Creating Streamlined Special Orders in POS

1. From the Eagle Browser, open POS, and press F4 (SpOrd).
2. In the Customer field, use any of the standard lookup methods to locate the customer. If you are using the cash customer, then when prompted for customer information, type the information (or scan the customer's drivers license), and then press OK.

3. In the Item/SKU field, enter the item to special order, tab to the quantity field and input the quantity. If needed, input the price and/or cost (asterisks display as the cost is typed in). You can also use pricing codes to calculate the price from the cost and description.
4. Verify that the vendor field is defaulted to correct vendor, tab to the PO number field, and enter RSRV (may be already defaulted to RSRV based on setup),  or use the drop-down to choose the PO to which to append this item.

5. Press Enter, and a message displays that "PO# XXXX has been reserved" (Note: if option 9896 is set to default the PO number to RSRV, you won't get this message). The PO number that is reserved displays.

Note: If the setup in your business modelThis would be for a business model that allows their salesmen to create and assign a purchase order number rather than using the system to generate the purchase order number. is such that "Select How to Assign PO number" is set to Manual (option 9042 is set to Y), you would receive an additional prompt after pressing Enter to post the item when PO number is set to RSRV. You would receive this additional prompt before the above "Your PO# has been added/reserved" message.

6.  Press OK, and if no other items need to be posted, press Total.
7. Choose Save without printing or to Save and Print, and tender the deposit. The clerk receives a prompt informing them of the assigned special order Transaction number.

8.  Press OK, and the system auto-appends the items ordered to the reserved purchase order. If signature capture is used on this system, at this time the signature capture prompt displays for the customer signature.