The Gift Registry Sales Transaction Type is used to record a list of requested gift items (a "wish list") for a particular Customer. The Gift Registry transaction may then be used by other Customers to select gift items from the list of requested gifts. As gifts are purchased, the Gift Registry keeps track of the gift items that have already been purchased and the gift items remaining to be purchased.
For example, to register a bride and groom for wedding gift items, select the Gift Registry Transaction Type by pressing [Ctrl]+[G] or by selecting Gift Registry from the Sales Manager Special Menu - Transaction Type list. Attach the couple's Customer database record to the transaction, enter the requested gift items on the transaction with the desired quantities in the left-hand quantity column labeled ReqQ for Request Quantity by default (or WishQ for Wish Quantity when viewing the transaction in the TotQ/TShip display mode), and print or save the transaction. The couple may add or change requested gift items on their Registry at any time. The Gift Registry may be viewed or printed for friends and family.
When friends and family want to purchase particular items for the couple, the Clerk simply opens the Gift Registry transaction and enters the selected gift item quantities in the right-hand quantity column labeled GiftQ (or PurchQ for Purchase Quantity when viewing the transaction in the TotQ/TShip display mode column). When the selected gift item sales transaction progresses from the Item Entry Screen to the Complete Sale Screen, the selected gift items are copied from the Gift Registry transaction to a new temporary On Hold transaction which is automatically converted to a Sales Invoice when payment is tendered. The original Gift Registry transaction is automatically updated at this point and the quantities for the remaining requested gift items are adjusted automatically. If the selected gift item sales transaction is cleared or deleted, the original Gift Registry is not updated for the requested gift item quantities that have not been purchased and a message is displayed to warn the Clerk.
To view the original Request Quantities and the Purchased Gift Quantities, press [Shift]+[F9] to view the Gift Registry transaction in Total Order/Total Ship Quantities mode.
The Gift Registry Sales Transaction Type is not enabled by default and the above description assumes default settings are in place. Because actual payment is received on the Sales Invoice resulting from the Gift Registry, and not the Gift Registry transaction itself, a Gift Registry transaction does not post to a General Ledger account. Inventory database record fields and Customer database record fields are updated when the items on the Gift Registry are sold and a Sales Invoice is created to record the transaction.
Setup Screen Default Settings - Setting / Default / Status:
Enabled / OFF / May be changed
Name / Gift Registry / May be changed
Menu Name / &Gift Registry / May be changed
Short Name / GiftReg / May be changed
Abbreviation / GIFT / May be changed
Description / Suggested gift items for a customer / May be changed
Next Number From / Gift Registry / May be changed
Data File / KSTR####.DAT / May be changed
Save Payments To This File / OFF May be changed /
Directory / OFF / May be changed
GL Payment Posting / Non-Posting / May be changed
Hot Key / [Ctrl]+[G] / May be changed
Security Levels /see Default Sales Transactions Security Levels
Entry Parameter Default Settings - Setting / Default / Status:
Qty Only / ON - Qty Only / May be changed
OnOrd/Ship / ON - ReqQ Gift Q / May be changed
TotQ/TShip / ON - WishQ PurchQ / May be changed
List/MrkDn / OFF Mark-Down / May be changed
Cost Profit / OFF - Profit / May be changed
Default Mode / OnOrder/QtyToShip / May be changed
OnOrd To Shipped / Never / May be changed
OnOrd/Ship - Display Ship Totals / ON / May be changed
Auto-Fill Shipped Qty On New Lines / OFF / May be changed
Auto-Fill Shipped Qty On New Edit / OFF / May be changed
Detail Box / Line Item Comment / May be changed
Disable Customer Display / OFF / May be changed
Customer History - Start Date / Blank / May be changed
Customer History - Show on Customer History Screen / OFF / May be changed
Customer History - Warn if Existing Transaction / OFF / May be changed
Customer History - Load Customer Line Item History / OFF / May be changed
Customer History - Warn if Item on Existing Transaction / Not Available / N/A
Complete Sale Parameter Default Settings - Setting / Default / Status:
Fields to be displayed:
Order Number / OFF / May be changed
Salesperson / ON / May be changed
Discount / ON / May be changed
Shipping / OFF / May be changed
Editable Tax / OFF / May be changed
On Account / ON / May be changed
Payments / OFF / May be changed
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Default Entry Fields (to which the cursor automatically navigates):
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Order Number / OFF / May be changed
Salesperson / OFF / May be changed
Discount / OFF / May be changed
Shipping / OFF / May be changed
Prompt for Payment / ON / May be changed
Select Payment / ON / May be changed
Edit Pay Date / OFF / May be changed
Confirm Totals / ON / May be changed
Support Print Immediately / OFF / May be changed
Other Complete Sale Parameters:
Allow Credit Payments / OFF / May be changed
Min Payment / 0% / May be changed
Don't Give Back Change / OFF / May be changed
Give Change On Partial Shipment / OFF / May be changed
Update Parameter Default Settings - Setting / Default / Status:
QOH / OFF / May be changed
Qty Allocated / OFF / May be changed
Qty On Layaway / OFF / May be changed
Total Sold / OFF / May be changed
Last Sold / OFF / May be changed
Last Shipped / OFF / May be changed
Amount Due / OFF / May be changed
Total Purchased / OFF / May be changed
Last Purchase Date / OFF / May be changed
Back Order List / OFF / May be changed
Save Parameter Default Settings - Setting / Default / Status:
Convert When / Items Shipped / May be changed
Convert To / On Hold / May be changed
Prompt Before Converting / Not Available / N/A
Keep Number When Converted / OFF / May be changed
Don't Save Shipped Qty / OFF / May be changed
Copy Shipped Items to New Sale / ON / May be changed
Print New Invoice / OFF / May be changed
Delete Filled Line Items / OFF / May be changed
Delete Completed Transaction / OFF / May be changed
Archive To / None / May be changed
Reload Prices When Editing / ON / May be changed
Reload Avg Cost When Editing / ON / May be changed
Use Current Date For Sales Tax / ON / May be changed
Rev Trans - Tax On Orig Date / OFF / May be changed
Recalc Shipping When Editing / OFF / May be changed
Ignore Purge Immediately / OFF / May be changed
Manual Conversion To: (based on Transaction Type that have been Enabled)
Sales Invoice / OFF / Can be changed
Layaway / OFF / Can be Changed
Sales Order / OFF / Can be Changed
Quote / OFF / Can be Changed
On Hold / OFF / Can be Changed
Rental / OFF / Can be Changed
Gift Registry / Not Available / N/A
Special Order / OFF / Can be Changed
Service Order / OFF / Can be Changed
Recurring Charges / OFF / Can be Changed
Not Used / OFF / Can be Changed
Archives / ON / Can be Changed
See:
Sales Transaction Types - Setup Screen
Configuration Manager Contents