or similar alternative. Available shipping methods will vary based on system setup.

   

3. Click Header on the left navigation bar, and confirm the Tax Code.

   

   Notes
   -Ship Via codes can override the default Tax Code for the customer (to use the local jurisdiction).
   -Non-Taxable customers will not be charged tax, regardless of the order Tax Code.

4. Click the Detail tab along the left side of the page, and add products as described in Create a sales order.
5. If you would like to add Miscellaneous Charges, click the Final tab on the left navigation bar and specify it here. See Add a miscellaneous charge.
6. Click Save.
7. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.

   Note: The Sales Order print is intended to be used in the warehouse as a pick sheet.

What's next?

After the order has been picked, the quantities should be confirmed using Shipment Confirmation, which may be done either at the counter of by the warehouse staff. A receipt, packing slip, or invoice will be issued to the customer during this step. The customer can also sign for the order at this time.