Store Order for Later Recall

During Account / Cash Order entry there maybe occasions where you have to leave an order and process an order for another customer – perhaps the original customer has gone back to pick more items or there is a payment issue. When exiting from the point-of-sale process with the <ESC> key you are prompted if you wish to cancel the order – if respond ‘Yes’ then the order is deleted. If the operator responds ‘No’ the order is left active on the system and you then need to use the base Sales Order Processing to complete processing later.This new feature enables a ‘Recall Stored Order’ facility within the Point of Sales accessory.

During Point of Sale order entry a new STORE option is available on the stock code input via the <F10-Store> key during order line entry and is also available as an option from the detail bar menu. Selecting this option offers:



Selecting the STORE ORDER option updates the order status as Held and exits from the order entry.

In addition if <ESC> out of the cash/account sale entry the system will prompt if you wish to CANCEL the order or STORE the order – selecting CANCEL deletes the order and selecting STORE, as above, will update the order status to Held and exits from the sale entry.

With the ‘Store Order’ option enabled the system offers ‘Recall Stored Order’ as one of the options on the Account / Cash Sale entry options.

Selecting the ‘Recalled Stored Order’ option prompts the operator for the order reference to recall.<F4-Select> is available and will list only the account/cash sales stored for recall earlier. Selecting an order re-activates the sale and takes you into the detail entry ready to enter further lines, amend any earlier entries or to finish the order and proceed to the payment stage.

Installation

Database Changes

One new item is required on the Sales Order Header file for this new feature. To add this new item select Installation from the main menu followed by Application Manager and then Restructure A Database. Select the Sales Order Processing application. Elect to update the Live Files and then select the Sales Order Header File. The existing data items are then displayed on screen, scroll-down to the next available blank entries and create the following items:

Item Type Description

POS-STORED ? Flag item to identify whether the sales order has been saved for future recall within the Point-of-Sale accessory.

To insert a new item press <Enter> against a blank entry, enter the title as required and press <Enter>, select the item type (using the drop-down list if required), and depending on item type select the size required.

Once the additional items have been recorded press the <ESC> key and select the UPDATE button to save the database changes. When prompted respond ‘Y’ to the prompts to ‘Extract Existing Data to New Database Structure’ and, if appropriate, ‘Copy Table Entries from Old Database to New Database’. Final prompts ask to ‘Remove (.OLD) Database’ and to ‘Carry Out the Same Restructure on the BASE File as well’ – respond as required. If you select to update the base file you need to manually insert the new items at the same data item positions as on the live file.

Database Profiles

The new data item needs to be referenced within the Database Profiles. To update these settings select Installation from the main menu followed by Application Manager and Set Database Profiles. Choose the Sales Order Processing application before selecting the Header Optional 2 parameter screen.

On the left of the screen is the prompt POS Stored Order – against this item reference the data item number of the item created above, <F4-Select> is available if required.

Application User Facilities

To enable the ‘Store Order’ option a new parameter has been added to the Point-of-Sale options within the Application User Facilities for Sales Order Processing. To update select Installation from the main menu followed by Application Manager and then Application User Facilities. Select the Sales Order Processing application and then the option Enter/Amend Ordersbefore selecting the Point of Sales features and moving to the second screen of parameters.



Allow orders to be stored for future recall – select to enable the ‘Store Orders’ facility.