The SalesEntryCommand macro may be used to perform the sales-related functions described below.
CustomerEntry:
The "SalesEntryCommand: CustomerEntry" command is used to display the Customer Entry screen and includes parameters for either Full or Simplified mode.
Usage:
SalesEntryCommand: CustomerEntry, Style=Simplified
SalesEntryCommand: CustomerEntry, Style=Full
EnterCustomer:
The "SalesEntryCommand: EnterCustomer" command is used to specify an individual customer for the transaction. The parameters include the field used to identify the customer, followed by the customer's text for that field. Customer identification fields include: Number, Code, Phone, LookUpName, BusinessName, LastName, WebID, Email.
Usage:
SalesEntryCommand: EnterCustomer, Number=101
SalesEntryCommand: EnterCustomer, Email=JohnDoe@gmail.com
EnterItem:
The "SalesEntryCommand: EnterItem" command is used to enter a line item on a Sales Transaction and includes parameters for the field with which line item is to be entered. This command is preferred over the SendKeys macro for entering line items because it only works when the Sales Transaction Item Entry screen is displayed and is ignored at all other times. When the macro command "SalesEntryCommand: EnterItem" is selected from the list of available macro commands, a list of Inventory fields with which the item is to be entered is displayed. After the item entry field is selected the Inventory Lookup List is displayed from which the desired item can be chosen. Once an item is selected, the macro command will be completed based on the choices made. The Inventory item does not have to be selected from the Lookup List, [Esc] can be pressed to close the Lookup List and then the item's lookup text can be manually entered or its barcode scanned into the Edit Macro screen.
Usage:
SalesEntryCommand: EnterItem, Code=
SalesEntryCommand: EnterItem, Number=
SalesEntryCommand: EnterItem, AltID=
SalesEntryCommand: EnterItem, Manufacturer=
SalesEntryCommand: EnterItem, Description=
SalesEntryCommand: EnterItem, Class=
EnterPayment:
The "SalesEntryCommand: EnterPayment" command is used to enter a new payment on a Sales Transaction. This command is preferred over the SendKeys macro with the Payment's Hotkey because it only works when either the Sales Transaction Line Item Entry screen or the Complete Sale screen are displayed and will be ignored at all other times. When the macro command "SalesEntryCommand: EnterPaymentItem" is selected from the list of available macro commands, the list of available Sales Payment types is displayed. Once a Sales Payment Type is selected, the macro command will be completed based on the choices made. The Sales Payment Type does not have to be selected from the Sales Payments list, [Esc] can be pressed to close the Payments List and then the Payment Number can be manually entered into the Edit Macro screen.
Usage:
SalesEntryCommand: EnterPayment, Number=# (where # is the payment number to be used).
RoundUpForCharity:
The "SalesEntryCommand: RoundUpForCharity" command is used to add either a line item or a payment to a Sales Transaction so that the amount to be paid on the transaction is a whole dollar amount instead of returning coins back as change, the difference being saved as a donation to a charity. The transaction total is rounded up to the next dollar and the difference is applied as either the price on a line item or a negative amount on a payment. The RoundUpForCharity function can be run only through a
macro. The macro command can be set to run from a keyboard combination or a toolbar button (or both).
Usage:
To enter the adjustment as a payment, use the syntax:
"SalesEntryCommand: RoundUpForCharity, PaymentNumber=#" (Where # is the Sales Payment Number.)
To enter the adjustment as a line item, use the syntax:
"SalesEntryCommand: RoundUpForCharity, StockNumber=#" (Where # is the Inventory Item Stock Number).
or
"SalesEntryCommand: RoundUpForCharity, ProductCode=#" (Where # is the Inventory Item Product Code).
Note: It is important to configure the payment or inventory item to be used to match the method by which the donation is to be handled for reporting and accounting purposes. If using a payment, make sure its Payment Type is set correctly (probably to "Other"). If using a line item, the inventory item must be set to Nontaxable, Service, $0.00 Cost, $0.00 Price, and it should have its own Department that is set as NonSale.
TransactionSearch (available only with Keystroke Advanced licenses):
The "SalesEntryCommand: TransactionSearch" commands are used to control the Transaction Search function. Unless otherwise specified, the search settings will be the same as those displayed when the Transaction Search function is selected through the Transaction-Search menu. Any of the search settings can be changed using the macro command parameters.
The macro command parameter default settings are:
Note: If more than one parameter is used they must be separated by a comma and a space (", ").
TransactionSearch macro command details:
Confirm Settings:
Normally, when the Transaction Search is called from a macro, the list of search results are displayed immediately (bypassing the Search Parameters screen). This command is used to pause the Transaction Search to display the Search Parameters screen for confirmation or changes.
Usage:
ConfirmSettings=Yes
Note: If this command is not used, pressing [F8] from the Transaction List displays the Search Parameters screen.
Transaction Types:
Values accepted by this command include: The Sales Transaction Type: Name, or ShortName, or Abbreviation, or "(All)"(for all types). If specifying more than one type, separate each type with a comma but no space (",").
Usage:
TransTypes=(All)
Start Date:
The date from which the Transaction Search begins (how far back to search for transactions). Tip: use date entry text ("-3M" for back 3 months, "-2W" for back 2 weeks) instead of an actual date.
Usage:
StartDate=-3M
End Date:
The date on which the Transaction Search ends. Tip: often left blank but can be set to "-1D" to exclude the current date's transactions.
Usage:
EndDate=-1D
Customer:
The field normally used to look up Customers (commonly the same as the field defined by the Customer Entry List By Parameter). Use "%Current%" to use the currently selected Customer (defined at the Customer selected in the Customer Lookup List or, if no Lookup List is in use, the Customer from the current transaction).
Usage:
Customer=%Current%
Contact (available only with Keystroke Advanced licenses):
The field normally used to look up Contacts. Use "%Current%" to use the currently selected Contact (defined at the Contact selected in the Contact Lookup List or, if no Lookup List is in use, the Contact from the current transaction).
Usage:
Contact=%Current%
Note: Customer=%Current% is automatically run if Contact=%Current% is used (e.g. "Customer=%Current%, Contact=%Current%" and "Contact=%Current%" work the same).
Transaction Number:
Enter the TransactionNumber (and sub letter if needed). Use "%Current%" to use the currently selected transaction.
Usage:
TransNumber=#
Inventory Item:
The field normally used to enter Inventory items (commonly the same as the field defined by the Line Item Entry Field Parameter). Use "%Current%" to use the currently selected Inventory item (defined as the Inventory item selected in the Inventory Lookup List or, if no Lookup List is in use, the current line item on the current transaction).
Usage:
Item=%Current%
Inventory Item + Select Price:
Use "%Current,SelectPrice%" to change the price of the line item on the current transaction to the price of the line item from the old transaction if [Enter] is pressed to select the old transaction from the list of Transaction Search results.
Usage:
Item=%Current,SelectPrice%
Comment (Line Item):
Search for Line Item Comment searches the Line Item Comments of the Sales Transactions and displays only those transactions where at least one line item's comment contains the specified text. Use the special value "%EnterText%" to display a screen where the text to be searched for can be entered.
Usage:
LineCommentContains=%EnterText%
Comment (Transaction):
Search for Transaction Comment searches the Transaction Comments of the Sales Transactions and displays only those transactions where the Transaction Comment contains the specified text. Use the special value "%EnterText%" to display a screen where the text to be searched for can be entered.
Usage:
TransactionCommentContains=%EnterText%
Serial Number:
Search for Serial Number searches the Line Item Comments of the Sales Transactions and displays only those transactions where at least one line item's comment contains the specified Serial Number. Use the special value "%EnterText%" to display a screen where the Serial Number to be searched for can be entered. The "%EnterText%" special value works the same as it does with the Comment (Line Item) parameter but the Serial Number prefix is automatically added to the text being search for (e.g. "SerialNumber=123" will search for "S/N: 123").
Usage:
SerialNumber=%EnterText%
Customer's Order Number (available only with Keystroke Advanced licenses):
Search for Customer's Order Number searches the Order No. field in the Sales Transactions and displays only those transactions where the Order No. field contains the specified text. Use the special value "%EnterText%" to display a screen where the Order Number to be searched for can be entered.
Usage:
CustomerOrderNumber=%EnterText%
Max Records Listed:
The maximum number of Sales Transactions that can be displayed (and searched for). The default setting is 1000.
Usage:
MaxRecords=# (where # is a numeric value)
Display File:
The format of the detail screen that displays the currently highlighted Sales Transaction is controlled by a display file. The default file is TrnSrch.xml (located in the data folder). Use this command to define an alternate or custom display file. The file path may be entered and is relative to the Data folder. If a filename extension is not specified, then ".xml" will be added to the filename.
Usage:
DisplayFile=FILENAME (where FILENAME is the display file name with optional extension and/or path)
Store=#
(Keystroke Advanced only) Enter the Store Number to include in the Search. When Multi-Store is set up the Transaction Search function can specify the store to be included in the search. If the Store= field is set to a number, then the search function searches only that store's data set. If it is left blank (Null) then it searches all stores marked as searchable (the Store Setup, "Include in Sales Trans Search" parameter is enabled).
Usage:
Store=2
Transaction Search Macro Examples:
SalesEntryCommand: TransactionSearch, TransTypes=(All), TransNumber=%Current%:
Displays all the Sales Transactions associated with the current transaction (either the transaction currently displayed on the Sales Transaction screen or the transaction currently selected on the Sales Transaction Lookup List).
SalesEntryCommand: TransactionSearch, TransTypes=Invoice, Customer=%Current%, Item=%Current,SelectPrice%:
Displays all Sales Invoices that contain the currently selected Customer and Inventory Item. Pressing [Enter] on any of the transactions copies the price of the item from the old Sales Invoice to the new Sales Invoice.
SalesEntryCommand: TransactionSearch, TransTypes=Invoice, Contact=%Current%:
Displays all Sales Invoices that contain the currently selected Contact. This is similar to Customer=%Current% but also restricts the display to only the current Contact (if there is one).
TransactionReturns (available only with Keystroke Advanced licenses):
The "SalesEntryCommand: TransactionReturns" command is used to run the Returns Function.
Usage:
SalesEntryCommand: TransactionReturns
Note: If a Return touch button contains the older command "@ToggleFlag(ReturnMode,1)", it will automatically be replaced with the new command. This only happens the first time the data files are accessed with v8.00 build 61 or later. The button can be edited and set back to older command if desired.
PriceCheck (available only with Keystroke Advanced licenses):
The "SalesEntryCommand: PriceCheck" command is used to display the Price Check screen which is used to enter/scan/lookup an Inventory item in order to view its price.
The price is based on the current transaction (Customer and Inventory items already included).
Usage:
SalesEntryCommand: PriceCheck
Note: the Price Check function does not alter the transaction in any way.
SortLineItems (available only with Keystroke Advanced licenses):
The "SalesEntryCommand: SortLineItems" command is used to sort the Transaction Line Items by a wide variety of fields including Department, Category, Location, TaxCode,
etc.
Usage:
SalesEntryCommand: SortLineItems, Field=Dep
Sales Order AutoShip (available only with Keystroke Advanced licenses):
Three Sales Entry Macro Commands are available in this group to automatically complete the Ship Quantity column on Sales Orders (or any
Sales Transaction Type that can display the "Ship" column). Not all line items can be changed. Line items with Serial Numbers or those linked through Scripting cannot be changed. In these cases, a message is displayed listing the items that could not be changed and the reasons why they could not be changed.
AutoShip: Changes the Shipped value to the available QOH or the Quantity left to be shipped (whichever is less).
Usage:
SalesEntryCommand: AutoShip
ShipAll: Changes the Shipped value to the Quantity left to be shipped. However, if the Clerk does not meet the "Sell (Ship) Out Of Stock Items" Sales Transaction Security Level requirement, ShipAll works the same as AutoShip.
Usage:
SalesEntryCommand: ShipAll
ClearShipped: Sets the Shipped value to 0 on all lines.
Usage:
SalesEntryCommand: ClearShipped
PINPad
The PINPad command is used to switch an IP PINPad address between the Primary IP address and the Alternate IP address (but only if an Alternate IP address was specified by the GeniusAltIP= Start-up Switch). The valid values are "ToggleDevice", "UseAltDevice", and "UsePrimaryDevice". This Macro command used to be labeled "MWGenius" and the MW Genius command is still supported.
Usage:
SalesEntryCommand: PINPad, UseAltDevice