Navigate to Sales Manager to enter Sales Transactions. The default Sales Transaction Type is Sales Invoice.
The four basic steps to enter and complete a Sales Transaction:
- Select the desired Sales Transaction Type - Press the appropriate Hot Key, or select Transaction Type from the Special menu.
- Select a Customer - Use the Cash Customer or choose an existing Customer from the Customer Database or add a new Customer to the Customer Database (on-the-fly, from the Sales Transaction).
- Select the Inventory Items - Choose existing items from the Inventory Database, add new Inventory items to the Inventory Database (on-the-fly, from the Sales Transaction).
- Complete the transaction - Enter optional shipping charges, discounts, payments, etc.
Optional steps (depending on the current Sales Transaction Type):
- Enter Comments
- Customer Age Verification
- Shipping Charges
- Order Number
Special attention should be paid to the following Sales Transaction Parameters (Sales-Transaction-Parameters-Line Items/Entry/Display/Update):
Entry Field Button (Entry Parameter):
The Entry Field should be set to Product Code (as it is by default) because this field normally contains the item barcode information.
Enable Qty * Item (Line Items Parameter):
Enables quick entry of multiples of the same item with a single barcode scan using the format: quantity, the "*" character, followed by the barcode scan.
Warn if Price is Below Cost (Line Items Parameter):
Displays a warning if the price of an item entered on a Sales Transaction is less than the item's cost (resulting in a negative profit).
Copy Inventory Comment (Line Items Parameter):
Copies the Inventory record's comment to the Sales Transaction line item comment where it is saved with the sale.
Stock Shortage Warning (Line Items Parameter):
Displays a warning showing how many units of the item are currently in stock when the quantity of the item entered on the Sales Transaction is greater than the item's Quantity On Hand.
Merge Same Items (Line Items Parameter):
When an item is entered on a Sales Transaction more than once, it is merged onto one line item, combining quantities. Four options are available: No- Don't merge items (leave on separate lines), Warn- Warn and ask permission before merging. Auto- Merge automatically, a warning beep is played, Auto - No Beep- Merge automatically, with no warning beep. Note: Regardless of the Merge Same Items setting selected, items which have the Rental parameter enabled or are designated as a Coupon Item are not merged.
Customer Entry (Entry Parameter):
The Enter Customer screen is displayed at the start of every Sales Transaction. The Default Field button is used to select the field in which the cursor initially appears on the Enter Customer screen. When enabled, Use Simplified Customer Entry Screen option displays the Customer Quick Add Screen displaying only the more commonly utilized Customer Entry fields.
Save Change Amount (Entry Parameter):
Saves the Change made as a separate entry in the Payments Tendered box. To adjust the length of time the Change is displayed on-screen, use the Display Parameter Delay on Change Display (displayed as seconds).
Drawer At End Only (Entry Parameter):
Open the cash drawer only at the end of a Sales Transaction rather than for each Sales Payment Type with the Open Drawer configuration parameter enabled.
Check Minimum Age (Entry Parameter):
Displays the Confirm Age screen when an item with a Minimum Age requirement is enter on a Sales Transaction. The Support D.L. Swipe option may be enabled to read the Customer's birthdate by either swiping the license with a mag stripe reader or by scanning the 2D barcode. If the driver's license expiration date has passed, a warning is displayed unless the Don't check Expiration Date option is also enabled.
1st Column (Display Parameter):
Defines the information displayed in the left-most column on the Sales Transaction Item Entry screen.
Auto Logout Time (Display Parameter):
Defines the number of minutes Keystroke may be left idle before prompting the Clerk Number to Login. Must be set to no more than 15 minutes to maintain PCI Compliance. This setting overrides the Global Parameters setting in Configuration-Settings-Parameters-Auto Logout Time.
The fields and settings on the Sales Transaction Item Entry screen vary depending on the selected Sales Transaction Type:
Customer - The current Customer.
No. - The Transaction number.
Date - The Date of the Transaction.
First Column - Displays item Class by default.
Description - The field into which items are entered.
Quantity - Various Quantity columns - sold, shipped, ordered, etc.
Price - View, select, or adjust the item's unit price.
Amount - The Quantity sold or shipped multiplied by the Price.
Tax Code - Press [Ins] to select from a list of Tax Codes.
SubTotal - The total amount sold or shipped for all of the line items.
Misc - Miscellaneous adjustments to the Amount.
Tax Amount - Displays the Tax rate and amount.
Total - The total of the Transaction.
Order SubTotal - The total amount ordered for all of the line items.
Ship SubTotal - The total amount shipped for all of the line items.
Detail Box - Displayed in the lower part of the transaction screen, to the left of the totals.
Sales Transaction - Entering - Special Keys
Sales Transaction - Entering - Kiosk Mode
Sales Manager Contents