Placing Orders

Accepting Final Payment on Prepay Orders

The Pay on Prepay action code is used to accept final payment on orders that were created using the Prepay pay code.

Note: If the customer is paying with a credit card and you are set up with Approval Link™ 2 or Approval Link™ + and Vital® POS-partner, you can use either the Pay on Prepay action code to invoice each order individually, or you can use the [P] Credit Card Service Capture and Invoicing of Prepay Orders action code in the (TR) screen. This function sends all your prepay tickets to the verification service in a batch for final payment.

The Pay on Prepay action code also allows customers to pick up and pay for backordered items as they come in, even if other items on the order have not been received. Any advance payment for the order displays as a credit to the customer's account.

Note: If the T-I-C-K-E-T-S St field in the (L1) Terminal and Ticket Parameters screen is set to 8 or higher, when a Prepay order is completed, the backordered items are moved to a pick ticket with the same order number but with a -1 extension. Any advance payment for the order displays as a credit to the customer's account. When the Pay on Prepay transaction is completed, the remaining backordered items are moved to another ticket using the same transaction number, but with an extension of -2. This process continues until all of the backordered items are received.

1. Double-click . The Order Entry window opens, displaying the Global tab.

2. Click the down arrow in the Action Code list box, and click Pay on Prepay.

3. Select the prepay order to accept a payment.

4. If you know the order number, enter it in the Order # box and press Enter. Go to Step 6.

5. If you don't know the order number, click Order Browse. The Order Browse dialog box opens, listing the orders. Click the order and click OK. If the customer account or order is not displayed, you can use the Order # through Status list boxes to enter information for the order to change. Click the appropriate box and enter the information. Click Find. The order that most closely matches the one you specified displays. You can also click List Projects to view the available projects.

4. The Order Totals tab opens, listing the order's subtotal, discount, tax, and total amounts.

5. The cursor moves to the Ticket:Printer box. At this point, you can end the order or make changes to the ending order status, printer information, and enter an end line special. For details on changing this information, see Changing the Ending Order Status, Changing the Printing Information and Entering an End Line Special, respectively.

6. To end the order, click Accept Order. The order is ended at the status you selected. Unless you indicated not to print any pick tickets, the number of pick tickets you entered are printed. In addition, the pick tickets are faxed or emailed if you so specified. The cursor returns to the Global tab.