Enter a Sales Order

• Accounting > Receivables > Point of Sale > Enter a Sales Order

• Merchandising and Distribution > Logistics > Delivery Processing > Point of Sale > Enter a Sales Order

• Customer > Point of Sale > Enter a Sales Order

• Customer > Coordination and Logistics > Delivery Processing > Point of Sale > Enter a Sales Order

Enter the transaction number for this sales order. If the auto-assign transaction numbers feature is active in the Point of Sale Control Settings, press Enter or click the Plus button to automatically assign the next sequential number.

To view an existing transaction, enter the order number. If you click on the Search button, a menu appears with the following options you can use to locate an existing order:

• View a Customer's Historical Transactions

• View a Customer's Open Transactions

• Search for a Sales Order by a Specific Product

• Shopping Cart Selector

If you click on the Action button, the Route Calendar Display Window appears, displaying available delivery routes for a selected zip code or delivery route.  

To convert a shopping cart to a sales order, enter the cart number.

If the Automated & Manual POS Numbers feature is active in the Warehouse/Store Location Settings you have the option of manually assigning an order number or letting the system automatically generate a number for you.

Select the type of order by clicking the Arrow. Choose from the following:

• Sales Order - Select this option to designate this order as a sales order.

• Layaway A sales transaction in which a customer leaves a deposit to reserve specified merchandise. Order - Select this option to designate this order as a layaway order. All products must have a purchase status of A (Active). You cannot add as-is A status of inventory. Most inventory is considered "regular" inventory. As-is inventory includes everything other than regular inventory, including floor samples, damaged and clearance items, etc. products or kits to layaway orders. You cannot change a layaway order to a sales quote, or vice-versa. To include special-order products on layaway orders, the following must be true:

1. the Fill Layaway Orders field in the Point of Sale Control Settings must be enabled (checked),

2. the (Allow) Layaways field in the Special Order Control Settings must be enabled (checked),

3. sufficient quantity must exist in inventory,

4. items must be reserved A line-item status indicating the system was able to find and allocate inventory to the line item. in full before adding them to layaway orders.

• Sales Quote A sales transaction in which a customer receives a documented selling price for specified merchandise in exchange for the customer's contact information. No merchandise is reserved and no deposits are accepted. - Select this option to designate this order as a sales quote. A prompt to enter a route may appear depending on your settings for Sales Order Entry - Require Route for Sales Quotes located on the Logistics tab of Point of Sale Control Settings. To include special-order products, the (Allow) Quotes field in the Special Order Control Settings must be enabled (checked).  All products must have a purchase status of A (Active).  You cannot add as-is A status of inventory. Most inventory is considered "regular" inventory. As-is inventory includes everything other than regular inventory, including floor samples, damaged and clearance items, etc. products or kits to quotes. You cannot change a sales quote to a layaway order, or vice-versa.

• Multi Ship Master - Select the Multi Ship Master option to create a master sales document from which you can create multi-ship-to sub-documents. If this option is chosen, the delivery status defaults to CWC (customer will call). Ship-To Sub displays for existing multi-ship-to sub orders.

If you select a type that you do not have security access to create ("Enter/Edit..." settings in Sales Security), you must obtain a security override from an authorized user to process this type of order.

Indicate the type of sales order you are creating. You have the following options:

• D - Delivery - regular delivery of merchandise to customer.

• P - Customer Pickup - customer will pick up merchandise at store or warehouse.

• T - Take With - customer takes merchandise with them at time of sale - not available at WMS locations. If insufficient quantity is available at the sell location, the system may attempt to perform an automatic stock adjustment based on the setting at the Auto Adjust Stock on Take-With in the Point of Sale Control Settings.   

• M - Direct Ship - merchandise is delivered to customer directly from manufacturer. Note that direct-ship orders cannot be invoiced if the order contains a linked PO on hold. For split-ticket orders containing direct-ship items, the direct-ship items cannot be invoiced if any one of them contains a linked PO on hold.

• S - Split Ticket - order contains combination of order types. Note that for split-ticket orders containing direct-ship items, the direct-ship items cannot be invoiced if any one of them contains a linked PO on hold.

 You can specify a default response for this field, or specify no default response for this field, at the Sales Orders field on the General tab of the Point of Sale Control Settings.

You can indicate one or more salespersons on the order. You can enter a salesperson code directly in this field or click the search button to access the Multiple Selection Lookup Window, where you can make your selections. If you click the action button, you access the Multiple Salesperson Selection Window, where you can select multiple salespeople.  

 To edit the Salesperson field, log-on users accessing an existing order must have permission via the Change the salesperson indicated on an open transaction setting in the Extended Security (Sales) settings. If not, this field is inactive.

The Salesperson Defaulted on Order field on the Pricing and Commissions tab in the Point of Sale Control Settings determines whether a salesperson defaults into this field for new orders.

Identify the customer for this order. If your entry is numeric, the system assumes you are entering a customer code.  When you enter a valid customer code, additional customer information appears below and you can proceed with the order.  If you enter a number that does not exist in the Customer file, a warning message appears. Enter another number.

If your entry includes one or more alpha characters and no numbers (for example, a customer last name), the Customer Name Information Window appears which you use to locate your entry (if it exists) in the system.

To search for an existing customer, click on the Search button to access the Search for a Customer screen from which you can select a customer.

To create a new customer "on-the-fly", click on the Action button to access the Customer Settings.  Note that if the Always Search for Customer field is active in the Point of Sale Control Settings, the Search for a Customer screen appears first.

The customers you can access at this and other Customer fields may be restricted by Regional Processing.

If available, the customer's home telephone number, cell phone number, work telephone number, work extension number, and primary email address display from Customer Settings.

Enter an estimated or scheduled delivery date for this order. If you click in the Calendar Icon, a calendar appears from which you can select a date.  If you click on the Action button, a menu appears with the following options:

• Routing Cutoff Calendar

• Override Route Capacity Date

• Route Calendar Display Window

Note that if you haven't already specified a route code for the order, then when you click on either of the above options, the Route Code Entry Window appears. Once you specify a route code for the order, the proper routine appears.

If you enter multiple delivery dates for this order, the next delivery date on that list appears in this field and you cannot edit it. As you process each of the multiple delivery dates, the program updates this field with the next available delivery date.

If using the Consolidate Delivery Dates feature, the system checks for other orders scheduled for this customer.

This field is active only if the Type field is set to either Delivery or Split-Ticket, and the Status field is set to either EST or SCD.

Specify the delivery status. The options and availability of this field depend on the order type. The default status is determined by the Entry Default Status - Delivery field on the Logistics tab of Point of Sale Control Settings. You have the following options:

• SCH - Scheduled - delivery date is a scheduled delivery date. This option is not available for Sales Quote or Multi Ship Master.

• EST - Estimated - delivery date is only an estimate.

• ASAP - As soon as possible - no delivery date provided at this time.

• CWC - Customer Will Call - no delivery date provided, customer will call.

This field is active when the order Type is set to Delivery or Split Ticket.

The default that appears in this field depends on the Entry Default Status - Delivery field on the Logistics tab of the Point of Sale Control Settings. To change the Status for the current order, you must have permission via the Change Delivery Status setting in your user settings.

If you enter multiple delivery dates for this order and then attempt to change the status to either ASAP or CWC, a warning message appears and the program removes all delivery dates unless you abort the status change.

If you attempt to file an order with a delivery status of EST and a check appears at the Confirm Delivery Status on Save field on the General tab in the Point of Sale Control Settings, a warning message appears with the following options:

    - OK - return to the General tab and change the delivery status to SCH (scheduled)

    - Ignore - save the order without changing the delivery status to SCH

If the shipping address you enter for this order is the same as the billing address, this field displays SAME.  If you specify an alternate address, this field displays See Alternate Address.

To enter an alternate shipping address for this order, select Shipping Information from the Actions menu.  To select an existing ship-to address (if any) for the selected customer, use the To field in the Customer Order Information Screen.

Enter the pickup status. This field is active only if the order type is either a Customer Pickup or Split Ticket. The default status is determined by the Entry Default Status - Pickup field on the Logistics tab of Point of Sale Control Settings. You have the following options:

• SCH - Scheduled - pickup date is a scheduled pickup date. This option is not available if you select Sales Quote at the This is A field.

• EST - Estimated - pickup date is only an estimate

• ASAP - As soon as possible - no pickup date provided at this time

• CWC - Customer Will Call - no pickup date provided, customer will call

Enter the warehouse or store location where the customer wants to pick up this order.  The default location is determined by the Pickup At field under Default Location for Customer Orders on the Inventory & Logistics tab in Warehouse/Store Location Settings.  If no location defaults, you must specify one before you can proceed to the next tab.

 This field is active only for pickup orders.

At this and any other Location field, the list of locations available to you may be affected by Regional Processing restrictions.

In Sales Order Entry, if you right-click anywhere on the Customer tab, a menu appears with the following options:

• Add Escapes to Current Screen

• Customer Buy History Inquiry

• Customer Profile

• Gift Certificate Inquiry

• Kit Inventory/Availability Inquiry

• Open Order by Customer Inquiry

• Purchase Order Inquiry

• Purchase Order By Vendor Inquiry

• Special Order Inventory Inquiry

• iCall STORIS' automated customer contact feature. Use this feature to translate order statuses and delivery scheduling updates into automated telephone messages to your customers.. Survey Question Inventory

• Warehouse Stock Inquiry

Right-click menus are user-defined menus available in selected routines. The options listed above come delivered with STORIS, but you can edit these menus using the Dynamic Escape Settings.

• Add Attachments

• Additional Comments

• Audit Comments Log

• Customer Order Information

• Order Source Entry - Assign or change the source code for this order.

• Edit Attachments

• Finance Credit Application - submit a revolving or financing credit application.

  Click on this option to enter a revolving or financing credit application. When you select this option, the Finance Credit Application selection window displays, where you choose the Credit Application Type you are submitting.
  
  If you select Revolving, you access the Request Credit Information screen.
  
  If you select Financing, you access the Request For Finance Provider Application screen.

• Order Total Full Display

• Print Cumulative Sales Order - This option is only active for completed orders. Use this option to print the order and payment information on a single document.

• Print Order - This option is only available for completed orders. Select this option to print a copy of the order.

• Select Fulfillment Date

• Shipping Information

• Trade Designer Information - Enter additional trade designer information, including how the trade discount is to be applied.

• Update Contact Status and Date

• View Attachments

• View Signature - view customer signature for completed pickup order.

  If Signature Capture is active and the customer signature was captured, you can click on this option to view the customer signature signed via the Complete a Pickup without Accessing Order Entry. Note that this option is active only for completed orders for which a pickup ticket has been printed.

• Assign Payment Terminal - Select this option to access the EMV Terminal Selection screen, where you can view and edit the current payment terminal assignment.

 

Enter the code or the vendor model of the product the customer wants to purchase.

The following buttons appear to the right of this field:

• Search button - accesses Search for a Product

• Action button - accesses a menu with the following options:

- Special Order Sales - create a special order product on-the-fly and/or access the Special Order Configurator screen.

- Create New Product

- Retail Deck Product

- PreVue Import

- PreVue Easy Order Configurator

- D-Tools Import - this selection is inactive if the D-Tools Interface module is not active in General System Control Settings.

- Pro Kitchen Import - import product data and populate merchandise lines from spreadsheet provided by Pro Kitchen (3rd party software).

- Choose Substitutions - use to substitute products for components in component or product priced soft kits.

- Flexsteel Import - use to import the Flexsteel XML file.

• Camera button - if this button is active, click on it to view a picture of the specified product. If the camera is dimmed, no image exists for the product at this time.

A product's settings in the Direct Ship section of Advanced Product Settings as well as the Direct Shipments section of Point of Sale Control Settings affect this field.

If the Allow Warranty Only Once Per Order setting is checked in the Warranty Category Settings, only one warranty per category is allowed per open order.

Enter the order quantity for the selected product. Click the Action button to link an open purchase order to the line item. The Purchase Order Reservations Screen opens, provided the screen is active via the Sales Order Linkage Access field in Purchasing Control Settings.

If multiple delivery dates exist for the line item and you edit this field, the Update Line Item Delivery Dates opens.

When adding a soft kit to an order, the Quantity prompt may be enabled or disabled, depending on your SOFT KIT – Allow Quantity Ordered Greater Than One setting in Point of Sale Control Settings.

The ordered quantity on the sales order displays as individual sales order lines each with a quantity of 1 if:
-the Daily Discount Schedule contains a discount that is set as either Apply to Additional Item of Equal or Greater Value (BOGO) or Apply to Additional Purchases
-the Pricing and Commissions tab of Point of Sale Control Settings has the Discounts - Set Ordered Quantity to 1 to Ensure Optimal Discounting if Required by the Daily Discount Schedule check box checked. Once the quantity has been applied as individual sales order lines, the quantity cannot be changed and additional quantities must be added as a new line.

Non-inventory merchandise can be sold as a partial unit. This can be done by setting a Conversion Unit in the Miscellaneous tab of Advanced Product Settings.

The selling price is displayed.  You can override the default selling price for this sale.   If you have selected a discount code that has the Apply Line Discount to Suggested Retail Price (SRP) setting enabled, the SRP is displayed.  Click the Action button for the following options:

• Trade Pricing and Discounting

• Remove Price Override - Use this action to remove a price override from a specific line item.  To remove all price overrides for the entire order, use the Remove All Price Overrides option in the Actions button.

The variance of an entered price from the default price is evaluated when the line item is added to the grid.  If the variance exceeds the percent defined in the Price Variance Hierarchy then the Exceeds Variance Alert, Reason Required and/or Comment Required settings are enforced.  The hierarchy checks theses settings in the following order:  Advanced Product Settings, Warehouse/Store Location Settings, Point of Sale Control Settings.  If the Comment Required setting is enabled, the Enter Exception Comments screen appears.

Enter the code of the sales discount you want to apply to this line item. To enter multiple discounts for this line item, click the Action button and select the Enter Multiple Discounts Per Line.

If the discount code you select is set as an Amount type discount and is set to allow an override, the Override Discount Amount window appears. You can accept or override a defaulted amount, or enter the amount when a default does not exist. You can access the Override Discount Amount window for an existing discount by clicking the Action button and selecting Override Discount Amount.  

If you click on the Arrow button, a list of available discount codes appears from which you can choose.

• any inventory formations associated with the product,

• discount codes available to the current selling location, and/or

• discount codes only available for As-Is/Saleable merchandise.  

 This field is active only if the product is set as Discountable in the Product record and the DISCOUNTS  - Apply Discount Codes to Individual Line Items field in the Point of Sale Control Settings is checked.

To edit this field, you must have access via the "Access sales order line discounts" user security setting or via a security override by an authorized user.

The ability to apply a discount to a quote prior to the starting date of an advertised sale depends on the Sales Quote Starting Date field in Sales Discount Settings.

To select an as-is A status of inventory. Most inventory is considered "regular" inventory. As-is inventory includes everything other than regular inventory, including floor samples, damaged and clearance items, etc. piece from inventory for purchase, check this box. If no as-is inventory exists for the specified product at the specified storage location, a message appears. You can select another product (click on Clear first to clear the existing product from the Product field) and/or storage location. If an as-is product does exist, you can click on the Search button to access the View As-Is Product Details inquiry for the selected product, where you can view as-is inventory quantities at various locations. When you check the As-Is box, the system activates the Serial/Reference Number field and you must then specify a serial/reference number to identify the as-is product.

If the product you specify at the Product field is an as-is kit A group of stock products organized into a set so as to be sold as a package or suite. In STORIS, you can create hard or soft kits. master, you must also check the box at this field and then specify a reference number for the kit master. However, you cannot access this field unless all the components of the as-is kit exist at the storage location specified at the Stock Location prompt. Note that you cannot use as-is products or kits in quotes or layaways (that is, select quote or layaway at the 'This is a' field.  

 To sell floor sample items, you must have access via the Sell designated floor sample merchandise field in the User/User Group settings.

The order type defaults from the Type field on the Customer tab.  If you specify Sales Order at the This Is A field, you can edit this field for a selected line item.  You have the following options:

• D - Delivery

• P - Customer Pickup

• T - Take-With

• M - Direct-Ship

You cannot edit this field if the order is a quote, layaway, or multi-ship master.  For S - Split Ticket order types, use this field to specify the line type.

A product's settings in the Direct Ship section of Advanced Product Settings as well as the Direct Shipments section of Point of Sale Control Settings affect this field.

For delivery orders, the default stock location is determined by first checking the settings in the Inventory & Logistics tab in Warehouse/Store Location Settings. If a specific location has not been established, the default stock location defers to the settings in the General tab of the Point of Sale Control Settings.

 Here and at any other Location field, the list of locations available to you may be affected by Regional Processing restrictions.  

The default ship-from location appears. You can edit the default for individual line items. If you click on the Arrow, a list of available locations appears from which you can choose.  Note that for multi-ship-to master documents, the ship location defaults and you cannot edit it.

For pickup and take-with orders, the ship location defaults from the Pick Up At field on the General tab. If you edit this field, the Pick Up At field reflects the change.  

The ship location can be the same as the stock Location. If you specify a location different from the stock location, and the Auto Schedule Days field is set in the Point of Sale Control Settings, the system creates an automatic transfer for the line item.

 Here and at any other Location field, the list of locations available to you may be affected by Regional Processing restrictions.   

This date displays by default if your Point of Sale Control Settings "ATP CALCULATION - Default display of ATC date in Point of Sale" field is not checked. This is a display-only field that provides the calculated date of availability for the selected line item. If the line item is reserved in full, the current date displays. If the line is not reserved in full, the next projected date of availability, as determined by the ATP calculation, is displayed.

If your Point of Sale Control Settings "DELIVERY DATES - Restrict based on available date" field is checked, a security override is required to perform the following:

• Schedule a line item for a date earlier than that line's Available to Promise Date.

• Schedule an order for a date earlier than the Available to Promise Date for any of the order's line items.      

To toggle the view to display the Available to Customer Date, click the Actions button at the bottom of the screen and select Toggle Display of ATP/ATC Dates.

This date displays by default if your Point of Sale Control Settings "ATP CALCULATION - Default display of ATC date in Point of Sale" field is checked. This is a display-only field that provides the calculated date of availability for the selected line item. The date is based on both merchandise availability as well as delivery route capacities.

The system selects either the first open date on the order's route or the delivery date on the line (if the order is scheduled).

If the line item is reserved in full, the current date displays. If the line is not reserved in full, the next projected date of availability, as determined by the calculation, is displayed.

If your Point of Sale Control Settings "DELIVERY DATES - Restrict based on available date" field is checked, a security override is required to perform the following:

• Schedule a line item for a date earlier than that line's Available to Customer Date.

• Schedule an order for a date earlier than the Available to Customer Date for any of the order's line items.      

To toggle the view to display the Available to Promise Date, click the Actions button at the bottom of the screen and select Toggle Display of ATP/ATC Dates.

Use this field to indicate a delivery date for the selected line item. Click the calendar icon to select a date from the drop-down calendar. Only dates for which there is available route capacity are eligible for selection.

If you click the Action button at this field, the following options appear:

• Select a Delivery Date - Use this option to select one of the delivery dates currently on the order.

• Override Route Capacity Date - Use this option to select a date outside of the available delivery dates for a route that is otherwise full, thus overriding the route capacity date.

• Update Line Item Delivery Dates - This option is active if: 1) the "DELIVERY DATES - Allow multiple on order line" setting is checked in your Point of Sale Control Settings OR 2) the order line you are maintaining currently has multiple delivery dates. Use this option to select multiple delivery dates for the same line item.  

When initially adding a product to the order, the Delivery Date field is inactive. All line items should be added to the order before scheduling individual line items. Otherwise, the first delivery date you enter for a line item becomes the default date for any subsequent line items you add to the order.

Whether or not the field is active and/or available for change depends on the line item type and other system settings. If the

• Delivery details status on the customer tab of the order is set to anything other than Estimated or Scheduled, the field is blank and inactive.

• Line type is direct shipment, the date the merchandise is expected to be received by the customer (i.e. direct ship PO's receipt date) displays and the field is inactive.  

• Line type is customer pickup, the date established in the pickup details section on the customer tab displays and the field is inactive.  

• Line type is take with, the current date displays in this field and the field is inactive.

• Line type is delivery and "DELIVERY DATES - Allow multiple on order" on the logistics tab of Point of Sale Control Settings is NOT checked, the date established in delivery details on the customer tab displays in this field and the field is inactive.

• Line type is delivery and "DELIVERY DATES - Allow multiple on order" on the logistics tab of Point of Sale Control Settings is checked, this field defaults to the date in delivery details on the customer tab. The field is active and you can select a different date to schedule the selected line item.

• Product type is bulk, this field defaults to the date in delivery details on the customer tab. The field is active and you can select a different date to schedule the selected line item. The Update Line Item Delivery Dates option from the Action button at this field is not available, as bulk products cannot have multiple delivery dates.   

• Line currently has multiple delivery dates assigned, the next delivery date displays in this field. If you attempt to change the date in this field, a warning message is issued and your entry is rejected. To change or remove delivery dates for quantities on this line, click the Action button and select Update Line Item Delivery Dates.

The products you select appear in the grid, along with product availability and pricing information. To select or remove columns from the grid, right-click inside the header cell and put a check mark next to the columns you want displayed or remove the check mark from items you do not want displayed in the grid. The following columns are not automatically added to the grid by STORIS, but are available to be added: Description, Vendor Model, Assigned, Discount $, Selling Price $, and SO Info.

Any one of the following can appear in the Status column:

• A – As Is

• C – Linked to a COM (customer's own materials) A STORIS feature allowing customers to add their own materials when creating special order items.

• H – Line on Hold - items on hold are not shipped, regardless of reservation or assignment. For example, if there are 5 items on an order but 3 are on Hold, no more than 2 (order quantity minus hold quantity) are shipped.

• L – Line-item comments exist

• P – Linked to a PO

• S – Linked to an open service order

• T – Linked to a transfer

• U -Unscheduled; used with the Multiple Delivery Dates feature and with orders with a single delivery date to indicate that some quantity of the item is currently unscheduled

• W – Linked warranty

Products in the grid display in the order in which you enter them. To sort a column, click the column header once to sort ascending or click twice for descending. Note that for printed orders containing group pricing. STORIS keeps the group-priced items together, regardless of the order in which you enter them.

You can use the Toggle Display of Product option from the Actions menu (see below) to toggle the grid view between Product and Vendor Model (if one present).  To make the vendor model the default view on this screen, check the box at the Default Display of Vendor Model in Point of Sale field on the General Tab of Point of Sale Control Settings.

To edit a line item, double-click to select the line from the grid.

Right-Click Menu

Right-click menus are user-defined menus available in selected routines. The options listed below come delivered with STORIS, but you can edit these menus using the Dynamic Escape Settings.

• Add Escapes to Current Screen

• Kit Inventory/Availability Inquiry

• Warehouse Stock Inquiry

 

Click the Actions button to display a menu of options.

• Add Attachments

• Additional Line Item Details

• Advanced Line Item Display Screen

• Assign Pieces

• Audit Comments Log

• Convert Delivery Lines

• Convert Pickup Lines

• Costed Line Item Display

• Customer Order Information

• Customer's Own Material (COM)

• Direct-Ship Details

• Edit Attachments

• Enter a Discount on Multiple Lines - Select this option to apply a discount to all eligible lines.

• Extended Warranty Detail

• Group Pricing

• Line Comments

• Line Item Display

• Line Item Linked Document Display

• Prep Codes

• Price/Spiff/Commission Table

• Product Benefits Inquiry

• Purchase Order

• Remove All Price Overrides - You can use this action to remove all price overrides from all line items at the same time.  To remove an override on a specific line item; use the Action button at the Price $ field.

• Sales Margin Scratchpad

• Schedule Delivery Lines

• Select Fulfillment Date

• Start Automated Line Discounting - This action applies the discounts using the daily discount schedule and starts the Auto-Apply process. If you make changes while the Auto-Apply process is running, the discounts are refreshed, which means that all existing discounts are discarded and reapplied using the daily discount schedule.  

• Suspend Automated Line Discounting - Remove Discounts - This action removes all line discounts from the order and suspends the Auto-Apply process.

• Suspend Automated Line Discounting - Retain Discounts - This action requires that the Sales Security setting Discounts - Suspend Automated Line Discounting while Retaining Discounts is enabled for the user. This action suspends the Auto-Apply process while retaining the discounts on the order. This allows the user to make modifications to the sales order while retaining the current discounts.

• Toggle Display of ATP/ATC Dates - Use this option to change the field label from Available to Customer Date to Available to Promise Date and vice versa. This also changes the ATP/ATC Date column label in the grid accordingly.

• Toggle Display of Product - You can use this Action to toggle the grid view between Product and Vendor Model (if one present).  

• View Attachments

• View/Edit Exception Comments

• View Discount Schedule Applied to this Order - Select this option to view a read-only version of the discount schedule for the order.

• View Order Discounts - View a ledger of how line discounts have been applied to the order.

The total dollar amount displays for the merchandise ordered, before tax and discount amounts are applied.

To discount line item prices by adjusting the subtotal amount, enter the new subtotal amount in this field. With this type of discount, the line items are re-priced to total the newly adjusted subtotal amount.

This field is only available for change if, on the Pricing and Commissions tab in the Point of Sale Control Settings the DISCOUNTS  - Apply to Sales Order by Adjusting Subtotal Amount option is enabled and the Maximum Subtotal Discount % field is set to zero or null.

If the order has an applied Sales Discount or Sales Coupon, and the order subtotal is now less than the minimum required subtotal amount established in the discount code or sales coupon, a message displays. The message states that the subtotal is below the minimum but you can continue saving the order provided you have permission via the Override the Minimum Purchase Requirements on Discounts sales security, or have obtained an override from a user with this security access.

Enter a single coupon code or click the Action button at the Code(s) field to access the Enter Subtotal Discount Codes screen, where you can select multiple discount codes and/or sales coupons.

Use this field to apply discounts to the order subtotal via discount codes and sales coupons. This type of discount is applied to the order subtotal, rather than individual line items. Click the Arrow button at this field to select a discount code or click the Action button to access the Enter Subtotal Discount Codes screen, where you can select multiple codes and/or enter a sales coupon.

If the discount code you select is set as an Amount type discount and is set to allow an override, the Override Discount Amount window appears. You can accept or override a defaulted amount, or enter the amount when a default does not exist. You can access the Override Discount Amount window for an existing discount by clicking the Action button and selecting Override Discount Amount.  

To edit this field, you must have access via your Sales security user settings or via entry of a security override from an authorized user. This field is active only if DISCOUNTS - Apply Discount Codes to Subtotal field is checked on the Pricing and Commissions tab of Point of Sale Control Settings.

The system prevents you from entering a total discount percent that exceeds the maximum percent specified at the Maximum Subtotal Discount % field in the Point of Sale Control Settings.

The ability to apply a discount to a quote prior to the starting date of an advertised sale depends on the Sales Quote Starting Date field in Sales Discount Settings.

A prompt may appear confirming that the discount(s) applied are reduced to the subtotal amount if the DISCOUNTS - Reduce Subtotal Discount Amount when it exceeds the Open Order Subtotal field is checked in the Pricing and Commissions tab of Point of Sale Control Settings.

Use this field to apply an additional discount to the total merchandise amount of this order. You can enter a dollar amount or a percentage of the subtotal to determine the discount amount.

Enter discount percentages into the field marked by a percent sign (%) and dollar amounts into the field marked by a dollar sign ($). Discounts entered at this field are applied to the order subtotal and do not affect the selling price of individual line items.

 This field is active only if the DISCOUNTS  - Apply Additional Amount or Percent to Subtotal setting is checked on the Pricing and Commissions tab of Point of Sale Control Settings.

To edit this field, you must have access via your Sales security user settings or via entry of a security override from an authorized user.  

The system prevents you from entering a total discount percent that exceeds the maximum percent specified at the % Maximum Subtotal Discount field in the Point of Sale Control Settings.

A prompt may appear confirming that the discount(s) applied are reduced to the subtotal amount if the DISCOUNTS - Reduce Subtotal Discount Amount when it exceeds the Open Order Subtotal field is checked in the Pricing and Commissions tab of Point of Sale Control Settings.

Important:  Discounts to the order total amount cannot be applied using this field if the Alternate Tax Interface is active on your system. This field is inactive when the Alternate Tax Interface is active. However, you CAN apply a line item discount (Discount field on Merchandise tab) when the Alternate Tax Interface is active.

The calculated delivery charge from the Delivery Company Settings defaults.  This amount can be $0.00.  To edit this field, you must have access via Override System Calculated Delivery Charges or via entry of a security override from an authorized user.   

Enter the amount (if any) you want to apply to this order to cover delivery expenses. This field is active only if the order includes one or more of the following line item types:

• delivery

• direct-ship (provided the Direct-Ship Delivery Charges field is active in the Point of Sale Control Settings).  

 For orders that contain both a delivery item and a direct-ship item, this field may still be inactive.  If so, you can use the Multiple Delivery Charges option on the Actions button of the Payments tab to apply delivery charges (provided the Direct-Ship Delivery Charges field is active in the Point of Sale Control Settings.)  

For split orders, the system applies the full delivery charge during the initial release for completion of the order. That is, even if only a portion of the order is for delivery, the system still calculates delivery charges based on the entire order.  You can override this amount.

To automatically recalculate delivery charges on existing orders, use the Automatic Delivery Charge Calculation Feature.

If the DELIVERY CHARGES - Prompt for Reason Code if Overridden setting is enabled the Enter Reason Code window displays and you must enter a reason code.  

This field displays a running total of merchandise on the order, including discounts applied and additional charges (for example, sales tax, delivery, installation charges). This total does not include deposits or financed amounts.

If you click the Action button at this field, you access the Adjust the Net Total screen, where you can enter a new Net Total amount (a.k.a. "Out The Door" total), provided you have the proper security.

Only users with sales security access via the Change the Net Total on Sales Orders user/user group setting can access the Adjust the Net Total screen to make changes. If you do not have the necessary security, the Security Override Screen appears when you click the Action button at this Net Total field. You must obtain clearance from a user with the security setting enabled in order to change the Net Total amount.

Adjusting the net total and applying sales discounts/sales coupons is mutually exclusive. If you apply discount codes or sales coupons, and then you adjust the net total, the sales discount codes or sales coupons are cleared and no longer apply to the order. If a sales coupon is removed, the redeemed flag for the coupon is updated.   

The payment type and amount appears, if specified. To enter or edit the payment, click on the Action button to access the Payment Summary Window. Use that screen to enter deposits for this order. Or, if you enter a valid payment type into this field, the associated payment entry screen appears into which you can enter the payment.

Your ability to enter deposits as cash, check, third-party-financed, credit card, or gift certificate depends on various system settings.

After you enter a payment via order entry, the payment amount becomes a deposit liability. The deposit remains linked to that order through order completion. For open or deleted orders, you can use the Deposit Maintenance screen, available from Actions on the Payment Summary screen to

    - move the deposit to other open orders,

    - put the amount on-account, or

    - refund the amount through accounts payable.

If a pre-authorized deposit is used as payment, financing cannot be used. The Financing field becomes inactive.

If financing the order (or a portion of the order), enter the finance or revolving payment type in this field. To select from a list of valid Financing Payment Plan Settings (third-party payment type) codes, Installment Receivables Payment Plan Settings, or Revolving Payment Plan Settings codes, click on the Search button.  

• If the Require Credit Application field in Credit Application Control Settings is checked, the system determines if a valid credit application exists for the customer. If not, a warning is issued and you are prevented from entering the financing payment type until a credit application is entered for the customer. To enter a financing, installment, or revolving credit application, click the Actions button at the bottom of the screen and select Finance Credit Application.

• Once you select the payment type, you access either the Finance Receivable Entry Screen, Revolving Worksheet (Short), Revolving Worksheet (Full), or Installment Worksheet, depending on the type of financing (third-party finance, installment, or revolving) and your control settings.  

• Once an amount has been financed, you can click the Action button at the Financing field and select Financing Entry to access the Finance Receivable Entry, Installment Worksheet, or Revolving Worksheet window. For unapproved third-party financing, you can change the Account Number, Insurance, and Amount fields and enter an Authorization Number. If an Authorization Number was previously entered, you cannot edit the financing information. For revolving financing, you can change the Insurance code, Finance amount, and Payment amount, if applicable.

• If the Required Percentage Paid before Add-on Allowed field in Revolving Receivables Payment Plans is set to a value greater than zero, a window appears with what the plan balance must be before add-ons are allowed.  In order for a user to override the required percentage restriction, they must have access via the Revolving Worksheet; Override Required Percentage Paid for Add-on field in Receivables Security or obtain an security override by an authorized user.

If you enter a revolving plan manually and the system determines it is not eligible, an error message displays giving you the option to review the plan requirements.  You can click yes to view the message(s) in the Revolving Plan Restriction Results window or click No to return to the payment tab.

This field is inactive if a pre-authorized deposit is used as payment.

The total amount due on this order displays here. The following equation calculates the balance due:

(total order amount) - (deposits and/or financing amounts)

To print a delivery ticket for this order, check the box. Otherwise, leave the box blank. This field is active only if the following are true:

• The Prompt for Ticket Print field in the Point of Sale Control Settings is set to Delivery Only, or Both.

• The delivery status is Scheduled.

• The delivery date is within the Delivery Lead Days defined in the Point of Sale Control Settings.

• At least one item on the order is reserved A line-item status indicating the system was able to find and allocate inventory to the line item..

• The order is not on credit hold.

• The order does not have an open balance exceeding the amount in the Maximum Balance field in the Point of Sale Control Settings.

 The Print a Delivery Ticket Within POS Entry field on the Logistics tab in the User File Extended Security routine restricts unauthorized users from accessing this field.

To print a pickup ticket for this order, check the box. Otherwise, leave the box blank. This field is acti ve only if the following are true:

• The Prompt Ticket Print in Order Entry field on the Logistics tab in the Point of Sale Control Settings is set to either "Pickups Only" or "Deliveries and Pickups".

• The delivery status is Scheduled.

• The pickup date is within the Delivery Lead Days (Inventory tab of the Point of Sale Control Settings), or is equal to the current system date, depending on the Customer Pickups for Today field (Printed Documents tab of the Point of Sale Control Settings).

• At least one item on the order is reserved.

• The order is not on credit hold.

• The order does not have an open balance exceeding the amount in the Maximum Balance field (Deposits tab of Accounts Receivable Control Settings).

The Print a Customer Pickup Ticket Within POS Entry field on the Logistics tab in the User Extended Security routine restricts unauthorized users from accessing this field.

When printing a single ticket for an RF bar code Radio Frequency (RF) Bar Code - an inventory bar code scanning process in which you scan labels using an RF scanning device and update STORIS in real time without having to return to a port or station. STORIS also provides other scanning processes called batch bar code and store bar code. location with Picking active, the system adds the products to RF Picking so bar code users can pick them that day.

Once the items are in picking status, you cannot change the delivery/pickup status, route/truck code, and delivery/pickup date fields on the order. If changes are required, use the Remove Items From Picking (Radio Frequency) routine to remove the picking status and then access the order to make your changes to delivery/pickup status, route/truck code, and delivery/pickup date.

Use Configure Document Signature Capture and Configure Document Archive to establish parameters for capturing electronic signatures and business document archiving, respectively. If these features are enabled and the appropriate signature capture hardware exists, the signature capture ceremony is launched and this signed business document is archived.

Use this field to submit the order, or a portion of the order, for completion.

If completion is not available, the option text changes to Not Available and the field is not active. If completion is available, the drop-down menu displays the below options. Note that the options that actually display depend on the order type.

• Do Not Complete

• Delivery

• Pickup

• Take-With - If this option is available, it is the default option and the field cannot be edited.

• Direct-Ship

This field is active only if:

• the SALES ORDER ENTRY - Allow Completion After Print Ticket field on the Logistics tab of Point of Sale Control Settings is active,

• at least one of the above completion types is available for this order,

• for Delivery and Pickup types, a delivery/pickup ticket has been printed for the order, or either of the above Print Ticket fields is active and checked,

• for Delivery types only, the Assign Specific Pieces Event field on the Inventory tab of Point of Sale Control settings is set to Ticket Print.

 If all pieces for a selected completion type are not available for printing and therefore not available for completion, the system completes only the qualified pieces and back-orders the rest.  

For deliveries and customer pick-ups, this field is inactive for orders with a ship-from location for which the WMS Interface active.

• Add Escapes to Current Screen

• Open Item Receivable Inquiry

Right-click menus are user-defined menus available in selected routines. The options listed above come delivered with STORIS, but you can edit these menus using the Dynamic Escape Settings.

 

• Add Attachments

• Advanced Line Item Display Screen

• Audit Comments Log

• COD Worksheet - this option is available only for delivery orders that include a debit exchange.

• Edit Attachments

• Finance Application - submit a revolving or financing application

• Minimum Deposit By Line

• Multiple Delivery Charges - apply delivery charges to direct-ship items.

• Order Total Full Display

• Remove Delivery Override Flag - recalculate delivery/pickup charges

• Trade Designer Information

• View Attachment