The document provides training on different types of customer delivery options for sales in a furniture store: take with sale, pickup sale, and delivery. It explains that a take with sale must only include items the customer is taking immediately, while a pickup sale requires entering a date that the customer will return to collect the items. It demonstrates how to create pick lists for the warehouse to collect items for customer pickup orders. Delivery by truck requires reserving inventory by entering a delivery date and is covered in more detail in another training document.

1. Customer Service Order Entry
• Forms of Customer
Delivery
– Take With Sale
– Pick Up Sale
– Beiter’s Delivery
• Delivery Dates and
What to Remember
– No Delivery Date
– Enter Specific Date
– Enter Specific Date
• Learn about trucks and
delivery available dates
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2. What is a “Take With Sale”?
• Take With Sale Can
ONLY be a Sale Where
the Customer is Taking
a Product With Them
Right Off Our
Showroom Sales Floor
• Any Carry Out – Yes!
• A Carry Out Item and
Then Additional Item
For Customer Pick Up at
the Warehouse – NO!
• A Pick Up – NO!
A Take With Sale cannot be “mixed” with other
forms of delivery ON SERIALIZED INVENTORY!
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3. REMEMBER!
Take With Sale – “Y” (Yes) – Do Not Enter a Date
Enter Pick-up location (your store)
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4. The system will confirm it is a take with sale
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5. Easiest Entry Method! Enter the Serial Number
Here and Press ENTER.
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6. Customer Buying More Than One? …Enter
Total Number Ordered and Add Additional
Serial Numbers Below.
Wow. Easy. Notice that the Serial Number is now
RESERVED for this customer invoice.
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7. Take With Sale “Pink” Copy
• Make a PINK Copy of
the Customers TAKE
WITH SALE Invoice and
have them sign it, or
give to salesman or
warehouse showroom
assisting in carry out
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• Record the
Manufacturers Serial
Number where
appropriate
• Have the Customer sign
the “PINK”
• Completed to Accounting
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8. Great, looks like I completed and posted this take with sale
complete. A take with sale is automatically posted.
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9. Enter a Pick Up sale. You MUST populate the date
of PU (which will mostly be today’s date)
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10. If you don’t have a specific date then enter a false
date like 11/00/13
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11. Remember that if you make a Pick Up sale with NO
date the system thinks it is a “Take With” sale.
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12. From MAIN DALY menu 3 Update Invoices
Updating Invoices to RESERVE Inventory for
Delivery. The “key” is the DELIVERY DATE
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13. If the Customer has multiple open Invoices, select
the one you wish to update
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14. Enter the Deliver Date. For Pick Up’s the Trk#
(Truck Number) is always 99. Reason Code is 6.
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15. The next set of screens demonstrate how to go about printing a pick ticket for the
warehouse to pick a customer order.
For most stores this will be done at the Customer Service desk, since that is where
the printer is located.
The Pick List will be handed to the Customer to take to the Warehouse for Pick Up.
This takes the place of the “Pink”. The customer would sign the Pick List and hand
that back to the Warehouse.
You will see that the Pick List shows the serial number and the inventory location.
The Warehouse staff would use this slip for “Picking” the order for the Customer.
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16. From the MAIN FACS Menu – select #10
Warehouse Location Menu
Creating a Pick List for the Warehouse
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17. Select 14 Inventory Reservations by Invoice
I want to print a “Pick List” for the Warehouse.
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18. Enter the Invoice Number (or select from SND/Inv. By Customer).
Pint a Pick List “Y” for YES. I added a little note for the Warehouse.
I am printing a “Pick List” for the Warehouse.
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19. INVOICE # 1- 840543
______________________
11/10/13 13:53:15
SALE DATE 11/10/13
SALESPERSON BILL HENDERSON
CUSTOMER PFP - WHOLESALE
770001 DO NOT MAIL
SO WILLIAMSPORT PA 17702
_SKU#__ _MODEL DESCRIPTION_____________________ _SERIAL_____ LOCATION
1211610 LANE 18599 LIFT RECLINER 4906-16 CAMEL
000003142 W001 01-01-1
CUSTOMER WANTS PLASTIC WRAPPED
This is a representation of a Pick List for the
Warehouse. Shows Item Serial and Location.
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20. This is alternative example of how to create a “Pick List”… in this
case the Customer only wants to Pick Up one of the three items
they have on order today. I can change the reservation by
entering the line number, or I can F13 for Auto Prompt each line.
On this order, Customer is only taking one with
them today.
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21. I can change the reservation to “N” for NO.
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22. Now only the first line item will print on the “Pick
List” today since that is all the Customer is taking.
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23. The process for Delivery via Beiter’s Truck Delivery is a bit more complex than a “Take
With” Sale, and a “Pick Up” Sale.
That process will be explained to you in another presentation to follow at a later date.
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