Create a pickup order

You can create a pickup order, and then how to handle the order when the customer comes to pick up, whether they are paying now, or paying later .

1. Go to Sales > Order > Sales Order.
2. In the Customer box, type or search for the customer name or number, and then press the Tab key.
3. In the Ship Via box, choose the Pick Up or Will Call code. Pickup transactions are subject to the tax rate/code associated with the seller's place of business.

   

4. Under Line Items, search and select the Product or Products that the customer is picking up. Make sure you specify the correct quantities.

   

5. Click Save.
6. When the customer arrives to pick up, what you do next depends on whether they are paying now onsite, or you plan to bill them later.
   Pay now

   1. Open the sales order, and click Edit.

      The order opens to the Final page for payment.

      

   2. Select the Point of Sale check box.
   3. In the Tendered box, type the amount paid, and then select the method of payment, Cash, Check, or Credit, and complete the order using your standard process.
   4. Click Save.
   Pay later

   1. Open the sales order, and click Edit.

      The order opens to the Final page for payment.

      

   2. On the Ship Confirmation page, validate the initials of the user who picked the order, and then to release all product to the customer, click Ship All.
   3. Click Save.
   4. On the Print Document pop-up that appears, click Print to print a receipt for the customer. If you have a signature device attached, the system will prompt you for a signature.