Denver Research

General Category => ezPower => Topic started by: Psychochilli on February 26, 2013, 10:49:25 AM

Title: How to track a customer order?
Post by: Psychochilli on February 26, 2013, 10:49:25 AM

Has anyone worked out a method for tracking customer orders through the system?

We run a cycle store and place frequent customer orders.
I'm trying to work out a way to get some sort of prompt so that when a purchase order is booked in, I get a reminder that it is for a customer.

Thanks

Title: Re: How to track a customer order?
Post by: ronaldrwl on February 27, 2013, 08:51:50 AM

You can backorder items in a sale and print out the packing slip that will show the items backorder.  It won't prompt you to fill the backorder.

Title: Re: How to track a customer order?
Post by: rjsmeyer on April 01, 2013, 12:56:54 PM

Hey, it looks like the "backorder" function may work for the situation of making custom items for customers (mine is a glassblowing business).  EZP has a nice report of for the backorders!

However, I can't find any way to get a previously backordered item OFF the backorder report!  Is there a way?

Title: Re: How to track a customer order?
Post by: ronaldrwl on April 02, 2013, 05:54:41 AM

When you fullfill the backorder it will be removed.

Title: Re: How to track a customer order?
Post by: rjsmeyer on April 04, 2013, 08:47:50 AM

Ronald, you make that sound so easy!  But how do you fulfill the backorder?

First, I tried to enter an order by putting the item on backorder, then using the layaway function.  But I found that using the backorder command zeroes out the price anyway.

The only way I know how to go back to the order to have the customer pay (and, I assumed, fulfill the backorder) is to use the "edit closed sale" function - but that doesn't seem to let me charge anything.

Do you maybe hit the "backorder" button again and do a "-1" quantity?

Thanks!

Title: Re: How to track a customer order?
Post by: ronaldrwl on April 04, 2013, 01:08:45 PM

Open the sale with the backorders in the Sales window.  Use the Tools / Backorder.  Zero the backordered quantities on the items.  Click OK.

Title: Re: How to track a customer order?
Post by: rjsmeyer on April 09, 2013, 05:29:36 PM

Hey, that works great - thanks!

Bob