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MeadowCreekBBQ
Level 1

POS Sales Problems

Two problems in POS Multi-Store v18:

1) If you create a Sales Receipt (in POS) for a customer with a special pricing level, convert it to a Sales Order, and at a later time convert it back to a Sales Receipt to sell the items, the special price level does not apply to any additional items that get added to the Sales Receipt!

You have to re-apply the customer’s name to the Sales Receipt to get the special price level to apply to the additional items!

2)If you create a Sales Order for a customer, accept a deposit on it, at a later time convert it to a Sales Receipt, then put the Sales Receipt on hold, it loses the deposit.

This would happen if, say, your customer would decide he wants to shop a bit, and in the meantime another customer walks up and wants to check out. Ideally you could put that Sales Receipt on hold. Instead, you need to convert it back to a Sales Order, and then re-convert it back to a Sales Receipt.

 

Any thoughts on these issues?

1 Comment 1
MariaSoledadG
QuickBooks Team

POS Sales Problems

Hi, MeadowCreekBBQ.

 

Sales Receipt is used when the customer pays you on the spot for goods and services. That's why this automatically deposits the amount when making a payment. 

 

On the other hand, converting sales receipt to sales order isn't possible in QuickBooks Point of Sale (POS).

 

However, I suggest reaching out to our POS support team for further concerns. They can also explain to you in detail about this issue.

 

You'll also want to set up POS in multi-user mode: Set Up Multi-User Mode in QuickBooks Point of Sale.

 

Keep me posted if you need further help. I'll always be around to help.

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