How do I record an order the customer takes from the factory?

Choose Customer takes it from the factory under Delivery when you enter the order. It is not sent to any courier and waits at the factory. When the customer comes, open the order, write the money taken and press Handed over.

Where to find it

• The choice: Admin › ERP › Sales Department › Seller orders › New order (or Edit on an order), in the Delivery box.
• The hand-over: open the order on Seller orders. A purple box says Waiting at the factory.

Sellers can hand over their own pages' orders. The office (features "Sales team: every page" or "Courier"), the factory cash desk (feature "Own cash wallet") and the owner can hand over any.

Step by step

1. On the order form, under Delivery, pick 🏭 Customer takes it from the factory. The address can stay empty.
2. Save the order. It counts as booked at once and can be printed for the factory.
3. When the customer collects it, open the order.
4. In the Waiting at the factory box, check the amount. It starts at the cash still due (price minus advance).
5. Choose the account the money went into, or leave — not in the cashbook —.
6. Press ✔ Handed over and confirm.

If the customer never comes, press Not collected instead.

Good to know

• Handed over marks the order as delivered. If you write less than was due, it counts as partly delivered.
• Not collected marks it as cancelled.
• Either way it counts like a courier parcel in the reports and in the seller bonus.
• When you choose an account, the money is added to the cashbook as income, with the note "Order … taken from the factory".
• Changing your mind: edit the order and switch Delivery between courier and factory. You can switch back to the courier until the order is handed over or marked not collected.
• An order already booked on a real courier cannot be switched to factory pickup.
• A walk-in customer who orders at the factory? Record that in Admin › ERP › Production Department › Sales from factory instead.

Common problems

• "Delivery not changed: already booked on …". The order is already with a courier. Cancel that parcel at the courier first, or keep it as a courier order.
• "You cannot use this account." That account is not given to you. Leave it on — not in the cashbook — or ask the owner.

Related

• How do I record sales from the factory?
• How do I print parcel sheets and factory cards?
• How do I enter money in, money out and transfers?
• How does a seller cancel an order before sending?