The Invoice Grid shows all of the items that are in
the current invoice. It is located in the bottom half of the Invoice Screen.
Five columns are always in view: Item #, Description, Quantity, Price,
and Extended. Scrolling to the right by clicking on the right arrow in
the bottom right-hand corner of the grid reveals additional information
about the item, such as the tax, discount levels, serial number, and bonus
NOTE: A cashier can only scroll to reveal additional
information about an item if both Add Inventory/Kits and Update Inventory/Kits
are set to "Yes" in the Permissions tab of the Employee Maintenance screen.
If you need to change information on an invoice, press to move
the cursor to the invoice grid, then use the arrow keys to move to the
invoice you wish to change. You may change the quantity or price of an
item, or you can delete the item by pressing .
Once all of the items have been added and you have
selected the payment method (cash is the default), press or click
on End Transaction to complete the invoice.
To void the current invoice, select Void This Invoice from the Invoice menu or press .
This function allows you to place the current invoice on hold. To place an invoice on hold,
select Put Invoice On Hold from the Invoice menu or press . You will be prompted to enter an On
Hold ID of up to 4 characters to use later to recall the invoice. NOTE: To recall an on hold invoice, select
Recall Invoice from the Sales Information menu. You will be prompted to enter the Hold ID that you
originally entered when you placed the invoice on hold.
The default customer for each invoice is 101 Cash Customer.
You can also keep track of your customers by creating a customer number
for each customer and then selecting it for the current invoice (Creating
a customer is explained in detail in Chapter 3: Customer Control).
There are two ways to select a customer for an invoice, Quick Search and
Find. Quick Search allows you to select a customer by entering his number
while Find allows you scroll through your customer records. More Info
displays the customer number, discount level, and address of the current
customer. It also gives you the option of having the current invoice sent
to the customer's Ship To Address. NOTE: Cash customer
cannot have a ship to address.
To select a customer for the current invoice when you know the customer number:
Click on Quick Search or press . Type in the
customer number, then press or click on OK. If the customer number
is valid, that customer will appear in the current customer box.
To select a customer for the current invoice when you don't know the customer
Click on Find or press .
Click on Next or Previous (or use and ) to scroll through the customer
Once the desired customer's record is displayed, click on Select or press to select
Click on Exit or press to exit without selecting
To use the Ship to Address for a customer:
Click on More Info or press . Click on the Send
to Ship to Address box. Click on OK, and then continue with the invoice.
NOTE: In order to use the Send to Address, you must first
enter one in the Customer Maintenance screen.
Return to pages on Totals or Current
Go on to pages on Cash or Discount
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