Customer
Order Working
The following program
description deals with:
- Remarks on the Program Function
- Remarks on the Input
Fields
- Use Index to find the
field details required.
Remarks on the Program Function
With this program you can
update the data for customer orders, i.e. create new data records, modify or
delete existing data. You can also view data which have already been stored in
the system for information purposes.
In order to be able to work
on customer orders which have already been processed, you will have to select
them. Select the processing status in the Status field. The relevant customer
orders will then be displayed in this window.
A customer order can
have one of the following statuses:
- New Order
If you enter a new customer order with this update program, the status "New Order" will be assigned to this order. This status remains valid until you confirm this order via the <TL> key. After this confirmation, the status "Change Order" will be assigned to the customer order. - Change Order
Customer orders which have been entered at the POS terminal (or with this program plus confirmation via the <TL> key) have the status "Change Order". Customer Orders with this status can be changed until they are marked as picked up. - Pickup Order
Customer orders that have been picked up at the POS terminal or with this program receive the status "Pickup Order" and cannot be changed anymore.
- Please note:
Customer orders to be picked up are only shown if the stock covers the quantity ordered, i.e. the stock count (in program Stock item status) must be equal to or higher than the quantity ordered.
In addition, you will
find the following buttons in this window:
- ST
By using the button <ST> you save the modifications of already collected order positions or a newly-created customer order. - Delete
By using the button <Delete> you can delete single order positions of a customer order. - TL
By using the button <TL> you book a newly-creared customer order. - Void
By using the button <Void> you cancel a new customer order. A cancelled customer order will be called "closed" and cannot be modified or worked on any longer. - Mark (only for pickup order)
An existing customer order will be marked as a pickup order from depression of button <Mark>. - Credit (only for pickup order)
A marked customer order will be recorded via customer credit from depression of button <Credit>. An invoice can be created for this customer order in program Customer delivery .
Please note:
A finance mode of type "Credit" with option "Cust.-related" must be set for the back office POS to allow recording of customer credit.
Click on the image for further help on how to set up
and work on Customer Orders.
Remarks on the Input Fields
This paragraph will provide
a short overview over the options available for updating these basic data
Just like in almost any
other program:
- The input
mask may be different in your MICROS Retail OSCAR POS program depending on the set-up of
the application. In some cases some data
fields may be missing.
- Some input fields may contain default
values or defined selection options; these cannot be updated.
- The input mask contains some fields that
require an entry and others in which entries are optional.
- If the data record is updated via
multi-page input masks, go to the dialog
window by clicking on the appropriate buttons with <Mouse key
1>.
- The same procedure applies to call up
another update program from this program.
- In some cases you may find that so-called
"Switches" which - depending on the default - can be activated
or deactivated with <Mouse key 1>. Activated switches are identified
by their dark colour, deactivated switches are lighter-coloured.
Order
Entry range permitted:
decimal, max. 20 pos.
This field displays the
number of the customer order as it has been generated automatically by the
system.
Customer no.
Entry range permitted:
numeric, 1 - 999999999
Enter the number of the
customer for whom you would like to view or create a new customer order. If you
do not know the number you can also select the data record via the Search Function.
Start Date
Entry range permitted:
DDMMYYYY (Day, Month, Year)
The date on which the
customer order has been created will be stored in this field.
Balance
Entry range permitted:
decimal, max. 12 pos. with max. 2 decimal pos.
This field displays the sum
of all positions for this customer order.
to Branch
Entry range permitted:
numeric, 1 - 99999
This field displays the
number of the branch to which this customer order has been sent. The creation
of a customer order for a different branch takes place at the POS terminal via
the keyboard event <TORDER>.
Note:
If you would like
to record a customer order for a different branch with this program you will
have to enter the number of the target branch in this field.
Status
Field with firmly
defined selection options
This field displays the
status of a customer order. Select a status to create a new customer order or
to modify or pickup an already existing customer order: Click in the field and
select the status of your choice by another mouseclick.
The System offers you a
selection from the following statuses:
- New Order
If you enter a new customer order with this update program, the status "New Order" will be assigned to this order. This status remains valid until you confirm this order via the <TL> key. After this confirmation, the status "Change Order" will be assigned to the customer order. - Change Order
Customer orders which have been entered at the POS terminal (or with this program plus confirmation via the <TL> key) have the status "Change Order". Customer orders with this status can be changed until they are marked as picked up. - Pickup Order
Customer orders that have been picked up at the POS terminal or with this program receive the status "Pickup Order" and cannot be changed anymore.
Click on the image for further help on how to set up
and work on Customer Orders. .
Customer Name
Entry range permitted:
alphanumeric, max. 32 chars.
This field displays the
name of the customer as it has been stored in the database. The details on the
customer can be viewed by opening another window via the button
"Address".
Address (Button)
Via this button you open
another window in which the details on the customer will be displayed.
Address 1
Entry range permitted:
alphanumeric, max. 32 chars.
Enter the first part of the
address, e.g. Street, No.
Address 2
Entry range permitted:
alphanumeric, max. 32 chars
Enter the second part of
the address, e.g.. Postbox etc.
Address 3
Entry range permitted:
alphanumeric, max. 32 chars
Enter the third part of the
address, e.g.. Post Code and Place.
Phone
Entry range permitted:
alphanumeric, max. 16 chars.
Enter the phone number
here.
Free Text
Entry range permitted:
alphanumeric, max. 32 chars.
Enter an additional text
(optional, at will).
BC
Entry range permitted:
alphanumeric, max. 10 chars.
Enter the bank code of the
customer's bank account.
Account No.
Entry range permitted:
alphanumeric, max. 16 chars.
Enter the customer's bank
account no.
Bankname
Entry range permitted:
alphanumeric, max. 20 chars.
Enter the bank name here.
Receiving Customer
Entry range permitted:
alphanumeric, max. 32 chars.
Enter the name of the
receiver if it differs from the customer name.
Note:
If you enter a
different name when recording a customer order, only the address data of the
receiver will be stored.
Delivery Address 1
Entry range permitted:
alphanumeric, max. 32 chars.
The delivery address of the
customer will be stored in this field if it differs from the customer's address
data.
Delivery Address 2
Entry range permitted:
alphanumeric, max. 32 chars.
The delivery address of the
customer will be stored in this field if it differs from the customer's address
data
Delivery Address 3
Entry range permitted:
alphanumeric, max. 32 chars.
The delivery address of the
customer will be stored in this field if it differs from the customer's address
data.
Delivery Phone No.
Entry range permitted:
alphanumeric, max. 16 chars.
The phone number of the
customer will be stored in this field if it differs from the customer's address
data.
Delivery Text
Entry range permitted:
alphanumeric, max. 32 chars.
Enter a descriptive
additional text for the delivery (optional, at will).
Receiving Customer
Entry range permitted:
alphanumeric, max. 32 chars.
Enter the name of the
receiving customer if it differs from the customer name.
Bill Address1 - Street
Entry range permitted:
alphanumeric, max. 32 chars.
The bill address of the
customer will be stored in this field if it differs from the customer's address
data.
Bill Address2 - Zip Code
Entry range permitted:
alphanumeric, max. 32 chars.
The bill address of the
customer will be stored in this field if it differs from the customer's address
data.
Bill Address3 - Place
Entry range permitted:
alphanumeric, max. 32 chars.
The bill address of the
customer will be stored in this field if it differs from the customer's address
data.
Bill Address - Phone
Entry range permitted:
alphanumeric, max. 16 chars.
The phone number of the
receiving customer will be stored in this field if it differs from the
customer's address data.
Bill Text
Entry range permitted:
alphanumeric, max. 32 chars.
Enter a descriptive
additional text for the bill (optional, at will).
Multi Factor
No. of text
positions which can be recorded for this order position. The text name is shown
in field Bill text.
Index
- Account
No.
- Address 1
- Address 2
- Address 3
- Address
(Button)
- Balance
- Bankname
- BC
- Bill
Address1 - Street
- Bill
Address2 - Zip Code
- Bill
Address3 - Place
- Bill
Address Phone
- Bill
Text
- Customer
Name
- Customer
No.
- Delivery
Address 1
- Delivery
Address 2
- Delivery
Address 3
- Delivery
Phone No.
- Delivery
Text
- Free Text
- Multi Factor
- Order
- Phone
- Receiving
Customer
- Receiving
Customer
- Start
Date
- Status
- to
Branch
Salzufer 8
D-10587 Berlin