Difference between revisions of "Selling stock at point of sale"
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== Summary == | == Summary == | ||
This article explains how invoice stock using Point of Sale. | This article explains how invoice stock using Point of Sale. | ||
== Details == | == Details == | ||
| − | + | Go to "Counter Operations" -> "Point of Sale". | |
| − | *At the {{DataPrompt|Employee:}} | + | *At the {{DataPrompt|Employee:}} enter your Employee code (usually your initials) and press {{KeyPress|Enter}}. |
*Scan or type in the Stock Code that you want to sell and {{KeyPress|Enter}} If you do not know the stock code then type a description of the item you want to sell and press {{KeyPress|Enter}}. This will perform a search which you can choose from. | *Scan or type in the Stock Code that you want to sell and {{KeyPress|Enter}} If you do not know the stock code then type a description of the item you want to sell and press {{KeyPress|Enter}}. This will perform a search which you can choose from. | ||
| − | *Enter the quantity and unit price and click {{ | + | *Enter the quantity and unit price and click {{Button|Add}} |
*Repeat the above steps until all the items are in list. | *Repeat the above steps until all the items are in list. | ||
| − | *Ensure the {{DataPrompt|Customer:}} is either COU001 Default Counter Sales or you have created an account for customer. Please see [[How do I Find a Customer?]] | + | *Ensure the {{DataPrompt|Customer:}} is either {{DataPrompt|COU001}} Default Counter Sales or you have created an account for customer. Please see [[How do I Find a Customer?]] |
| − | *Click {{ | + | *Click {{Button|Checkout}} to finish and take the payment. |
| − | *Choose the method of payment by clicking the relevant box {{DataPrompt|A,B,C}} and click {{ | + | *Choose the method of payment by clicking the relevant box {{DataPrompt|A,B,C}} and click {{Button|Post}} to print and accept the invoice. |
| − | == | + | == More Information == |
| − | === Applying | + | === Applying a Discount === |
==== A Line Discount ==== | ==== A Line Discount ==== | ||
| − | *Click onto the stock line you want to apply a discount to and click {{ | + | *Click onto the stock line you want to apply a discount to and click {{Button|Edit}}. |
| − | *Enter the percentage discount and click {{ | + | *Enter the percentage discount and click {{Button|Done}} to save the changes. |
| + | |||
==== Blanket Discount ==== | ==== Blanket Discount ==== | ||
*Underneath the {{DataPrompt|Customer:}} is the {{DataPrompt|Discount:}} enter the percentage discount as appropriate. | *Underneath the {{DataPrompt|Customer:}} is the {{DataPrompt|Discount:}} enter the percentage discount as appropriate. | ||
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*Enter the parts required accordingly as described above. | *Enter the parts required accordingly as described above. | ||
| − | *Before you check out and after you enter the correct customer, click {{ | + | *Before you check out and after you enter the correct customer, click {{Button|Target}}. |
{{Note|If you change the customer after you have Targeted the price, the system changes the price back to default!}} | {{Note|If you change the customer after you have Targeted the price, the system changes the price back to default!}} | ||
| − | *Press {{ | + | *Press {{Button|Tag}} and tag each stock line that qualifies for the reduction. |
| − | *Click {{ | + | *Click {{Button|Seek}}. |
*Enter the total into the {{DataPrompt|Price Seek Total:}} box because this is far quicker than trying to work out the nett, unless you already know the nett. | *Enter the total into the {{DataPrompt|Price Seek Total:}} box because this is far quicker than trying to work out the nett, unless you already know the nett. | ||
| − | *Click {{ | + | *Click {{Button|Calculate}} and {{Button|Done}}. |
| − | *Click {{ | + | *Click {{Button|Accept}} |
*Proceed to check out accordingly with the new price. | *Proceed to check out accordingly with the new price. | ||
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You can quickly credit a previous sale using this option, which searches for an invoice number and returns all the items into the Point of Sale ready to be credited, rather than entering each stock line with manually. | You can quickly credit a previous sale using this option, which searches for an invoice number and returns all the items into the Point of Sale ready to be credited, rather than entering each stock line with manually. | ||
| − | *Change the Customer to the customer account that the items were sold to and click {{KeyPress|Credit Previous Sales | + | *Change the Customer to the customer account that the items were sold to and click {{KeyPress|F3}} "Credit Previous Sales". |
| − | *It defaults to today's date, Click {{ | + | *It defaults to today's date, Click {{Button|Advanced}} to enter a different date or search the document/invoice number. |
| − | *Click {{ | + | *Click {{Button|Choose}} to proceed to credit the invoice. |
*This will enter all the parts on with negative quantity's. If all items are to be credited then check out or remove items accordingly and then check out. | *This will enter all the parts on with negative quantity's. If all items are to be credited then check out or remove items accordingly and then check out. | ||
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| + | {{KB_Tags|Point of Sale, Stock}}{{KB_ST}}{{ZN_PartsCounter}} | ||
Revision as of 22:57, 5 November 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how invoice stock using Point of Sale.
Details
Go to "Counter Operations" -> "Point of Sale".
- At the "Employee:" enter your Employee code (usually your initials) and press <Enter>.
- Scan or type in the Stock Code that you want to sell and <Enter> If you do not know the stock code then type a description of the item you want to sell and press <Enter>. This will perform a search which you can choose from.
- Enter the quantity and unit price and click [Add]
- Repeat the above steps until all the items are in list.
- Ensure the "Customer:" is either "COU001" Default Counter Sales or you have created an account for customer. Please see How do I Find a Customer?
- Click [Checkout] to finish and take the payment.
- Choose the method of payment by clicking the relevant box "A,B,C" and click [Post] to print and accept the invoice.
More Information
Applying a Discount
A Line Discount
- Click onto the stock line you want to apply a discount to and click [Edit].
- Enter the percentage discount and click [Done] to save the changes.
Blanket Discount
- Underneath the "Customer:" is the "Discount:" enter the percentage discount as appropriate.
Price Seeker
This feature rounds up or rounds down the Total Retail Price of a line item or the whole invoice so that you can charge a fixed price. This has the advantage of adjusting all the stock lines so that the loss can be spread evenly and not just on one stock line.
- Enter the parts required accordingly as described above.
- Before you check out and after you enter the correct customer, click [Target].
 | If you change the customer after you have Targeted the price, the system changes the price back to default! |
- Press [Tag] and tag each stock line that qualifies for the reduction.
- Click [Seek].
- Enter the total into the "Price Seek Total:" box because this is far quicker than trying to work out the nett, unless you already know the nett.
- Click [Calculate] and [Done].
- Click [Accept]
- Proceed to check out accordingly with the new price.
Credit Previous Sale
You can quickly credit a previous sale using this option, which searches for an invoice number and returns all the items into the Point of Sale ready to be credited, rather than entering each stock line with manually.
- Change the Customer to the customer account that the items were sold to and click <F3> "Credit Previous Sales".
- It defaults to today's date, Click [Advanced] to enter a different date or search the document/invoice number.
- Click [Choose] to proceed to credit the invoice.
- This will enter all the parts on with negative quantity's. If all items are to be credited then check out or remove items accordingly and then check out.
