Our solution was a slightly different version of your idea on how to handle pick up orders.
Â
The only two ways we could think of to handle the situation were 1) adding separate ship-tos for the customers that pick up orders (Disadvantages: puts pressure on the sales department to set up the ship-tos with correct taxing information ANDÂ remembering to choose the pick up ship to if needed; Advantages: keeps all sales history with one customer) and 2) adding a separate customer with our plant's taxing information and adding the walk in customers as ship-tos to the "Counter Sale" customer (Advantages: allowed us to set up a customer with the correct taxing information; allows sales department to enter minimal ship to information for return purposes only; Disadvantages: we lose all the customer's sales history being in one spot).
Â
Our business includes a small amount of orders that are picked up by customers here at the plant. They are a very small percentage of our sales and we have a number of repeat pickup customers. The remainder of the pickup customers are one-time sales, not long-time customers, we didn't want to add them to the customer file for a one-time sale. We add our "walk-in" customers as ship-tos to the counter sale customer. It is some extra work for our sales department. However, if it's a repeat pickup customer, it only needs to be done once. If it's a one-time customer we still need his contact information in case he wants to return the merchandise. Vantage's counter sale process handles all the paperwork we need along with shipping and invoicing the order on the spot so the extra time to enter the ship to information isn't too bad a trade-off. We chose to have our sales department always use the same customer for counter sales and manipulate the ship-to in
order to make sure sales tax is charged correctly rather than try to correct a situation where the sales tax charged was wrong because the sales department chose the wrong ship to! The disadvantage is that some of our customer's sales dollars are under the "Counter Sale" customer; as I said for us that isn't a big problem as our pickup orders are a very small percentage of our sales.
Â
If there is a way to have the order marked as sold on-site so Vantage taxes the order correctly I'd love to hear it! We're on version 8.03.404b.
[Non-text portions of this message have been removed]
Â
The only two ways we could think of to handle the situation were 1) adding separate ship-tos for the customers that pick up orders (Disadvantages: puts pressure on the sales department to set up the ship-tos with correct taxing information ANDÂ remembering to choose the pick up ship to if needed; Advantages: keeps all sales history with one customer) and 2) adding a separate customer with our plant's taxing information and adding the walk in customers as ship-tos to the "Counter Sale" customer (Advantages: allowed us to set up a customer with the correct taxing information; allows sales department to enter minimal ship to information for return purposes only; Disadvantages: we lose all the customer's sales history being in one spot).
Â
Our business includes a small amount of orders that are picked up by customers here at the plant. They are a very small percentage of our sales and we have a number of repeat pickup customers. The remainder of the pickup customers are one-time sales, not long-time customers, we didn't want to add them to the customer file for a one-time sale. We add our "walk-in" customers as ship-tos to the counter sale customer. It is some extra work for our sales department. However, if it's a repeat pickup customer, it only needs to be done once. If it's a one-time customer we still need his contact information in case he wants to return the merchandise. Vantage's counter sale process handles all the paperwork we need along with shipping and invoicing the order on the spot so the extra time to enter the ship to information isn't too bad a trade-off. We chose to have our sales department always use the same customer for counter sales and manipulate the ship-to in
order to make sure sales tax is charged correctly rather than try to correct a situation where the sales tax charged was wrong because the sales department chose the wrong ship to! The disadvantage is that some of our customer's sales dollars are under the "Counter Sale" customer; as I said for us that isn't a big problem as our pickup orders are a very small percentage of our sales.
Â
If there is a way to have the order marked as sold on-site so Vantage taxes the order correctly I'd love to hear it! We're on version 8.03.404b.
[Non-text portions of this message have been removed]