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 .
- Go to Sales > Order > Sales Order.
- In the Customer box, type or search for the customer name or number, and then press the Tab key.
- 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.
- Under Line Items, search and select the Product or Products that the customer is picking up. Make sure you specify the correct quantities.
- Click Save.
- 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
- Open the sales order, and click Edit.
The order opens to the Final page for payment.
- Select the Point of Sale check box.
- 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.
- Click Save.
Pay later
- Open the sales order, and click Edit.
The order opens to the Final page for payment.
- 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.
- Click Save.
- 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.
- Open the sales order, and click Edit.