On-The-Spot Checkout allows you to quickly check out a Customer. This method of checkout can be used for one-time Customers purchasing in-stock or pre-made products, such as a real estate sign frame. Using On-The-Spot Checkout ties the Order history to the "Walk-In" Customer account within your system.
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Important Details
- Checking out in this manner will not track or move the Order through the system workflow.
- Payment in full is required at time of purchase.
- Customer selection is disabled. The purchase will be tied to Walk-In Customer.
Using On-The-Spot Checkout
Navigate to Sales Module / Quick Price.
1. Create the Products.
2. Click Next Step.
3. Review the Product Summary, then click Next Step.
4. Click Checkout.
Note: If you would like to save this under a specific Customer record, click Convert to Estimate or Convert to Order.
5. Click Enter Payment & Save Order
a. Tax will be set to your default tax group. If needed, this can be adjusted here.
b. First and Last Name are required fields.
c. This description will show on the Customer Invoice.
Note: Once payment is entered, the Status will automatically update to Closed.
