Enter a Quick Sale

Use this routine as an alternative to Sales Order Entry when you want to speed a customer through the point-of-sale process.

You can use Quick Sale Entry for take-with transactions only. The system does not require you specify a customer for each transaction. The system provides a default "Fast Cash Customer" you can use for all sales in which you don't specify a customer. In this way, you can use the Quick Sale Customer to track Quick sales in the system.

The Quick Sale feature limits you to entering new transactions only. You cannot re-open and edit existing quick sale transactions. The sell date is always the current date and the sell location is always the current location. The Quick Sale Control Settings (Fast Cash ACF) contains several control fields you can use to customize the feature.

In order to use this process you must have security access via the Enter/Edit a Sales Order setting in Sales Security or obtain a security override from an authorized user.

To use the Quick Sale feature, auto numbering for sales orders must be active at the Next Transaction Number field in the Point of Sale Control Settings.

Quick Sale Entry does not support Shopping Cart processing or Product Configuration (unless the configurated products are in stock).

For quick sale orders, if the default warehouse location for the log-on user has the WMS Interface active, an error message appears and the system returns to the menu.

Merchandise

After you enter a payment, the Customer field becomes inactive and you cannot edit its contents. However, if you have entered a payment but not a customer, you can delete the payments made for this transaction to re-activate the Customer field and then edit its contents.

As Is

If the item you want to enter into Quick Sale Entry has a status of As-Is, check the box. Otherwise, leave the box blank. If you click on the Search button, you access the As-Is Inventory Inquiry screen from which you can look up existing as-is products and pieces.

If you check this box, the system

sets the Quantity field to 1 and inactivates the field, and
activates the Serial Number field and makes it mandatory.

Enter the product you want to enter into Quick Sale Entry. If you click on the Search button, you access the Search for a Product from which you can choose a product.

If you click the Action button, you access the Choose Substitutions window, where you can select substitute products for the selected component in a component priced soft kit.

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.

Use this field to specify a piece reference number for as-is, special-order, or serial-tracked merchandise (when serial-tracking is active). You must enter a valid STORIS piece reference number to continue the transaction. This field is not active for standard inventory. The following Lookups are available:

The quantity of the product being sold defaults to 1 and cannot be changed for as-is, special-order, or serial-tracked products. These products always have a quantity of one. For regular products, you can change the quantity, but you must change it before entering the product code. Once the product code is entered, the quantity field becomes inactive.

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 Automatic Stock Adjustment field in the Quick Sale Control Settings.

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

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.

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 to access 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.

If a check appears at the Allow Line Discounts field in the Quick Sale Control Settings, then this field is available only when you re-select an item from the grid for change.

If a check does not appear at the Allow Price Change field in the Point of Sale Control Settings, this field is never available.

If you are selling an As-Is piece (As-Is box is checked on this screen) the discounts that appear as available in the drop-down list at this field may be affected by restrictions. Discounts with one or more Reason Code(s) indicated in Sales Discount Settings are only available for selection if the reason code assigned to the piece associated with this order line matches a reason code in the discount's settings.

Since these types of discounts can only be applied to merchandise with an As-Is reason code, the discount is not available for selection until you designate the merchandise line As-Is and select the As-Is piece. Once the piece has been assigned, all discount codes that contain that reason code and meet all other requirements are available for selection at this field.

Enter the code of the customer you want to associate with this quick-sale transaction. The default is the operator's quick-sale customer record. If you specify another customer record, the field becomes inactive. To change the customer you entered, you must delete the transaction and start again.

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 system, an error message appears.

If your entry includes one or more alpha characters (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.

If you click on the Search button, you access the Search for a Customer (Customer Code Lookup), from which you can select an existing customer.

To enter a new customer "on-the-fly", click on the Action button to access the Customer Settings (Customer Master) routine. 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.

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 Selling Price $ column, for example, is hidden by default; you can add it to the grid display.

If you right-click on the Merchandise tab in an area away from the grid, a menu appears from which you can access the following routines:

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.

Customer Order Information
Order Total Full Display
Audit Comments Log
Additional Comments
Soft Kit/Group Pricing
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.
Enter a Discount on Multiple Lines - Select this option to apply a discount to all eligible lines.
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.
View/Edit Exception Comments
Assign Payment Terminal - Select this option to access the EMV Terminal Selection screen, where you can view and edit the current payment terminal assignment.

Payment

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

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.

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.

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.
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.

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.

You can indicate one or more salesperson 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.

If a check appears at the Allow Entry of Salesperson field in the Quick Sale Control Settings, the system references the Salesperson Defaulted on Order field on the Pricing and Commissions tab in the Point of Sale Control Settings to determine whether a salesperson defaults into this field for new orders.

If no check appears at the Allow Entry of Salesperson field in the Quick Sale Control Settings, this field becomes inactive and the system uses the "House" salesperson for all Quick Sale transactions.

If your entry includes one or more alpha characters (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.

If you click on the Search button, you access the Search for a Customer (Customer Code Lookup), from which you can select an existing customer.

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

If you right-click on the Payment tab in an area away from the grid, a menu appears from which you can access the following routine:

Gift Certificate Inquiry

If you click on the global Actions button, a menu appears from which you can access the following screens:

You can use the Order/Customer Full Display option to enter Tax-Exempt Information.