On selection of this action you are given two options ‘Next Sale’, ‘Price Checker’ (optionally) as well as an Exit option.
On selection of this option you are taken straight into the option to select the product items of the sale.
The order details are entered in the ‘fast details’
mode. By default you select just the
stock code – the description, qty and price and any other details being updated
automatically. In this mode you can
press the <F11> key to amend the quantity from 1 before input of the
stock code as required, description and price will allow input after selection
of stock code when details updated from the stock file leave these values
blank.
Notes
Point-of-Sales set-up parameters do allow the option to amend all details on the order entry line if required.
As standard you input the stock code and display description, quantity and price – you can define these items by amending the ‘fast input’ parameters for Sales Order Processing.
As details are entered the totals increment in the screen footer showing goods values, VAT, discount and totals.
To complete the sale press <End> or <F12> on a blank stock code.
If you require the option to amend any of the details input then press <ESC> and then go back up to the line you want to amend and press <Enter> to amend. Once amended you are back on the detail list – if you require to input more details go down to the last entry and press <F5> to carry on adding records, else press <ESC> and choose PAYMENTS button to complete.
After completing the detail input you are asked to select the payment method – typically you would be offered Cash, Cheque and Credit Card but you can define up to fourteen payment methods.
On selection of the payment type you can be prompted for various optional prompts – for example on selection of Cash you could ask for amount tendered, on selection of Cheque you could confirm signature has been verified etc.
After confirm of any of the
optional prompts the invoice documentation is printed (to the users default
printer or document default) and the sales and stock files updated as
appropriate. You are then taken back to
the main Cash Sales menu ready for the next sale.
Cash-on-Delivery
If ‘Cash-on-Delivery’ (or C.O.D.) is available as a payment type then an acknowledgement or delivery document is produced as configured but the sales ledger is not updated. Instead the order is placed on ‘Hold’. A separate routine, discussed later, allows you to select the held and order and takes you through the payment process and updates the sales ledger.
The Price Check option gives you the ability to check the price of a stock item.The screen asks for the stock item and on input displays the details of the stock item including the price.
Once you’ve checked the appropriate prices press <ESC> to return to the cash sales menu
Article ID: 1458
Created On: Tue, Jul 3, 2012 at 2:16 PM
Last Updated On: Mon, Jun 12, 2023 at 5:13 PM
Online URL: https://kb.datafile.co.uk/article/cash-sales-entry-1458.html