Steps to Accept Payment against a Special Order

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.

Transaction Search - Press F6 or click the F6 Transaction Search button to open the “Transaction Search” Screen and select the transaction for which the special order is to be edited.

In the “Search Results” grid select the row of the particular transaction and click the “Ok” button to open the Transaction Details Screen.

Transaction Details - In the grid select the row of the product, the order of which is to be edited and click the “Order Edit” button to open the “Transaction Screen”.

AR Payment- Select the “Amount” field and enter the amount being paid by the customer. By default the value displayed in the field is the outstanding amount for the “Special Order”. Click the “Ok” button after entering the amount to go back to the “Transaction Details” Screen and again clicks the “Ok” button to open the “Transaction” Screen.

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 – The user presses F5 or clicks the F5 Item Edit button to open the “AR Payment” Screen and edit the amount being paid by the customer. Click the “Ok” button after updating to save the changes and proceed with the transaction.

Complete- Press F12 or click the F12 Complete button to move to the payment mode.