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Point of Sale Ch Accepting Tender for Prepay DDMS

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					                                                                                                     Chapter 4: Accepting Tender for a Prepay


CHAPTER 4: ACCEPTING TENDER FOR A PREPAY
Contents
 Introduction ................................................................................................................................................... 4-2

 Section 1:           Entering the Total Due ......................................................................................................... 4-3

 Section 2:           Accepting Cash ...................................................................................................................... 4-6

 Section 3:           Accepting Checks .................................................................................................................. 4-7

 Section 4:           Accepting Credit Cards ...................................................................................................... 4-10

 Section 5:           Accepting Discounts ........................................................................................................... 4-13
                      Dollar Discounts ................................................................................................................... 4-13
                      Percent Discounts ................................................................................................................. 4-15

 Section 6:           Accepting Coupons ............................................................................................................. 4-18
                      Manufacturer Coupon ......................................................................................................... 4-18
                      In-Store Coupon ................................................................................................................... 4-20

 Section 7:           Accepting Gift Certificates ................................................................................................ 4-22

 Section 8:           Accepting Additional Tender ........................................................................................... 4-24

 Section 9:           Special Tender Codes ......................................................................................................... 4-27
                      Adding, Changing, or Deleting Items on an Order ........................................................ 4-27
                      Changing the Customer or Pay Code ................................................................................ 4-28
                      Voiding an Order.................................................................................................................. 4-30




                                                                                                                                                        Page 4-1
                                                                                                                                                          Rev. 6/94
O/P Dealer Point-of-Sale Manual


Introduction
    Pay codes 1, 4 and P (cash, prepay and pay on prepay) are used for cash transactions. Read this
    chapter to learn how to accept payment for orders created using pay code 4 and completed using pay
    code P. For information on accepting payment for pay code 1 orders, refer to Chapter 3: Accepting
                                          Received-on-Account.
    Tender for a Cash Sale, Will-Call, or Received-on-Account

    Note: In this chapter, it is assumed that you are using the default tender codes set in the (LG7) Tender
          Code Master screen. However, if you chose to create your own tender codes, the codes you
          use and the prompts that appear will differ, depending on how you set parameters in the
          (LG7) screen. For more information about the (LG7) screen, refer to Chapter 9: Setting Point-
                   Parameters.
          of-Sale Parameters




Page 4-2
Rev. 6/94
                                                               Chapter 4: Accepting Tender for a Prepay


Section 1:           Entering the Total Due
  When a pay code 4 (prepay) order is ended, or you specify Y at the prompt PAY ON THIS PREPAY
  when using pay code P (pay on prepay), the system will display the Order Totals fields. Many of these
  fields are the same ones that appear when you end a cash transaction. There are also additional fields
  that appear only when you use pay code 4 or P. If you are using pay code 4, the SHIPPED AMT and
  PREPAY DUE fields will appear. If you are using pay code P, the ORIG TOTAL, PAID,
  OUTSTANDING and SHIPPED AMT fields will also be displayed.

  Note: All of the figures in this chapter, with the exception of Section 9: Special Tender Codes show
                                                                                            Codes,
        pay code P orders to illustrate all of the Order Totals fields.

  The SHIPPED AMT field will display the total for the shipped items on the order. If there are no
  shipped items, this field will display .00.

  If this is a pay code P transaction, the ORIG TOTAL field will display the total amount of the order.
  The PAID field will display the amount the customer has paid on the order to date, and the
  OUTSTANDING field will display the total amount remaining on the order, as shown in
  Figure 4-1.

  Note: If payments have been posted to this order in the (B) Accounts Receivable Posting screen, they
        will be reflected in the amount displayed in the PAID field.




14:27:46                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]     Outstanding [    105.74]
                                                     Shipped Amt [    211.48]
-- ORDER TOTALS -- PrePay Due $       105.74
                    1) Tender [1] $   105.74
Gross $    197.18
Tax   $     14.30
Net   $    211.48



Printer [1] Format [5I        ] Status [B]


        Figure 4-1. ORIG. TOTAL, PAID, OUTSTANDING and SHIPPED AMT Fields

                                                                                               Page 4-3
                                                                                                Rev. 6/94
O/P Dealer Point-of-Sale Manual


 14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                       Shipped Amt [   211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                     1) Tender [1] $           2-CHECK
 Gross $    197.18                             3-VISA/MC/AMEX/DI
 Tax   $     14.30                             4-MANF COUPON
 Net   $    211.48                             5-IN STORE COUPON
                                               D-DOLLAR DISCOUNT
                                               G-GIFT CERTIFICAT
                                               M-MISCELLANEOUS
 Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                    Figure 4-2. PREPAY DUE $ Field

    If this is a pay code 4 or P transaction, and there are still backordered items on the order, the cursor
    will move to the PREPAY DUE $ field, shown in Figure 4-2. The amount shown in this field is the
    minimum amount the customer must pay at this time. This amount is determined by the DEFAULT
    PREPAY DUE AS % OF BACKORDERS field in the (LG2) Point of Sale Parameters screen.

    The point-of-sale application requires that the customer pay for all shipped items on the order. The
    DEFAULT PREPAY DUE AS % OF BACKORDERS field gives you the option of also requiring a
    percentage of the remaining backorder amount as advance payment each time pay code 4 or P is used.

    For example, you enter a pay code 4 order containing in-stock items that total $21.90 and backordered
    items totaling $258.00, and you require a 50% advance payment on special orders. This means that
    the customers must pay $160.25 — $21.90 for the in-stock items, $150.90 as advance payment for the
    backordered items, and sales tax. Several days later, some of the backordered items are received and
    the customer comes to pick them up. The received items total $108.00, less than the customer's
    advance payment. However, since you require that the customer pay fifty percent of the backorder
    total, the customer would still pay $57.91 at this time.

    The PREPAY DUE $ field will reflect the amount shown in the SHIPPED AMT field plus whatever
    percentage of the total backorder amount (if any) that you require as advance payment. Enter the
    amount that the customer must pay in the PREPAY DUE $ field, as shown in Figure 4-3, or press
    RETURN to accept the default.




Page 4-4
Rev. 6/94
                                                             Chapter 4: Accepting Tender for a Prepay


14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                      Shipped Amt [   211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                    1) Tender [1] $           2-CHECK
Gross $    197.18                             3-VISA/MC/AMEX/DI
Tax   $     14.30                             4-MANF COUPON
Net   $    211.48                             5-IN STORE COUPON
                                              D-DOLLAR DISCOUNT
                                              G-GIFT CERTIFICAT
                                              M-MISCELLANEOUS
Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                           Figure 4-3. Entering a Prepay Due Amount


 Note: While you can enter an amount in the PREPAY DUE $ field that is less than the required
       percentage of the backordered total, you can not enter an amount that is less than the shipped
       amount. If you attempt to do this, the cursor will remain in the PREPAY DUE # field and the
       following message will appear:

                PrePay Due MUST At Least Be Shipped Due

        Enter an amount that is equal to or greater than the amount displayed in the SHIPPED AMT
        field.

 When you have entered the amount the customer must pay in the PREPAY DUE $ field, or you are
 using pay code P and all of the items on the order have been received, the cursor will move to the $
 field to the right of the 1) TENDER field. At this point, you can discount the order, accept payment,
 or use one of the special tender codes. These options are discussed in the following sections.




                                                                                             Page 4-5
                                                                                              Rev. 6/94
O/P Dealer Point-of-Sale Manual


Section 2:             Accepting Cash
    When you enter the amount the customer must pay in the PREPAY DUE $ field, or you are using pay
    code P and all of the items on the order have been received, the cursor will move to the [ ] field to the
    right of the 1) TENDER field, as shown in Figure 4-4. In the point-of-sale application, the method of
    payment is defined by a tender type. Since the point-of-sale application is automatically ready to
    perform a cash sale, the 1) TENDER field will default to tender type 1 (cash). Press TAB.

    The cursor will move to the $ field to the right of the 1) TENDER field. Enter the amount of money
    received from the customer.

    Note: In the point-of-sale application, you must include the decimal point when entering a dollar
          amount. For example, if the customer gives you four dollars and fifty cents, you must enter
          4.50. If you enter 450, the amount will be recorded as four hundred fifty dollars.

    If the amount entered in the $ field is less than the amount displayed in the PREPAY DUE $ field, refer
    to Section 8: Accepting Additional TenderTender.

    If the amount entered in the $ field is greater than the amount displayed in the PREPAY DUE $ field,
    the system displays the difference in the CHANGE $ field and the following prompt appears:

            Ready to Process Ticket Y/N ?Y (A=Add on, C=Change Paycode, T=Tender, V=Void)

    At this point, you can complete the transaction and print an invoice for the customer. For more
    information, refer to Chapter 5: Completing a Sale
                                                  Sale.


 14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                       Shipped Amt [   211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                     1) Tender [1] $           2-CHECK
 Gross $    197.18                             3-VISA/MC/AMEX/DI
 Tax   $     14.30                             4-MANF COUPON
 Net   $    211.48                             5-IN STORE COUPON
                                               D-DOLLAR DISCOUNT
                                               G-GIFT CERTIFICAT
                                               M-MISCELLANEOUS
 Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                            Figure 4-4. [ ] Field
Page 4-6
Rev. 6/94
                                                                 Chapter 4: Accepting Tender for a Prepay


Section 3:           Accepting Checks
  When you enter the amount the customer must pay in the PREPAY DUE $ field, or you are using pay
  code P and all of the items on the order have been received, the cursor will move to the [ ] field to the
  right of the 1) TENDER field, as shown in Figure 4-5. In the point-of-sale application, the method of
  payment is defined by a tender type. Since the point-of-sale application is automatically ready to
  perform a cash sale, the 1) TENDER field will default to tender type 1 (cash). If the customer is paying
  with a check instead of cash, type:

                                   2

  The amount due will be displayed in the $ field to the right of the 1) TENDER field. The list of available
  tender types will be replaced by the following fields, as shown in Figure 4-6:

         Account # [                         ]
         Number [                  ]
         Phone # [ -      -    ]
         D.L. # [                      ]

  If the amount of the check is the same as the amount displayed in the PREPAY DUE $ field, press TAB.

  If the amount of the check is different than the amount displayed in the PREPAY DUE $ field, enter
  the amount of the check.




14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                      Shipped Amt [   211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                    1) Tender [1] $           2-CHECK
Gross $    197.18                             3-VISA/MC/AMEX/DI
Tax   $     14.30                             4-MANF COUPON
Net   $    211.48                             5-IN STORE COUPON
                                              D-DOLLAR DISCOUNT
                                              G-GIFT CERTIFICAT
                                              M-MISCELLANEOUS
Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                       Figure 4-5. 1) TENDER Field

                                                                                                   Page 4-7
                                                                                                    Rev. 6/94
O/P Dealer Point-of-Sale Manual


 14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]       Outstanding [     105.74]
                                                        Shipped Amt [     211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74 Account # [                   ]
                     1) Tender [2] $   105.74 Number [            ]
 Gross $    197.18                             Phone # [    -   -     ]
 Tax   $     14.30                             D.L. # [                 ]
 Net   $    211.48



 Printer [1] Format [5I        ] Status [B]


                                      Figure 4-6. CHECK Fields


    Note: In the point-of-sale application, you must include the decimal point when entering a dollar
          amount. For example, if the customer gives you a check for four dollars and fifty cents, you
          must enter 4.50. If you enter 450, the amount will be recorded as four hundred fifty dollars.

    The cursor will move to the ACCOUNT # field. Enter the customer's checking account number in this
    field.

    If you specify Y in the CHECK BAD NUMBERS field in the (LG7) Tender Code Master screen and you
    enter a number that matches a number listed in the (BA) Bad Account Number File screen,
    information about that account will display and the system will prompt you to continue. For more
    information about the bad account file, refer to Chapter 12: Creating a Bad Account Number File
                                                                                                File.

    If you do not want to enter the check number, press TAB.

    The cursor will move to the NUMBER field. Enter the customer's check number or press TAB. The
    number entered here will display in the CHECK # field in (B) Accounts Receivable Posting screen and
    on the A/R Batch Report.

    The cursor will move to the PHONE # field. Enter the customer's telephone number or press TAB.

    The cursor will move to the D.L. # field. Enter the customer's driver's license number or press
    RETURN.

    If the amount of the check is less than the amount due, refer to Section 8: Accepting Additional
    Tender.
    Tender

Page 4-8
Rev. 6/94
                                                           Chapter 4: Accepting Tender for a Prepay


14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]     Outstanding [    105.74]
                                                     Shipped Amt [    211.48]
-- ORDER TOTALS -- PrePay Due $       105.74
                    1) Tender [2] $   105.74
Gross $    197.18
Tax   $     14.30
Net   $    211.48

Change $        .00

Printer [1] Format [5I ] Status [B]
Ready to Process Ticket Y/N ?Y (A-Add on, C-Change Paycode, T-Tender, V-Void)

                      Figure 4-7. READY TO PROCESS TICKET Prompt

 If the check was written for more than the amount displayed in the PREPAY DUE $ field, the system
 will display the amount of change due in the CHANGE $ field.

 Note: If you specify an amount in the MAX CHANGE $ field in the (LG7) screen to limit the
       maximum amount of change that can be given to the customer, and you exceed that amount,
       the following prompt will appear:

               Can NOT Give Out that Much Change

        Press RETURN. The cursor will return to the $ field.

 When you have finished entering tender information, the system will display the following prompt,
 as shown in Figure 4-7:

        Ready to Process Ticket Y/N ?Y (A=Add on, C=Change Paycode, T=Tender, V=Void)

 At this point, you can complete the transaction and print an invoice for the customer, For more
 information, refer to Chapter 5: Completing a Sale
                                               Sale.




                                                                                           Page 4-9
                                                                                            Rev. 6/94
O/P Dealer Point-of-Sale Manual


Section 4:             Accepting Credit Cards
    When you enter the amount the customer must pay in the PREPAY DUE $ field, or you are using pay
    code P and all of the items on the order have been received, the cursor will move to the [ ] field to the
    right of the 1) TENDER field, as shown in Figure 4-8. Tender types define the method of payment.
    Since the point-of-sale application is automatically ready to perform a cash sale, the default in the 1)
    TENDER field is 1 (cash). If the customer is paying with a credit card instead of cash, type:

                                   3

    The amount due will be displayed in the $ field to the right of the 1) TENDER field. The list of tender
    types will be replaced by a list of the available credit card types and the following fields will be
    displayed, as shown in Figure 4-9:

            Account # [                            ]
            Phone # [ - - ]
            Exp. Date [ / / ]
            Description [                               ]
            Auth. Code [           ]

    The cursor will move to the ACCOUNT # field. This field lets you enter the customer's credit card
    account number. If the amount that will be charged to the customer's credit card is different than
    the amount of the purchase, press ESC. The cursor will move to the $ field. Enter the amount of the
    charge. The cursor will return to the ACCOUNT # field.

    When the cursor is in the ACCOUNT # field, enter the customer's credit card number, or press TAB.

 14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                       Shipped Amt [   211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                     1) Tender [1] $           2-CHECK
 Gross $    197.18                             3-VISA/MC/AMEX/DI
 Tax   $     14.30                             4-MANF COUPON
 Net   $    211.48                             5-IN STORE COUPON
                                               D-DOLLAR DISCOUNT
                                               G-GIFT CERTIFICAT
                                               M-MISCELLANEOUS
 Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                            Figure 4-8. [ ] Field

Page 4-10
Rev. 6/94
                                                              Chapter 4: Accepting Tender for a Prepay


14:27:46                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                      Shipped Amt [   211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 Account # [                ]
                    1) Tender [3] $   105.74 Phone # [     -  -     ]
Gross $    197.18                             Exp. Date [ / / ]
Tax   $     14.30                             Description [                   ]
Net   $    211.48                             Auth. Code [      ]



Printer [1] Format [5I       ] Status [B]


                             Figure 4-9. CREDIT CARD TYPE Fields

 If you specify Y in the CHECK BAD NUMBERS field in the (LG7) Tender Code Master screen and you
 enter a number that matches a number listed in the (BA) Bad Account Number File screen,
 information about that account will display and the system will prompt you to continue. For more
 information about the bad account file, refer to Chapter 12: Creating a Bad Account Number File
                                                                                             File.

 The cursor will move to the PHONE # field. Enter the customer's telephone number or press
 RETURN.

 The cursor will move to the EXP DATE field. Enter the expiration date from the customer's credit card,
 omitting the slash that separates the day, month, and year. If you do not want to enter the date, press
 TAB.

 The cursor will move to the DESCRIPTION field and the following prompt will appear:

        0=MC, 1=VISA, 2=AMEX, 3=DIN.CLUB, 4=CA.BLANC, 5=DISCOVER, 6=OTHER

 If you want totals for each credit card to print on the Batch Report, you must specify the appropriate
 code (0 through 6) as the first character in the DESCRIPTION field.

 This field is also used to enter any text that describes the type of credit card the customer is paying
 with, American Express for example. If you do not want to specify the credit card type, press TAB.

 The cursor will move to the AUTH CODE field. If authorization is required for this sale, enter the
 authorization code in this field. These codes are user-defined.

 If no authorization is required, press RETURN.

                                                                                              Page 4-11
                                                                                                Rev. 6/94
O/P Dealer Point-of-Sale Manual


 14:27:46                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]     Outstanding [    105.74]
                                                      Shipped Amt [    211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74
                     1) Tender [3] $   105.74
 Gross $    197.18
 Tax   $     14.30
 Net   $    211.48

 Change $           .00

 Printer [1] Format [5I ] Status [B]
 Ready to Process Ticket Y/N ?Y (A-Add on, C-Change Paycode, T-Tender, V-Void)

                          Figure 4-10. READY TO PROCESS TICKET Prompt

    If the amount charged to the customer's account is less than the amount of the sale, refer to Section
                              Tender.
    8: Accepting Additional Tender

    When you have finished entering tender information, the system will display the following prompt,
    as shown in Figure 4-10:

            Ready to Process Ticket Y/N ?Y (A=Add on, C=Change Paycode, T=Tender, V=Void)

    At this point, you can complete the transaction and print an invoice for the customer. For more
    information, refer to Chapter 5: Completing a Sale
                                                  Sale.




Page 4-12
Rev. 6/94
                                                                  Chapter 4: Accepting Tender for a Prepay


Section 5:           Accepting Discounts
  When you enter the amount the customer must pay in the PREPAY DUE $ field, or you are using pay
  code P and all of the items on the order have been received, the cursor will move to the [ ] field to the
  right of the 1) TENDER field, as shown in Figure 4-11

  There are two default tender codes set up to handle discounts: D (Dollar Discounts) and P (Percent
  Discounts). Both types are explained in the following paragraphs.

DOLLAR DISCOUNTS
  Tender code D (Dollar Discount) lets you take a specified dollar amount off of the invoice subtotal.
  This tender code makes it easier to handle coupons offering customers a dollar discount on their total
  purchase.

  For example, if you offer a customer $2.00 off of their total purchase, the order-writer would enter 2.00
  in the $ field to the right of the 1) TENDER field.

  Since the point-of-sale application is automatically ready to perform a cash sale, the default in the
  1) TENDER field is 1 (cash). To use tender code D, type:

                                 D

  The cursor will move to the $ field to the right of the 1) TENDER field. Enter the correct discount
  amount. Press TAB.


14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                      Shipped Amt [   211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                    1) Tender [1] $           2-CHECK
Gross $    197.18                             3-VISA/MC/AMEX/DI
Tax   $     14.30                             4-MANF COUPON
Net   $    211.48                             5-IN STORE COUPON
                                              D-DOLLAR DISCOUNT
                                              G-GIFT CERTIFICAT
                                              M-MISCELLANEOUS
Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                         Figure 4-11. [ ] Field

                                                                                                 Page 4-13
                                                                                                   Rev. 6/94
O/P Dealer Point-of-Sale Manual


  14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
  --------------------------------------------------------------------------------
  Cashier :BOB                        PrePay               Transaction #    5540-1
  --------------------------------------------------------------------------------
  Name :UNIVERSAL EXPORT                 Account #       007
                                           Status :G
        2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
        ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
  --------------------------------------------------------------------------------
  #   Item           Mfg         Description              Qty     Price

  --- -------------- --- ------------------------------ ----- -- -------- --------
  Orig. Total [     229.82]      Paid [    124.08]     Outstanding [    105.74]
                                                       Shipped Amt [    211.48]
  -- ORDER TOTALS -- PrePay Due $       105.74 Description [              ]
                      1) Tender [D] $
  Gross $    197.18
  Tax   $     14.30
  Net   $    211.48



  Printer [1] Format [5I          ] Status [B]


                                   Figure 4-12. DESCRIPTION Field


    Note: In the point-of-sale application, you must include the decimal point when entering a dollar
          amount. For example, if the customer gives you four dollars and fifty cents, you must enter
          4.50. If you enter 450, the amount will be recorded as four hundred fifty dollars.

    The cursor will move to the DESCRIPTION field, shown in Figure 4-12. This user-defined field lets
    you enter any text that describes the discount. For example, you might want to enter the message
    DOLLAR DISCOUNT.

    This tender code treats the discount as though it were cash received from the customer. The discount
    amount will automatically appear in the $ field to the right of the 1) TENDER field as a payment
    against the amount shown in the TOTAL DUE $ field.

    If you decide not to give the customer a discount, or entered the wrong dollar amount, press ESC until
    the cursor returns to the 1) TENDER field. Enter the correct tender code.

    The system will display the total due after the discount has been applied as a negative amount in the
    BALANCE $ field and the 2) TENDER field will appear.

    To accept payment from the customer, refer to the appropriate section for more information. (For
    example, if the customer is paying by check, refer to Section 3: Accepting Checks
                                                                               Checks.)




Page 4-14
Rev. 6/94
                                                               Chapter 4: Accepting Tender for a Prepay


14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                      Shipped Amt [   211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 Total Order Discount % [    ]
                    1) Tender [P] $           Description [                ]
Gross $    197.18
Tax   $     14.30
Net   $    211.48



Printer [1] Format [5I       ] Status [B]


                               Figure 4-13. Percent Discount Fields


PERCENT DISCOUNTS
 Tender code P (Percent Discount) lets you take a specified percentage off of the invoice subtotal. This
 tender code makes it easier to handle situations such as store-wide sales where everything is
 discounted by a set percentage, or coupons offering customers a discount percentage on their total
 purchase.

 Tender code P works in addition to other types of discounts; it does not replace them. For example,
 you are running a sale offering a 10 percent discount on all purchases and a customer buys an item
 that is already marked 20 percent off. The order-writer would enter an item discount of 20% and then,
 after the order is ended, use tender code P to take another 10 percent off of the discounted price.
 Since the point-of-sale application is automatically ready to perform a cash sale, the default in the 1)
 TENDER field is 1 (cash). To use tender code P, type:

                                P

 The list of available tender codes will be replaced by the following fields, as shown in 4-13:

        Total Order Discount % [       ]
        Description [                  ]

 The cursor will move to the TOTAL ORDER DISCOUNT % field. Enter the percentage by which you
 want to discount the order.

 The cursor will move to the DESCRIPTION field. This user-defined field lets you enter any text that
 describes the discount. For example, you might want to enter the message PERCENT DISCOUNT.
                                                                                               Page 4-15
                                                                                                  Rev. 6/94
O/P Dealer Point-of-Sale Manual


 14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]      Outstanding [    105.74]
                                                       Shipped Amt [    211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74 1-CASH             R-RETURN CHECK
                     1) Tender [P] $    19.72 2-CHECK            S-CASH REFUND
 Gross $    197.18 2) Tender [P] $             3-VISA/MC/AMEX/DI T-RETURN CREDIT C
 Tax   $     14.30                             4-MANF COUPON
 Net   $    211.48                             5-IN STORE COUPON
                                               D-DOLLAR DISCOUNT
 Balance$    -86.02                            G-GIFT CERTIFICAT
                                               M-MISCELLANEOUS
 Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                           Figure 4-14. BALANCE $ and 2) TENDER Fields

    This tender code treats the discount as though it were cash received from the customer. The discount
    amount will automatically appear in the $ field to the right of the 1) TENDER field as a payment
    against the amount shown in the TOTAL DUE $ field.

    For example, while the subtotal of a customer's order is 116.44, this includes a backordered item. The
    subtotal of the shipped items is $112.94. A 10 percent discount is applied using the Percent Discount
    tender code, and $ 11.29 appears as a payment in the $ field.

    Note: Although the discount amount appears as a payment in the P.O.S. Order Entry screen, it will
          be listed in the OTHER column on the P.O.S. Tendered Totals Report. Only the amount
          actually paid by the customer will appear in the CASH column.

            Also, if you specify a G/L account number in the CASH DISCOUNT field in the (L2) G/L
            Master Numbers screen, the discount amount will be posted to this account on the A/R Batch
            Report and only the amount actually paid by the customer will be posted to the sales account.
            If you do not specify an account number in the CASH DISCOUNT field, the total due on the
            invoice (the discount amount plus the customer's payment) will be applied to the sales
            account.

    If you decide not to give the customer a discount, or entered the wrong discount percentage, press ESC
    until the cursor returns to the 1) TENDER field. Enter the correct tender code.




Page 4-16
Rev. 6/94
                                                            Chapter 4: Accepting Tender for a Prepay

The system will display the total due after the discount has been applied as a negative amount in the
BALANCE $ field and the 2) TENDER field will appear, as shown in Figure 4-14.

To accept payment from the customer, refer to the appropriate section for more information. (For
example, if the customer is paying by check, refer to Section 3: Accepting Checks
                                                                           Checks.)




                                                                                           Page 4-17
                                                                                             Rev. 6/94
O/P Dealer Point-of-Sale Manual


Section 6:              Accepting Coupons
    When you enter the amount the customer must pay in the PREPAY DUE $ field, or you are using pay
    code P and all of the items on the order have been received, the cursor will move to the [ ] field to the
    right of the 1) TENDER field, as shown in Figure 4-15.

    There are two default tender codes set up to handle coupons: 4 (Manufacturers Coupon) and 5 (In
    Store Coupon). Both types are explained in the following paragraphs.


MANUFACTURER COUPON
    Tender code 4 (Manufacturer Coupon) lets you take a specified dollar amount off of the invoice
    subtotal.

    Since the point-of-sale application is automatically ready to perform a cash sale, the default in the 1)
    TENDER field is 1 (cash). If the customer is using a manufacturer's coupon, type:

                                    4

    The cursor will move to the $ field to the right of the 1) TENDER field. The list of available tender codes
    will be replaced by the following field.

            Description [                       ]



 14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                       Shipped Amt [   211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                     1) Tender [1] $           2-CHECK
 Gross $    197.18                             3-VISA/MC/AMEX/DI
 Tax   $     14.30                             4-MANF COUPON
 Net   $    211.48                             5-IN STORE COUPON
                                               D-DOLLAR DISCOUNT
                                               G-GIFT CERTIFICAT
                                               M-MISCELLANEOUS
 Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                            Figure 4-15. [ ] Field

Page 4-18
Rev. 6/94
                                                             Chapter 4: Accepting Tender for a Prepay


14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]     Outstanding [    105.74]
                                                     Shipped Amt [    211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 Description [                    ]
                    1) Tender [4] $
Gross $    197.18
Tax   $     14.30
Net   $    211.48

Balance$     -86.02

Printer [1] Format [5I       ] Status [B]


                               Figure 4-16. DESCRIPTION Field

 Enter the amount of the coupon.

 Notes: The system deducts the amount of the coupon from the net amount of the ticket. The system
        considers coupons a form of tender and therefore will not recalculate tax when an amount is
        entered.

        In the point-of-sale application, you must include the decimal point when entering a dollar
        amount. For example, if the customer gives you four dollars and fifty cents, you must enter
        4.50. If you enter 450, the amount will be recorded as four hundred fifty dollars.

 The cursor will move to the DESCRIPTION field, shown in Figure 4-16.

 This tender code treats the coupon as though it were cash received from the customer. The discount
 amount will automatically appear in the $ field to the right of the 1) TENDER field as a payment
 against the amount shown in the TOTAL DUE $ field.

 If you decide not to accept the coupon, or enter the wrong amount, press ESC. The cursor will return
 to the 1) TENDER field. Enter the correct tender code.

 The system will display the total due after the discount has been applied as a negative amount in the
 BALANCE $ field and the 2) TENDER field will appear.




                                                                                            Page 4-19
                                                                                              Rev. 6/94
O/P Dealer Point-of-Sale Manual


  14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
  --------------------------------------------------------------------------------
  Cashier :BOB                        PrePay               Transaction #    5540-1
  --------------------------------------------------------------------------------
  Name :UNIVERSAL EXPORT                 Account #       007
                                           Status :G
        2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
        ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
  --------------------------------------------------------------------------------
  #   Item           Mfg         Description              Qty     Price

  --- -------------- --- ------------------------------ ----- -- -------- --------
  Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                        Shipped Amt [   211.48]
  -- ORDER TOTALS -- PrePay Due $       105.74 Total Order Discount % [    ]
                      1) Tender [5] $           Description [                   ]
  Gross $    197.18
  Tax   $     14.30
  Net   $    211.48

  Balance$       -86.02

  Printer [1] Format [5I          ] Status [B]


                          Figure 4-17. TOTAL ORDER DISCOUNT % Field

    To accept payment from the customer, refer to the appropriate section for more information. (For
    example, if the customer is paying by check, refer to Section 3: Accepting Checks
                                                                               Checks.)


IN-STORE COUPON
    Tender code 5 (In Store Coupon) lets you take a specified percentage off of the invoice subtotal.

    Since the point-of-sale application is automatically ready to perform a cash sale, the default in the 1)
    TENDER field is 1 (cash). If the customer is using an in-store coupon, type:

                                   5

    The list of available tender codes will be replaced by the following field:

            Total Order Discount % [       ]
            Description [                      ]

    The cursor will move to the TOTAL ORDER DISCOUNT % field, as shown in Figure 4-17. Enter the
    percentage by which you are discounting the order. Press TAB.

    Note: The system deducts the amount of the coupon from the net amount of the ticket. The system
          considers coupons a form of tender and therefore will not recalculate tax when an amount is
          entered.


Page 4-20
Rev. 6/94
                                                              Chapter 4: Accepting Tender for a Prepay


14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [    105.74]
                                                      Shipped Amt [    211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 1-CASH             R-RETURN CHECK
                    1) Tender [5] $    19.72 2-CHECK            S-CASH REFUND
Gross $    197.18 2) Tender [5] $             3-VISA/MC/AMEX/DI T-RETURN CREDIT C
Tax   $     14.30                             4-MANF COUPON
Net   $    211.48                             5-IN STORE COUPON
                                              D-DOLLAR DISCOUNT
Balance$    -86.02                            G-GIFT CERTIFICAT
                                              M-MISCELLANEOUS
Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                  Figure 4-18. 2) TENDER Field

 The cursor will move to the DESCRIPTION field. Press RETURN to accept the default description,
 DISC COUP, or enter any descriptive text that describes the coupon.

 This tender code treats the discount as though it were cash received from the customer. The discount
 amount will automatically appear in the $ field to the right of the 1) TENDER field as a payment
 against the amount shown in the TOTAL DUE $ field.

 For example, while the subtotal of a customer's order is 116.44, this includes a backordered item. The
 subtotal of the shipped items is $112.94. A 10 percent coupon is applied using the In Store Coupon
 tender code, and $ 11.29 appears as a payment in the $ field.

 If you decide not to give the customer a discount, or entered the wrong coupon percentage, press ESC
 until the cursor returns to the 1) TENDER field. Enter the correct tender code.

 The system will display the total due after the discount has been applied as a negative amount in the
 BALANCE $ field and the 2) TENDER field will appear, as shown in Figure 4-18.

 To accept payment from the customer, refer to the appropriate section for more information. (For
 example, if the customer is paying by check, refer to Section 3: Accepting Checks
                                                                            Checks.)




                                                                                             Page 4-21
                                                                                               Rev. 6/94
O/P Dealer Point-of-Sale Manual


Section 7:              Accepting Gift Certificates
    When an order is ended, the Order Totals fields will appear. The Order Totals fields will display the
    subtotal, the discount amount (if any), the sales tax, and the total of the order. The TOTAL DUE $ field
    will display the amount due for the shipped items on the order.

    The cursor will move to the [ ] field to the right of the 1) TENDER field, as shown in Figure 4-19.

    In the point-of-sale application, tender codes define the method of payment. Since the point-of-sale
    application is automatically ready to perform a cash sale, the default in the 1) TENDER field is 1 (cash).
    If the customer is paying with a gift certificate, type:

                                    G

    The cursor will move to the $ field to the right of the 1) TENDER field. The list of available tender codes
    will be replaced by the following fields, as shown in Figure 4-20:

            Number [          ]
            Name [                         ]

    Enter the amount of the gift certificate.




  14:21:43                P.O.S. Order Entry (02/25/XX)                   03/15/94
  --------------------------------------------------------------------------------
  Cashier :BOB                        PrePay               Transaction #    5540-1
  --------------------------------------------------------------------------------
  Name :UNIVERSAL EXPORT                 Account #       007
                                           Status :G
        2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
        ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
  --------------------------------------------------------------------------------
  #   Item           Mfg         Description              Qty     Price

  --- -------------- --- ------------------------------ ----- -- -------- --------
  Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                        Shipped Amt [   211.48]
  -- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                      1) Tender [1] $           2-CHECK
  Gross $    197.18                             3-VISA/MC/AMEX/DI
  Tax   $     14.30                             4-MANF COUPON
  Net   $    211.48                             5-IN STORE COUPON
                                                D-DOLLAR DISCOUNT
                                                G-GIFT CERTIFICAT
                                                M-MISCELLANEOUS
  Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                           Figure 4-19. [ ] Field

Page 4-22
Rev. 6/94
                                                              Chapter 4: Accepting Tender for a Prepay


14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                      Shipped Amt [   211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 Number [           ]
                    1) Tender [G] $           Name [                        ]
Gross $    197.18
Tax   $     14.30
Net   $    211.48

Balance$      -86.02

Printer [1] Format [5I       ] Status [B]


                               Figure 4-20. Gift Certificate Fields


 Note: In the point-of-sale application, you must include the decimal point when entering a dollar
       amount. For example, if the customer gives you four dollars and fifty cents, you must enter
       4.50. If you enter 450, the amount will be recorded as four hundred fifty dollars.

 If you enter an amount that exceeds the amount set in the MAX CHANGE $ field in the (LG7) screen,
 the following prompt will appear:

        Can NOT Give Out that Much Change

 Press RETURN. The cursor will return to the $ field.

 The cursor will move to the NUMBER field. Enter the number of the gift certificate or press TAB. The
 number entered here will display in the CHECK # field in (B) Accounts Receivable Posting screen and
 on the A/R Batch Report.

 The cursor will move to the NAME field. If the name of the person who is redeeming the gift certificate
 is required, enter their name. This field is user-defined.

 If you do not require a name, press RETURN.

 The system will display the total due after the gift certificate has been applied as a negative amount
 in the BALANCE $ field. The 2) TENDER field and its corresponding $ field will also be displayed.

 To accept payment from the customer, refer to the appropriate section for information. (For example,
 if the customer is paying by check, refer to Section 3: Accepting Checks
                                                                   Checks.)

                                                                                              Page 4-23
                                                                                                Rev. 6/94
O/P Dealer Point-of-Sale Manual


Section 8:             Accepting Additional Tender
    A customer may use more than one type of tender to pay for a purchase. For example, he may write
    a check for a portion of the purchase amount and give you cash for the difference. Up to seven types
    of tender can be accepted for a transaction.

    If the amount entered in the $ field to the right of the 1) TENDER field is less than the amount displayed
    in the PREPAY DUE $ field, the CHANGE $ field will be replaced by the BALANCE DUE $ field, and
    the difference will be displayed as a negative amount. Also, the 2) TENDER field and a second $ field
    will appear.

    The 2) TENDER field will default to the tender code entered in the 1) TENDER field. For example,
    if you use tender code D (Dollar Discount) to discount an order, the discount is applied as a payment
    in the $ field to the right of the 1) TENDER field, and the 2) TENDER field will default to D, as shown
    in Figure 4-21.

    Enter the correct tender code, or press RETURN to accept the default.

    Note: If you use tender codes 2 and 3 (check and credit) on the same transaction, they will post to
          AR-BATCH — and appear on the A/R Batch Report — as a combined amount with whichever
          tender code is entered last. However, they will show correctly on the P.O.S. Tendered Totals
          Report.




 14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]      Outstanding [    105.74]
                                                       Shipped Amt [    211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74 1-CASH             R-RETURN CHECK
                     1) Tender [D] $     2.00 2-CHECK            S-CASH REFUND
 Gross $    197.18 2) Tender [D] $             3-VISA/MC/AMEX/DI T-RETURN CREDIT C
 Tax   $     14.30                             4-MANF COUPON
 Net   $    211.48                             5-IN STORE COUPON
                                               D-DOLLAR DISCOUNT
 Balance$   -103.74                            G-GIFT CERTIFICAT
                                               M-MISCELLANEOUS
 Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                                      Figure 4-21. 2) TENDER Field

Page 4-24
Rev. 6/94
                                                              Chapter 4: Accepting Tender for a Prepay


14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5540-1
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
Orig. Total [     229.82]      Paid [    124.08]      Outstanding [   105.74]
                                                      Shipped Amt [   211.48]
-- ORDER TOTALS -- PrePay Due $       105.74 1-CASH
                    1) Tender [D] $     2.00 2-CHECK
Gross $    197.18 2) Tender [1] $      50.00 3-VISA/MC/AMEX/DI
Tax   $     14.30 3) Tender [1] $             4-MANF COUPON
Net   $    211.48                             5-IN STORE COUPON
                                              D-DOLLAR DISCOUNT
Balance$    -53.74                            G-GIFT CERTIFICAT
                                              M-MISCELLANEOUS
Printer [1] Format [5I ] Status [B]           P-PERCENT DISCOUN


                              Figure 4-22. 3) TENDER and $ Fields

 Depending on the tender code selected, additional fields may be displayed. Refer to the section on
 the selected tender code for more information. (For example, if you specified 2 (check), refer to
                       Checks.)
 Section 3: Accepting Checks

 Note: If you accept two separate checks as tender, the system will only frank the second check.

 If the amount entered in the $ field to the right of the 2) TENDER field is less than what the customer
 owes, the difference will be displayed in the BALANCE DUE $ field as a negative amount. Also, the
 3) TENDER field and a third $ field will appear.

 The 3) TENDER field will default to the tender code entered in the 1) TENDER field, as shown in
 Figure 4-22 above. Enter the correct tender code, or press TAB to accept the default.

 Note: If you use tender codes 2 and 3 (check and credit) on the same transaction, they will post to
       AR-BATCH — and appear on the A/R Batch Report — as a combined amount with whichever
       tender code is entered last. However, they will show correctly on the P.O.S. Tendered Totals
       Report.

 Depending on the tender code selected, additional fields may be displayed. Refer to the section on
 the selected tender code for more information. (For example, if you specified 2 (check), refer to
                       Checks.)
 Section 3: Accepting Checks




                                                                                              Page 4-25
                                                                                                Rev. 6/94
O/P Dealer Point-of-Sale Manual


 14:29:59                P.O.S. Order Entry (02/25/XX)                   03/15/94
 --------------------------------------------------------------------------------
 Cashier :BOB                        PrePay               Transaction #    5540-1
 --------------------------------------------------------------------------------
 Name :UNIVERSAL EXPORT                 Account #       007
                                          Status :G
       2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
       ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     197.18
 --------------------------------------------------------------------------------
 #   Item           Mfg         Description              Qty     Price

 --- -------------- --- ------------------------------ ----- -- -------- --------
 Orig. Total [     229.82]      Paid [    124.08]     Outstanding [    105.74]
                                                      Shipped Amt [    211.48]
 -- ORDER TOTALS -- PrePay Due $       105.74
                     1) Tender [D] $     2.00
 Gross $    197.18 2) Tender [1] $      50.00
 Tax   $     14.30 3) Tender [2] $      53.74
 Net   $    211.48

 Change $           .00

 Printer [1] Format [5I ] Status [B]
 Ready to Process Ticket Y/N ?Y (A-Add on, C-Change Paycode, T-Tender, V-Void)

                          Figure 4-23. READY TO PROCESS TICKET Prompt


    Note: If you are using pay code 4, and specify A or C in the 2) TENDER or 3) TENDER fields to make
          changes to the order, the system will not retain any payment information that has been
          entered. For more information on tender codes A and C (Add On and Chg Cus/Paycode),
          refer to Section 9: Special Tender Codes
                                               Codes.

    When you have finished entering tender information, the system will display the following prompt,
    as shown in Figure 4-23:

            Ready to Process Ticket Y/N ?Y (A=Add on, C=Change Paycode, T=Tender, V=Void)

    At this point, you can complete the transaction and print an invoice for the customer. For more
    information, refer to Chapter 5: Completing a Sale
                                                  Sale.




Page 4-26
Rev. 6/94
                                                                 Chapter 4: Accepting Tender for a Prepay


Section 9:           Special Tender Codes
  Tender codes are used to define the type of payment received in a cash sale. However, there are also
  three special tender codes that are used to add, change, or delete items on an order, change the
  customer that the order is assigned to or the pay code for the sale, or void the order.


ADDING, CHANGING, OR DELETING ITEMS ON AN ORDER
  When the cursor is in any of the TENDER fields, you can make changes to the items on the order. To
  do this, type:

                                 A

  as shown in Figure 4-24 below.

  Note: This option is not available if you are using pay code P (pay on prepay) to accept payment for
        an order created using pay code 4 (prepay). If you specify A in any of the TENDER fields, the
        cursor will remain in this field. You must enter a different tender code to continue.

  The cursor will return to the ITEM field. At this point, you can add to or change the items on the order.
  If the customer is set up with a standard discount in the (A) screen, and you use the PRICING special
  before making any other changes to the ticket, you can also change the pricing on all items that have
  been priced with the customer's discount.



10:39:03                P.O.S. Order Entry (02/25/XX)                   03/16/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5544-0
--------------------------------------------------------------------------------
Name :UNIVERSAL EXPORT                 Account #       007
                                         Status :G Slsm : 87 P/O      #
      2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
      ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     106.57
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price
    745
--- -------------- --- ------------------------------ ----- -- -------- --------

                          Shipped Amt [          13.89]
-- ORDER TOTALS --        PrePay Due $           64.10 A=Add on to Order G=GIFT CERTIFICAT
                         1) Tender [A] $         64.10 C=Chg Cus/Paycode M=MISCELLANEOUS
Gross $       106.57                                    V=Void Ticket     P=PERCENT DISCOUN
Tax   $         7.73                                    1=CASH
Net   $       114.30                                    2=CHECK
                                                        3=VISA/MC/AMEX/DI
Change $           .00                                  4=MANF COUPON
                                                        5=IN STORE COUPON
Printer [1] Format [5I         ] Status [B]             D=DOLLAR DISCOUNT


                          Figure 4-24. Using the A (Add On) Tender Code

                                                                                                 Page 4-27
                                                                                                   Rev. 6/94
O/P Dealer Point-of-Sale Manual


  10:39:03                P.O.S. Order Entry (02/25/XX)                   03/16/94
  --------------------------------------------------------------------------------
  Cashier :BOB                        PrePay               Transaction #    5544-0
  --------------------------------------------------------------------------------
  Name :UNIVERSAL EXPORT                 Account #       007
                                           Status :G Slsm : 87 P/O      #
        2356 EAST MAIN              Route :Q     Limit $130388   Lines # 3
        ROANOKE               TX 76262 0507    817 555 6783 Sub-Total $     106.57
  --------------------------------------------------------------------------------
  #   Item           Mfg         Description              Qty     Price
      745
  --- -------------- --- ------------------------------ ----- -- -------- --------

                            Shipped Amt [           13.89]
  -- ORDER TOTALS --        PrePay Due $            64.10 A=Add on to Order G=GIFT CERTIFICAT
                           1) Tender [C] $          64.10 C=Chg Cus/Paycode M=MISCELLANEOUS
  Gross $       106.57                                     V=Void Ticket     P=PERCENT DISCOUN
  Tax   $         7.73                                     1=CASH
  Net   $       114.30                                     2=CHECK
                                                           3=VISA/MC/AMEX/DI
  Change $           .00                                   4=MANF COUPON
                                                           5=IN STORE COUPON
  Printer [1] Format [5I          ] Status [B]             D=DOLLAR DISCOUNT


                       Figure 4-25. Using the C (Chg Cus/Paycode) Tender Code

    Make any changes and then end the order. The cursor will return to the $ field to the right of the 1)
    TENDER field so you can add, delete, or change items, use a special, or end the order.


CHANGING THE CUSTOMER OR PAY CODE
    When the cursor is in any of the TENDER fields, you can make changes to the items on the order. To
    do this, type:

                                   C

    as shown in Figure 4-25.

    Note: This option is not available if you are using pay code P (pay on prepay) to accept payment for
          an order created using pay code 4 (prepay). If you specify C in any of the TENDER fields, the
          cursor will remain in this field. You must enter a different tender code to continue.

    The cursor will move to the NAME field. Retrieve a new customer record or change the pay code for
    this order. (For more information, refer to Chapter 2: Retrieving Customer Records and Setting the
    Pay Code When you enter a purchase order number, or RETURN through the P/O # field, the
         Code.)
    system will display the following prompt:

            Reset Taxable & District to the New Customer Data Y/N ?Y

    If you change the customer the order is assigned to you have the option of resetting the tax and district

Page 4-28
Rev. 6/94
                                                               Chapter 4: Accepting Tender for a Prepay


10:39:03                P.O.S. Order Entry (02/25/XX)                   03/16/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5544-0
--------------------------------------------------------------------------------
Name :BETTY PAGE                       Account #        69
      SUITE 645                  S 10.0% Status :T Slsm : 425 P/O     #
      789 ROANOKE AVE             Route :RT    Limit $   378   Lines # 3
      ROANOKE               TX 70432         215 907 8654 Sub-Total $     106.57
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------
    CLIFF SECORD
    PEEVY
    BUTCH




Re-Price Order Based on New Customer Info. Y/N ?Y

        Figure 4-26. RE-PRICE ORDER BASED ON NEW CUSTOMER INFO Prompt

 parameters set in the (A) screen for that customer. However, any manual changes made to the tax and
 district will be lost.

 If you do not want to reset the tax and district for the order, type:

                                N

 To reset the tax and district for the order, press RETURN or type:

                                Y

 The following prompt will appear, as shown in Figure 4-26:

        Re-Price Order Based on New Customer Info. Y/N ?Y

 If you change the customer the order is assigned to, you will have the option of repricing the order
 using the pricing parameters set up in the (A) screen for that customer. Any changes made to the cost,
 list price, selling price, discount type, or discount percentage of an item will be lost.

 If you do not want to reprice the order, type:

                                N

 The system will display the first ten lines of the order and the cursor will move to the ITEM field.



                                                                                              Page 4-29
                                                                                                Rev. 6/94
O/P Dealer Point-of-Sale Manual


  10:39:03                P.O.S. Order Entry (02/25/XX)                   03/16/94
  --------------------------------------------------------------------------------
  Cashier :BOB                        PrePay               Transaction #    5544-0
  --------------------------------------------------------------------------------
  Name :BETTY PAGE                       Account #        69
        SUITE 645                  S 10.0% Status :T Slsm : 425 P/O     #
        789 ROANOKE AVE             Route :RT    Limit $   378   Lines #
        ROANOKE               TX 70432         215 907 8654 Sub-Total $
  --------------------------------------------------------------------------------
  #   Item           Mfg         Description              Qty     Price

  --- --------------      ---   ------------------------------ ----- -- -------- --------
      SHIPTO              100   Name :UNIVERSAL EXPORT               : Route :SW
      SHIPTO              110   Phone :8175556783               :
      SHIPTO              120   Street:3455 E. MAIN ST.         :
      SHIPTO              130   City:KELLER               State:TX Zip:762621234
      AAAA                899   Customer P/O#123456
    1 23012PBL            BOO   BOOK,MEMO,VY,6.75X3.75,BK          3*EA    7.890    23.67




  Cost [     5.080] List [      7.890]            Disc. Type [S] % [04.0]          Sell [        7.574]
  New Pricing - Any Key to Continue

                         Figure 4-27. READY TO PROCESS TICKET Prompt

    To reprice the order, press RETURN or type:

                                  Y

    The system will display any shipto special lines and the first item on the order, along with the item's
    new cost, list price, discount type and percentage, and selling price. The following message will also
    appear, as shown in Figure 4-27:

            New Pricing - Any Key to Continue

    Press RETURN. The item will be placed on the order with the new pricing and the next item will be
    displayed along with the NEW PRICING - ANY KEY TO CONTINUE message. When all of the items
    have been displayed, the cursor will return to the ITEM field so that you can add, delete, or change
    items, use a special, or end the order.


VOIDING AN ORDER
    When the cursor is in the 1) TENDER, 2) TENDER, or 3) TENDER fields, you can make changes to the
    items on the order. To do this, type:

                                  V




Page 4-30
Rev. 6/94
                                                              Chapter 4: Accepting Tender for a Prepay


10:39:03                P.O.S. Order Entry (02/25/XX)                   03/16/94
--------------------------------------------------------------------------------
Cashier :BOB                        PrePay               Transaction #    5544-0
--------------------------------------------------------------------------------
Name :BETTY PAGE                       Account #        69
      SUITE 645                  S 10.0% Status :T Slsm : 425 P/O     #
      789 ROANOKE AVE             Route :RT    Limit $   378   Lines # 3
      ROANOKE               TX 70432         215 907 8654 Sub-Total $      97.34
--------------------------------------------------------------------------------
#   Item           Mfg         Description              Qty     Price

--- -------------- --- ------------------------------ ----- -- -------- --------

                       Shipped Amt [           12.51]
-- ORDER TOTALS --     PrePay Due $            58.46
                      1) Tender [V] $          58.46
Gross $     106.57
Disc. $       9.23
Tax   $       7.06
Net   $     104.40
Change $        .00

Printer [1] Format [5I       ] Status [B]
Void Password ?

                            Figure 4-28. VOID PASSWORD Prompt


 Note: There are two times when you cannot use tender code V. If you have used pay code P (pay
       on prepay) to retrieve an order created using pay code 4 (prepay), you will not be able to void
       the order. If you specify V in any of the TENDER fields, the cursor will remain in this field.
       You must enter a different tender code to continue.

        Also, when you place a serialized item on an order, you have the opportunity to retrieve or
        create a serial record and assign it to the customer making the purchase. (For more
        information, refer to the O/M Dealer Serialized Inventory Manual.) This is necessary if you are
        to maintain serial history. However, once you do this, you cannot void the order. If you select
        tender code V, and the order contains a serialized item that has been assigned to this customer,
        the system will display the following message:

                Ticket can NOT be Voided, Includes Serialized Item

        Press RETURN. The cursor will return to the 1) TENDER field so that you can enter a different
        tender code and complete the order.

 If you entered a password in the VOID PASSWORD field in the (LG2) screen, the system will display
 the following prompt, as shown in Figure 4-28

        Void Password ?

 Enter the void password from the (LG2) screen.

 If you specify N in the PRINT VOIDS field in the (LG2) screen, the system will void the sale and,

                                                                                              Page 4-31
                                                                                                Rev. 6/94
O/P Dealer Point-of-Sale Manual


  10:39:03                P.O.S. Order Entry (02/25/XX)                   03/16/94
  --------------------------------------------------------------------------------
  Cashier :BOB                        PrePay               Transaction #    5544-0
  --------------------------------------------------------------------------------
  Name :BETTY PAGE                       Account #        69
        SUITE 645                  S 10.0% Status :T Slsm : 425 P/O     #
        789 ROANOKE AVE             Route :RT    Limit $   378   Lines # 3
        ROANOKE               TX 70432         215 907 8654 Sub-Total $      97.34
  --------------------------------------------------------------------------------
  #   Item           Mfg         Description              Qty     Price

  --- -------------- --- ------------------------------ ----- -- -------- --------

                           Shipped Amt [          12.51]
  -- ORDER TOTALS --       PrePay Due $           58.46
                          1) Tender [1] $         58.46
  Gross $      106.57
  Disc. $        9.23
  Tax   $        7.06
  Net   $      104.40
  Change $         .00

  Printer [1] Format [5I ] Status [B]
  Ready to Process Ticket Y/N ?Y (A-Add on, C-Change Paycode, T-Tender, V-Void)

                         Figure 4-29. READY TO PROCESS TICKET Prompt

    depending on the way you have set your parameters, the cursor will return to the CASHIER,
    SLSM #, or ITEM field so that you can begin the next transaction.

    If you specify Y in the PRINT VOIDS field, the system will display the following prompt, as shown
    in Figure 4-29:

            Ready to Process Ticket Y/N ?Y (A=Add on, C=Change Paycode, T=Tender, V=Void)

    Press RETURN or type:

                                  Y

    The system will void the order and the voided invoice will print. (For more information on the PRINT
    VOIDS field, refer to Chapter 9: Setting Point-of-Sale Parameters The items on the order will be
                                                           Parameters.)
    returned to your on-hand inventory as long as on-hand quantities of the item existed before the item
    was placed on the order.

    Inventory quantities are stored in the file I-AUX and displayed in the ON HAND field in the (E)
    Inventory Master screen. If an item had zero displayed in the ON HAND field in the (E) screen before
    it was placed on the order, it will not be added back to your on-hand inventory. While the point-of-
    sale application will treat all items not entered as backordered as though on-hand quantities exist, it
    will not create on-hand quantities that were not already stored in the file I-AUX.

    Depending on the way you have set your parameters, the cursor will return to the CASHIER,
    SLSM #, or ITEM field and you can begin the next transaction.


Page 4-32
Rev. 6/94

				
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