Work Orders (Fred POS Plus)
POS Plus
A work order is used to create a short-term credit account for a customer. As an example, a work order can be created for a customer delivery where a receipt can be generated for the customer prior to collection of payment.
Add the Work Order custom buttons to the Fred Recall Menu
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In Fred POS Plus Manager, select Setup > Hardware > POS Task Pads.
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Edit Fred Recall.
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Select an Unassigned button and update the following fields:
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Button Type: Command
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Button Color: (Suggested) Green 207, 230, 150
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Command and Caption from table below:
Command Caption |
Command |
---|---|
Create Work Order |
Transaction_ChangeToWorkOrderCommand |
Recall Work Order |
WorkOrder_RecallCommand |
Add order deposit (Optional) |
Order_DepositCommand |
Create a Work Order
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Scan in items at till as per usual process
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Under Recall Menu, select Create Work Order or press Ctrl+F2.
The Sale Icon will change to a Work Order Icon. Two new columns also display on the transaction list.
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(Optional) To add a deposit to the transaction, under Recall Menu, select Add Order Deposit.
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Go to Edit Transaction Menu and select Add Transaction Comment/Reference or press Shift+F9 to add a reference or comment to the transaction (e.g. customer name).
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Press F12 or Enter to complete tender
If no deposit, press + to save the work order and print a receipt
Edit a Work Order
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Under Recall Menu, select Recall Work Order.
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Select transaction and press Add.
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Press Enter or F12.
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Add or remove items as needed on the Work Order.
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Press Enter or F12 and select Save Changes.
The order must be saved before further payment can be processed. Press + to save the changes
Recall a Work Order
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Under Recall Menu, select Recall Work Order.
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Select transaction and press Add.
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Press Enter or F12.
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From Order Action Menu select one of the following:
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Pick up Entire to pay for entire transaction.
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Pick up Partial to choose specific items to be picked up/paid for.
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Enter tender details to complete transaction.
Cancel a work order
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Under Recall Menu, select Recall Work Order.
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Remove all items from the transaction.
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Press F12 to open the Order Action Menu, then select Save Changes.
If a deposit has been paid, choose to keep or return. Press + to cancel the work order.