Overview
This Article article is intended to inform the User user on how to utilize the Out out of Stock Options stock options in Trident1
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Navigate to Custom Settings
1. Hover the mouse over Personal & Admin
2. Hover Then hover over Settings
3. Click on Custom Settings
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Show Turn On/Off “Sell Anyways” in SO (Sales Order)
4. Click on the downward carat to expand the Sales Order Box5. Scroll down to a series of Turn On/Off Settingsin the Search CS Custom Setting By Title box
5. Type ‘Sell Anyways’ then press Enter
6. Click on the resulting Turn On/Off “Sell Anyways” in SO (Sales Order) search item
Turn On/Off "Sell Anyways" in SO (Sales Order)
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Explanation: Sell Anyways allows the Counter Person counter person to override the Available available QOH at the POS in order to sell the Product product to a Customercustomer.
Process
Create a Sales Order
1. Click on the Point of Sale menu
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2. Enter in a Customer Namethe customer’s name
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Activate the Out of Stock Options
1. Scan or Enter enter in a Productproduct
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2. If the Product product has a QOH of 0 the User user will receive an Out of Stock Popup dialog
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Out of Stock Options
Oversell
Oversell gives the CP counter personnel the ability to sell the item anyways but WILL NOT will not take the QOH negative and merely leave it at 0.
Sell Anyways
Sell Anyways gives the CP counter personnel the ability to sell the item anyways and WILL will take the QOH negative. The negative QOH can be reconciled by manually editing the QOH through the Product Record product record or through a receiving of additional items in the future.
Special Order
Special Order creates a Special Order special order and a Purchase Order purchase order from the Sales Ordersales order. Note: to create a Special Order Purchase Order special order purchase order from the Sales Ordersales order, the CP WILL counter personnel will have to know the Vendor Supplier vendor supplier of the Productproduct.
Backorder
Backorder creates a pending Backorder backorder that will be pending in the Customer Backorder Log as well as queued Purchase Order purchase order awaiting to be filled on the Productproduct. Note: to create a Backorderbackorder, the CP WILL NOT counter personnel will not have to have knowledge of which Vendor Supplier vendor supplier will be fulfilling the Productproduct.
Store Transfer
Store Transfer creates a Pending Store Transfer pending store transfer to fulfill from another location with the available QOH.
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