Enter a Point of Sale Service Order

Note: This section applies only for licensed users of Service.

After you log into a cash drawer, you can perform on-demand entry of transactions for service orders:

In the Point of Sale Entry form, select a customer and Ship To combination on the Customer tab for the customer who places the order.
On the General tab, specify the Tax Code. The tax code defaults based on the customer/ship to combination but can be changed.

Note: Most of the other fields on the Customer and General tabs are populated based on the customer/ship to combination, but can be changed. Optionally, you can specify values for the S/N, Order Discount, Freight, and Misc Charges fields on the General tab, because these fields do not default based on the customer/ship to combination.
Save the record.
If the service order includes material, go to the Material tab and perform these steps:
- Click Materials to open a linked POS Material form.
- Select an item.
- If the item requires a serial number, click Assign Serial and select a serial number on the Choose Serial Number form. Close the form.
- In the Qty Ordered field, specify the quantity.
- In the Qty Shipped field, the value defaults to the Qty Ordered value. Change the Qty Shipped value to zero.
- Ensure that there is a value in the Tax Code field and fill in other fields as needed.
- Save the record.
- If you see the message "Quantity Ordered is greater than Quantity Shipped for [Entry: #] Would you like to backorder the rest?" click Yes.
- Close the POS Material form. The new record is displayed in the Material tab of the Point of Sale Entry form.
If the service order includes labor, go to the Labor tab and perform these steps:
- Click Labor to open a linked POS Labor form.
- Specify the required and any optional fields as needed.
- Save the record
- Close the POS Labor form. The new record is displayed in the Labor tab of the Point of Sale Entry form.
If the service order includes miscellaneous charges, go to the Miscellaneous tab and perform these steps:
- Click Miscellaneous to open a linked POS Miscellaneous Charge form.
- Specify the required and any optional fields as needed.
- Save the record.
- Close the POS Miscellaneous Charge form. The new record is displayed in the Miscellaneous tab of the Point of Sale Entry form.
Go to the Payments tab and perform these steps:
- Click Payments to open a linked POS Payments form.
- Specify the Payment Type. in Setting up the Point of Sale (POS) Feature.
- Specify a value in the Amount field. This field defaults to the total amount due for the order.
  Note: You can enter multiple payments and payment types on the order. For example:
  - The total due for an order is 100.00.
  - Enter a Cash payment type for the amount of 40.00 and save the record.
  - Select the next line or click the new button in the toolbar to enter another record.
  - Enter an On Account payment type for the amount of 60.00 and save the record.
  - The order is processed if the total amount of payments equals the total due for the order.
- Save the record.
- Close the POS Payments form. The new record is displayed in the Payments tab of the Point of Sale Entry form.
In the Point of Sale Entry form, after you ensure that the totals are balanced for the order, click Process. The order is processed and a POS Receipt is created for the transaction. During this process, a service order is created and invoiced based on the POS information, and any applicable payments are posted.