QuickBooks POS Customer Orders (Layaway, Sales Order, Work Order)

QuickBooks POS Customer Orders (Layaway, Sales Order, Work Order)

The term customer order in QuickBooks POS collectively refers to layaways, sales orders, and work orders. While each of these documents have specific uses, they share many procedural workflows.

To create a new QuickBooks POS customer order:

1. 1. Select New for the appropriate order type from the Point of Sale menu.
   2. In the Enter Item(s) field, scan or enter item information to list the merchandise or service items being ordered.
   3. Edit individual item information, such as quantity, price, tax code, and discounts, as necessary.
   4. Enter a Customer (required).
   5. Enter any other pertinent information in the appropriate fields, such as:
      • Special instructions, such as the work to be performed
      • The status of the order for tracking purposes (defaults to Open)
      • On work orders, you may also want to enter a due date and/or assign the job to an employee.
   6. Select Deposit/Payment from the I Want To menu to take a deposit on the order.
      If a minimum initial deposit is required or suggested (optional preference setting), the Deposit window is automatically displayed if Save is selected before a deposit is taken.
   7. Select Save.

Note: The availability of customer orders can be controlled by your Features to Use preference settings.

Fill a QuickBooks POS Customer Order (Layaway, Sales Order, Work Order)

You fill a customer order by selling the ordered items on a sales receipt. You can sell some or all of the items on a customer order at any time. Selling items updates the Due and Sold fields on the order. When all the items on the order have been sold and the deposit and balance due are both zero, it is completely filled, and QuickBooks Point of Sale changes the status of the order to Closed.

To sell the items listed on a customer order:

1. Highlight or display the customer order.
2. Select Sell Item(s) from the I Want To menu.

The Select Items to Sell window is displayed.

3. Choose Select All if you want to sell all the items on the order.

Or

Enter a quantity in the Doc Qty column for each item you want to sell.

4. Select Continue.

The items you selected are listed on a new sales receipt.

5. Add any additional items you are selling at the same time.
6. Select Take Payment.

If deposits have been taken on the order, the total amount of the deposit is automatically suggested as a payment method of Deposit. You can reduce or clear the deposit amount used, if you wish. You might do this if not selling all of the items at this time and you wish to maintain a deposit balance against the remaining items still due.

7. Use normal payment procedures to enter amounts for additional payment methods or change as appropriate, and then save/print the receipt.

Notes:

• When receiving an item that has open customer orders against it, Point of Sale will alert you and add the item to your fill customer order reminders.
• If you generated a purchase order from the customer order, information from the customer order (such as customer name and order #) are displayed right on the receiving voucher to assist in filling the order quickly.