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

This article provides a guide on handling multi-level sales, specifically for custom-built items where the customer selects and pays for components over multiple visits.

You may refer to this video for a step-by-step guide on creating and processing a multi-level sale:

https://www.youtube.com/watch?v=j0Ak_3bmpY8

1. Create a "Pick Up Later" Order for the Initial Item

• Begin by creating a "pick up later" order for the diamond or initial component of the custom build.
  
  

• This process captures the customer’s choice for the first part of the item.
  
   
  
  
  

2. Adding the Second Component and Processing Payment

• After some time (e.g., a week later), the customer returns to add the mount to the order.

• Add the mount as a separate sales line in the order.
  
  

• To process the payment for both items, add a layaway payment and link it to the initial sale (diamond).
  
  
  
  
  

• Complete the payment for both the diamond and the mount, combining the two into one final sale amount.
  
   
  
  
  

3. Processing Pickup of Both Items

• Once the items are ready, complete the pickup in the following order:
  
  

1. Pick up the diamond order.
   
   
   
    

2. Pick up the mount order.
   
   
   
    
   
    
   
   
    

• Both sales will be closed upon completion, finalizing the multi-level sale.
  
  
  
  
  
  

Example Variation
If the customer decides to purchase additional items during payment, follow a similar process by adding those items as new sales lines.

Troubleshooting
For any issues encountered when creating and processing multi-level sales, please contact Flawless POS support for assistance.