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Sales order - Pick up / Delivery with shopping cart
Choose "Pickup" or "Delivery".
If, in addition to pickup and delivery, multiple sales order classifications are also used, they will appear here. If "Pick up" was chosen in the previous screen, only the sales order classifications for Pick up are visible here. If "Delivery" is chosen, only the sales order classifications for delivery are visible
Click "Next" to continue.
Search the customer or create a new customer by clicking on the green "+" sign.
Click on "proceed" to continue.
See manual Shopping cart, to make a shopping cart.
Click on "Import a shopping cart".
At the top you see that the sales order number. From now on, the sales order is also stored in RetailVista back office.
The shopping cart rows are now visible in the sales order. Here it is possible to edit, delete or add the rows.
Edit or delete
Click on the specific row.
Choose to "Delete row" or change the amount, gross price, discount amount, discount percentage and/or the net price and click on "Save".
Add rows
Click "Add row" to add another row.
Scan the barcode of the product that needs to be added to the sale order.
Change the amount, gross price, discount amount, discount percentage and/or net price and click on "save".
If you want to add another row, click again on "Add row".
When all products have been added to the sales order click on "Next".
Fill in further details if necessary and click on "proceed".
Fill in further details if necessary and click on "proceed".
Now the summary of the sales order appears. Here you can add a reference or description.
Click on "confirm order".
This sales order can be found in RetailVista back office and will be having the status "New".
For further process of the sales order, please see the manuals of Sale orders.