How to: Set Up Prepay Options

The prepaying option is a setting for collection orders. Shipment orders must always be paid on-site while ordering.

For Vendor Sourcing, the prepayment percentage can be set down to items, see How to: Set Prepayment on Items.

To set up prepay options, Inc/Expense Account, and shipment charge item

1. Click the icon, enter Store List, and select the relevant link.
2. Select the store you want to be able to perform customer orders from, and double-click to open its Store Card.
3. On the Customer Order FastTab, look for the Customer Order Prepay Info section which contains the prepay options and Inc/Expense Account setting.
4. In the drop-down menu in the Prepay Customer Order field, select:
   1. Always Pay - if all orders for this store should be prepaid.
   2. Always Ask - if the customer should be allowed to choose if he or she wants to prepay the order.
   3. Never Pay - if no orders for this store should be prepaid.
5. In the Customer Order Inc/Expense Acc field, click the arrow and select a value that represents the store's Inc/Expense account for customer order prepayments.
6. On the Omni FastTab, go to the Web Store Shipping Cost Item field, and select a value that represents the store's shipment charge item.
7. Repeat steps 2 to 6 for each store that requires customer order setup.

Note: Shipped customer orders and orders collected at warehouse will always require full prepayment, regardless of the setting in the Prepay Customer Order field.