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Will Call Sales are entered as a Ship Sale Order Entry, the only difference is that a Will Call shipping code is used so that no shipping charge is charged to the customer. Typically a will call sale is done by clerks in the back office but Tasting room clerks might need to do if they need to change an existing order from a ship sale to a will call.
In Touchscreen (TCH), select Ship Sale and choose the appropriate Tasting Room Transaction Code (TTX). When the clerk arrives at the Ship To information screen, change or add the shipping code to the Will Call shipping code for the company. If the customer already has a Will Call Ship To set up, select that Ship To address so that the Will Call shipping code will populate in the Shipping Code field, see below.
If there is an existing Ship Sale order entered for the customer but it has not shipped and the customer was given the okay to pick up the wine, the clerk will need to change the shipping code in the order.
If the order says Unshipped, the order is likely already at the warehouse or in the shipping department ready to be shipped. Check with the appropriate people to ensure the customer does not carry out the wine and also have the wine shipped to their address.
To change the Shipping code to Will Call, click on the Ship To line or select the Ship To button.
Change the Shipping Code to the Will Call code. Once this is done, if there was a shipping charge for the original shipping code, the customer will be due a credit. The system will calculate this for the clerk. In this example, the customer was originally charged $10 in shipping, see below:
When I change the shipping code, the shipping will adjust to whatever shipping charges are set up in the Maintain Shipping Charges for the Will Call Code (typically there are no charges associated with this code). The tax might also change as well because when the shipping code is changed to Will Call, the tax is charged based on the address for the winery and there can be taxes on shipping codes.
In this example, the shipping amount reduced by $10 and the tax increased, so the customer is owed $9.58.
To credit the customer and finalize the order, select Tender Accept. Choose the method that the customer used to pay for the original order or if the button pops up that says Use Card for Credit, choose that. If the customer wants the credit on a new card, select the card type and swipe or enter in the new card # for the credit. If the clerk credits the customer back in cash, the system will prompt the clerk for the amount of cash being given to the customer. Be sure to enter a negative amount.