How to: Create a Customer Order for Collection

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

To create a collection order

1. On the POS, select an item for the customer order.
2. Press the Customer Order Mark button. This will highlight the currently selected item.
3. Repeat steps 1 and 2 for each item to order.
4. 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, the order cannot be created.
5. Select a collection location, and then press OK. This will take you to the Customer Order Panel panel which displays information connected to this customer order. Here you can also change the collect location: enter customer information, set the requested delivery date Req. Delivery Date, and verify the items in the order.
   Note: Different fields are mandatory if the order is to be shipped or collected, see How to: Set Up Required Fields in Customer Order.
6. Press OK.
7. Select a payment method to create the order and transaction.
8. When the order is completed, a Retail Message appears at the location you selected 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