Customer Search: Press F2 or click the F2 Customer Search button to open the Customer Search screen and select the customer. Alternatively the user can enter the code of the customer in the scan area to select the customer and fetch the customer details.
Sale Exchange - There are 2 methods to perform a Sales Exchange at the POS.
Method 1
This method can be used only if the Exchange without Receipt field is checked in the Retail Profile (Retail Configuration → Retail Profile) option of the Management Console.
The steps to be followed are:
Transaction Mode - Press F1 or click the F1 Transaction Mode button to select/change the mode to Sale Exchange. Press F3 or click F3: Sale Exchange to select the mode.
Product Search - Press F3 or click the F3 Product Search button to open the Product Search Screen and select the product(s) to be exchanged. If the selected product is Matrix Item then refer to section How To Add Matrix Item To Transaction for adding the product to transaction. Alternatively, the user can enter the code of the product in the scan area to select the required product.
The Sale Exchange Details screen is displayed on selecting the product. The details of the screen are as follows:
Sale Exchange Details
Field
|
Type
|
Description/Activity
|
Sale Item Information
|
Code
|
Text Box
|
Displays the code of the product.
|
Description
|
Text Box
|
Displays the description of the product. This field enables the user to add, delete or edit the product description. When the user selects this field a key pad is displayed on the right hand side grid, product description can be updated by either using a keypad or a keyboard.
|
Price
|
Text Box
|
This field enables to edit the price amount. When the user selects this field, the number pad is displayed on the right side grid. To change the price, the user can enter the new value.
The price is editable as per the Price Override Lower Limit and Price Override Upper Limit defined at the Retail Profile setup in the Management Console.
For example if the lower and upper price override limits are defined as 0% and 10% respectively, at the Management Console. The user at the POS for a product priced as $100 can increase the price of the product maximum till $110 but cant decrease the price.
If the user at the Management Console has enabled the Reason Code Details Required or the Comment Details Required for Price Override in the Retail Profile assigned to the POS, an Audit screen is displayed.
|
Quantity
|
Text Box
|
This field enables to enter the quantity to be exchanged for the product. When the user selects this field, the number pad is displayed on the right side grid. The user can enter the quantity.
|
Tax Code
|
Text Box
|
This field enables the user to reselect the tax code for the product. 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 click the Ok button.
If the user at the Management Console has enabled the Reason Code Details Required or the Comment Details Required for Sale Item Tax Override in the Retail Profile assigned to the POS, an Audit screen is displayed.
|
Serial Number
|
Text Box
|
The field is displayed for serial tracked product(s) with Serial Tracked Check Box enabled in the Management Console.
The field enables to select the serial number of the product which the customer wants to exchange.
On selecting this field, the serial number(s) sold to the customer is displayed on the right side grid. To select a particular number, the user selects the row in the grid.
|
Exchanged Serial Number
|
|
This field is displayed for serial tracked product(s) with Serial Tracked Check Box enabled in the Management Console.
This field enables to select the serial number of the product which the customer picks in exchange.
On selecting this field, the serial number(s) available to be sold is displayed on the right side grid. The user selects the row of the serial number to be sold to the customer.
|
Batch Number
|
Text Box
|
The field is displayed for batch tracked product(s) with Batch Tracked Check Box enabled in the Management Console.
The field enables to select the serial number of the product which the customer wants to exchange.
On selecting this field, the serial number(s) sold to the customer is displayed on the right side grid. To select a particular number, the user selects the row in the grid.
|
Exchanged Batch Number
|
|
This field is displayed for serial controlled product(s) with Serial Tracked Check Box enabled in the Management Console.
This field enables to select the serial number of the product which the customer picks in exchange.
On selecting this field, the serial number(s) available to be sold is displayed on the right side grid. The user selects the row of the serial number to be sold to the customer.
|
Discount
|
Text Box
|
The field is displayed for the products with Discount Allowed Check Box enabled in the Management Console.
The field enables to offer the discount or edit the discount amount (type and value) for the product. When the user selects this field, the number pad is displayed on the right side grid. To change the amount, the user can select the type and enter the value.
If the user at the Management Console has enabled the Reason Code Details Required or the Comment Details Required for Line Item Discount in the Retail Profile assigned to the POS, an Audit screen is displayed.
The discount is editable as per the Maximum Line Discount Percent Allowed or Maximum Line Discount Amount Allowed defined at the Retail Profile setup in the Management Console.
For example if the maximum line discount amount allowed is defined as $10 at the Management Console. The user at the POS for a product priced as $100 can give the discount maximum of $10.
|
Comment
|
Text Box
|
The field enables the user to add, delete or edit the free text added to the product. When the user selects this field a key pad is displayed on the right hand side grid, text can be added by either using a keypad or a keyboard.
|
Surcharges
|
Text Box
|
The field enables to add surcharge(s), delete, edit the details like surcharge amount, discount amount, tax code of the surcharge added to the product.
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 side grid.
|
Sales Person
|
Text Box
|
The field enables the user to select the sale person for the exchange item. 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 click on the Ok button.
|
Buttons
|
Add Surcharges
|
Button
|
The button enables to add surcharge(s) to the product. Click this button to open the Surcharge Search screen and select the surcharge.
|
Delete Surcharges
|
Button
|
The button enables to delete the surcharge(s) added to the product.
On the right side grid, select the row of surcharge to be deleted and click this button.
|
Edit Surcharge
|
Button
|
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 click this button to open the Surcharge Information screen and edit the details.
|
Ok
|
Button
|
The button updates changes to the database and closes the screen.
|
Cancel
|
Button
|
The button closes the screen.
|
Method 2-
The method enables the user to search for a transaction of the customer and perform a sale exchange.
Transaction Search-Press F6 or click the F6 Transaction Search button to open the Transaction Search Screen. In the Search Results grid select the row of the transaction the product of which has to be exchanged and click the Ok button to open the Transaction Details Screen.
Transaction Details- In the grid select the row of the product to be exchanged and click the Sale Exchange button to open the Sale Exchange Details Screen.
Click Ok button to open the Transaction Screen and proceed further with the transaction.
Sale Edit- Press F4 or click the F4 Sale Edit button if the user wants to edit the transaction. The tax code, event, discount, comment, surcharge values can be updated for the transaction.
Item Edit - Select the product in the grid and press F5 or click the F5 Item Edit button if the user wants to edit the product being transacted. The description, price, quantity, tax code, discount, batch, serial, comment, surcharge values can be updated for the product.
Complete- Press F12 or click the F12 Complete button to move to the payment mode.
|