How to create a multi-level Sale, Pay for it and do a Pick Up later

This guide helps you with understanding of handling unique customer situations in Flawless POS, particularly when a customer opts for a custom built item in separate orders that they later pick up together. 

The scenario illustrated here pertains to a customer selecting a stone, then choosing the mount during a separate visit and eventually paying in full for the both items.

The guide walks you through creating a pick-up-later order for the diamond, placing a special order for the mount, adding the mount sales line and processing the payments accordingly. Later, when the customer returns to pick up the orders, you learn to process them correctly so the respective sales close. 

This guide offers a precisely tailored scenario, but the process remains applicable for other situations where a customer decides to buy additional items later. For a detailed guide with step-by-step instructions, refer to our accompanying video.

Creating a Multi-Level Sale