Difference between revisions of "Selling parts over the counter"
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Robert Hearn (talk | contribs) (New page: {{Review}}{{Incomplete}} == Summary == To be able to sell either a stocked Item or a free typed text item over the counter within the platinum software. == Additional information == To b...) |
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| − | {{ | + | == Summary == |
| + | This article explains how to sell either a stocked item or a free type text item over the counter. | ||
| + | |||
| + | == More Information == | ||
| + | * To sell items over the counter, go to {{Menu|{{ST}}\Counter Sales|Point of Sale}} | ||
| + | |||
| + | === Sale Items === | ||
| + | * At the {{DataPrompt|Stock Code:}} enter the stock code that 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=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 asterisk in the {{DataPrompt|Order}} column, then the system will force you to order the item if the customer wants it.}} |
| − | + | ||
| + | * 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. | ||
| + | |||
| + | === Customer Information === | ||
| + | * You will need to enter or find the details of the customer to whom the parts are being sold. You should take customer details as often as possible for marketing purposes. | ||
| + | * At {{DataPrompt|Customer:}} type in the customer's account code if known, or [[How do I find a customer?|search]] for the customer. | ||
| + | * At {{DataPrompt|Discount:}} enter the sale discount percentage if required. 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}} with the relevant item highlighted. | ||
| + | |||
| + | === Completing the sale === | ||
| + | * Once you have entered all the items that the customer wants and have taken their name and address details, click {{Button|Checkout}}. | ||
| + | * If all the items are available, the Payments screen will be shown. | ||
| + | * Click or press the relevant letter for the correct method of payment. | ||
| + | |||
| + | {{Warning|text='''Important''' - Make sure that you get this right!;You will cost other people a considerable amount of time when it comes to balancing the tills if you don't take the time to make sure that this is correct.}} | ||
| + | |||
| + | * If the customer pays by more than one method, enter the amounts manually into the '''correct''' boxes. | ||
| + | * If the customer pays by cash, type the amount tendered into the {{DataPrompt|Cash}} box and press {{KeyPress|ENTER}}. The system will show you the amount of change to give. | ||
| + | * Click {{Button|Post}}. The appropriate document will be printed - this can be either a slip receipt or an A4 invoice or credit note. The type of document printed will be decided by a setting on the customer details. | ||
| − | == | + | == See also == |
| − | + | * [[Dealing with backorders in point of sale]] | |
| + | * [[How do I Give Discount in Point Of Sale?]] | ||
| + | * [[How do I Do a Refund in Point of Sale?]] | ||
| + | * [[How do I deal with Gift Vouchers?]] | ||
| + | * [[How do I Record a Lost Sale in Stock Control?]] | ||
| + | * [[Selling stock in Invoicing and Customer Orders]] | ||
| − | + | {{KB_Tags|point of sale, stock, credit, invoicing, parts, pos}} | |
| − | + | {{Guide}}{{Hint}}{{KB_ST}}{{ZN_Admin}}{{ZN_PartsCounter}} | |
| − | |||
| − | |||
| − | + | {{KB_Ref|SO03, ST17 ST94}} | |
| − | |||
| − | |||
Latest revision as of 05:31, 12 April 2019
Contents
Summary
This article explains how to sell either a stocked item or a free type text item over the counter.
More Information
- To sell items over the counter, go to " Stock Control\Counter Sales Point of Sale"
Sale Items
- At the "Stock Code:" enter the stock code that 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 asterisk in the "Order" column, then the system will force you to order the item 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.
Customer Information
- You will need to enter or find the details of the customer to whom the parts are being sold. You should take customer details as often as possible for marketing purposes.
- At "Customer:" type in the customer's account code if known, or search for the customer.
- At "Discount:" enter the sale discount percentage if required. 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> with the relevant item highlighted.
Completing the sale
- Once you have entered all the items that the customer wants and have taken their name and address details, click [Checkout].
- If all the items are available, the Payments screen will be shown.
- Click or press the relevant letter for the correct method of payment.
 | Important - Make sure that you get this right!;You will cost other people a considerable amount of time when it comes to balancing the tills if you don't take the time to make sure that this is correct. |
- If the customer pays by more than one method, enter the amounts manually into the correct boxes.
- If the customer pays by cash, type the amount tendered into the "Cash" box and press <Enter>. The system will show you the amount of change to give.
- Click [Post]. The appropriate document will be printed - this can be either a slip receipt or an A4 invoice or credit note. The type of document printed will be decided by a setting on the customer details.
See also
- Dealing with backorders in point of sale
- How do I Give Discount in Point Of Sale?
- How do I Do a Refund in Point of Sale?
- How do I deal with Gift Vouchers?
- How do I Record a Lost Sale in Stock Control?
- Selling stock in Invoicing and Customer Orders
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Tags
SO03, ST17 ST94
