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10Dear experts,
For a retail customer I am running into the following requirement.
The company consists of multiple legal entities. One is the Wholesale company that is owner of all stock and all inventory is within this legal entity. There are also two retail companies that sell to the end customer (Both B2B and B2C). Based on intercompany chain all sales orders created in both retail companies will result in a Inter Company direct delivery Purchase order to the Whole sales company and to a Inter company direct delivery sales order in the Whole sale company to the end customer of the respective Retail company.
One of the retail companies also has a physical store where they sell items which are in stock in the wholesale company, so also the store does not have any physical stock in inventory. Each sales transaction from the CPOS in the store is a customer order resulting in the same intercompany chain, delivered to the store where customers collects the goods.
It is the customer’s requirement to be able to allow certain B2B customers to buy on customer credit (on account). As with all other payment methods this customer expects to be able to see on the sales order created in HQ, what the registered payment method when placing the order in the store was. Store employees do not have access to call center and only use the CPOS.
We noticed and this was confirmed by Microsoft that in CPOS a deposit on a customer order cannot be paid with an 'On account' payment, but requires an actual payment in cash, or via card payment. While in call center and online you would be able to register a payment that is setup as a customer credit/on account payment.
Question to the experts here is. How would you advice to manage from CPOS the order processing for order that are allowed to be shipped 'on account'? Second question is related to a payment method called 'Bank Transfer'. In case a customer places an order at the store to be collected from the store at a later moment in time, or order will be shipped to home address, but customer is required to pay the order before it will be picked in the wholesale company. The idea was to create a payment method which functions as an 'on account' transaction and apply this one to the customer order in the CPOS. Once the order is created in HQ based on the payment method 'Bank Transfer' a hold code would would be automatically applied to the sales order. Once customer paid the order via de bank transfer, the hold code would be removed and order would be available for picking, packing and shipping.
Above mentioned 'on account' and 'bank transfer' payments work fine for call center and online sales orders with some minor modifications we made in HQ. But since CPOS does not support the payment method with function 'customer' for deposit payment on a sales order, this process is not supported.
Has any of you ever managed this requirement? Customer can place order, without paying at that moment, but order needs to be placed on hold in Whole sales company for logistics processing untill the order is fully via Bank transfer.
Any support is well appreciated!
Regards,
Harold.
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