The Convert When Save Parameter defines if and when to automatically convert the transaction to another Transaction Type. Transactions may also be converted manually.
Manual Only - Do not automatically convert the transaction under any circumstances.
Always - Always convert the transaction automatically.
Items Shipped - Automatically convert the transaction when items are shipped.
Fully Tendered - Automatically convert the transaction when payment has been tendered in full.
To setup automatic conversion for the Transaction Type:
- Select Transaction Type from the Configuration Manager Settings menu.
- Select the Transaction Type from the pop-up list.
- Select Save Parameters on the Transaction Type setup screen.
- On the Save Parameters screen, select the Convert When button.
- Select the appropriate Convert option from the list.
- Press [Enter] or [F10].
See:
Convert To
Copy Shipped Items to New Sale
Print New Invoice
Delete Filled Line Items
Delete Completed Transaction
The Convert When Parameter and Shipped Quantities
Sales Transaction Types
Configuration Manager Contents