Keystroke Point of Sale Help

Configuration Manager - Menus - Tables - Sales Payment Types - Settings - Eligible Items

Video Screenshot

The Sales Payment Types Eligible Items setting is used to edit the list of Payment Formulas attached to the payment.

Payment Formulas are used to define restrictions for the types of items (defined by Pay Codes) for which a payment may be used. Payments without any Payment Formulas have no restriction based on items (which is normal for most payments).

Payment Formulas are stored in the file PAYFRM.DAT. The formulas are edited through the payment types to which they are attached. The default file does not have any formulas in it.

A Sales Payment Type may have multiple Payment Formulas. Each Payment Formula includes a Pay Code.

Pay Codes are used to define the type of item to which the Payment Formula applies.

Pay Codes are stored in the file PAYCODE.DAT.

Payments that have at least one Payment Formula are referred to as "Restricted Payments" if the "Item is Eligible" option is enabled. Payments with formulas that have this option disabled are referred to as "Limited Payments". All formulas attached to a Sales Payment Type must have the same setting for the "Item is Eligible for this Payment type" option. For this reason, this option may be changed only on the first formula on the list (all additional formulas on that payment type have the option set automatically to match).

To set up Payment Formulas, select the Eligible Items button to display the Pay Formulas list. Select a formula from the list and press [Enter] or [F3] to display the Payment Formula screen, confirm the formula options, and press [F10] or select [Ok] to add the formula to the Pay Formula list. To add a new Payment Formula, press [Ins] from the Pay Formulas list, press [Ins] from the Pay Code field to display the Pay Codes list and select a Pay Code for the formula (press [Ins] to create a new Pay Code), enter the Formula Name (which used to describe the Payment Formula and is commonly the same as Pay Code Name), confirm the formula options, and press [F10] or select [Ok] to add the formula to the list.

The "Item is Eligible for this Payment type" option on the Payment Formula screen should be enabled to define the formula as one for which items are eligible to be paid for using the Sales Payment Type (or when disabled, items that are not eligible).

The "Item is Non-Taxable when paid by this Payment type" option defines the eligible items that are normally taxable to be Non-Taxable if the items are paid for with the Sales Payment Type.

Pay Codes may be accessed, added, and edited from the Pay Code field on Inventory Item database records.

Pay Codes should not specify the type of payment, but rather the type of item for which the payment may be used. The Payment Formulas then specify the types of items for which the payment may be used. For example, items may be defined by Pay Codes as just "Food" or "Food - Nutritional" and "Food - Junk" (eligible items) or as "Alcohol" or "Tobacco" or "Service" (ineligible items). The payment types' (such as Food Stamps, WIC, or Gift Cards) Pay Formulas then dictate the types of items that may or may not be bought using the payment.

Note: Similar to Price Codes and Tax Codes, Pay Codes should identify the item's type for payment eligibility purposes. In other words, inventory items should not be defined as Food Stamp or WIC. They should be defined as "Nutritional Food". The Food Stamp or WIC Sales Payment Types are then defined as eligible to be used to pay for "Nutritional Food" items.

In Sales Manager, on the Complete Sale screen, the Select Payment Type list displays the maximum amount that can be paid with each payment type that uses Pay Formulas.


Sales Payment Types - Settings

Configuration Manager Contents

Keystroke Help Table Of Contents