The user at the POS can edit the details of the already created Special Order.

Steps to Edit a Special Order at the POS

Customer Search - Press F2 or click the F2 Customer Search button to open the “Customer Search” screen and select the customer.

Alternatively the user can enter the code of the customer in the scan area to select the customer and fetch the customer details.

Transaction Search - Press F6 or click the F6 Transaction Search button to open the “Transaction Search” Screen and select the transaction for which the special order is to be edited.

In the “Search Results” grid select the row of the particular transaction and click the “Ok” button to open the Transaction Details Screen.

Transaction Details - In the grid select the row of the product, the order of which is to be edited and click the “Order Edit” button to open the “Transaction Screen”.

Sale Edit - Press F4 or click the F4 Sale Edit button if the user wants to edit the transaction. The tax code, event, discount, comment, surcharge values can be updated for the transaction.

Item Edit - Select the product in the grid and press F5 or click the F5 Item Edit button if the user wants to edit the product being transacted. The description, price, quantity, tax code, discount, batch, serial, comment, surcharge values can be updated for the product.

Fulfillment- Press F8 or click the F8 Fulfillment button to add Fulfillment Plan to the special order. It is mandatory to add a plan to a “Special Order” transaction at the POS. The plan(s) with the “Inventory Allocation Method” defined as “Delivery” can only be applied to this mode of the transaction.

Complete- Press F12 or click the F12 Complete button to move to the payment mode.