Field
|
Type
|
Description/Activity
|
|
Type
|
Text Box
|
Displays the type of transaction mode for the selected transaction.
|
Product Id
|
Text Box
|
Displays the code of the product(s) transacted in the selected transaction.
|
Description
|
Text Box
|
Displays the description of the product(s) transacted in the selected transaction.
|
Discount
|
Text Box
|
Displays the discount offered on the line item.
|
Quantity
|
Text Box
|
Displays the quantity of the product transacted.
|
Price
|
Text Box
|
Displays the price of the product.
|
Total
|
Text Box
|
Displays the total amount of the line item in the selected transaction. The amount includes the product price, discount, surcharge, tax applied on the product.
|
Buttons
|
Sale Refund
|
Button
|
The button enables the user to do a Sale Refund for the selected line item.
The button is enabled only for products with the Refundable Check Box enabled in the Product (Inventory → Product) option of the Management Console.
|
Sale Exchange
|
Button
|
The button enables the user to do a Sale Exchange for the selected line item.
The button is enabled only for products with the Exchangeable Check Box enabled in the Product (Inventory → Product) option of the Management Console.
|
Sale Payment
|
Button
|
The button enables the user to do the balance transaction payment for the selected line item.
It is enabled for customers other than cash customers to make the balance payment for the Sale Transaction, the payment for which is initially done through On Account Payment mode.
On clicking the button, the AR Payment Screen is displayed. 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 Sale. Click the Ok button after entering the amount to go back to the Transaction Details Screen and again clicks the Ok button to go to the Transaction Screen and continue with the transaction.
|
Order Edit
|
Button
|
The button enables the user to edit the Special Order for the selected line item.
It is enabled only for the line items which have been transacted as a Special Order.
|
Order Payment
|
Button
|
The button enables the user to accept a payment against the Special Order for the selected line item.
It is enabled only for the line items which have been transacted as a Special Order.
|
Fulfillment
|
Button
|
The user clicks the button to open Item Fulfillment Information Screen and update the quantity being fulfilled against the transaction and the surcharge(s) applied on the fulfillment plan.
The button is enabled for line item(s), to which the fulfillment plan is attached while being transacted.
|
Layaway
|
Button
|
The user clicks the button to open the Layaway Screen and enter the amount being accepted from the customer.
The button is enabled only for line items which have been transacted as a Layaway.
|
Quotation Edit
|
Button
|
The user clicks the button to open the Quotation in Edit mode. This allows the user to make changed to the quotation
|
Convert To Sale
|
Button
|
The user click on the button to convert a Quotation line item to a Sale item. For more information refer to Convert To Sale
|
Convert To Order
|
Button
|
The user click on the button to convert a Quotation line item to a Order item. For more information refer to Convert To Special Order
|
Cancel Quotation
|
Button
|
The user click on the button to cancel the complete quotation.
|
Ok
|
Button
|
The button updates changes to the database and closes the screen.
|
Cancel
|
Button
|
The button closes the screen.
|