Keystroke Point of Sale Help


Configuration Manager - Menus - Settings - Sales Transaction Types - Service Order

Special Orders and Service Orders are very similar to Sales Orders. Each of these Transaction Types may be used to record pending sales transactions that require special attention before being converted to Sales Invoices. Circumstances that may warrant the use of these Transaction Types may include: an item is not in stock, an item needs to be specially ordered, or a service has been requested which cannot be completed immediately. Complex business operations may benefit from using all three of these Sales Transaction Types to categorize different types of orders, but doing so adds significant complexity to the system. It is more typical to use just one of these "Order" Transaction Types (or if orders are not a frequent element of the store's business, using none of the three order transaction types) and consider using On Hold or Layaway instead.

Differences in the default configuration settings of Sales Order, Special Order, and Service Order Transaction Types are relatively minor. Sales Order is one of the standard enabled Transaction Types and some of its settings are not modifiable to ensure consistent functionality for typical users. Special Order and Service Order differ in that manual Conversion to Transaction Types other than just Sales Invoice are enabled. Service Order is different primarily in that it defaults to a single Quantity Column (rather than to the On Order/Quantity To Ship mode) and does not convert to a Sales Invoice automatically upon item shipment. This is based on the idea that while a service or repair is being completed, a technician may edit the Service Order to add inventory parts and notes and the transaction should be manually converted to a Sales Invoice when the Customer accepts the work and makes the payment.


Setup Screen Default Settings - Setting / Default / Status:

Enabled / OFF / May be changed

Name / Service Order / May be changed

Menu Name / S&ervice Order / May be changed

Short Name / Service / May be changed

Abbreviation / SVC / May be changed

Description / For Services to be completed / May be changed

Next Number From / Service Order/ 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 / Order Deposits / May be changed

Hot Key / [Ctrl]+[E] / May be changed

Security Levels /see Default Sales Transactions Security Levels


Entry Parameter Default Settings - Setting / Default / Status:

Qty Only / ON - Qty / May be changed

OnOrd/Ship / ON - OnOrd Ship / May be changed

TotQ/TShip / ON - TotQty TotShp / May be changed

List/MrkDn / OFF - Mark-Down / May be changed

Cost Profit / OFF - Profit / May be changed

Default Mode / Qty Only / May be changed

OnOrd To Shipped / Never / May be changed

OnOrd/Ship - Display Ship Totals / OFF / 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 / 0 / May be changed

Customer History - Show on Customer History Screen / ON / May be changed

Customer History - Warn if Existing Transaction / ON / May be changed

Customer History - Load Customer Line Item History / ON / May be changed

Customer History - Warn if Item on Existing Transaction / ON / May be changed


Complete Sale Parameter Default Settings - Setting / Default / Status:

Fields to be displayed:

Order Number / ON / 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 / ON / 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 / OFF / May be changed

Select Payment / OFF / May be changed

Edit Pay Date / OFF / May be changed

Confirm Totals / OFF / 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>br>
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 / ON / May be changed

Qty Allocated / ON / May be changed

Qty On Layaway / OFF / May be changed

Total Sold / OFF / May be changed

Last Sold / ON / 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 / ON / May be changed


Save Parameter Default Settings - Setting / Default / Status:

Convert When / Manual Only / May be changed

Convert To / OFF / May be changed

Prompt Before Converting / OFF / May be changed

Keep Number When Converted / OFF / May be changed

Don't Save Shipped Qty / OFF / May be changed

Copy Shipped Items to New Sale / OFF / 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 / OFF / 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 / ON / Can be changed

Layaway / ON / Can be Changed

Sales Order / OFF / Can be Changed

Quote / OFF / Can be Changed

On Hold / ON / Can be Changed

Rental / OFF / Can be Changed

Gift Registry / OFF / Can be Changed

Special Order / OFF / Can be Changed

Service Order / Not Available / N/A

Recurring Charges / OFF / Can be Changed

Not Used / OFF / Can be Changed

Archives / OFF / Can be Changed

See:

Sales Transaction Types - Setup Screen

Configuration Manager Contents

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