Customer Hold POS Entry

This feature will control what customers are allowed to or are not allowed to order at Point of Sale. Customer Hold POS Entry allows the creation of lists of Mfrs and Parts that are "On Hold". However, you can set a password to override Customer Hold POS Entries. These lists are then assigned to customers in Customer Entry (6.1.1, field 57). Just as you can flag Units of Measure "on hold" in Inventory Entry to prevent them from being sold to ALL customers, this works the same way except it is specific by customer.

Note: Refer to POS Passwords (10.2.6.3; field 41) to setup the Password Override option.

The program is laid out and works very similarly to Special Pricing for Customers, and the order of entry is important (see example below). As items are being entered onto a POS order, the "hold" lists are traversed from top to bottom until a match is found. If no match is found, the item is not considered on hold. Specific Part Number settings will override any Mfr settings.                    

               

In this example, customers who are assigned this Hold POS Entry number would not be able to purchase any CASE units of measure for 3M or 3M.6340 SLEEVE. All other 3M items would be "sellable" to this customer, along with PPG Accessories.

• Note: The "*" is allowed in the Mfr field to indicate ALL manufacturers.

                                                                           

At Point of Sale, users will get a message when attempting to sell an item that is on hold:

                                                                           

• Unit CASE is on Hold for this Customer, Cannot Sell. Press <ENTER>

                                                                           

Additionally, orders are checked when retrieved from on hold, before pick ticketing or finalizing, and also when the customer number is changed on the order. A full list of items on hold is presented to the user, and they must be removed prior to Picking or finalizing the order.

                                                                           

• Note: This feature has also been integrated with Customer On-Line.

See "Manufacturer Entry and Review" in (5.1.11.1), you can Restrict Parts for a Mfr.

10. Restricted in Point of Sale   :

Customer Hold POS Entry,  is where the "On Hold" field for Mfrs has an option <A> to allow a restricted MFR to be sold to customers that are assigned the Customer Hold POS Number.

This feature can be used for Mfrs that have certain requirements for purchasing the product line, and gives control to only sell these items to approved customers.

All customer on-line order requests will be checked for restricted Mfrs, with the exception of VMI orders. Care should be taken to setup the Mfrs properly in the VMI destination account(s) with the Restricted Mfrs for customers within that account.