Point of Sale Utilities

The Point of Sale Utilities give you tools for processing, updating, and changing transaction information found in the databases. In some cases you can also use these tools to generate documents based on previous transactions.

Invoice Orders

This utility is used to invoice (sell) multiple customer orders at one time. The user begins by either selecting or entering the orders for invoicing. Tools for selection include account, date range, user id, or the ability to select orders that contain a specific item. Once orders are displayed in the grid they may be either selected for invoicing or not.

Invoice Tickets

This utility is used to invoice (sell) multiple open tickets at one time. The user begins by either selecting or entering the tickets for invoicing. Tools for selection include account, date range, user id, or the ability to select tickets that contain a specific item. Once tickets are displayed in the grid they may be either selected for invoicing or not.

Invoice POS Assured Sales

Use the Invoice POS Assured Sales utility to process POS Assured sales in the application, so it applies the amounts to the appropriate records in the database.

Cash Drawer

The cash drawer utility is used to view the current balance of a cash drawer and will list the transactions (documents) making up that balance. A "tally" function can be used to add up the checks, currency, and coins in a drawer for comparison to the amounts tallied by the application.

Credit Limit Override

This utility is used for processing a remote credit override and displays useful reference information for the credit manager's review.

Inventory Cutting

Inventory Cutting is available from both the Point of Sale and Inventory utility menus. It is used for recording adjustments to items caused by physically cutting one product into another (taking 2 - 12' lengths and cutting into 4 - 6' lengths, for example).

Unlock Order

The "unlock order" utility (ALT-U) can be used to release the lock on an order designated for delivery. Delivery locking of orders is optional.

Unlock Quote

The "unlock quote" utility (ALT-Q) is part of an optional feature for quote locking and only appears on the menu if enabled. This was intended for use by companies who utilize quotes as templates. These templates are re-used. A template could represent materials for a particular home's construction, for example. These "template" quotes are locked to prevent changes to the templates. In this case, individual quotes can be manually locked and unlocked by the entry user. The utility allows others (managers, etc.) to remove the lock status of a quote.

Bar Code Entry

This utility is used for associating bar codes with items using a data file.

Invoice Reversal

Invoice reversal is used for reversing a Point of Sale sale or return. Reversing a sale produces a credit sale and reversing a credit sale produces a sale. Reversals themselves cannot be reversed. There are some restrictions on reversals when transactions contain certain types of items, etc. that require user involvement or wouldn't normally be allowed in a credit sale, for example. In these cases, the users is provided a message and will have to manually reverse the sale.

Invoice Recurring

This utility is used for producing bills for customers who have been assigned either a service plan or budget plan or an installed sale contract (progress billing). These bills are not retained as documents. In some cases, billing will produce debit adjustments on customer accounts.

Return Chargeback

This utility provides a way of modifying the ORDER USER on an existing document. It is primarily intended for use with returns, but can also be used to correct mistakes in processing. The order user is used by some companies for the purpose of paying commissions. For those companies, it's sometimes necessary to reflect returns from a commission order with that order's sales person or to properly credit an order sales person in other cases.

Maintenance

The maintenance choice offers four (4) sub-level utilities: account global modify and job global modify. Global modify utility programs allow a user to make broad changes quickly and easily. Caution should be used, however, because it's possible to make mistakes affecting a large number of records.

Account Global Modify

This global modify utility is used for making changes to account records in the database.

Job Global Modify

This global modify utility is used for making changes to account records in the database.

Capital One Trade Credit (formerly BlueTarp®) Maintenance

This utility is used for processing updates for the Capital One Trade Credit (formerly BlueTarp) customer database. Capital One Trade Credit (formerly BlueTarp) is an independent company that provides credit management services.

Quote Price Update

Quote Reprice allows a user to reprice all of a customer's quotes at one time using the customer's current pricing structure. This is useful particularly in cases where a customer's pricing structure has been modified so that it's not necessary to manually modify any open quotes.

Update Customer PO#

This utility provides the ability to change the customer's PO # on an existing document.

Merge Customer Orders

This utility provides the ability to combine multiple customer orders into a single order.

VAT Return

Use this utility to collect your tax-related expenses and submit your VAT Return (for regions with value-added tax requirements only).

VAT Adjustment

Use this utility to adjust the value-added tax assessment of a particular sales or order document (for regions with value-added tax requirements only).