Efficient Order Processing

This document provides a detailed process for creating and managing quotes, orders, and returns using the Nobis Point of Sale module. With seamless integration with Vista and the convenience of barcode scanning, users can efficiently manage transactions both on desktop and mobile platforms. The instructions below outline the steps to create, process, and complete an order using the system.

Step 1

To begin using the Nobis Point of Sale module, you can create and complete quotes, orders, and returns with seamless integration to Vista. On the point of sale search screen, previous quotes, orders, or returns can be viewed both on the desktop and mobile app. To initiate a new transaction, select 'New' from this screen or use the quick Create menu item.

Step 2

Within the module, you have the option to create quotes, orders, and returns. Quotes can be updated to orders. Let's start by creating an order.

Step 3

Begin by selecting the necessary fields in the header. You can classify the transaction as a counter sale or a drop-ship order. Choose the customer, customer contact, and tax code.

Step 4

You have the option to set certain fields to default, which will automatically apply to all items on the order. Alternatively, you can customize each item. Select the staging location for retrieving items. Additional information in the header can also be edited or added.

Step 5

Proceed by selecting the items for the order. Search for all items, or in this case, select from recent items ordered by the customer.

Step 6

Search for the items, or simply select one. Customize the item description for this order if necessary. Enter the quantity sold.

Step 7

Review the item's price and cost. Adjust the price if needed, and verify the markup.

Step 8

The previously applied tax code can be altered if necessary. Review the total tax and order total. If needed, remove an item from the order.

Step 9

Add comments or attachments to specific items as required. Once all items are added, save the order. The order will be saved in an open status.

Step 10

Verify all details of the order. Attach any relevant files or notes. Completed invoices will appear in the invoice tab.

Step 11

If the order details are satisfactory, submit the order. This action signals team members that the order and its items are ready for retrieval. Items can be retrieved via the web or mobile app.

Step 12

Switch over to the mobile app. From the home screen, select the menu and navigate to quotes and orders. Locate order 106.

Step 13

Open the order to view its details and confirm its submission status. At this point, no items have been retrieved.

Step 14

When ready to retrieve items, select 'Edit Order' and choose the item to be retrieved.

Step 15

Select the retrieve location for the items. Review the available quantity at each location. For example, if five items were sold, select five from the preferred location.

Step 16

Save the changes and update the order. The interface will indicate successful item retrieval with a change in color.

Step 17

Save the order again to confirm retrieval. The order status will update to 'Retrieved,' indicating all items have been retrieved. Prepare the order as needed for the next steps.

Step 18

Once the order is prepared for the customer, select the 'Ready' button. This will mark the order as ready and notify the customer of its status.

Step 19

The order status will update to 'Ready.' When the customer arrives for pickup, select the order as complete. This action sends the information to Vista as an MS ticket for accounting purposes.

Step 20

Complete the order by marking it as complete, finalizing the transaction.