How to: Create a Customer Order for Shipment to Customer

This is the process where a customer wants to place a customer order to be shipped to their home or some other address.

To make a shipment 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. Add a member contact to the transaction. Note: You can do this at any point before you press Total, or when the Customer Order Creation panel is open (explained in step 8).
6. 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.
7. Select the SHIP ITEMS option in the list, and then press OK. Navigate to the Customer Order Creation panel which displays information connected to this customer order.
8. You can either fill out the information manually or retrieve a member contact via the Customer button.
9. Verify the contact information, and press OK.
10. Press OK to proceed with payment.
11. The POS will prompt the user to enter a shipment cost.
12. Select a payment method to complete the order and transaction.
13. When the order is completed, a Retail Message appears at the sourcing location that has the highest priority and is able to source all items in the order.

Note: All shipment orders must be prepaid.