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Point Of Sale - Sales Counter - Sales Manager |
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Point Of Sale - Sales Counter - Sales Manager
To create or change (edit) a Sales Form, select the Menu Tree then expand the Sales /POS tree branch then select Demand Sales Forms by double left-clicking on it. Or select it from the Windows Drop-Down Menu that is organized in the same way as the Menu Tree.
The Customer Selection and Sales Form (Demand Maintenance Related Tables are displayed. These tables are "related" by the application and when each Customer is selected/highlighted, that particular Customer's Sales Forms are displayed in the Sales Form Management Browse List. If the Customer has multiple Sales Forms, the line items for whichever Sales Form is selected/highlighted in the Sales Form Management Browse List is displayed in the Line Items For Selected Sales Form Browse List.
Use the cursor movement keys or the mouse to select a customer and then press the
Press the
The Sales Form Maintenance Form is displayed and you can make the Sales Form's Status one of the following.
The Sales Form can be used to make Estimates, Quotes, Pick Lists, Work Orders, Orders and Invoices.
While Orders affect inventory, Estimates, Pick Lists and Quotes do not. All types of Sales Forms can be changed to an Order and at this time inventory is taken by the system.
The Customer Name and Invoice Number are preset as entered in each Customer record by the system.
Enter (or select from a (control) file using the
Many of these fields will be filled in from the default data in the selected Customer's record on file.
Please refer to Point Of Sale - Sales Counter - Transactions
From this Sales Form window you can:
Be sure to read and follow the prompts on the screens during the printing process. Once these are completed, You can then press the desired button to print the Sales Form and the Report Destination dialog box will appear.
Below shows a normal stand-alone printer is the "current Printer".
The user can change the "Current Printer" to any installed and selected "printer driver" which gives the ability to also send any report to any printer in a network. It also allows a report to be sent by eMail, FAX, or make a .PDF file if those printer drivers or Utility Applicarions have been installed.
Below shows a .pdf file printer driver.
Below shows a network printer.
NOTE: BE SURE AND SET THE PRINTER DRIVER BACK TO WHICHEVER PRINTER DRIVER IS THE "STANDARD" PRINTER DRIVER FOR YOUR SITUATION AFTER CHANGING THE PRINTER DRIVER TO SOMETHING "SPECIAL".
The Sales Form can be posted to the Accounting Modules (if used), converted to Invoice Status, and printed as an Invoice by pressing the
The Sales Form "Status"
NOTE: Once the
NOTE: Repeat the above processes for all outstanding (unpaid) customer Sales Forms to progress them through the Sales Process by their different stages according to your "real time" daily business need.
To view and/or print "Invoiced/posted" Sales Forms click on the proper Menu Tree choice and the Sales Form Query browse list will appear.
Press one of the two printer icon buttons
The fillowing Report Printing dialog box will appear.
Use the
Use the printer selection drop-down to select one of the installed Windows printers.
Select the
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