POS Process. Savance. Phone: Fax:

Transcription

1 Savance Phone: Fax:

2 Table of Contents Overview 3 Ensure Sales Owner is Correct 3 Counter Sale 3 Will Call Order 5 1 Customer... Picks Up a Will Call 9 Delivery Order 12 Common Questions 13 1 Entering an order and you know you have the material but the... warehouse value is wrong 2 Entering an order for a Credit Customer and it says that the order... is on credit hold 3 Entering a Credit Customer order, and it says the customer s credit... limit is not sufficient 4 Reprinting a pick ticket, packing list, receipt, or any other... document for an order 5 Add an... item to an order Delete an item from an order that has NOT been picked or staged yet Delete or change quantity of an item from an order that HAS been picked or staged (Will Call) 8 Change quantity of an item on an order that has NOT been picked or staged 9 Return an item NOT on an existing order at the COUNTER (Point Of Sale) 10 Return an item NOT on an existing order NOT at the counter (Non-POS) 11 Return... an item on an existing order 29 2

3 Overview This document will cover the general POS process in Savance Enterprise. It will also go over a couple of common scenarios faced during the POS process. Ensure Sales Owner is Correct Whoever logs into the terminal originally will be set as the sales owner by default. If you use the terminal afterwards, change the sales owner manually so you are credited for the order. Counter Sale Customer walks in the door to place an order ~ COUNTER SALE. Cash Customer o POS is turned on. Cash is turned on. o Enter items and hit convert. o Take payment, make sure to enter type of payment like Cash, CC, etc. 3

4 o Customer should get a receipt. Credit Customer o POS is turned on. Cash is turned off. o Enter items and hit convert. o Customer should get a receipt. Credit Customer Paying With Cash 2015 Savance 4

5 o POS is turned on. Cash is turned on. o Enter items and hit convert. o Take payment, make sure to enter type of payment like Cash, CC, etc. o Customer should get a receipt. Will Call Order Customer calls to place a will call order (you are standing at a POS terminal) ~ WILL CALL 5

6 Cash Customer o Turn off POS. Select Will Call. o Enter items and convert o Choose the No Payment option. o o o o PT will print in the warehouse. Go get PT and gather material. Place material in Will Call area Go to a terminal. Open the shipper Savance 6

7 o Choose Fill All Items -> Pick All Items. o Post to Staged - Will Call. o File paperwork at counter Credit Customer o Turn off POS. Select Will Call. o Enter items and convert o o o o PT will print in the warehouse Go get PT and gather material Place material in Will Call area Go to a terminal and open the shipper. 7

8 o Choose Fill All Items -> Pick All Items. o Post to Staged - Will Call o File paperwork at counter Credit Customer Paying Cash o Turn off POS. Select Will Call. o Enter items and convert o o o o PT will print in the warehouse Go get PT and gather material Place material in Will Call area Go to a terminal and open the shipper Savance 8

9 o Choose Fill All Items -> Pick All Items. o Post to Staged - Will Call o File paperwork at counter 4.1 Customer Picks Up a Will Call Customer walks in the door to pick up a will call Cash Customer / Credit Customer Paying Cash o Go pull the order from the file and get the material o Open the order o Go to the status tab and open the shipper o Fill All Items -> Ship All Items. 9

10 o Post the shipper to delivered o Hit Print to get the packaging list paperwork. o Click on Invoiced o Click cancel to the invoice popup o Click on Enter Payment o Take the payment, and a receipt prints Savance 10

11 Credit Customer o Go pull the order from the file and get the material o Open the order o Go to the status tab and open the shipper o Fill All Items -> Ship All Items. 11

12 o Post the shipper to delivered o Have the customer sign a copy of the shipper and put in basket. Delivery Order Take a call for a Credit Delivery via Our Truck (standing at a POS terminal) ~ DELIVERY Turn off POS. Select O/T. Enter items and convert. PT will print in the warehouse. Warehouse handles the rest Savance 12

13 Common Questions 6.1 Entering an order and you know you have the material but the warehouse value is wrong Right click on the item in your quote and select Stock Adjustment Enter the correct quantity in the LocationOnHand field and save. It would be better to make this number as accurate as possible, if possible. 13

14 Refresh your line on the quote and the new availability will now show up. 6.2 Entering an order for a Credit Customer and it says that the order is on credit hold You will see this message at the top of the order, and you cannot proceed with it. This means the customer exceeded their Soft Credit limit. In order to exceed this limit and proceed with the order, seek approval from the appropriate person. Once the order has been approved by that person, then you will be able to proceed with the order 2015 Savance 14

15 like normal. If POS mode is activated, then a receipt will print with ON HOLD printed on it in big letters. Do not let the customer leave with the material when the order is on credit hold. When the order is approved, you ll want to reprint the receipt from the dispatch queue so it doesn t say ON HOLD on it. 6.3 Entering a Credit Customer order, and it says the customer s credit limit is not sufficient This means the customer exceeded their Hard Credit limit. No additional leeway can be given to this customer, so it won t be possible to proceed with the order until you discuss it with management. 6.4 Reprinting a pick ticket, packing list, receipt, or any other document for an order If you need to reprint a document for an order for whatever reason (printer jam, someone stole it, you need another copy), then go to the Dispatch tab. Right-click the document you need, then select Resend Print. 15

16 You will be asked if you want to use the original printer or a different printer. 6.5 Add an item to an order First, you will need to unlock the order. Now, simply add the item to the order like you normally would. Hit the Save button. An additional release will be generated with the new item. If it s in stock, a pick ticket will automatically print Savance 16

17 To put everything on one release so that the additional item isn t invoiced separately, hit the Merge Releases button. Then, checkmark the releases and hit the Merge button. It ll ask if you want to print a pick ticket again that contains all the items of the merged releases. Then, you will see that the releases you merged will be crossed out, and a new release is created that contains the items of the others. 17

18 6.6 Delete an item from an order that has NOT been picked or staged yet If the order hasn t been posted to shipped yet, right-click the item and choose Cancel Item. The part number becomes crossed out on the order. It won t print on any documents. 6.7 Delete or change quantity of an item from an order that HAS been picked or staged (Will Call) Open the order 2015 Savance 18

19 Open the shipper on the status tab. Hit the Post button and choose Unrelease. Confirm that you want to do that. Hit the Close button to be taken back to the Order. Go to the History tab and unlock the order. Now, simply edit the quantities. To delete an item, put in a 0 quantity. 19

20 Hit Save so the changes take effect. The order total is updated immediately. Hit Close on the Back Order Processing Summary Screen. The deleted item will be crossed out. The original shipper will be crossed out, and a new one is created Savance 20

21 At this point, process the order like normal. 6.8 Change quantity of an item on an order that has NOT been picked or staged Open the order. Now you will need to unlock it. Simply key in the new quantity on the spreadsheet in the quantity field: Hit Save so the changes take effect. The order total is updated immediately. Hit Close on the Back Order Processing Summary Screen. 21

22 An additional release will be generated with the item on it and the difference of the new and original quantity. If it s in stock, a pick ticket will automatically print. To put everything on one release so that the additional item isn t invoiced separately, hit the Merge Releases button. Then, checkmark the releases and hit the Merge button Savance 22

23 It ll ask if you want to print a pick ticket again that contains all the items of the merged releases. Then, you will see that the releases you merged will be crossed out, and a new release is created that contains the items of the others. 6.9 Return an item NOT on an existing order at the COUNTER (Point Of Sale) Hit the New button and choose Return Request / RMA. 23

24 Fill out the Return Request just as you would a typical order. Hit the convert button to transform the Return Request into an RMA. The Refund Money screen comes up, and you choose if you want to issue a Refund or a Customer Credit Savance 24

25 Since you re at the counter, the terminal is in POS mode, and the item is automatically received and put away, and an RMA Receipt will print to give to the customer Return an item NOT on an existing order NOT at the counter (Non-POS) Hit the New button and choose Return Request / RMA. 25

26 Fill out the Return Request just as you would a typical order. Hit the convert button to transform the Return Request into an RMA. You will now have to manually receive and put away the material. Go to the Status tab and double click on the shipper Savance 26

27 Push the Fill All Items button and choose Receive All Items. Now we must assign the received location. Hit the three dots next to Received Location. Now, on the Locations box, choose a location from the dropdown and hit Apply. Now you can post to Received. Place a checkmark in the credited checkbox. 27

28 When you hit the Save button, you will be given the option to print an RMA Receipt. The Issue Refund button is now clickable, so hit that. The Refund Money screen comes up, and you choose if you want to issue a Refund or a Customer Credit Savance 28

29 6.11 Return an item on an existing order Open the order. Go to the History tab and push the Return Order / Item button. 29

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31 Thank you for choosing Savance! Savance Phone: Fax: SE-HG-POS 1.0.0