SPECIAL ORDER DEPOSIT

Follow the steps below to process a Special Order Deposit on the RICS POS.

Note: A special order transaction is typically used when a customer is purchasing an item not within a store but is being ordered from the supplier and a down payment is placed to reserve the item for a later pickup date and time. A special order deposit is not considered a sale until the item is picked up. An account number will be required for all layaway type transactions.

1. On the Ticket Detail tab, use the Transaction Type dropdown menu to select Special Order Deposit

2. After the transaction type is selected, determine in which option to add an item to a ticket

Options:

Scan/ Enter UPC – Scan or enter the UPC in the UPC field to add an item to the ticket. After the UPC is scanned or entered, the item information will display. If necessary, update the quantity being purchased in the Quantity field and/or proceed to Step 3.

Enter SKU – Enter the SKU in the SKU field to add an item to the ticket. After the SKU is entered, the user may be required to select a Col or Row value associated with the item to display the item information. If necessary, update the quantity being purchased in the Quantity field and/or proceed to Step 3.

Search SKU – Search the SKU in the SKU field using the SKU Lookup icon to add an item to the ticket. After the SKU is selected, the user may be required to select a Col or Row value associated with the item to display the item information. If necessary, update the quantity being purchased in the Quantity field and/or proceed to Step 3.

SKU Lookup Screen:

3. If necessary, edit the deposit amount the customer is paying towards the item

Note: The minimum deposit amount will automatically display based on the percent entered on the Setup :: Manage Store :: Setup Settings :: Special Orders/Layaway Options screen.

4. Click Add Item

Note: After add item is selected, the special order deposit will display in the item list section.

5. Repeat Steps 1-4 to add additional items to a special order deposit or use the Transaction Type dropdown menu to add additional items.

Note: After all items have been added, follow the Ticket Payment Tab steps under Process a Transaction.

SPECIAL ORDER PAYMENT

Follow the steps below to process a special order payment on the RICS POS.

Note: A special order payment is typically used when a customer is making a payment on an existing special order but picking up an item for a later date and time. An account number will be required for all layaway type transactions.

1. On the Ticket Detail tab, use the Transaction Type dropdown menu to select Special Order Payment

 

2. Click Pick

Note: After pick is selected, all open special order deposits associated with the customer will display.

3. Click the special order ticket number the customer wishes to apply a payment

4. Click OK

Note: After OK is selected, the special order details associated with the special order ticket number will display.

5. Enter the payment amount in the Payment Amount field

6. Click Add Item

Note: After add item is selected, the special order payment will display in the item list section.

7. Repeat Steps 1-6 to make additional payments or use the Transaction Type dropdown menu to add additional items.

Note: After all payments and/or items have been added, follow the Ticket Payment Tab steps under Process a Transaction.

SPECIAL ORDER PICKUP

Follow the steps below to process a special order pickup on the RICS POS.

Note: A special order pickup is typically used when a customer is pickup up an item and making a final payment on an existing special order. A special order pickup is considered a sale at the time of the transaction. An account number will be required for all layaway type transactions.

1. On the Ticket Detail tab, use the Transaction Type dropdown menu to select Special Order Pickup

 

2. Click Pick

Note: After pick is selected, all open special orders associated with the customer will display.

3. Click the special order ticket number the customer wishes to pickup

4. Click OK

Note: After OK is selected, the special order details associated with the special order ticket number will display and the remaining payment due will display the Payment Amount field.

5. Click Add Item

Note: After add item is selected, the special order pickup will display in the item list section.

6. Repeat Steps 1-5 to pick up additional special orders or use the Transaction Type dropdown menu to add additional items.

Note: After all special order pickups and/or items have been added, follow the Ticket Payment Tab steps under Process a Transaction.

SPECIAL ORDER CANCEL

Follow the steps below to process a special order cancel on the RICS POS.

Note: A special order cancel is typically used when a customer is canceling a special order and a refund is being presented to a customer. An account number will be required for all layaway type transactions.

1. On the Ticket Detail tab, use the Transaction Type dropdown menu to select Special Order Cancel

 

2. Click Pick

Note: After pick is selected, all open special orders associated with the customer will display.

3. Click the special order ticket number the customer wishes to cancel

4. Click OK

Note: After OK is selected, the special order details associated with the special order ticket number will display and all previous payments will display the Previous Payment field.

5. Click Add Item

Note: After add item is selected, the special order cancel will display in the item list section.

6. Repeat Steps 1-5 to cancel additional special orders or use the Transaction Type dropdown menu to add additional items.

Note: After all special order cancels and/or items have been added, follow the Ticket Payment Tab steps under Process a Transaction.