Eagle SSE
Point-of-Sale
Quick Reference Guide
This manual contains reference information about software products from Activant Solutions Inc.™
The software described in this manual and the manual itself are furnished under the terms and conditions of
a license agreement. The software consists of software options that are separately licensed. It is against the
law to copy the software on any medium, or to enable any software options, except as specifically
permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in
any form or by any means without the prior written permission of Activant Solutions Inc.
From time to time, Activant makes changes to its software products. Therefore, information in this manual
is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from
the version of the software provided to you.
Created by:
Learning Products and Education
Activant Solutions Inc.
7683 Southfront Road
Livermore, CA 94551
Publication No. EL2116
Publication Date: April 2006
Table of Contents
1
POS Introduction ......................................................................................1
POS Posting Screen .................................................................................................................... 2
Application Configuration ............................................................................................................. 3
About Security.............................................................................................................................. 3
More Information?........................................................................................................................ 3
Print or View Onscreen ................................................................................................................ 5
Feedback ..................................................................................................................................... 5
Document Conventions................................................................................................................ 5
2
Basics of POS ...........................................................................................6
About Security.............................................................................................................................. 6
Enter POS .................................................................................................................................... 6
Exit POS....................................................................................................................................... 7
Cash Sale..................................................................................................................................... 7
Check Sale................................................................................................................................... 7
Bankcard Sale.............................................................................................................................. 8
Charge Sale ................................................................................................................................. 8
Credit Memo................................................................................................................................. 9
ROA—Received on Account........................................................................................................ 9
Change Customer During a Transaction ................................................................................... 10
Enter Cash Customer Information ............................................................................................. 10
3
Posting.....................................................................................................11
Look Up Item Information........................................................................................................... 11
Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer...................................... 12
Look Up a SKU with QuickFind.................................................................................................. 12
Insert a Line—Comment or SKU ............................................................................................... 12
Sell Multiple Items from the Inventory Viewer............................................................................ 13
Display All Postings of a SKU .................................................................................................... 13
Discount or Promo an Item ........................................................................................................ 13
Override a Price or Sell an Item at No Charge .......................................................................... 14
Change the Tax Status of an Item ............................................................................................. 14
Return an Item During a Sale Transaction ................................................................................ 14
iii
Calculate Subtotals .................................................................................................................... 15
Price an Item in Multiples........................................................................................................... 15
Sell an Item with Multiple Selling Units (MSUs)......................................................................... 15
Sell Serial Number Items ........................................................................................................... 15
4
Total .........................................................................................................16
Discount a Transaction .............................................................................................................. 16
Split Tender / Accept Multiple Payment Types .......................................................................... 16
Pay with an Alternate Tender (Gift Card, Store Credit, etc.) ..................................................... 17
Issue a Store Voucher ............................................................................................................... 17
5
Voids ........................................................................................................18
Void an Item ............................................................................................................................... 18
Void a Transaction ..................................................................................................................... 18
Reverse a Transaction / Post Void ............................................................................................ 19
Reverse an ROA ........................................................................................................................ 19
6
No Sales...................................................................................................20
Cash a Check............................................................................................................................. 20
Print a Raincheck ....................................................................................................................... 21
Print a Gift Receipt..................................................................................................................... 21
Open the Cash Drawer .............................................................................................................. 21
Enter a Paid In or Paid Out ........................................................................................................ 22
Reprint an Invoice ...................................................................................................................... 22
Change Customer Display Message to Closed ......................................................................... 22
7
Miscellaneous .........................................................................................23
Look Up a POS Transaction with Quick Recall ......................................................................... 23
Suspend a Transaction .............................................................................................................. 24
Recall a Suspended Transaction ............................................................................................... 24
Recover an Aborted Transaction ............................................................................................... 24
Offline POS ................................................................................................................................ 25
iv
8
Layaways.................................................................................................26
Create Layaways ....................................................................................................................... 26
Recall Layaways ........................................................................................................................ 27
Modify Layaways ....................................................................................................................... 27
Take Payments on Layaways .................................................................................................... 28
9
Tally Items and Special SKUs...............................................................29
Tally Items.................................................................................................................................. 29
Special SKUs ............................................................................................................................. 30
10
Saved Transactions ..............................................................................31
Recall an Order or Special Order............................................................................................... 31
Receive an Additional Deposit on an Order or Special Order ................................................... 32
Invoice an Entire Order or Special Order................................................................................... 32
Partially Invoice an Order or Special Order ............................................................................... 32
Refund a Deposit on an Order or Special Order........................................................................ 32
Recover “In Process” or “In Use” Orders or Special Orders...................................................... 33
Saved Rainchecks ..................................................................................................................... 33
Notes ............................................................................................................................... 35
v
1
POS INTRODUCTION
This chapter introduces Point of Sale (POS). A graphic of the POS Posting
screen is included. Refer to this graphic to learn the names of the various
sections of the POS screen. In this chapter you’ll also find the procedure for
looking up additional information about POS using the online help topics.
The following topics are included in this chapter:
•
POS Posting Screen
•
Application Configuration
•
About Security
•
More Information?
•
Print or View Onscreen
•
Feedback
•
Document Conventions
1
POS Posting Screen
The following is an example of the POS Posting screen for a Sale transaction. The various
sections of the Posting screen are outlined and labeled. The sections of the Posting screen are
referred to in the procedures that you’ll follow in the chapters of this manual.
2
Application Configuration
As part of the install process for your system, you and Activant set the various configuration
options for POS. Many of these options (also called constants) are set during the install phase
and never changed. Examples of POS options include the decision to print or not print the store
name on the receipt tape, or the change line on the receipt tape.
Application configuration is not covered in this guide. Information is available in the online help
topics. On the Contents tab, click to open the following books: Point-of-Sale > Setting Up POS.
About Security
Access to the various functions and reports of the Eagle SSE system, including all POS
procedures, can be controlled by security. Security is set up for each user of the Eagle SSE
system to allow or prevent specific POS procedures. For example, you may be able to display the
No Sale Menu, but you can’t select the option for Open Cash Drawer.
Setting up security is not covered in this guide. Information about security is available in the
online help topics. On the Contents tab, click to open the following books: System Management >
Security.
More Information?
This is a “quick reference” guide and so it does not include all the information that is available
about POS. Additional information about the POS procedures discussed in this guide, along with
other POS functions and reports not described in this guide, can be found in the online help
topics.
Complete the following to access the online help topics.
1. From any Eagle SSE application window, including the Point-of-Sale screens, click the Help
button on the toolbar. Or, from the menu bar, click Help and then select Help topics.
2. From the Help Topics window, click the Contents tab.
3. Double-click to open the Point-of-Sale book. Double-click to open any of the other books
related to POS. Click to display a topic within a book.
3
On the left are POS books and topic titles. On the right, a POS topic displays.
4
Print or View Onscreen
If you have a file copy (PDF version) of this guide, you have the following options:
•
You can print the guide. This allows you to make as many copies as you want to distribute to
your staff. Printed versions of the guide allow you to jot reminders in the margins and to use
the Notes section at the end to further customize the guide to your needs.
•
You can view the guide onscreen. Save a copy of the file on your PC and then open it
anytime you want to use the guide. When viewing onscreen, hyperlinks are available to take
you directly to a specific section of the guide. Each entry in the Table of Contents is a
hyperlink, just click an entry to take you to that page. Hyperlinks are also available at the
beginning of each chapter, a bullet list of procedures that are available in that chapter. Click
an entry in the list to take you to that procedure.
Feedback
Please email your comments or suggestions for this Point-of-Sale Quick Reference to
[email protected].
Document Conventions
The following table illustrates the document conventions used in this guide.
Convention
Description
Examples
[F9]
Square brackets are used to present an
alternative to using the mouse. Instead of
clicking with the mouse, you can press the
keyboard equivalent shown inside the brackets.
Press Viewer [F9] to display
the Customer Viewer.
Enter
Words presented in bold text indicate a key to
press, a selection on the screen to click with the
mouse, a field name, or letters to type in a field.
Press Enter for OK.
Viewer
Press Viewer [F9] to display
the Customer Viewer.
5
2
BASICS OF POS
The procedures in this chapter describe the basic procedures used at POS.
The following procedures are found in this section:
•
About Security
•
Enter POS
•
Exit POS
•
Cash Sale
•
Bankcard Sale
•
Charge Sale
•
Credit Memo
•
ROA—Received on Account
•
Change Customer During a Transaction
•
Enter Cash Customer Information
About Security
Access to the various functions and features of the Eagle SSE system, including all POS
procedures, can be controlled by security. Security is set up for each POS clerk to allow or
prevent specific POS procedures. For example, you may be able to display the No Sale Menu,
but you can’t select the option for Open Cash Drawer. Check with your manager if you have
questions about completing a POS procedure due to security limitations.
Enter POS
1. From the Browser window, select Point of Sale (POS) to open the POS window. The sign-in
dialog displays.
2. At Clerk, type your clerk name. Press Tab, at Password, type your password. Press Enter
for OK. The sign-in dialog closes.
3. Fill in any other dialogs that might display (such as the beginning cash drawer balance).
4. The Posting screen (or the Header screen) displays and you are ready to start.
6
Exit POS
You can’t exit POS if a transaction is in progress. You must first Total, Save, or Void the
transaction. To exit POS, do one of the following:
•
Press Alt+F4
•
On the Posting screen, from the File menu, select Exit.
•
Click the 7 button in the upper-right corner.
Cash Sale
Post items to a sale transaction and take cash as the payment.
1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User
[Shift+F3].
2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If you
need additional information about the SKU, press Display [KPad/].
3. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to the
transaction.
4. Repeat steps 1 through 3 to sell additional items.
5. Press Total [KPad+]. The Total Due dialog displays.
6. At Cash, type the amount of cash received from the customer. Press Enter.
7. If the cash taken is greater than the sale amount, the Change Due dialog displays. Give the
change amount to the customer and press Enter.
8. A receipt prints on the receipt printer. An invoice may also print or a dialog may display
asking if you want to print an invoice. Follow the prompts on the screen to complete the
transaction.
Check Sale
Post items to a sale transaction and take a check as the payment.
1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User
[Shift+F3].
2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If you
need additional information about the SKU, press Display [KPad/].
3. At Quantity, type the quantity that you are selling. Press Enter. The item is posted.
4. Repeat steps 1 through 3 to sell additional items.
5. Press Total [KPad+]. The Total Due dialog displays.
6. Press Tab. At Check, type the amount of the check.
7. Press Tab. At Number, type the check number.
8. Press Tab. At ABA number, type the ABA number.
9. Press Enter. Your next steps depend on your store procedures. If your store does Check
Guarantee, then follow the prompts on the screen to enter additional customer information
and then receive a verification message.
10. A receipt may print on the receipt printer. An invoice may also print or a dialog may display
asking if you want to print an invoice. Follow the prompts on the screen to complete.
7
Bankcard Sale
Post items to a sale transaction and take a bankcard (Visa, Mastercard, etc.) as the payment.
1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User
[Shift+F3].
2. Position the cursor at Item (SKU).Type the SKU number for the item or scan the item. If you
need additional information about the SKU, press Display [KPad/].
3. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to the
transaction.
4. Repeat steps 1 through 3 to sell additional items.
5. Press Total [KPad+]. The Total Due dialog displays. Press Tab twice to position the cursor at
Bankcard.
6. Your next steps depend on your store procedures. If your store does Credit Authorization,
swipe the bankcard. The purchase amount and card number are automatically entered.
Follow the prompts on the screen to enter additional customer information and then receive a
credit authorization message. If your store does not use Credit Authorization, at Bankcard,
enter the amount of the sale and press Tab. At Number, type the bankcard number. Press
Enter.
7. A receipt may print on the receipt printer. An invoice may also print or a dialog may display
asking if you want to print an invoice. Follow the prompts on the screen to complete the
transaction.
Charge Sale
Post items to a sale transaction and charge the transaction to the customer’s store charge
account.
1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User
[Shift+F3]. Position the cursor at Customer. Type the customer number and press Enter. If
you don’t know the customer account number, use any of the following methods to look it up.
•
Position the cursor at Customer. Start typing the customer’s name until the name
displays in the list. Use the arrow keys to highlight your choice and press Enter to select
the customer.
•
Position the cursor at Customer. Start typing the customer’s phone number (with or
without the areacode) until the name displays in the list. Use the arrow keys to highlight
your choice and press Enter to select the customer.
The following two methods are also available, but not used as often as the previous methods.
•
Drop-down list of customer numbers/names—On the right edge of the Customer field is
an arrow. Press Alt+down arrow to display the customer list in customer number order.
Scroll up or down this list using the arrow keys on the keyboard. Highlight the customer
you want to select and press Enter.
•
Customer Viewer—Press Viewer [F9] to display the Customer Viewer. Press Lookup
[F5] to select from the View By list the lookup criteria (such as phone number). Use the
arrow keys to highlight your choice and press Enter for OK. Fill in the field for the criteria
you selected, press Enter, verify that the correct name is highlighted and press Enter.
Or, press Alt+down arrow to display a list, scroll up or down this list using the arrow
keys on the keyboard, highlight the customer you want to select, and press Enter.
2. Respond to any dialogs that may display, such as the Customer Detail dialog, request for
purchase order number, or list of authorized to charge names.
8
3. Position the cursor at Item (SKU), type the SKU number for the item or scan the item. If you
need additional information about the SKU, press Display [KPad/].
4. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to the
transaction.
5. Repeat steps 4 and 5 to sell additional items.
6. Press Total [KPad+]. The Total Due dialog displays. Press Tab three times to position the
cursor at Charge.
7. Press Enter to charge the total due amount to the customer account.
8. A receipt may print on the receipt printer. An invoice may also print or a dialog may display
asking if you want to print an invoice. Follow the prompts on the screen to complete the
transaction.
Credit Memo
The customer is returning one or more items. This is a credit transaction only, not a mixed
document (which includes both returned items and purchased items on the same transaction).
1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User
[Shift+F3]. Position the cursor at Customer. Type the customer number and press Credit
[KPad*]. For how to look up a customer account number, refer to step #1 in the previous
procedure, Charge Sale.
2. (Optional) At Apply To, type the document number of the invoice transaction and press
Enter. If you don’t have the invoice number, leave the Apply To blank. Review any customer
information dialogs that might display.
3. At Item (SKU), type the SKU number for the item being returned or scan the item. If you need
additional information about the SKU, press Display [KPad/].
4. At Quantity, type the quantity being returned. Press Enter. At Price, enter a price for the item
or review the price that displays.
5. The Type of Return dialog displays. Type the reason code (R, D, or E) for the return of this
item. Use reason code R if the item will be placed back in stock. Use code D if the item is
defective and will not be placed back in stock. Use code E if the item being returned is
defective and the customer is taking another one of the exact same item.
6. Repeat steps 3 through 5 to return other items on this credit memo transaction.
7. Press Total [KPad+]. The Refund Total dialog displays.
8. Press Tab to position the cursor at the appropriate refund type (cash, check bankcard,
charge) and type the refund amount. Press Enter.
9. A receipt may print on the receipt printer. An invoice may also print or a dialog may display
asking if you want to print an invoice. Follow the prompts on the screen to complete the
transaction.
ROA—Received on Account
Apply a payment to a customer account.
1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User
[Shift+F3]. Position the cursor at Customer and press ROA [F7]. The normal Posting screen
changes to the ROA format.
2. At Customer, type the customer number and press Enter. For how to look up a customer
account number, refer to step #1 in the Charge Sale procedure.
9
3. Review any customer information dialogs that display, such as the Customer Detail dialog.
The bottom of the screen provides balance information for the account.
4. Position the cursor at Payment. Type the amount the customer is giving you and press Tab.
5. At Discount, type a discount amount that you are allowing, or leave it blank. Press Tab.
6. At Reference, type a reference note for this payment, or leave it blank.
7. Press Enter. The payment is posted to the screen.
8. Press Total [KPad+]. The Total Due dialog displays. Position the cursor in the appropriate
tender type field (Cash, Check, Bankcard). Type the amount the customer is giving you.
9. A receipt may print on the receipt printer. An invoice may also print or a dialog may display
asking if you want to print an invoice. Follow the prompts on the screen to complete.
Change Customer During a Transaction
Use this procedure to change the customer account number after items have been posted.
1. POS Posting screen, press Customer [F11].
2. Type the customer number and press Enter. If you don’t know the customer account number,
use one of the following methods to look it up.
•
Position the cursor at Customer. Start typing the customer’s name until the name
displays in the list. Use the arrow keys to highlight your choice and press Enter to select
the customer.
•
Position the cursor at Customer. Start typing the customer’s phone number (with or
without the areacode) until the name displays in the list. Use the arrow keys to highlight
your choice and press Enter to select the customer.
The following two methods are also available, but not used as often as the previous methods.
•
Drop-down list of customer numbers/names—On the right edge of the Customer field is
an arrow. Press Alt+down arrow to display the customer list in customer number order.
Scroll up or down this list using the arrow keys on the keyboard. Highlight the customer
you want to select and press Enter.
•
Customer Viewer—Press Viewer [F9] to display the Customer Viewer. Press Lookup
[F5] to select from the View By list the lookup criteria (such as phone number). Use the
arrow keys to highlight your choice and press Enter for OK. Fill in the field for the criteria
you selected, press Enter. Verify that the correct name is highlighted and press Enter.
Or, press Alt+down arrow to display a list, scroll up or down this list using the arrow
keys on the keyboard, highlight the customer you want to select, and press Enter.
3. Continue with the transaction.
Enter Cash Customer Information
Display a dialog in which you can enter information about a Cash Customer that is normally not
saved, such as address or product serial number. This dialog may be set up to display
automatically on your system.
1. POS Posting screen, after posting at least one item, at Item (SKU), press Menu [KPad–] to
display the Posting Menu. Or, from the Totals screen, Menu [KPad–] to display the Totals
Menu. Press 6 for Enter cash customer information.
2. The Cash Customer Information dialog displays. Fill in any or all of the fields.
3. Press Enter for OK. The dialog closes.
10
3
POSTING
This chapter includes ways for looking up item information and other
procedures to use when posting items to a transaction.
The following procedures are found in this chapter:
•
Look Up Item Information
•
Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer
•
Look Up a SKU with QuickFind
•
Insert a Line—Comment or SKU
•
Sell Multiple Items from the Inventory Viewer
•
Display All Postings of a SKU
•
Discount or Promo an Item
•
Override a Price or Sell an Item at No Charge
•
Change the Tax Status of an Item
•
Return an Item During a Sale Transaction
•
Calculate Subtotals
•
Price an Item in Multiples
•
Sell an Item with Multiple Selling Units (MSUs)
•
Sell Serial Number Items
Look Up Item Information
1. POS Posting screen, position the cursor at Item (SKU).
2. Type the SKU number for the item or scan the item.
3. Press Display [KPad/]. A small window displays with basic item information. Press Display
[KPad/] for more information, including recent promo prices, matrix prices, and quantity break
prices.
11
Look Up a SKU Using UPC, Mfg #, Serial #,
or the Inventory Viewer
POS Posting screen, position the cursor at Item (SKU). Then do any of the following:
•
UPC: Type the UPC (barcode) number in the Item (SKU) field. Press UPC LU [Ctrl+U]. The
item information displays.
•
Mfg #: Type the manufacturer part number in the Item (SKU) field. Press MFG LU [Ctrl+L].
The item information displays.
•
Serial #: Type the serial number in the Item (SKU) field. Press UPC LU [Ctrl+U]. The item
information displays.
•
Inventory Viewer: With the cursor at Item (SKU), press Viewer [F9]. The Inventory Viewer
displays. Press Lookup [F5] to select from the View By list the lookup criteria (such as
Description). Use the arrow keys to highlight your choice and press Enter for OK. Fill in the
fields for the criteria you selected, press Enter. Or, press Alt+down arrow to display a list,
scroll up or down this list using the arrow keys on the keyboard, highlight your selection,
press Enter, and press Enter again to display the items.
Look Up a SKU with QuickFind
QuickFind information displays in a grid. There are two types of grids, image and text.
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Q.Find [F6] to display the QuickFind window.
3. From the window, press Tab to locate the main group of the item you are looking up. Press
Enter.
4. From the sub-group list, press Tab to locate the sub-group of the item. Press Enter.
5. From the list of items, press Tab to locate the SKU and press Enter.
6. The QuickFind window closes and the item is copied to the Item (SKU) field.
Insert a Line—Comment or SKU
Insert a Comment Line
Do the following to insert one or more comment lines immediately after posting an item.
1. POS Posting screen, at Item (SKU), press Comment [F3] to display the Comments and
Notes dialog.
2. Type your comments or leave it blank if you want to insert a blank line. To start a new line,
press Ctrl+Enter.
3. When done typing comments, press Enter for OK.
Insert a Comment or SKU Between Two Lines of a Transaction
Do the following to insert a line between two existing lines of a transaction. The line you insert
can be a comment line, or you can post a SKU.
1. POS Posting screen, at Item (SKU), press Menu [KPad–] to display the No Sale Menu.
2. Type 2 for Insert a line. A dialog displays, at Line Number, type the line number after which
you want the system to insert the new line.
12
3. Press Enter for OK. The dialog closes, the cursor is at Item (SKU), and message displays at
the bottom of the window that a line will be inserted.
4. At Item (SKU), post a new SKU as you normally would. Or, to post a comment line, press
Comment [F3] to display the Comments and Notes dialog.
Sell Multiple Items from the Inventory Viewer
Use this procedure to display a list of items in the Inventory viewer, enter the quantity in the
viewer, then automatically copy the items to the Posting screen.
1. POS Posting screen, position the cursor at Item (SKU). Press Viewer [F9] to display the
Inventory Viewer.
2. If the view that displays does not include the Posting Quantity column, then load the correct
view from the File menu.
3. Press Lookup [F5] to select from the View By list the lookup criteria you want to use to
display items in the viewer. Or, press Misc [KPad–] to display the Miscellaneous Menu and
then type 2 for Custom SKU List.
4. After displaying items in the viewer, locate the Posting Quantity column. For each item that
you want to post to POS, type the quantity to sell in this field.
5. After entering all posting quantities, press Select [F4]. The items are posted to the POS
transaction. If an item can’t be posted, a dialog will display for you to resolve the posting
issue.
Display All Postings of a SKU
Use this procedure to display all occurrences of a specific SKU posted to a transaction.
1. POS Posting screen, at Item (SKU), press Menu [KPad–] to display the Posting Menu.
2. Type S for Show all occurrences of SKU.
3. In the Find SKU dialog, type the SKU and press Enter for OK. The posting screen changes to
only display that SKU, all occurrences for this transaction.
4. Press Enter for OK to close the dialog. Review the SKU postings and then press Clear [F12].
All lines on the transaction are again displayed.
Discount or Promo an Item
Do the following to post an item with a discount price or promo (promotion) price. Promo an item
only if it isn’t currently on promotion in the system.
1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need
additional information about the SKU, press Display [KPad/].
2. At Quantity, type the quantity. To discount the item, press Disc [Ctrl+D]. To promo the item,
press Promo [Ctrl+P]. A dialog displays. Enter one of the following:
•
Discount/Promotion Percent—To deduct a percent off the retail price, type the percent.
The system then calculates the price.
•
Discount/Promotion Price—To specify the discount / promo price, type the price.
•
Discount/Promotion Amount Off—To reduce the retail price by a specific amount, type
the amount. The system then calculates the price.
3. Press Enter for OK. The item is posted. For a discount price, the letter D displays in the
Codes column. For a promo price, the letter P displays in the Codes column.
13
Override a Price or Sell an Item at No Charge
Do the following to override the system price for an item or to sell the item at no charge.
1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need
additional information about the SKU, press Display [KPad/].
2. At Quantity, type the quantity.
3. To post the item at no charge, press Menu [KPad–] to display the No Sale Menu. Type 4 for
Sell item at no charge. The item posts with a price of 0.00 and a second line posts with the
description of NO CHARGE.
4. To override the system price, press Tab to move to the price field. At Price, type the price
that you want to use instead of the system price.
Change the Tax Status of an Item
Charge tax on an item that is normally non-tax
1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need
additional information about the SKU, press Display [KPad/].
2. At Quantity, type the letter T and then type the quantity. For example, to sell three of the item
as taxable, type T3.
3. Press Enter to post the item.
Do not charge tax on an item that is normally taxable
1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need
additional information about the SKU, press Display [KPad/].
2. At Quantity, type the quantity.
3. Press No Tax [Ctrl+T]. The item is posted with an N in the Codes column to indicate non-tax.
Return an Item During a Sale Transaction
If your store policy allows, you can mix credit items with sale items on the same transaction.
1. Start a Sale transaction and post all the items that are being sold.
2. At Item (SKU), type the SKU number for the item being returned or scan the item. If you need
additional information about the SKU, press Display [KPad/].
3. At Quantity, type the quantity being returned. At Price, enter a price for the item or review
the price that displays.
4. Press Credit [KPad*] twice. The Type of Return dialog displays.
5. Type the reason code (R, D, or E) for the return of this item. Use reason code R if the item
will be placed back in stock. Use code D if the item is defective and will not be placed back in
stock. Use code E if the item being returned is defective and the customer is taking another
one of the exact same item.
6. Repeat steps 2 through 5 to return other items on this transaction.
7. Press Total [KPad+]. The Total Due or Refund Total dialog displays.
8. Press Tab to position the cursor at the appropriate type (cash, check bankcard, charge) and
type the amount. Press Enter.
9. A receipt may print on the receipt printer. An invoice may also print or a dialog may display
asking if you want to print an invoice. Follow the prompts on the screen to complete.
14
Calculate Subtotals
Complete the following to calculate and display subtotals for a range of lines that you specify.
1. POS Posting screen, at Item (SKU), press Menu [KPad–] to display the No Sale Menu.
2. Type 8 for Calculate and show range subtotal. The Subtotal Recap dialog displays.
3. At From #, type the line number from which to start the subtotal calculation. Press Tab.
4. At To #, type the line number at which to end the subtotal calculation. Press Enter for OK.
5. The subtotal amount displays in the dialog. Press Enter for OK.
6. To calculate subtotals for a different range of lines, repeat steps 3 through 5.
7. When done calculating subtotals, press Tab until Cancel is selected, and then press Enter.
Price an Item in Multiples
Post an even quantity of an item that is priced in multiples. An even quantity is a multiple of the
selling quantity. For example, if the price is 3 for $1.00, then the selling quantity is 3, and even
quantities are 3, 6, 9, etc. Another example, if the price is 4 for $1.79, then the selling quantity is
4, and even quantities are 4, 8, 12, etc.
1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need
additional information about the SKU, press Display [KPad/].
2. At Quantity, type the total quantity you are selling. For example, the price is 3 for $1.00, you
are selling 6, type 6 at Quantity. Press Tab.
3. At Price, type / (a forward slash) followed by the total price for this quantity. For example, the
price is 3 for $1.00, you are selling 6, so the total price is $2.00, type 2.00 at Price.
4. Press Enter to post the item.
Sell an Item with Multiple Selling Units (MSUs)
1. POS Posting screen, at Item (SKU), type the SKU number for the item or scan the item.
2. At Quantity, type the quantity and press Enter.
3. A dialog displays with a list of the various selling units for this item. Use the arrow keys to
highlight the correct selling unit for this transaction. Press Enter for OK.
Sell Serial Number Items
1. POS Posting screen, at Item (SKU), type the SKU number or scan the item.
2. At Quantity, type the quantity and press Enter.
3. A list displays with available serial numbers. Use the arrow keys to highlight the correct serial
number and press Enter for OK. If the correct serial number does not display in the list, press
Tab until Add is selected and then press Enter. Type the serial number and press Enter.
15
4
TOTAL
The procedures in this chapter describe what you can do after posting items
and then totaling the transaction.
The following procedures are found in this chapter:
•
Discount a Transaction
•
Split Tender / Accept Multiple Payment Types
•
Pay with an Alternate Tender (Gift Card, Store Credit, etc.)
•
Issue a Store Voucher
Discount a Transaction
1. Post all items to the transaction. Press Total [KPad+]. The Total Due dialog displays.
2. Press Disc [Ctrl+D]. The Trade Discount dialog displays. Enter one of the following:
•
Discount Percent—To deduct a percent off the subtotal price, type the percent. The
system then calculates the subtotal.
•
Dollars Off—To reduce the subtotal price by a specific amount, type the amount. The
system then calculates the subtotal.
3. Press Enter for OK. The new total due amount displays. The trade discount amount displays
(above the Sales Tax field at the bottom of the screen).
Split Tender / Accept Multiple Payment Types
1. Post all the items to the transaction.
2. Press Total [KPad+]. The Total Due dialog displays.
3. Position the cursor at one of the tender types that the customer is using. Type the amount
that the customer is paying with that tender type. For example, if the customer is paying $50
by check and the remaining in cash, type 50.00 at Check.
4. Press Enter. A message displays with the remaining amount that is due.
5. Position the cursor at the next tender type that the customer is using. Type the amount that
the customer is paying with that tender type.
6. Press Enter. If there is still an amount due, a message displays, repeat step 5. Then
complete the transaction.
16
Pay with an Alternate Tender (Gift Card, Store
Credit, etc.)
An alternate tender is a non-standard form of payment that a customer may use to pay for a
transaction. The following steps assume the alternate payment types are already set up for your
store.
1. After posting all items to the transaction, press Total [KPad+]. The Total Due dialog displays.
2. Press Alt Tend [F2]. The dialog displays with a list of alternate tenders.
3. Use the arrow keys to highlight the alternate tender type to use. Press Enter for OK.
4. Type the dollar amount for the alternate tender and press Enter for OK.
5. To enter additional tender types, repeat steps 2 through 4.
Issue a Store Voucher
This procedure uses an alternate tender type to issue a store voucher. The following steps
assume the alternate payment types are already set up for your store.
1. Post items to a credit memo transaction, or post returned items to a sale transaction.
2. Press Total [KPad+]. The Refund Total dialog displays.
3. Press Alt Tend [F2]. The dialog displays with a list of alternate tenders.
4. Use the arrow keys to highlight the store voucher alternate tender type. Press Enter for OK.
17
5
VOIDS
The procedures in this chapter describe how to void items and transactions.
The following procedures are found in this chapter:
•
Void an Item
•
Void a Transaction
•
Reverse a Transaction / Post Void
•
Reverse an ROA
Void an Item
Void one or more items on a transaction, but not the entire transaction.
1. From the Posting screen, position the cursor at Item (SKU).
2. Press Void [F10] to display the Void item dialog.
3. At Void Line Number, type the line number of the item you want to void from the transaction.
Press Enter for OK. On the screen the Description changes to **Item Voided**.
4. To void other items on the transaction, repeat steps 1 through 3.
5. Continue to post any remaining items and total the transaction.
Void a Transaction
During a transaction, you can void the entire transaction at almost any time, even after you press
Total. But once you enter payment information, you can’t void the transaction. Instead, complete
the transaction and then use the Reverse a Transaction procedure.
1. From the Posting screen, position the cursor at Item (SKU).
2. Press Void Trx [Shift+F10] to display the Void Transaction dialog.
3. Type the number (1, 2, or 3) for the reason that corresponds to the void. The screen clears.
18
Reverse a Transaction / Post Void
Reverse (undo) a completed transaction, also called a “post void.” Requires the QuickRecall
application.
1. From the Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu. Type R for Reverse Transaction and
display the Transaction Reversal dialog.
3. At Transaction Number, type the invoice number of the transaction to be reversed.
4. Press Enter for OK.
5. The transaction displays on the screen, verify that this is the correct transaction that you want
to reverse.
6. Press Total [KPad+]. In the Refund Total dialog, fill in the amount in the correct tender type
and press Enter.
Reverse an ROA
Reverse (undo) an ROA (received on account) taken at POS. Back office ROA payments (those
entered in the Received On Account (ROA) window) cannot be reversed using this procedure.
1. From the Posting screen, position the cursor at Customer. At Customer, type the customer
number and press Enter. For how to look up a customer account number, refer to step #1 in
the Charge Sale procedure.
2. Review any customer information dialogs that display, such as the Customer Detail dialog.
3. Press Start Trx [F2]. From the Start Transaction Menu, press 9 for ROA Reversal. The
Payment Selection dialog displays.
4. Use the arrow keys to move up and down the Payment list. Highlight the payment to be
reversed. Press Enter for OK.
5. A dialog displays a message that the reversal was successful. Press Enter for OK.
6. Press Clear [F12] to clear the customer number field and display the default cash customer
number.
19
6
NO SALES
This chapter describes “no sale” procedures, various other tasks that you
complete at POS.
The following procedures are found in this chapter:
•
Cash a Check
•
Print a Raincheck
•
Print a Gift Receipt
•
Open the Cash Drawer
•
Enter a Paid In or Paid Out
•
Reprint an Invoice
•
Change Customer Display Message to Closed
Cash a Check
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu. Type 4 for Cash a check. A dialog
displays.
3. At Check Amount, type the amount of the check. Press Tab.
4. At Check Number, type the check number. Press Tab.
5. At ABA number, type the ABA number (if required by your store policy).
6. Press Enter for OK.
7. If prompted, complete the process to endorse the check.
8. The cash drawer opens. After dispensing the cash, close the cash drawer. Press Enter for
OK to close the dialog that displays.
20
Print a Raincheck
This is the procedure for a regular raincheck. Regular rainchecks are not saved by the system.
For saved rainchecks, refer to the Saved Rainchecks procedure in the Saved Transactions
chapter.
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu. Type 6 for Create raincheck.
3. Type the Customer number or press Enter. The Rain Check dialog displays.
4. At Good until, if you need to change the date, do one of the following:
•
Type a new date, in the format of mmddyy.
•
Click the down-arrow to display a calendar and select a date from the calendar.
5. Press Tab. At Phone, type the customer phone number.
6. Press Tab. At Cust Name, type the customer name.
7. Press Enter for OK. The rain check prints on the receipt printer.
Print a Gift Receipt
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu. Type G for Print gift receipt.
3. At Document, the most recent transaction number displays.
•
If this is the correct transaction, continue with step 5.
•
For a different transaction from today, press Tab until the Q.Recall button is selected and
press Enter. Use the Quick Recall viewer to find and highlight the correct transaction,
then press Select [F4]. The viewer closes and the transaction number is copied.
•
If you have Quick Recall, you can also print a gift receipt from a previous day. Press Tab
until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find
and highlight the correct transaction, then press Select [F4]. The viewer closes and the
transaction number is copied to the Document field.
4. If you want to view the document, press Tab until the Viewer button is selected and press
Enter. The Document Viewer displays the transaction. Press Esc to close the viewer. Repeat
steps 1 through 4.
5. At Number of copies, type the number of copies.
6. Press Enter for OK. The gift receipt prints.
Open the Cash Drawer
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu. Type 1 for Open cash drawer.
3. The No Sale Menu closes and the cash drawer opens. The receipt printer prints a record of
the cash drawer opening.
21
Enter a Paid In or Paid Out
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu.
•
For a paid in, type 9 for Enter paid in.
•
For a paid out, type 8 for Enter paid out.
3. A reason list displays. Type the number that corresponds to this paid in/out.
4. At Paid In / Out Amount, type the amount of this paid in/out.
5. Press Enter for OK.
6. The dialog displays the amount and the reason, press Enter for OK.
Reprint an Invoice
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu. Type 2 for Reprint, view invoice.
3. At Document, the most recent transaction number displays.
•
If this is the transaction you want to reprint, continue with step 5.
•
For a different transaction from today, press Tab until the Q.Recall button is selected and
press Enter. Use the Quick Recall viewer to find and highlight the correct transaction,
then press Select [F4]. The viewer closes and the transaction number is copied to the
Document field.
•
If you have Quick Recall, you can also reprint an invoice from a previous day. Press Tab
until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find
and highlight the correct transaction, then press Select [F4]. The viewer closes and the
transaction number is copied to the Document field.
4. If you want to view the document, press Tab until the Viewer button is selected and press
Enter. The Document Viewer displays the transaction. Press Esc to close the viewer. Repeat
steps 1 through 4.
5. Press Tab. At Printer, type the printer number.
6. Press Enter for OK. A copy of the invoice prints.
Change Customer Display Message to Closed
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu.
3. Type 5 for Open/close Customer Display.
4. Press Enter for Yes to display the Closed message.
22
7
MISCELLANEOUS
This chapter describes other procedures that you can complete at POS.
The following procedures are found in this chapter:
•
Look Up a POS Transaction with Quick Recall
•
Suspend a Transaction
•
Recall a Suspended Transaction
•
Recover an Aborted Transaction
•
Offline POS
Look Up a POS Transaction with Quick Recall
From POS, use Quick Recall to display archived POS transactions. From Quick Recall, you can
also print archived POS transactions. Do not delete transactions from the Quick Recall viewer.
Use the Post Void procedure if you need to undo a transaction and refund the customer.
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Q.Recall [Ctrl+R] to display the Quick Recall viewer. In the viewer window, the
transactions display with the most current at the top of the grid. Search and select the
archived transactions using any available grid search methods, including the following:
•
Use the vertical and horizontal scroll bars to search for the transaction.
•
Right-click on any of the column headings and select view options.
•
Use the fields at the top of the viewer (Cust #, Job #, SKU, Short ID, Cutoff Date) to
filter the search.
3. After locating and highlighting the transaction, do either of the following:
•
To view the transaction, press Display [F6]. Continue with step 4.
•
To reprint, fax, or view the transaction, press Select [F4]. Go to step 5.
4. After pressing press Display [F6], the document displays in the Document viewer window.
From this viewer, you can:
•
View detail information about a SKU. Use the arrow keys to highlight a SKU and then
press Display [F6].
•
View customer account information. Press Drill [F3].
23
5. After pressing Select [F4], the Reprint or View this Invoice dialog displays.
•
To view the document, press Tab until the Viewer button is selected, then press Enter.
•
To print the document, type a printer number at Printer. Press Enter for OK.
Suspend a Transaction
While in the middle of a transaction, you can decide to suspend the transaction. This saves the
transaction and allows you to start another transaction. Later that day, recall the transaction.
1. From a transaction already in progress, press Total [KPad+]. The Total Due dialog displays.
2. Press Suspend [Ctrl+S] to display the Suspended dialog.
3. At Reference, type a unique reference ID (up to 20 characters) for this transaction. For
example, use the customer name as the reference ID.
4. Press Enter for OK.
5. The Document Number dialog displays the document number assigned to the transaction.
Press Enter for OK.
Recall a Suspended Transaction
In the middle of a transaction, you can suspend a transaction. This saves the transaction and
allows you to start another transaction. Later that day, recall the transaction to complete it.
With a barcoded receipt
1. Position the cursor at Customer.
2. Scan the barcode on the receipt to recall the suspended transaction.
3. Continue with the transaction as you normally would.
Without a barcoded receipt
1. From the Posting screen, press Suspend [Ctrl+S] to display a list of suspended transactions.
2. Press the arrow keys until the transaction you want to recall is highlighted.
3. Press Enter for OK. The transaction displays.
4. Continue with the transaction as you normally would.
Recover an Aborted Transaction
Follow this procedure to recover and continue a transaction that was aborted. For example, the
POS station was unexpectedly shutdown or restarted in the middle of a transaction (the
transaction was not yet totaled and completed). This procedure can only be used on the same
day that the transaction was aborted.
1. POS Posting screen, position the cursor at Item (SKU).
2. Press Menu [KPad–] to display the No Sale Menu. Type X for Recover ‘in process’
transaction.
3. A dialog displays, type 2 for Recover Sale transaction ‘in process.’ This selection also applies
to credit memo transactions.
4. A dialog displays a list of transactions. Use the arrow keys to highlight the correct transaction.
Press Enter for OK. Or, at Trx #, type the transaction number and press Enter for OK.
5. The dialog closes. Complete the transaction as you normally would.
24
Offline POS
If POS is not available (for example, the server is down), use offline POS to continue processing
POS transactions. The procedures in offline POS are the same as online POS. However, in
offline POS, you can’t access the QuickRecall viewer, credit card authorization, or maintain saved
transactions.
Enter offline POS
1. From the Windows desktop, click the Start button, point to Programs, point to the Eagle, and
then click Offline Point-of-Sale. Review any messages that display.
2. Offline POS opens and the Sign-In dialog displays. The background of the screen clearly
indicates that the system is in Offline mode.
3. Sign on with your Clerk and Password.
Exit offline POS
After completing a transaction, exit offline POS as you normally would online POS, using any of
the following methods:
•
Press Alt+F4.
•
On the Posting screen, from the File menu, select Exit.
•
Click the 7 button in the upper-right corner.
Credit cards in offline POS
While credit card authorization is not available in offline POS, if you have ProtoBase level 4.81 or
higher installed and the setup steps for offline have been completed, you can enter credit card
transactions. Two methods are available, check with your store manager to find out which one to
use.
Method #1—Upload offline charges and follow normal settlement procedures
1. For a sale transaction, use an alternate method to obtain authorization. For example, use
other devices (such as verifone, omnipac, hypercom), or call the processor for voice
authorization.
2. In offline POS, swipe the card. At Authorization Code, type the code. For credit memo
transactions, leave this field blank. Press Enter.
3. If the card won’t swipe, type the credit card number and press Enter. Type the expiration
date and press Tab. At Authorization Code, type the code. For credit memo transactions,
leave this field blank. Press Enter.
4. After returning to online POS, clear the other device of the transactions. Do not use the other
device to settle the transactions. After returning to online POS, the offline transactions are
uploaded and the charge transactions are processed during the normal daily settlement.
Method #2—Use an alternate device to settle offline charges
1. To use this method, this option in Option Configuration must be set to No—Offline Credit
Authorization for ProtoBase.
2. In offline POS, ring up the transaction and tender the sale as a credit card.
3. Use the other device (such as verifone, omnipac, hypercom), to process the credit card
transaction.
4. After returning to online POS, the offline charge transactions are not uploaded for processing
during the daily settlement procedures. You must use the other device to settle the offline
POS charge transactions.
25
8
LAYAWAYS
This chapter describes procedures for layaway transactions.
The following procedures are found in this chapter:
•
Create Layaways
•
Recall Layaways
•
Modify Layaways
•
Take Payments on Layaways
Create Layaways
1. POS Posting screen, press Start Trx [F2], and type L for Layaway.
2. Enter or change customer, if necessary.
3. Press Enter. A dialog may display to enter Cash customer information. Fill in any needed
information and then press Enter for OK.
4. Post the items the customer is putting on layaway.
5. Press Total [KPad+]. In the Finish Layaway dialog, do one of the following:
•
To finish the transaction, type 2 for Save and Print or type 1 for Save without printing.
The Enter a Deposit dialog displays. Continue with step 6.
•
To allow a trade discount, type 4 for Enter trade discount. In the dialog that displays, type
a percent at Discount Percent or type an amount at Dollars Off. Press Enter for OK.
The Finish Layaway dialog displays again.
•
To void the layaway, type 5 to Void this layaway. Type the number that corresponds to
the void reason.
•
To fax, enter charge authorization, enter a reference, change the print sequence, or print
labels, type T for Totals Menu. Follow the prompts. The Finish Layaway dialog displays
again.
6. Review the deposit amount that displays, type a different deposit amount if necessary. Press
Enter for OK.
7. The Total Deposit Due dialog displays. Type the amount of the deposit in the appropriate field
(cash, check, bankcard, etc), and press Enter. The document number assigned to the
Layaway displays. Press Enter for OK.
26
Recall Layaways
Use the following procedure to recall and display a layaway transaction.
1. POS Posting screen, position the cursor at Customer.
2. Press Menu [KPad–] to display the Header Menu. Type 5 for View documents to display the
All Types Viewer.
3. At Type, select Layaway so only layaway transactions display. Further refine the search by
filling in any of the other fields.
4. Press Refresh [KPad+]. Use the up or down arrow keys to highlight the transaction in the
grid.
5. Press Select [F4]. The viewer window closes. The layaway transaction and the Layaway
Menu display.
Modify Layaways
Use the following procedure to add, change, or delete items on a layaway.
1. Recall the layaway transaction.
2. From the Layaway Menu, type 4 for Review layaway items.
3. Use the table below to modify the layaway. After modifying the layaway, press Total [KPad+]
to display the Finish Layaway dialog.
If you want to:
Then do this:
Change an item
•
Press Change [F5].
•
Type the line number to change. Press Enter for OK.
•
Type over the fields you want to change. Press Tab to
move between fields. Press Enter.
•
Press Void [F10].
•
Type the line number to void. Press Enter for OK.
•
At Item (SKU), type the SKU to add.
•
Press Display [KPad/] to verify the SKU. Follow the normal
process to post the SKU.
•
Press Change [F5].
•
Type the line number to display. Press Enter for OK. The
item displays.
•
Press Display [KPad/] for more item information.
•
Press Change [F5].
•
Type the line number to change. Press Enter for OK. The
item displays.
•
Press Disc [Ctrl+D]. Fill in the Discount Item dialog and
press Enter for OK.
Void an Item
Add an item
Display information about a
posted layaway item
Discount a posted layaway
item
27
Enter a promotion price for a
posted layaway item
Change the price, but retain
the promotion or discount
flag for a posted layaway
item
•
Press Change [F5].
•
Type the line number to change. Press Enter for OK. The
item displays.
•
Press Promo [Ctrl+P]. Fill in the Promotion Item dialog and
press Enter for OK.
•
Press Change [F5].
•
Type the line number to change. Press Enter for OK. The
item displays.
•
At Price, type the new price. Press Enter.
•
A message displays about retaining the promo/ discount.
Press Enter for Yes.
Take Payments on Layaways
1. Recall the layaway transaction.
2. From the Layaway Menu, type 1 for Apply a payment.
3. In the dialog that displays, at Deposit Amount, type the amount of the deposit. Press Enter
for OK.
4. The Total Deposit Due dialog displays. Type the amount of the payment in the appropriate
fields (cash, check, etc) and press Enter.
Take the Final Payment on Layaways
1. Recall the layaway transaction.
2. From the Layaway Menu, type 2 for Apply the final payment.
3. The Total Due dialog displays. Type the amount of the payment in the appropriate fields
(cash, check, etc) and press Enter.
Delete Layaways
1. Recall the layaway transaction.
2. From the Layaway Menu, type 3 for Delete the layaway.
3. If there are no prior deposits, an “are you sure” message displays. Press Tab to select Yes
and press Enter. The Transaction Deleted dialog displays. Press Enter for OK.
4. If prior deposits exist, the Order Refund dialog displays. Type the refund amount in the
appropriate field (cash, bankcard, etc.) and press Enter. The layaway is now deleted.
28
9
TALLY ITEMS AND
SPECIAL SKUS
This chapter is for selling the various types of tally items and special SKUs.
The following procedures are found in this chapter:
•
Tally Items
•
Special SKUs
Tally Items
Items can be coded in Inventory Maintenance as tally items. When you post a tally item, a dialog
displays in which you enter additional information needed to post the item.
Tally 1
Tally 1 items are sold in random lengths (such as rope, sold by the foot). Tip: If you make a
mistake in the dialog, post the item, then void the line, and start over.
1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. A dialog displays
for you to enter more information about the Tally 1 item.
2. At Quantity, type the quantity of the pieces. For example, if you are selling 3 pieces of 10'
moulding, type 3 for quantity.
3. At Length, type the length of the pieces. For example, if you are selling 3 pieces of 10'
moulding, type 10 for length.
4. Press Enter to complete the entry for that length.
5. Repeat steps 2 through 4 if selling other lengths.
6. Press Enter to post the item tallies.
29
Special SKUs
Items can be coded in Inventory Maintenance as special SKUs. When you sell one of these
SKUs, you are prompted to enter additional information. Fill in the requested information. Press
Enter to post the item.
If this is a sale to the cash customer, you may also be prompted at the end of the transaction to
enter information about the customer.
30
10
SAVED TRANSACTIONS
This chapter is for transactions that are saved, such as orders, special orders,
and rainchecks.
The following procedures are found in this chapter:
•
Recall an Order or Special Order
•
Receive an Additional Deposit on an Order or Special Order
•
Invoice an Entire Order or Special Order
•
Partially Invoice an Order or Special Order
•
Refund a Deposit on an Order or Special Order
•
Recover “In Process” or “In Use” Orders or Special Orders
•
Saved Rainchecks
Recall an Order or Special Order
Don’t know the transaction number
1. POS Posting screen, position the cursor at Customer.
2. Press Menu [KPad–] to display the No Sale Menu. Type 5 for View Documents.
3. In the All Types Viewer, use one or more of the following search methods:
•
At Customer, select the customer.
•
At Type, select O for orders or S for special orders.
•
At SKU, type a SKU to view transactions containing that SKU.
•
At Cutoff Date, select a date from which to search for transactions created before that
date.
4. Press Refresh [KPad+]. Use the up or down arrow keys to highlight the transaction in the
grid.
5. Press Select [F4]. The transaction displays.
31
Do know the transaction number
1. POS Posting screen, press Header [F11].
2. From the Header screen, press Special Order [F4] or Order [F8].
3. At Order #, type the transaction number and press Enter.
4. Press Post [F11]. The order or special order displays.
Receive an Additional Deposit on an Order or
Special Order
1. Recall and display the transaction.
2. On the Posting screen, position the cursor at Item (SKU). Press Total [KPad+].
3. From the Finish Order menu, type 1 or 2 (to print, or not print an invoice).
4. A dialog displays. At Deposit Amount, type the amount of the deposit you are receiving now.
Press Enter for OK.
5. The Total Deposit Due dialog displays. Fill in the amount tendered in the appropriate fields.
Invoice an Entire Order or Special Order
1. Recall and display the transaction.
2. On the Posting screen, position the cursor at Item (SKU). Press Total [KPad+].
3. In the Finish Order dialog, type 3 for Invoice this order. The Total Due dialog displays.
4. Complete the transaction as you normally would.
Partially Invoice an Order or Special Order
1. Recall and display the transaction.
2. On the Posting screen, position the cursor at Item (SKU). Press Menu [KPad–].
3. From the Posting Menu, type 3 for Partially invoice order.
4. From the Invoice Line Selection dialog, type the number that corresponds to the option you
want to use. In the dialog that displays, type the line number(s) based on the option you
selected. Press Enter for OK.
5. Press Total [KPad+].
6. If there is a deposit, type the amount to be applied to the invoice and press Enter.
7. The Total Due dialog displays, complete the transaction as you normally would.
Refund a Deposit on an Order or Special Order
1. Recall and display the transaction.
2. On the Posting screen, position the cursor at Item (SKU). Press Total [KPad+].
3. From the Finish Order menu, type 1 or 2 (to print, or not print an invoice).
4. At Deposit Amount, type the refund amount of the deposit. Press Enter for OK.
5. Press Tab until Refund is selected. Press Enter.
6. The Order Refund dialog displays. Fill in the refund amount in the appropriate fields.
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Recover “In Process” or “In Use” Orders or
Special Orders
Follow this procedure if a message displays that the transaction is “in use” or “in process” when
recalling an order or special order.
1. If this message displays:
This transaction is in use by terminal ###. Please try later.
Go to the terminal indicated by the message and see if the transaction is displayed. If it is, wait
until that terminal completes the transaction before you access it at another terminal.
2. If this message displays:
The transaction is in process of being updated. Please try later.
Wait a few minutes and then try to access the transaction again.
3. If either message still displays after checking the other terminal or waiting a few minutes, then
complete the following steps to access the transaction.
4. Press Enter to close the error message.
5. Press Clear [F12] to clear the screen.
6. Press Menu [KPad–] and type X to Recover ‘in process’ transactions.
7. A dialog displays, type 1 to Recover an Order/SO/Estimate transaction ‘in process.’
8. A dialog displays a list of transactions. Use the arrow keys to highlight the correct transaction
and press Enter for OK. Or, at Trx #, type the transaction number and press Enter for OK.
9. The dialog closes and the transaction displays. Complete the transaction as you normally
would.
Saved Rainchecks
Create
Use the following procedure to create a raincheck and save the transaction. To print a raincheck
without saving it in the system, refer to the Print a Raincheck procedure in the No Sales chapter.
1. POS Posting screen, press Start Trx [F2] and type R for Raincheck.
2. Enter or change customer information, if necessary.
3. Press Enter to display the Rain Check dialog. Review the date, phone, and name that
displays. Change any of the fields that need to be updated. Press Enter for OK. The dialog
closes.
4. On the Posting screen, post the raincheck items.
5. Press Total [KPad+]. The document number assigned to the raincheck displays. Press
Enter.
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Redeem
Redeem a Saved Raincheck when a customer returns to purchase raincheck items. This
procedure only applies to Saved Rainchecks. Note: On Saved Rainchecks, RAINCK # is printed
at the bottom of the receipt. On a regular (not saved) raincheck, JRNL # is printed at the bottom
of the receipt.
1. POS Posting screen, position the cursor at Item (SKU) and type the SKU of the raincheck
item.
2. Press Menu [KPad–] and type R for Sell raincheck item.
3. In the dialog that displays, enter the raincheck number or the customer phone number. Press
Enter for OK. The raincheck item and price displays. Note: If a message displays that the
raincheck has expired, select Yes to proceed, or No to cancel.
4. Press Enter to post the item.
5. Repeat steps 1 through 4 to post additional raincheck items.
6. Finish the sale as you normally would.
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Notes
Use this area to enter your own notes about POS.
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