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Counter Your Point of Sale. Presenter: Anne Stevenson. AGENDA. Counter Sales Profile New Features Daily Cash Out Discounts/Coupons Edit Selling Price Cash Customer Quotations Parts Pricing Transfer Quotes to Order Over the Counter Sales Parameters Payment Documentation

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Presentation Transcript
counter your point of sale

Counter Your Point of Sale

Presenter: Anne Stevenson

agenda
AGENDA
  • Counter Sales Profile
  • New Features
    • Daily Cash Out
    • Discounts/Coupons
    • Edit Selling Price
    • Cash Customer
  • Quotations
    • Parts Pricing
    • Transfer Quotes to Order
  • Over the Counter Sales
    • Parameters
    • Payment
    • Documentation
  • Back Orders
counter your point of sale1
Counter Your Point of Sale
  • Counter Sales Profile
    • Defaults are defined to reduce the number of decisions made by the end user.
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Counter Your Point of Sale
  • New Features
    • Force End of Day Balancing
      • This control feature forces users to cash out their drawer at the end of the day.
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Counter Your Point of Sale
  • New Feature
    • Discount/Coupon Used
      • Discounts and/or Coupons can now be predefined and made active or inactive.
      • Values can be defined by a percentage or an amount.
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Counter Your Point of Sale
  • New Feature
    • Disable Ability to Edit Selling Price
      • This flag stops users from editing the selling price that is populated on the Over the Counter Sales Screen.
    • Cash Customer Code
      • A Cash Code should be added to your data base if you do not wish to create a new customer for every Counter Sales transaction. Cash customers cannot have backorders and must pay for their order in full.
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Counter Your Point of Sale
  • Quotations
    • If desired, a quotation can be created in Counter Sales.
    • This transaction can easily be rolled into a Counter Sales Order when the Quotation is accepted.
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Counter Your Point of Sale
  • Parts Pricing
    • The Lookup Parts Pricing screen is easily accessible in both the Counter Sales Quotes and Order screens.
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Counter Your Point of Sale
  • Transfer Quotes to Order
    • Once accepted, the quote is transferred to an order.
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Counter Your Point of Sale
  • Over the Counter Sales
    • We have added several useful features to this screen including the status of invoice printing, total value of orderand discount details.
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Counter Your Point of Sale
  • Parameters
    • You may opt to force the view of the Parameters screen with each order. This will be important if you track multiple warehouses, salespeople or sales categories.
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Counter Your Point of Sale
  • Payment
    • If the customer’s order is going to be fulfilled immediately, payment will be taken.
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Counter Your Point of Sale

Deposits and partial payments can be received on account

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Counter Your Point of Sale

An invoice is produced, complete with payment information

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Counter Your Point of Sale
  • Documentation
    • There are several potential documents during the Counter Sales process.
    • These include an Acknowledgement, Packing Slip, Picking Slip and Invoice.
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Counter Your Point of Sale
  • Back orders
    • When products are not available, Counter Sales gives you the option of backordering all or part of an order.
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Counter Your Point of Sale
  • End of Day Cash Out
    • The End of Day Cash Out is completed prior to closing out for the day.