About
Quick Order is an over-the-counter cash and card sales module designed for fast "Cash-and-Carry" transactions. It enables sales to unfamiliar or walk-in customers without the need to load or create a customer account. All transactions are processed against a preconfigured default Cash Account. To streamline the sales process, Quick Order bypasses traditional fulfilment procedures such as picking, dispatching, and invoice posting. Since customers "walks out with goods under their arms", there is no need for picking or dispatching, and invoice automatically posts when payment is received.
Relates articles: Debtors Credit Limit Checking
Quick Order Processing Logic
1. Account Selection | With reference to Image 1 below, unlike Invoice & Sales Order processing, selecting a customer account is not required for Quick Orders as all sales are processed against a pre-configured Cash Customer Account (Depot -> Accounting). |
2. Customer Account Types/ Payment Methods | Seeing Quick Order sales are against a pre-configured Cash Customer account, selling on account (terms) is not possible; Cash/ Card payments only. |
3. Picking options | With reference to Image 1 below, seeing customers take goods with them ("Cash & Carry"), picking (although Auto Pick visible) is automatically disabled/ greyed out. |
4. Dispatch option | With reference to Image 1 below, seeing customers take goods with them, dispatching (although shown on screen) is automatically disabled. |
5. Splitting items | With reference to Image 1 below, seeing Picking and Dispatching are disabled, its not possible to reserve/ flag some items for delivery. |
6. Book out | With reference to Image 1 below, to conclude transaction and initiate payment, users will click on Book out. |
7. Accept Book out | Clicking on Accept Book out will automatically trigger/ open the Take Payment screen. |
8. Process Invoice | Confirming payment in Take Payment screen will automatically conclude sale. |
Image 1 - Quick Order screen
Setup
Seeing Quick Orders does not cater for account customers, a default Cash Customer Account needs to be selected under the Depot Accounting tab first.
Company Details -> Depots -> Accounting
Accessing Quick Orders
Quick Orders is accessible via the Sales Orders menu by selecting Quick Order under Add Order dropdown.
Sales -> Sales Orders -> Add Order -> Quick Order
