Difference between revisions of "Selling parts over the counter"
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=== Sale Information === | === 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 who the parts are being sold to. | * The System will automatically set the account to be the 'default cash sale' account. You will need to change this to the customer who the parts are being sold to. | ||
| − | * At {{DataPrompt|Customer:}} type in the customers account code if known | + | * At {{DataPrompt|Customer:}} type in the customers 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. A discount can be applied to an individual item in its "Item Properties" by pressing {{KeyPress|F5}}. | * At {{DataPrompt|Discount:}} Enter the sale discount percentage. This discount applies to the whole sale. A discount can be applied to an individual item in its "Item Properties" by pressing {{KeyPress|F5}}. | ||
=== Sale Items === | === Sale Items === | ||
| − | * On the {{DataPrompt|Stock Code:}} enter in a stock code of a part you want to sell | + | * On 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. |
| − | + | * On the {{DataPrompt|Quantity}} enter the quantity of this item to be sold. | |
| + | {{Note|text= | ||
| + | If Platinum detects that there are not enough items in stock then it will add the Backorder tag (an asterisk in the "Order" column) for this line. Upon proceeding to [Checkout], items with the Backorder tag will be placed on a Sales Order which you can retrieve once the items are in stock. If there are no pending Purchase Orders for the item then one will be created.}} | ||
| + | |||
| + | * Click on {{Button|Add}} to add the part onto the list of items being sold. | ||
| + | * Repeat for all items that are to be sold in this transaction. | ||
| + | |||
| + | == See Also == | ||
| + | [[How do I find a stock code?]] | ||
| + | [[How do I find a customer?]] | ||
{{KB_Tags|selling stock, pos, point of sale}}{{ZN_PartsCounter}} | {{KB_Tags|selling stock, pos, point of sale}}{{ZN_PartsCounter}} | ||
Revision as of 17:32, 20 March 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
Sell either a stocked item or a free typed text item over the counter.
Additional information
To be able to sell items out from over the counter in the platinum software, go to "Stock Control" -> "Point of Sale".
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 who the parts are being sold to.
- At "Customer:" type in the customers account code if known,
or Search for a customer.
- At "Discount:" Enter the sale discount percentage. This discount applies to the whole sale. A discount can be applied to an individual item in its "Item Properties" by pressing <F5>.
Sale Items
- On the "Stock Code:" enter in a stock code of a part you want to sell, or Search for a stock item.
- On the "Quantity" enter the quantity of this item to be sold.
 | If Platinum detects that there are not enough items in stock then it will add the Backorder tag (an asterisk in the "Order" column) for this line. Upon proceeding to [Checkout], items with the Backorder tag will be placed on a Sales Order which you can retrieve once the items are in stock. If there are no pending Purchase Orders for the item then one will be created. |
- Click on [Add] to add the part onto the list of items being sold.
- Repeat for all items that are to be sold in this transaction.
