How To: Selling Delayed Delivery Merchandise (DD)

Overview

This tutorial describes how to sell merchandise using a Delayed Delivery (DD) order. This transaction type is used when a customer is purchasing merchandise and either picking it up at a later date or having it delivered to them at a later date.

Video

Step-by-Step

Scenario: A customer comes in and selects several pieces of merchandise which she wants to have delivered in the next week.

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1. In the Type of Sale field, select DD–To be Delivered from the drop-down menu.

2. Enter the ID for the salesperson receiving commission for the sale in the Salesperson #1 field.
• If two salespeople are involved in the transaction, enter the second salesperson’s number in the Salesperson #2 field along with their commission percentage in the % field.

3.  Enter the customer’s desired delivery date in the field or select it from the calendar. If the Centralized Delivery application is licensed, the system will allow you to schedule the actual route at the end of transaction entry process. If the customer wants to wait to select a delivery date, enter a dummy value, like 999999. To avoid committing the inventory, enter a “?” in this field.

4. In the BillTo# field, enter the customer number. If the entered number is on file, the customer’s information will populate the fields on the tab.
• To search for the customer number, click the Search button.
• The Ship To information is assumed to be the same as the Bill To information. If it is different, uncheck the Ship To same as Bill To box and enter the Ship To information.

5. Click the Detail Tab.

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6. Enter the item number in the Item Number field. If the number is valid, the corresponding information will populate the relevant fields.
• To search for an item number, click the Search button.

7. In the Quantity field, accept or modify the quantity that the customer is purchasing.

8. Press Tab to move through the P/U Loc, Type, Each Price, Disc%, Extension and Ship fields, or press Enter to skip them.
   NOTE: If the customer wants to take an item home today, select “Store Pickup” from the ‘Deliver’ drop-down menu to designate the line as a Take With item.

9. In the Serial Number field, enter a serial number for the item.
• If the item does not require entry of an A-Flag or B-Flag serial number, this field does not appear on the screen.

10. Either click Accept or press Enter to add the item(s) to the transaction.

11. Click Done to move to the Tender Entry box to enter payment information, or repeat steps 7-10 to add more items to the transaction.
• You can also enter “-” in the Item Number field and press Enter to move to the Tender Entry box.

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12. In the Tender Entry box, select the Payment Type from the drop-down menu.

13. In the Amount field, enter the payment amount for the selected payment type.

14. Enter the required information for the payment (refund) type. In the above example, the payment type is credit card. The card type, last 4 digits of the credit card and the authorization number must be specified.

15. Click Accept and the payment will appears on the right side of the screen. For more information on the Tender Entry Box, see the “Entering Payment Information” tutorial.

16. When you finish entering all payment information, click Done.

17. If you have the Centralized Delivery application licensed, the Centralized Delivery Scheduler appears. Please refer to your company’s delivery procedures to complete this part of the transaction.
• If Centralized Delivery is not licensed, go to the next step in this procedure.

18. Depending on your how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
• The invoice is automatically printed
• Invoice print is automatically skipped
• You can choose to print or not print the invoice