1. Order Management
  2. Sales Orders and Cash Sales
  3. Sales Orders
  4. Creating Sales Orders
  5. Creating Store Pickup Sales Orders

Creating Store Pickup Sales Orders

With Store Pickup, you can create sales orders for in-store pickup. This feature lets you create and fulfill store pickup orders at your store locations. You can also use Store Pickup feature with the Fulfillment Request feature to manage store workload and handle fulfillment issues. You should use fulfillment requests with store pickup orders.

Note:

Before you can create a store pickup order, you'll need to complete some setup steps. See Setting Up Store Pickup for more information.

Creating a store pickup order is like creating a standard sales order, but you'll choose Store Pickup as the fulfillment method and select the pickup store.

To create a store pickup order:

  1. Go to Transactions > Sales > Enter Sales Orders.

  2. Select a custom sales order form for store pickup.

  3. In the Customer field, select the customer. Enter other information such as the transaction date and the status. See Creating Sales Orders for more information.

  4. On the Items subtab, add the items for the store pickup order:

    1. Select the item in the Item column.

      If an item isn't in the list, it might not be available for store pickup. Check the item record to confirm.

    2. In the Fulfillment Choice column, select Store Pickup as the fulfillment method.

    3. In the Location column select the store at which the customer wants to pick up the order.

      If the Intercompany Cross-Subsidiary Fulfillment feature is enabled, select the store in the Inventory Location column instead of the Location column. Cross-subsidiary fulfillment lets you fulfill orders from multiple subsidiaries. The list of locations can include store locations from other subsidiaries. See Intercompany Cross-Subsidiary Fulfillment for more information.

      If a particular location does not appear in the list, store pickup might not be allowed at the location for the item. You can check this by viewing the item record.

  5. Click Save.

After a sales order is entered, you can edit it. However, in the case of a store pickup order, the Fulfillment Choice field becomes read only if another transaction has already been created from the sales order. For example, if a fulfillment request already exists for a line in the sales order, you can't change the Fulfillment Choice for that line in the sales order. Other transactions that prevent changing the Fulfillment Choice field include the Store Pickup Fulfillment transaction and the Item Fulfillment transaction.

Related Topics

General Notices