The purpose of a point of sale warehouse is to allow your association
to move inventory to a book store at a trade show in a different state
than their headquarters and a different state than they are formally registered
in, for example. Personify would act as the local cash register. This
all plays into calculation of sales tax.
Your association may be responsible for charging sales tax for something
sold in their state and perhaps in a state of the ship-to customer. On
the other hand, normally you may not have to charge sales tax for another
state unless you are specifically doing business in that state as you
would be doing if they had a book store at an annual meeting in that state.
Thus, the user can define inventory in their point of sale warehouse and
open a point-of-sale batch. These two things work together to charge the
correct sales tax for sales at the meeting and to default the warehouse
for their inventory to what they have on-site rather than the standard
processing of choosing warehouse by priority.
When a POS batch is open, the system automatically sets the order line
status to “P” (pre-shipped) and the POS warehouse inventory is updated.
If a customer wishes to have the product shipped, the user can select
a different warehouse.
If inventory is depleted at the point-of-sale location, the system will
first attempt to find a different warehouse from which the order can be
fulfilled. If the POS warehouse is not used in the order line, the system
reverts to regular rules for calculating tax, usually based on the ship-to
address of the customer.
The following steps must be completed in order to place an order for an inventoried product using a POS warehouse:
1. Create a POS warehouse by selecting the POS checkbox on the Warehouse Definition screen.
3. Transfer inventory from your default shipping warehouse to the POS warehouse.
5. Add the inventoried product to the order and create a receipt.