Assemble and Send Customer Orders

You have created a sales order with inventory sales items, want to assemble the sales items and send them to your customer and then create an invoice for the order? In this How-To, we explain to you how this works.

Requirements

Your settings in the Order Management > Order Settings > Sales Channel overview > Delivery tab > Order Tracking tab can have an impact on the process. This How-To shows the process with the Track Delivery function activated.

Trigger the Assembly of the Customer Order

To trigger the assembly of the inventory sales items in the sales order, proceed as follows:

If you have activated the Track Inventory option for the sales items in the sales order, make sure that your stock is sufficient to assemble the sales items. If the number of one or more sales items in your order is higher than their stock, only the sales items for which the stock is sufficient can be assembled. If you have deactivated the Track Inventory option, your stock does not have an impact on the assembly.

  1. In the POS menu, open Sales > Invoicing.
  2. Tap on the sales order.Capture d’écran 2024-03-05 à 10.15.05.png⮕ The Sales Order window opens.
  3. Tap on [Assemble].Capture d’écran 2024-03-05 à 10.32.16.png

    You can also trigger the assembly by tapping on the entry in the Confirmed column in the POS menu under Order Management > Active Orders and then on Assemble in the Sales Order window.

    ⮕ The status of the sales order changes from Confirmed to In Process.Capture d’écran 2024-03-05 à 10.23.58.png

Assemble Sales Item

To assemble the sales item, proceed as follows:

  1. In the POS menu, open Order Management > Active Orders.
    ⮕ The sales order is displayed in the In Assembly column.
  2. When you have finished assembling the sales item, tap on the sales order.Capture d’écran 2024-03-05 à 10.25.32.png⮕ The Goods Out window opens.
  3. Confirm the assembly of the sales item.
  4. Tap on [Ready].Capture d’écran 2024-03-05 à 10.27.12.png⮕ The status changes from In Assembly to Ready.Capture d’écran 2024-03-05 à 10.28.15.png

Send Order

To send the assembled order, proceed as follows:

  1. In the POS menu, open Order Management > Active Orders.
  2. Once you have sent the order, tap on the order in the Ready column.Capture d’écran 2024-03-05 à 10.28.15.png⮕ The Goods Out window opens.
  3. Tap on [Shipped].Capture d’écran 2024-03-05 à 10.29.24.png

Send Invoice to the Customer

To send an order invoice to the customer, proceed as follows:

  1. In the POS menu, open Sales > Invoicing.
  2. Tap on the invoice.Capture d’écran 2024-03-05 à 10.34.04.png⮕ The Invoice window opens.
  3. Tap on Ellipsis.svg.
  4. Tap on [Print Invoice].Capture d’écran 2024-03-05 à 10.41.28.png
  5. Specify how the invoice should be issued. In our example, we send the invoice by email.Capture d’écran 2024-03-05 à 10.42.48.png

Mark Invoice as Paid

As soon as the customer has paid their invoice, you mark the invoice as paid in enforePOS. You will learn how to do that in this section.

  1. Tap on the issued invoice.Capture d’écran 2024-03-05 à 10.34.04.png
  2. Tap on Ellipsis.svg.
  3. Tap on [Pay Invoice].Capture d’écran 2024-03-05 à 10.44.33.png⮕ The Select Payment Method window opens.
  4. Select a payment method and complete the checkout process.Capture d’écran 2024-03-05 à 10.45.18.png

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