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POSwork orderrecallcustomercustomer recordtenderingpick up entirepick up partial

Process work orders

This topic describes how cashiers, salespeople, and floor managers can recall work orders and complete pick ups (partial or entire).

If you look up the customer, when you recall the work order, POS only displays work orders belonging to the selected customer. If you do not look up the customer, when you recall the work order, POS displays all open work orders and you will have to search for the customer's work order.

  1. (Optional) Look up the customer. Refer to Look up customers for more information.

  2. Tap Orders | Recalls | Recall a Work Order.

  3. To select the customer's work order, do one of the following:

  • Tap the work order once and tap Add.

  • Tap the work order twice.

  1. Tap Transaction | Tender Sale. You can also press F12 or Enter.

  2. From the Select Order Action screen, tap one of the following:

  • Pick up Entire

  • Pick up Partial

  1. If the customer is picking up part of their order:

    1. Tap the items the customer is picking up to select them.

    2. (Optional) In the Pick Up column, enter the quantity of the item the customer is picking up.

    3. Tap OK.

    4. If the customer paid a deposit on the work order, tap OK to confirm the amount of the deposit that is being applied to the pick up.

  1. Enter the amount next to the appropriate tender type.

  2. Tap OK.

  3. (Optional) Print or email the customer's receipt.

The receipt shows how many items were picked up by the customer, any additional payments made, and the remaining balance on the work order if applicable.

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