Difference between revisions of "Selling parts over the counter"
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== Summary == | == Summary == | ||
| − | + | This article explains how to sell either a stocked item or a free typed text item over the counter. | |
== Additional information == | == Additional information == | ||
| − | To | + | To sell items over the counter, go to "Stock Control" -> "Point of Sale". |
| − | + | First, enter the parts to check whether you have them in stock, and then take customer details. | |
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=== Sale Items === | === Sale Items === | ||
| − | * | + | * At the {{DataPrompt|Stock Code:}} enter in a stock code of a part you want to sell, or [[How do I find a stock code?|search]] for a stock item. |
| − | * | + | * At the {{DataPrompt|Quantity}} enter the quantity of this item to be sold. |
| − | {{Note|text= | + | {{Note|text=If the line colour is green and there is no asterix in {{DataPrompt|Order}} column, you have sufficient stock available. If the line colour is red and there is an asterix in the {{DataPrompt|Order}} column, then the part will need to be ordered if the customer wants it.}} |
| − | If | ||
| − | * Click on {{Button|Add}} to add | + | * Click on {{Button|Add}} to add another part to the list of items being sold. |
* Repeat for all items that are to be sold in this transaction. | * Repeat for all items that are to be sold in this transaction. | ||
| + | |||
| + | === Sale Information === | ||
| + | * The System will automatically set the account to be the 'Default Cash Sale' account. You will need to change this to the customer to whom the parts are being sold. | ||
| + | * At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I find a customer?|search]] for a customer. | ||
| + | * At {{DataPrompt|Discount:}} enter the sale discount percentage. This discount applies to the whole sale just on this occasion. A discount can be applied to an individual item in its "Item Properties" by pressing {{KeyPress|F5}}. | ||
== See also == | == See also == | ||
Revision as of 21:01, 20 May 2008
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to sell either a stocked item or a free typed text item over the counter.
Additional information
To sell items over the counter, go to "Stock Control" -> "Point of Sale". First, enter the parts to check whether you have them in stock, and then take customer details.
Sale Items
- At the "Stock Code:" enter in a stock code of a part you want to sell, or search for a stock item.
- At the "Quantity" enter the quantity of this item to be sold.
 | If the line colour is green and there is no asterix in "Order" column, you have sufficient stock available. If the line colour is red and there is an asterix in the "Order" column, then the part will need to be ordered if the customer wants it. |
- Click on [Add] to add another part to the list of items being sold.
- Repeat for all items that are to be sold in this transaction.
Sale Information
- The System will automatically set the account to be the 'Default Cash Sale' account. You will need to change this to the customer to whom the parts are being sold.
- At "Customer:" type in the customer's account code if known, or search for a customer.
- At "Discount:" enter the sale discount percentage. This discount applies to the whole sale just on this occasion. A discount can be applied to an individual item in its "Item Properties" by pressing <F5>.
See also
