Field

Description/Activity

Sale Information

Customer Reference Number

The field enables the user to add, delete or edit the customer reference number. When the user selects this field a key pad is displayed on the right hand side grid, where the reference number can be updated by either touching the keypad characters or with the keyboard.

The reference number of maximum 50 alphanumeric characters can be entered.

Customer Name

Enter the Customer Name. By default, the customer name is picked from the customer selected on the transaction however user can change this information.

Use Pre-printed Folio

This field is only used for Chile localization.

Tax Code

The field enables the user to reselect the tax code for the transaction. When the user selects this field, the various tax code(s) setup in the system are displayed on the right side grid. To select a particular code, select its row in the grid and touch on the “Ok” button.

If the user at the Management Console has enabled the “Reason Code Details Required” or the “Comment Details Required” for “Sale Tax Override” in the “Retail Profile” assigned to the POS, an “Audit” screen is displayed.

For more information on “Tax Code Resolution”, please refer the Management Console User Manual.

Event

Use this field to attach, reselect, remove the event attached.

When the user selects this field, the various event(s) setup in the system are displayed on the right side grid. To select a particular event, select the row in the grid and touch the “OK” button.

Discount

Use this field to enter the discount amount for the transaction. When the user selects this field, the number pad is displayed on the right side grid. To change the amount, touch the [Amount] button and enter the value. To change the discount percent, touch the [Percent] button and enter the value.

The discount is limited by the “Maximum Sale Discount Percent Allowed” or “Maximum Sale Discount Amount Allowed” settings defined at the “Retail Profile” setup in the Management Console.

For example if the maximum sale discount amount allowed is defined as 100 at the Management Console. The user at the POS for a transaction of $1000 can give the discount maximum till $100.

Discounts applied to the sale are in addition to discounts provided by the price list, promotions, and user applied item discounts.

Default Delivery Location

This field gives the list of warehouses that belongs to the subsidiary of current store.

The delivery of the product will be done from the selected warehouse.

*This field is editable only in case of Layaway transaction.

Surcharges

The field enables to add surcharge(s), delete surcharge(s), edit the details like surcharge amount, discount amount, tax code of the surcharge added to the transaction. When the user selects this field the various buttons (Add Surcharges, Delete Surcharges, Edit Surcharge) are enabled and the details of the surcharge(s) added to the transaction are displayed on the right hand side grid.

Sales Person

The enables the user to specify the salesperson involved in the transaction. When the user selects this field, the various Sales Person(s) setup in the system are displayed on the right side grid. To select a particular sales person, select its row in the grid and touch on the “Ok” button.

Layaway Plan

Select the layaway plan from the list of available layaway plans.

Layaway Deposit

Displays the layaway deposit amount based on the selected layaway plan.

Layaway Installment

Enter the number of installments in selected layaway plan.

Installment Start Date

Displays the installment start date.

Contact Person

Displays the selected customer.

Delivery Tracking Number

Enter the shipment delivery tracking number.

Shipping Type

Enter the shipping type, from list of available shipping types.

Comment

Enter the comments if needed.

Buttons

[Add Surcharges]

The button enables to add surcharge(s) to the transaction. Click this button to open the “Surcharge Search” screen and select the surcharge.

[Delete Surcharges]

The button enables to delete the surcharge(s) added to the transaction.

On the right hand side grid, select the row of surcharge to be deleted and touch this button.

[Edit Surcharge]

The button enables to edit the details like surcharge amount, discount amount, tax code of the surcharge added to the transaction.

On the right hand side grid, select the row of surcharge to be edited and touch the button to open the “Surcharge Information” screen and edit the details.

[Tax Free]

The button makes the transaction Tax Free in spite of any tax code applied.

Installment Details

Click this button to preview the installement information for the layaway transaction.

Collect Attributes

Click this button to capture the Sale attributes defined in the system.

[OK]

The button updates changes to the database and closes the screen.

[Cancel]

The button closes the screen.