Go to POS from Sales Order

How to go to POS from a sales order.

What can we do with this function?

• Only use this function when the customer is physically in the store and already have an active order
• When the customer comes in the store to add or cancel an item to the order
• When the customer comes into the store to change delivery method
• When the customer comes into the store to pay for an active order


What should we do as usual?
• Return items via Bolia.com
• Return of invoiced items on distance
• Return with giftcard


How to receive payment on active sales orders through POS
Example: The customer is in the store and wants to add freight or an item to an active order

Step 1
• Add the item the customer wants.
• Calculate delivery so all items have a delivery date.

If you're in doubt about these steps, check other guidelines.

Step 2
Press ‘Complete’. Now choose ‘Go to POS’ and ‘OK’ in the next window.



Step 3
Now it will open a new browser with the POS. And you can just close the browser with the sales order in
D365.

In the POS you can now choose the customers preferred payment type (Card, Cash or gift card) and go
through the payment process as you’re used to.




Step 4
After the payment is received the system will now redirect you back to the sales order in D365.

Step 5
You can now click ‘Complete’. Here you can see that the payment is registered, and the balance has been
updated. Now you can press ‘Submit and confirm’




Step 6
Always remember to go under ‘Bolia’ and ‘Create purchase order’





How to return money on active sales orders through POS
Example: The customer has an active sales order, and comes into the store to remove an item or freight
from the order

Step 1
Remove the items the customer wants to cancel or change freight from delivery to pick up.

If you have any doubts about doing these steps check other guidelines.


Step 2
Click ‘Go to POS’ and ‘OK’ in the next box



Step 3
Now it will open a new browser with the POS. And you can just close the browser with the sales order in
D365.

N.B. Always pay the customer back with same payment method as they paid for the order.

You can’t choose bank, giftcard and financed which should be handled as you’re used too.


Step 4
After ending the session with the payment in the POS, the system will now redirect you back to the sales
order in D365.

Here you can now press ‘Complete’. The balance is now updated, and you can ‘Submit and confirm’