Is Customer Address Required

Use this routine to select the criteria that apply to the current order. This window is used as part of the validation process in Enter a Sales Order when the Prohibit Customer Personal Information when not Required by Sale setting in Warehouse/Store Location Settings is checked; it appears when 1) the Order Type is sales, exchange, return, or quote/layaway; 2) the Store associated with the order is subject to the Prohibit Customer Personal Information when not Required by Sale setting; and 3) when the order's Fulfillment Method is either Customer Pickup or Take With.

Check each box that applies to the current order:

• Order will include Warranties

• A Payment other than Credit Card will be Applied

• Customer will be using a Resale License for this Purchase

• Customer will not be taking all Merchandise with them today

• None of the Above

If you select "Customer will not be taking all merchandise with them today" and then click Save with a pickup date that is the same as the order date, you might be prevented from saving the order. These are the possible scenarios: 1) User has security access via the Override Same Day Pickup Restrictions sales security setting for user/group, which allows them to save the order after acknowledging the warning message about the invalid date; 2) User does not have security access via sales security, but obtained security override from another user with access, which allows them to save the order; 3) User does not have security access, but they change the pickup date to a later day, which allows them to save the order; 4) User does not have security access but the customer needs to pick up the order on the same day as the order date, so the user deletes the order and re-enters it without selecting "Customer will not be taking all merchandise with them today" and without asking the customer for their information, which allows them to save the new order.

If any of the options except None of the Above are selected and the Save button is invoked, an order comment is written that specifies each option chosen. This window closes and the Customer field on the sales order becomes accessible.

If the None of the Above option is selected and the Save button is invoked, this window closes and the user is taken to the Enter a Customer Name window.

This window also appears when converting a quote or a layaway to an order.

This window is bypassed if the Sales Order, Exchanges, and/or Returns fields in the Fulfillment Methods section of Point of Sale Control Settings are set to either Customer Pick Up or Take With.