Managing Telesales of Items and Payment in Shop

This document explains what happens in the point of sale (POS) system and in M3 when a customer places an order via telephone and later picks up and pays for the ordered item in the shop.

Outcome

A customer order is created in M3. When the customer comes to the shop to pick up the ordered item, the customer order is released, the item is picked and an invoice is created. The stock level, sales statistics, accounts receivable and general ledger are updated. The invoice is given to the customer in the shop and the customer pays the invoice at checkout.

The following files are updated:

Before you start

Follow these steps

  1. Enter a customer order

    The customer calls the shop and places an order. The item is to be picked up on a later occasion and the customer wants to pay in cash. The customer order is entered directly in M3 through 'Customer Order. Open' (OIS100).

  2. Release the customer order, pick the item and invoice the order

    When the customer comes to the service desk in the shop, the initial order is identified in M3 either by the order number or the customer number. The order is released for immediate picking and invoicing. The stock levels, sales statistics and general ledger are updated. The customer receives the item and the invoice and goes to a point of sale to pay for the item.

  3. Identify the customer and the final invoice

    At the point of sale, the invoice and the customer are identified through the 'Customer Order Invoice Interface' (OIS350MI). The 'GetInvHead' (Retrieve Invoice Header) and 'GetInvLine' (Retrieve Invoice Line) transactions are used.

  4. Enter the payment

    The payment is entered in the point of sale system and a cash receipt is given to the customer.

  5. Upload to M3

    After the payment is entered, the sales ticket information is uploaded to M3 through the point of sale application programming interface 'POS sales tickets interface' (OPS270MI). Transaction type 4500='Payment of invoice' is used to determine the update of the accounts receivable and general ledger. The final invoice is marked as paid.

    Note that sales statistics are not updated.

    The OPSALE sales ticket input file is updated as described in this table:

    Transaction type Customer No. Invoice No. Invoice year Payment method Amount
    4500 10001 1002 2004   100.00
    4590 10001     Cash (CSH) 100.00
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