How To: Checking In a Partial Order (02-08-15)

Overview

This tutorial describes how to check in a partial order using the Order Check-In selection.

Step-by-Step

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  1. In the Enter Employee Number box, enter the Employee confirming the order.

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  1. Start by entering the customer’s order number; then press Enter.
    • If you don’t know the customer’s order number you can perform a search by clicking the search button next to the field or by selecting ‘?’ from the drop-down menu.

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  1. If money is still owed on the order, a box appears warning you that you need to enter the payment information before you can check in the order. Click Yes to proceed.

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  1. The Order information appears. Verify that all information is correct.
    • To view additional information about an item, click the Detail button on the appropriate detail line.
    • To Exit the order and cancel all changes, click Unconfirm.

  1. Click Ship.
    • If entry of a serial number is required, a box with the message, “Serial Number is Required” appears. Click Reenter to enter the Serial Number in the Serial# field of the appropriate detail line.

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  1. The Totals box appears. Notice the Balance Due for the Open Order and the Balance Due for the Shipped lines.

  1. If applicable, enter any carrier information and/or freight charges in the appropriate fields.

  1. Since there are backordered items on this transaction, the Next Delivery Date that was entered in Order Check-Out appears. If necessary, you can modify the Next Delivery Date at this time.
    • If you have the Centralized Delivery application licensed, click the Schedule button. The Centralized Delivery Scheduler appears, allowing the scheduling of the backordered items. Refer to your company’s delivery procedures for more information.
    • If you do not have Centralized Delivery licensed, enter the delivery date in the Next Delivery Date field or select it from the calendar.

  1. If the Balance Due is not zero, click the Payment button. The Tender Entry box opens to allow entry of the payment information.
    • If the Balance Due is zero, click Done.
    • If you click the Done button and the balance due is not zero, a box appears warning you that money is still owed on the order. If you click Yes to continue, the order amount will be charged to the customer’s credit account. Please refer to your company’s procedures on handling this situation.

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

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

  1. Enter the rest of the payment information.

  1. Click Accept and the payment will appear in the register. For more information on the Tender Entry Box, see the ‘Entering Payment Information’ section of this document.

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

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  1. After you make the payment to the order, you are returned to the Totals box. Here you can see that the Balance Due fields have been updated.

  1. Click the Done button to complete order check in. If you want to exit the order and cancel all changes, click Unconfirm.
    NOTE: If the “Automatic Update of Shipped Orders” preference (02-09-90-01) is set to Y, the order is updated at this point. If this preference is set to N, the order will remain at a status ‘5’ and will not update until you run the Order Update selection.
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