How to: Create a Customer Order for Collection

This is the process where a customer wants to place a customer order for collection at another store.

To create a collection order

1. Add items to the transaction.
2. Select an item for customer order.
3. Press the Customer Order Mark button. This will highlight the currently selected item.
4. Repeat steps 1 to 3 for each item to order.
5. Press Total. This will display the Ship/Collect panel with all locations that can source all the items that were marked for customer order. If no location can source the entire order, a dialog box will be displayed, asking if you wish to see where each item does exist. The order cannot be created since no location can source the entire order.
6. Select a collection location, and then press OK. Navigate to the Customer Order Creation panel which displays information connected to this customer order. Here you can also change the collect location, enter customer information, and verify the items in the order. Note: Customer information is not required for collection orders.
7. Press OK.
8. Select a payment method to create the order and transaction.
9. When the order is completed, a Retail Message appears at the location you picked in the Ship/Collect panel, notifying that an order needs to be picked.

Note: Depending on the BackOffice settings, the order content may not need any prepayment but rather be paid at the collection location. For more information, see How to: Set Up Prepay Options