Overview
This Article article is meant to instruct the User user on how to use the Pending Sales Order Functionality functionality in Trident1. This functionality is best used in situations of Waiting Stateswaiting states, Delayed delayed 4473s, Ecommerce Sales Orders, Deposits and Layawaysecommerce sales orders, deposits and layaways. This Article article works conjointly jointly with the Article article How to Manage Deposits.
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Pertinent Settings
1. Hover the mouse over Personal & Admin menu
2. Hover Then hover over Settings
3. Click on Custom Settings
4. Type ‘save as pending’ in ‘pending’ in the CS Custom Setting by Title Search field
View “Save as Pending” button in SO (Sales Order)
1.Select the “Save as Pending” button in SO in the dropdowndrop-down
This Setting setting relates to the Role Setting role setting for the ability to view the Save as Pending Button button in the Sales Ordersales order.
2. Click the box checkbox to enable/disable the Settingsetting
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3. Click to highlight the Roles to access the Settingsetting
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4. Click the arrows to maneuver the Roles roles to the allowed portion
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5. Click out of the box to Cloudcloud-Save save the Settingsetting
Quick Save Pending Sales Order
There are multiple options when creating a Pending Sales Orderpending sales order. The ability to quick save a Pending Sales Order pending sales order is the ability to bypass the customized options of a Pending Sales Order pending sales order and merely allocate the Inventory inventory to the Customer customer and de-allocate the Inventory inventory as available.
1.Navigate below the before mentioned Settingsetting
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2.Click the box checkbox to enable/disable the Settingsetting
3.Click to highlight the Roles roles to access the Settingsetting
4. Click the arrows to maneuver the Roles roles to the allowed portion
5. Click out of the box to Cloudcloud-Save save the Settingsetting
Default 'allocate inventory' when saving a pending SO (Sales Order)
This Setting setting defaults the whether to allocate the inventory whenever a User user is saving a Pending Sales Orderpending sales order. When a Pending Sales Order pending sales order is saved and the Inventory is allocated, the Inventory inventory is non-sellable to other Customers customers at that time.
1. Navigate to the Settingsetting
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2. Click the drop-down to generate the Optionsoptions
Process
Create a Sales Order
1. Click on the Point of Sale menu
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2. Enter the Customer Namecustomer name
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3. Insert/Scan scan in the Productproduct
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4. Ensure the Sell Price and Tax are correct
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Save Sales Order as Pending
1. Click on Save as Pending
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2. Verify the Save as Pending Options options
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3. Click Save as Pending
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To Reopen a Pending Sales Order
1. Navigate to the Sales Order sales order
2. Click the Sales Order Number
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3. Click on Switch To Edit Mode
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4. Action the Sales Order sales order accordingly
VIDEO
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