Will Call Process

Task/Problem Overview

This document will cover how to create a Will Call order, Will Call payment scenarios, and what to do when the customer pick’s up the Will Call

Creating a Will Call Order

Cash Customer Paying at Pickup

• New Quote

  

• Enter Customer

• Uncheck POS and check W/C AND COD

• Choose proper order taker

• Enter a name for contact

• Enter items & quantity

• Convert

  

• Fulfill W/C button will appear at the top of the screen.

• PT prints with Will Call printed on it. The warehouse process takes over.

• You will be prompted to take payment - Select NO Payment as the customer will pay upon pickup.

• Upon customer picking up, select Fulfill W/C button, Receive Payment screen, will appear. Accept Payment.

• Receipt prints.

• Shipper posts to Delivered, Invoiced, and applies payment

Cash or Credit Customer Prepaying Will Call Over Phone

This occurs only if you want to use the “Keyed Entry” of the Windriver device, You also have the option of Saving this keyed entry for existing Customers.

• New Quote

  

• Enter Account

• Uncheck POS and check W/C

• Choose proper order taker

• Enter the name of the contact

• Enter Items & quantity

• Convert

  

• PT prints with Will Call printed on it. The warehouse process takes over.

• You will be prompted to make a payment.

• Choose the payment type (Credit Card Processor)

• Select ‘Keyed Entry’

• Uncheck ‘Capture Signature’

• Enter tender amount

• Accept Payment and then manually enter the Credit Card Number to process the payment on the Windriver device.

• You will be prompted why you are not capturing a signature, select ‘Customer Not Present’

• Upon customer picking up the product, select Fulfill W/C, and no Receive Payment will appear.

• Signature Prompt can be taken to confirm pickup products.

• Recept will print with products delivered, and paid for as follows; showing credit card information at the bottom.

Credit Customer Will Call

• New Quote

  

• Enter customer name

• Uncheck POS and check W/C

• Choose proper order taker

• Enter a name for the contact

• Enter a PO number, if applicable.

• Enter Items

• Convert

  

• PT will print with Will Call printed on it. The warehouse process takes over.

• Upon customer picking up the product, select Fulfill W/C, and no Receive Payment will appear. However, it will ask “Is the customer going to make a payment?”

• If no, the Signature Prompt will still appear, if you need to sign for pickup of products.

• Shipper posts to Delivered, but needs invoicing, and thus requires payment

How the Warehouse Processes Will Call Orders without selecting Fulfill W/C

• PT Prints in the WH

  

• The warehouse will get the PT, and physically pick the material, and place material in the will-call area per their normal warehouse processes.

NOTE: If the salesperson picks material, follow the process below:

• Physically pick material and place it in the will-call area.

• Status -> double click shipper

  

• Fill all items -> Ship all items

  

• Stage to Will Call. Refer to How to Assign Default Warehouse Bins - KB

  

• Post to staged

  

• You will be prompted to print the packaging list. Print and place with the material

• Close the shipper

Will Call Pick Up - Credit Customer

• Customer arrives to pick up material

• Find the order in the will-call area and bring the material to counter

• Find order with “Open” screen referencing the order number on the packaging list

• Open the order

• Or from the Shipping Bench: Inventory>Shipping>Releases

Refer to Shipping Core Prcess. You can filter for Will Call orders as well as other filters.

• Select the FulFill W/C button in the top right corner next to the Grand Total.

• Next, select when Prompt for payment select ‘No’

  

• Finally, select if you are going to capture a signature or continue with converting the order.

  • If you capture a signature - the device will be prompted for signature.

  • If you Continue without a signature receipt(s) will be printed for you and the customer records.

• Then the order will go through the normal invoicing process.

Will Call Pick Up - Taking Cash or Credit Customer Payment

If the customer would like to pay the invoice at that time of pickup follow the below process.

• Customer arrives to pick up material

• Find the order in the will-call area and bring the material to counter

• Find order with “Open” screen referencing the order number on the packaging list

  

• Open the order

• Select the FulFill W/C button in the top right corner next to the Grand Total.

• Next, select when Prompt for payment select ’Yes’

  

• The order will be marked as ‘Cash’ and you will be prompted for payment details.

• Select ‘Accept Payment’

• Proceed with payment options. If using a Credit Card Processor, choose between a saved card, or swipe card for signature and payment.

• A receipt will print with a signature for you and the customer’s record.