Layaway Inventory is a process that allows customer invoices to be made before the products are sent. In DealPOS, we call it Allocated Inventory. Read more about Allocated Inventory.
The following are several transaction scenarios that are usually created with the later fulfillment feature :
There was an order from a customer, but the products were not immediately picked up
Orders purchased by customers using the down payment/credit payment method
Transactions made to reserve product stock so that it doesn't run out
This article will explain how to create transactions with later fulfillment and how to make the delivery (send the fulfillment).
I. Make Transaction with Later Fulfillment
On this occasion, we will simulate making transactions with later fulfillment, and the payment method is already paid. If you also want to know how to make transactions using payment methods that have not been paid, then you can check the following article Transaction with Payment Later.
Step 1. Go to Sell, then Make Sales Transaction
Go to sell, then input products into the shopping cart.
Step 2. Go to More Actions, then Choose Fulfillment
Step 3. Choose Later Tab
Change the Fulfillment status to Later (shipped to customer address).
Notes :
On the Later Recipient Form, you can input different recipients if the recipient is not the same as the customers who have ordered the product.
Step 4. Click Pay to Complete Transaction
Choose the payment method, then click OK button.
II. Send Fulfillment or Delivery Products
Step 1. Go to Orders, then Open Invoice Detail
Go to the orders menu and find your current customer invoice number then you can click on it. The fulfillment status is unsent because the seller keeps holding the products until they send products.
Step 2. Click Send in Fulfillment Form
Now set the fulfillment status to be sent. To set the fulfillment status to be sent, you can click the Send button on the fulfillment form.
Step 3. Click Add to Send Products
When you click the send button from the fulfillment form, you will be directed to the outbound logistic form. Fill in the note and the courier if you need it. Then, click the add button.
Notes :
Delivery can be done several times in one transaction, adjusting delivery to actual conditions. If 3 deliveries occur, then you must "Send Fulfillment" 3 times, fill in the product qty according to delivery.
Step 4. Recheck Fulfillment Status on Orders
Related Articles
You also can set the delivery schedule for ordered products. To set the schedule, you can read this article Set the Delivery Schedule for Ordered Products
In case you want to see all the unsent fulfillment from the product's inventory, you can read this article Allocated Inventory: How to See Reserved Inventory
In case you want to see the partial payment status and pays off, you can see this article How to Add Payment to Credit Sales / Purchase
