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Cash Sales. Lesson 1 Overview Cash Sales vs. Counter Cash Sales BOD vs. CS When to use Cash Sales Lesson 2 How to enter a Cash Sale Taking Deposits. Lesson 3 Paying with Cash Paying with a Check Paying with a Credit Card Lesson 4 When to Process Best Practices FAQs POA.

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Cash Sales


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    1. Cash Sales

    2. Lesson 1 Overview Cash Sales vs. Counter Cash Sales BOD vs. CS When to use Cash Sales Lesson 2 How to enter a Cash Sale Taking Deposits Lesson 3 Paying with Cash Paying with a Check Paying with a Credit Card Lesson 4 When to Process Best Practices FAQs POA Cash Sales

    3. Lesson 1 • Overview • Cash Sales vs. Counter Cash Sales • BOD vs. CS • When to use Cash Sales

    4. Cash Sales Overview • Form of order entry designed for transactions where payment (cash, check or credit card) is expected. • Typically at the counter and showroom • Cash Sales system uses the BOD screen formats and inherits BOD functionality, then adds deposit and invoicing screens.

    5. Cash Sales Overview • Can be used on all types of customers – “true” cash sales, COD, or on-account paying cash. • Two different types: Cash Sales and Counter Cash Sales • Access Cash Sales via jumpword CS or menus 5,2 • Access Counter Cash Sales via jumpword CCS or menus 3,2

    6. Cash Sales vs. Counter Cash Sales • CCS works similar to CS with the following exceptions: • Price formula does not display • Price column information does not display • GP% does not display • Accept B/O field defaults to “N” • Starts in Express Mode • ARI data does not display.

    7. Cash Sales vs. BOD • Cash Sales have the same functionality and use the same tools as BOD • Have Invoicing and Collection screens added. • Cash Sales system cannot handle Directs • Must do a BOD ticket and a POA • Cash Sales system does not do Ship/Sell orders • Must do a BOD ticket and a POA • Cash Sales cannot be split

    8. Use Cash Sales (CS or CCS) for: • A regular charge customer (customer that has an account with us) and wants to pay via cash/check/credit card. • The “CASH” account for a one time cash and carry customer. • The “CASH” account should NEVER be used if there is a backorder, deposit, or delivery. • A “Temp” or COD account for a repeat customer who wants to pay cash/check/credit card when material needs to be ordered, when collecting a deposit, or delivery for a cash and carry customer.

    9. Lesson 1 Review • Overview • Cash Sales vs. Counter Cash Sales • BOD vs. CS • When to use Cash Sales

    10. Join me on the next lesson on CS! • Lesson 2 • How to enter a Cash Sale • Taking Deposits

    11. Cash Sales Lesson 2

    12. Lesson 1 Review • Overview • Cash Sales vs. Counter Cash Sales • BOD vs. CS • When to use Cash Sales

    13. Lesson 2 • How to enter a Cash Sale • Taking Deposits

    14. Access Cash Sales

    15. Authorization & Selection Screen ================================================================================ Cash Sales Authorization and Selection ================================================================================ Auth : Bid# : Order# : ___________ ================================================================================ Enter Cash Sale Number, H/Help, N/New or E/END.

    16. Header Information Screen Cash Sales====================================================================== CC169141 Cash Sale Header Information Order Date :10/03/03 Commit Date:10/03/03 ================================================================================ 1.Customer :SHORT MAN'S PLUMBING Customer Acct#: 24582 2.Sell Whse :31 Phone : 222-111-3333 3.Ship Whse :31 Fax : 222-111-3334 4.Req Date :10/03/2003 Credit Code : 5.Print Date :10/03/2003 Credit Limit : 15000.00 6.Accept B/O :Y (N) A/R Balance : 473.94 7.Auto Replen :Y A/R Past Due : 72.74 8.Ship Complete:Y Credit Balance: 0.00 9.Contract# : 10.Price Col :006 SMALL PLUMBER -------------------------------------------------------------------------------- 11.Cust PO# : SHORT MAN'S PLUMBING 12.Job Name : 897 LADDER LANE 13.Tag PO# : NEWPORT NEWS, VA 23602 14.Cust Ord By :PAUL 15.Writer :TLS 16.OML Assoc :Tanya Salzman 17.Use FrtTable:N ================================================================================ #, CFN/Cust Nts,D/Detail, DELETE, GI, M/Memo, PQ, E/END: ______

    17. Product Entry Screen Sales=========================================================================== CC169141 Cash Sale Product Entry Page 1 of 1 SHORT MAN'S PLUMBING ================================================================================ Ref# OrdQty Item ShipQty B/OQty Formula Net Price Total Cmt Description AR PC PO Tag UOM -------------------------------------------------------------------------------- 1. 1 H90210 0 1 L-0.500 0.835 0.00 0.0 N JOHNI RING WAX GSKT Y 06 EA 0.40 2. 1 PFC2110RW 1 0 L-0.250 0.533 0.53 54.7 N 1/4X2-1/4 BP CLST BOLT RND Y 06 PR 0.24 3. 1 K4652-0 0 1 L-0.200 56.824 0.00 0.0 N WHIT *LUSTRA PLAS EB BOWL Y 06 EA 30.36 -------------------------------------------------------------------------------- Pcs Ship Total Price Cost Gp$ Gp% 1 0.53 0.24 0.29 54.7 ================================================================================ PQ,#/Ref,AC,ADD,B/Back,GI,GPC,M/Memo,DELETE,T,MO/More,E/END: D#,F#,I#,P#,H/Hdr,R#,S#,N/Next,FI,FORM,RESET,MO/More,E/END: K/Key,C#,AV,PI#,POI#,SN#,ST,X/Express,TOTAL,MO/More,E/END:

    18. Completion Information Screen Sales=========================================================================== CC169141 Cash Sale Completion Information Order Date :10/03/03 SHORT MAN'S PLUMBING Commit Date:10/03/03 ================================================================================ 1.Ship To :S 9.Name:SHORT MAN'S PLUMBING 2.Ship Via :OT OUR TRUCK 10.Addr:897 LADDER LANE 3.Cust PO# : Addr: 4.Job Name : Addr: 5.Tag PO# : 11.City:NEWPORT NEWS 12.State:VA 6.Cust Ord By:PAUL 13.Zip :23602 7.Spec Ship Inst: 14.Route: 8.Inst: -------------------------------------------------------------------------------- 15.Inbound Freight :N 22.Print Pick List:N 16.OutBound Shipping:N 23.Printer :31 17.Tax Code :VAE VIRGINIA EXEMPT DELIVERY TICKET PRINTER 18.Showroom :Y 24.Hold Code : 19.Scramble :Y 25.Req Date :10/03/2003 20.Salesperson :999 26.Print Date :10/03/2003 21.Sort Loc :Y ================================================================================ #,EM/Email,DELETE,F/Fax,P/Print,M/Memo,MO/More,E/END: B/Back,D/Detail,H/Header,T/Total,MO/More,E/END:

    19. Summary Information Screen Sales=========================================================================== CC169141 Cash Sale Summary Information Order Date :10/03/03 SHORT MAN'S PLUMBING Commit Date:10/03/03 ================================================================================ Based On: Order Qty Ship Qty -------------- -------------- Lines On Order : 3 3 Lines w/Products : 3 1 Number Of Pieces : 3 1 Total Weight : 5.865 0.065 Cash Sale Subtotal: 58.19 0.53 Inbound Freight : 0.00 0.00 Outbound Shipping : 0.00 0.00 Tax (VAE) : 0.00 0.00 Less Deposit : 0.53 0.53 Less Discount : 0.00 0.00 -------------- -------------- CASH SALE TOTAL 57.66 0.00 ================================================================================ M/Memo, E/END:

    20. Payment Information Screen

    21. Payment Information Screen

    22. Payment Information Screen Sales=========================================================================== CC169141 Cash Sale Payment Information Order Date :10/03/03 SHORT MAN'S PLUMBING Commit Date:10/03/03 ================================================================================ 1.Deposit (Y/N) : YTotal Deposits Collected 35.00 Subtotal 0.53 2.Cash Discount % : 0.00 0.00 3.Inbound Freight : 0.00 4.Outbound Shipping: 0.00 5.Tax Code/Amount : VAE 0.00 Tax Exempt # VA1258-K ------------ Total Sale 0.53 6.Applied Deposit : 0.53 Unapplied Deposit 34.47 Total Due 0.00 Open B/O Bal 57.66 -------------------------------------------------------------------------------- Paid By Amount Total Payment Received 0.00 7. Balance Due 0.00 8. Change 0.00 9. -------------------------------------------------------------------------------- 10.Misc Cost : 0.00 12.Drawer : 1 NEWPORT NEWS 11.Freight Cost : 0.00 13.Picked By : ALBERT RHODENIZER ================================================================================ #,DELETE,EM/Email,F/Fax,P/Print,M/Memo,PROCESS,MO/More,E/END B/Back,D/Detail,H/Header,T/Total,MO/More,E/END DI/DepositInquiry,DEP/Deposit,MO/More,E/END:

    23. Deposit Entry Screen ================================================================================ CC169141 Cash Sale Deposit Entry Order Date: 10/03/03 ================================================================================ Subtotal Freight Delivery Tax Total Sale --------- --------- --------- --------- --------- Ship Qty 0.53 0.00 0.00 0.00 0.53 Backorder 57.66 0.00 0.00 0.00 57.66 Order Total 58.19 0.00 58.19 -------------------------------------------------------------------------------- Unapplied Deposit 35.00 1. Deposit Collected 35.00 --------- Total to be Collected 23.19 -------------------------------------------------------------------------------- Paid By Amount 2. CHECK 10.00 3. MASTERCARD 25.00 4. ---------- Total Payment Received 35.00 Change 0.00 5. Drawer 1 NEWPORT NEWS ================================================================================ #, ABORT, E/END: _____

    24. Applying a Deposit

    25. Taking Material and Placing a Deposit

    26. When to PROCESS? • Always process if: • You take money • The customer takes material

    27. The look of a Cash Sale • The credit card slip will print on the cash sale ticket – MAKE SURE TO HAVE CUSTOMER SIGN 2 TIMES WHEN PAYING WITH CREDIT CARD. • Associates authorized to reprint tickets can reprint processed cash sales.

    28. Credit card slip data prints right on the delivery ticket. Customers paying by credit card need to sign both the credit card line AND the normal line at the bottom. Paying by multiple credit cards? Separate pages will print for each credit card used and the customer will need to sign all of them!

    29. DI: Deposit Inquiry

    30. DEP: View the Deposit Screen Info on a Processed CS Sales=========================================================================== CF029644 Cash Sale Payment Information Order Date :11/04/03 MALO PLUMBING INC Commit Date:11/04/03 ================================================================================ 1.Deposit (Y/N) : Y Total Deposits 600.00 Subtotal 32.55 2.Cash Discount % : 0.00 0.00 3.Inbound Freight : 0.00 4.Outbound Shipping: 0.00 5.Tax Code/Amount : FL2LEE 1.95 Tax Exempt # ------------ Total Sale 34.50 6.Applied Deposit : 0.00 Unapplied Deposit 500.00 Total Due 34.50 Open B/O Bal 1,096.25 -------------------------------------------------------------------------------- Paid By Amount Total Payment Received 35.00 7.Cash35.00 Balance Due 0.00 8. Change 0.50 9. -------------------------------------------------------------------------------- 10.Misc Cost : 0.00 12.Drawer : 1 60 CASH DRAWER 11.Freight Cost : 0.00 13.Picked By: ALLISON BRADLEE ================================================================================ Inv Cash Sale D#/Detail,DEP/Deposit,MO/More,E/END:

    31. Lesson 2 Review • How to enter a Cash Sale • Taking Deposits

    32. Join me on the next lesson on Cash Sales! • Lesson 3 • Paying with Cash • Paying with a Check • Paying with a Credit Card

    33. Cash Sales Lesson 3

    34. Lessons 1 & 2 Review • Lesson 1 • Overview • Cash Sales vs. Counter Cash Sales • BOD vs. CS • When to use Cash Sales • Lesson 2 • How to enter a Cash Sale • Taking Deposits

    35. Lesson 3 • Paying with Cash • Paying with a Check • Paying with a Credit Card

    36. Paying with Cash

    37. Paying with Cash • Use payment type “C” • You can NOT end out of the cash sale with CASH payment/deposit without processing. • If you need to print the ticket, print the ticket BEFORE entering payment/deposit info - OR – remove the payment/deposit info.

    38. Paying with a Check

    39. Paying with Check • Use payment type “K” • Enter the amount of the check and then you will see the check detail screen. • Once in detail screen, either slide the check through the reader or manually enter the information required.

    40. Paying with Check • The check transit data will be encrypted after the transaction is processed; full # cannot be viewed. • You can NOT end out of the cash sale without processing when payment/deposit is entered with check information – Print the ticket BEFORE entering payment/deposit – OR – remove the payment/deposit information. • The Verify Check field will default to Y. Checks over $600 will be verified by ACM via Trilogie. Checks under $600 will appear on the ACM Summary Report.

    41. Check Sub-Screen ================================================================================ Check Entry ================================================================================ 1. Check #: 7. D License: 2. Transit#: 8: DL State 3. Account#: 9: Second ID: 4. Name: 10: Verify Ck: 5. Address: 6. Cty St Zp: Authorization: ================================================================================ #/Ref#, V/Voice Authorization, ABORT, E/END:

    42. Common Format for Personal (and some Business) Checks Check Number Transit Number Account Number

    43. When Are Checks Authorized? • Authorization Successful? The cash sale will finish processing as normal. • In OI, the payment method and the amount will be highlighted. PPI in BOP’s will also be highlighted – you can access PPI for Result Codes Help. • Authorization Unsuccessful? Trilogie will remain in the payment screen and display an error message. • Type H/Help to inquire on Denial Reason Code. • Give 2nd chance by attempting voice auth.

    44. Voice Authorization - Checks • Call ACM @ 800-759-6788 • You will need: • Subscriber # • Check amount • Check # • ID Type (personal checks only) • ID #

    45. What about Cashier’s Checks? • These DON’T run through the scanner/voice auth process. • Call the issuing bank and ask the bank to verify the check – (phone # on check) • Traveler’s Checks should be treated as Cash.

    46. Best Practices for Check Payments • If a customer presents 1 check for multiple orders you must obtain a voice auth for the full amount of the check. Once you have that auth code you can manually enter the check info and distribute the money correctly for each order. You will use the same auth code for each transaction. • When presented with a check from a driver for a delivery, put “delivery” in the DL field in order to complete the transaction.

    47. Paying with a Credit Card

    48. Paying with Credit Card • Enter payment/deposit to access detail screen. • AX, VI, MC, DI and amount into the Payment Type field • Once in detail screen, either slide the card through the reader or manually enter the required fields.

    49. CSC Code • CSC # - 4 digit on front of AX – or – 3 digit on back of other cards (This must be accurate!!) CSC is only necessary on manually entered CC and “Card Not present” situations.

    50. Paying with Credit Card • Credit card #’s will be encrypted (no one will be able to access in the system). • You CAN end out of the ticket with deposit/payment information entered; HOWEVER, you MUST process before the customer leaves in order to get an authorization that the card has been ran.