Keystroke Point of Sale Help

Sales Manager - Menus - Special - Transaction Type

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Up to twelve different Sales Transaction Types can be used to keep track of pending sales in various stages of completion. Sales Invoice is the only Transaction Type that represents actual completed sales (with the exception of Archives which can be used to keep a record of deleted transactions). All other Sales Transaction Types typically represent pending or potential sales, which may or may not eventually be converted to Sales Invoices.

While each individual Sales Transaction Type is configured for a particular purpose, the primary purpose of having multiple Transaction Types available is more for organization. For example, Sales Order and Special Order may be configured to function nearly identically to one another; however, each is used to keep track of transactions that are pending for different reasons. The configuration of the Rental Transaction Type is also very similar to Sales Order, but when coupled with the Rental flag on the Inventory database record it provides a way of handling rentals items (the Inventory Rental flag is enabled to return the rental item to Quantity On Hand so it can be rented again).

Sales Invoice - The default Sales Transaction Type.

Layaway - Set aside Inventory items at Customer's request.

Sales Order - Allocate on-order items for a Customer

Quote - Create a price quote for a Customer

On Hold - Temporarily suspend a transaction.

Rental - For items currently out on rental.

Gift Registry - Suggested gift items for a Customer.

Special Order - Order based on Customer request for items not usually in stock

Service Order - Order for Services.

Recurring Charge - Periodic Invoices.

Not Used - Not currently in use - may be enabled and configured according to needs.

Archive - Completed copies of original orders.


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