The Edit/View/Print function is used to:
- Edit and Review Sales Transactions.
- Add payments to a transaction that has not been fully tendered (On Holds, Layaways).
- Convert transactions to other types (On Holds, Quotes, Sales Orders, etc).
- Print records of existing transactions.
To edit or view a Sales Transaction:
- Select Edit/View/Print from the Transaction Menu to display the list of Sales Transaction Types.
- Select a Transaction Type from the list to display the Sort By list.
- Select the order in which to sort the transactions to display the Transaction Lookup list in the selected sort order.
- The Sort By Button and Left/Right arrows may be used to change the Sort order on the Transaction Lookup list screen.
- The Filter button at the top left of the Transaction Lookup list screen may be used to search for a transaction using a Filter.
- The Quick View button at the top of the Transaction Lookup list screen may be used to view a transaction in Quick View mode.
- Select a transaction from the list to display it. The word EDIT followed by the name of the Transaction Type is displayed in the lower right-hand corner of the screen. If a Layaway was selected, the screen displays EDIT Layaway.
To print the transaction, navigate to the Complete Sale screen, select the [Ok] button or press [F10] to display the Print Button options.
- To locate a transaction from a date prior to the current transaction file, an older transaction file may need to be displayed on the Transaction Lookup List screen. The Date Range for each transaction file is displayed at the top of the Transaction Lookup list screen.
- Use [Ctrl]+[PageUp] or the Prev File button for the previous transaction file.
- Use [Ctrl]+[PageDown] or the Next File button for the next transaction file.
- Use [Ctrl]+[Home] to jump directly to a file by date. Enter a date on the File Date screen and press [Enter].
Note: When a Sales Transaction is edited, its behavior is determined in part by the Sales Transaction Type's Save Parameters.
See:
Sales Manager Contents