How do I complete the return portion while leaving the replacement sale open?

What are the type of exchanges I can process?

Can I exchange an item even though we sold the original merchandise pre-STORIS?

• Accounting > Receivables > Point of Sale > Returns and Refunds > Enter an Exchange

• Merchandising and Distribution > Logistics > Delivery Processing > Point of Sale > Enter an Exchange

• Customer > Point of Sale > Returns and Refunds > Enter an Exchange

• Customer > Customer Service > Returns and Refunds > Enter an Exchange

• Customer > Coordination and Logistics > Delivery Processing > Point of Sale > Enter an Exchange

Enter the transaction number for this exchange. 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. To search for an existing order, click the Search button to choose from the following options to locate an existing order:

• Customer Buy History Inquiry

• Open Order by Customer Inquiry

• Open Order by Product

If the Automated & Manual POS Numbers setting 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.  

Indicate the type of exchange order you are creating. This field can be edited until line items are entered on the Merchandise page; afterwards, this field cannot be changed. You have the following options:

• Delivery - the store picks up the returned item and delivers the new item

• Customer Pickup - the customer drops off the returned item to the store and picks up the new merchandise at a different location or at a later date

• Take With - the customer drops off the returned item and takes the new item at the same time from the same location not available at WMS locations

You can specify a default response or no default response to this field using the Exchanges field on the General page of the Point of Sale Control Settings.

Indicate the number of the original order containing the item you want to exchange. This field is required even if an original order number does not exist. Click the Search button to search for the order by customer using Customer Buy History Inquiry screen.

To enter exchanges for orders not found in the system, you must have access via the Enter return/exchange/dollar adjustment without original order field in the Extended Security settings. If you do not have access, you cannot proceed until you enter an order number that exists in the system.

The transaction date displays. For new orders, the current date defaults. You can change the date by entering a new date directly or by clicking on the Calendar Icon to select a date, but the date you specify cannot be a future date or for a closed period.

To backdate orders from an overlap month back to the previous (current) month, you must have permission via the Backdate Transactions field in the Create a User/Group Actions - Sales Security settings.

Enter the code for the location from which you are issuing the credit memo or return. The default location from the log-in screen appears, if any. Click the Arrow button to choose from the drop-down list of locations available to you (these locations may be affected by Regional Processing restrictions).

Use this field to specify the salespersons who made the original sale and the salespersons processing the exchange. Exchange documents can have different salespeople for the return and for the sale of the new replacement merchandise, thus facilitating the reassignment of commissions.

Click the Search button to choose from a list of salespeople. The selection you make here modifies the salespeople on the new sale, not the return portion of the exchange.

Click the Action button to choose from the following options:

• Salespeople for New Sales -  select the salesperson codes for the sale of the replacement items.

• Salespeople for Returns - add or change the salesperson codes for the original sale/return portion of the exchange.

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 customer code from the sales document appears, if available. If the customer being billed for this exchange is not the same as the customer from the original sale, you can enter a different customer code. If the original sales document is not available, enter the code of the customer for whom you are creating this exchange.

If the code you enter is numeric, the system assumes you are entering a customer code. When you enter a valid customer code, additional customer information populates the fields 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 Search for a Customer screen appears which you can use to locate your entry (if it exists) in the system. This screen also appears when you click the Search button.

To create a new customer "on-the-fly", click the Action button An outlet to additional routines and functions. Identified by a blue button with a white ellipsis, Action buttons appear next to fields. 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.

The customer's name displays from customer settings. 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.

The customer's billing address displays from Customer Settings. If changing the Shipping Information for this order, you have the option of also changing the Billing Information. (See below)

Once a customer number has been indicated, the shipping name, phone numbers, and email address display from Customer Settings. If separate shipping information has not been indicated in customer settings, the shipping information and billing information are initially the same when creating a new order. You can enter shipping information for the order by clicking the Actions button and selecting Shipping Information.

The customer's shipping address, if any, displays from Customer Settings. If a separate shipping address has not been indicated in customer settings, the shipping information and billing information are initially the same when creating a new order. In either case, you can enter a shipping address for the order by clicking the Actions button and selecting Shipping Information. To select an existing ship-to address, use the Customer Order Information Screen from the Actions button.

Enter an estimated or scheduled delivery date. Click the Calendar Icon to select a date from the calendar that appears.

The Action button displays a menu with the following options:

• Override Route Capacity Date

• Routing Cutoff Calendar

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

This field is active when the order Fulfillment Method is set to Delivery. Specify the delivery status:

• Scheduled - delivery date is a scheduled delivery date

• Estimated - delivery date is only an estimate

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

• Customer will call - no delivery date provided, customer will call

The default status depends on the Default Delivery Status field on the Logistics page 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.

Select this option to print extended shipping instructions. The Extended Instructions Text Box displays, providing for entry of additional shipping instructions. Click the Action button to edit any previously entered extended instructions.

Enter the scheduled pickup date for this order. This field is active only if the Fulfillment Method field is set to Customer Pickup.

This field is display only and is set to Scheduled. The pickup date is the scheduled pickup date.

This field is only active for pickup orders. Use the arrow to select the warehouse or store location where the customer wants to pick up this order. The default location is determined by the Customer Pickup field on the Inventory & Logistics page in Warehouse/Store Location Settings. If no location defaults, you must specify one before you can proceed to the next page.

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

Actions Menu, Customer Page, Exchange Processing

• Add Attachments

• Additional Comments

• Audit Comments Log

• Customer Order Information

• Edit Attachments

• Finance Application

• Order Total Display

• Print Exchange - Available in View an Existing Sales Order only. To print in this routine, you must first complete the order.

• Select Fulfillment Date

• Shipping Information

• Split Exchange

• Trade/Designer Information

• Update Contact Status and Date

• View Attachments

• View Signature - Click on this option to view the customer signature (if any) 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.

Indicate the code of the product being returned. Click the Search button to select a product from the Search for a Product window. If the camera icon is active, click on it to view a picture of the product. If the camera icon is inactive, no image exists for the product at this time.

If the original sales document for the return exists in the system, the Original Order Piece Selection appears to select the item(s) to be returned. Once selected, the returned item(s) are automatically populated into rows on this Merchandise page.

The original selling price of the product, minus any adjustments, displays.  The amount in this field cannot be edited.

The original selling price of the product, minus any adjustments, displays.  The amount in this field can be edited.

If the returned product is a linked warranty and the Prorate Returned Warranties box is checked in the Point of Sale Control Settings then a prorated price is populated in this field. If your Change reduced warranty price; not exceeding original price User Sales Security setting is enabled, you can increase the prorated warranty price, up to but not exceeding the original price.  

If you established a reduced return percentage in either Costing Control Settings or Group Settings, the reduced price of returned merchandise displays here. If you have permission via User Sales Security, Change reduced return price; not exceeding original price, you can increase the price refunded up to but not exceeding the original selling price, minus adjustments. The cost reduction does not change when you edit the reduced price.    

Use this field to change the reason the item is being returned. Click the Arrow to select from a list of available reason codes.

You must have security permission via Create a User/Group Logistics Security (or obtain manager override credentials) in order to assign a restricted As-Is reason code. A restricted reason code has the "This Reason is Used For" field set to "As-Is Restricted" in Reason Code Settings.  

To receive the returned merchandise into 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. inventory, check the box at this field. To receive the returned merchandise into regular inventory, leave the box blank.

If the Return Pieces to As-Is field is enabled in the Point of Sale Control Settings, a check defaults at this field but you can override it.

Click the Save + Add Another button to add the current item to the order and reset the product entry fields to null.

Click the Save button to add the current item to the order.

Click the Add Item button to add another line item to the order. The product entry fields appear at the top of the screen to be populated by you. When the product information has been entered, click the Save + Add Another button to add the current item to the order and reset the product entry fields to null; click the Save button to add the current item to the order; or click Cancel to cancel entering a new item and return to the Line Item Display.

Click the Expand All Rows button to display the full line item information for all available rows in the Line Item Display.

Click the Collapse All Rows button to hide the additional line item information for all available rows in the Line Item Display.

The Line Item Display section of this screen shows each line item with its information contained in its own row. Rows cannot be edited; to edit information in a row, click the associated Edit button and the product entry fields in the top of the screen populate where they can be edited. The row being edited turns yellow to signify that its information currently is being changed. To remove an item from the Line Item Display (and from the order), click the associated Remove link to delete the row from the order.

Each row in the Line Item Display displays the following information about the product on the order:

• Product

• Description

• Status

• Return to As Is

• Quantity Ordered

• Unit Price

• Extended Price

Click  to display additional information about the line item. The following additional information appears:

• Second Description

• Vendor Model Number

• Regular Selling Price

Click to hide the additional line item information.

Actions Menu, Return Merchandise Tab in Exchange Processing

• Audit Comments Log

• Line Comments

• Original Invoice

• Product Full Display

• View Adjusted Pieces - Select to open the Original Order Piece Selection window.

Enter the product code of the replacement merchandise. When initially accessing the Sell Merchandise tab, the program prompts:

Is this an even exchange? Yes No.

To default product information (for the first product entered on the Return Merchandise tab), click Yes.  To enter the code of the replacement product, click No.

If you click the Search button, the Search for a Product appears from which you can locate and select the product code.

If you click the Action button, a menu appears with the following options:

• Special Order Sales

• Product Group/Collection Inquiry

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

• Choose Substitutions - select substitute products for component in component priced soft kit

• Flexsteel Import - use to import the Flexsteel XML file

If the Camera 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.

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 "sell-merchandise" quantity of the selected product you want to order for this replacement sale.  If you click on the Action button, the Purchase Order Reservations Screen appears (that is, provided the screen is active via the Sales Order Linkage Access field in the Purchasing 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.

If available, the selling price fills in. You can override the default selling price for this replacement sale; note that this action inactivates the Discount Code field.

Indicate the code of the sales discount you want to apply to this line item. Click the Arrow button to choose a discount code from the list of available discount codes.

• 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.  

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.  

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.

If a Discount Code is applied before changing the Unit Price, a warning message appears and the Discount Code is removed; the Unit Price remains updated.

If a discount has been applied to the line item, the calculated or fixed discount amount displays here.

The fulfillment method defaults from the Customer page. If you specify Sales Order at the Order Type field, you can edit this field for a selected line item. You have the following options:

• Delivery

• Customer Pickup

• Take-With

• Direct Shipment

You cannot edit this field if the order is a quote, layaway, or multi-ship master. For Split Ticket order types, use this field to specify the line type. To convert all delivery lines on the order to a pickup or all pickup lines to a delivery, use the Convert Delivery/Pickup Lines options on the Actions button menu.  

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.

The default stock location is determined by first checking the Stock Location settings in the Inventory & Logistics page in Warehouse/Store Location Settings. If the Use POS Control Settings field is enabled for the selling location, the default stock location defers to the settings in the General page of 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 product's brand displays from the product settings.

The default ship-from location appears. You can edit the default for individual line items by clicking the Arrow button and selecting another ship location. 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 Pickup Location field on the Customer page. If you edit this field, the Pickup Location 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.   

If a purchase order has been created for this product, the purchase order number displays here.

This field indicates whether or not the product being purchased is a special order product.

Use this field to indicate when the current line item is being delivered.  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:

• 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. If you do not have permission to override the route capacity date, a prompt appears to allow a user who has permission to enter their credentials. Permission to override the route capacity date is found at the Override capacities when scheduling routes that are full in Create a User/Group Actions - Logistics Security.

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

• 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.  

Whether this field is active or inactive depends on several factors. Click here for more detail.

When initially adding a product to the order, the Fulfillment 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.

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 top 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.

Following entry of the product information, click the Save + Add Another button to add this item to the order and reset the product entry fields so another product can be entered. If this is a direct-ship order (Fulfillment Method = Direct Shipment), the Purchase Order Linkage Detail Maintenance screen appears, where you can edit the Scheduled Delivery Date, Vendor, and Purchase Order linking information.

Following entry of the product information, click the Save button to add this item to the order and list all products on the order in the Line Item Display section.

Click the Add Item button to add another line item to the order. The product entry fields appear at the top of the screen to be populated. When the product information has been entered, click Save + Add Another to add the current item to the order and reset the product entry fields to null; click Save to add the current item to the order; or click Cancel to cancel entering a new item and return to the Line Item Display.

Click the Expand All Rows button to display the full line item information for all available rows in the Line Item Display.

Click the Collapse All Rows button to hide the additional line item information for all available rows in the Line Item Display.

The Line Item Display section of this screen shows each line item, along with information for that item, contained within its own row. Rows cannot be edited directly; to edit information in a row, click the associated Edit button and the product entry fields in the top of the screen populate where they can be edited. The row being edited turns yellow to signify that its information currently is being changed. To remove an item from the Line Item Display (and from the order), click the associated Remove button to delete the row from the order.

Product, Description, Fulfillment Method, *Status, Quantity Ordered, Quantity Reserved, Discount Code, Discount Amount, Unit Price, Extended Price. *Any one of the following can appear in the Status field:

• 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

Click  to display additional information about the product on that line. Information displays from product settings and from the order and cannot be edited directly in the line item display section. The following additional information fields appear: Second Description, Vendor Model Number, Special Order Information, Fulfillment Date, Available to Promise Date/Available to Customer Date, Quantity Assigned, Purchase Order Number, Regular Selling Price, Suggested Retail Price, and Extended Suggested Retail Price.

Click  to hide the additional line item information.

Click the Edit button to edit the row's contents. The row highlights in yellow and the row's information appears in the top of the screen to be edited. Note that the row itself (whether white or yellow) cannot be edited.

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

 

Actions - Sell Merchandise Tab

• Additional Line Item Details

• Advanced Line Item Display

• Assign Pieces

• Audit Comments Log

• Convert Delivery Lines

• Convert Pickup Lines

• Costed Line Item Display

• Customer's Own Material (COM)

• 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

• Sales Margin Scratchpad

• Select Fulfillment Date

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

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

• View/Edit Exception Comments

The calculated delivery charge from the Delivery Company Settings defaults. This amount can be $0.00. You can charge or refund delivery or pickup fees. 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 DELIVERY CHARGES - Apply to Direct Shipments 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.

Use this field to enter the payment/refund type. Either enter the type directly into the field or click on the Action button to access the Payment Summary Window in order to enter payments/refunds for this order.

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

When issuing credit card refunds, the system does not credit funds to the customer until you complete the customer return.

After the Payment Type Code for this Payment section has been specified, the total amount to be refunded to the customer appears in this read-only field.

To issue a refund check to the customer, check this box. When saving the entry, a confirmation prompt asks if a refund check should be created. If this box is not checked, the option to post an A/R credit is offered when saving out of the entry.

The Refund Check field in the Point of Sale Control Settings (Sales Order ACF) controls when this prompt is available.

To finance the amount due or credit the refund back to the 3rd party finance provider, indicate the Financing Payment Plan and then the Finance Receivable Entry window displays. Use this window to enter finance payment/credit information, such as the account number supplied by the finance provider, insurance type (if any), amount paid/credited, and the authorization number supplied by the finance provider.

If the amount due is being charged to the customer's revolving plan, enter the revolving payment type in this field. Click the Search button at this field to select from a list of valid Revolving Receivables Payment Plans codes. Once you select the revolving payment type, you access the Revolving Worksheet (Short), or Revolving Worksheet (Full), depending on your control settings.  

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 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 or revolving payment type until a credit application is entered for the customer. To enter a financing or revolving credit application, click the Actions button at the bottom of the screen and select Finance Credit Application.

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 or Revolving Worksheet window. For unapproved 3rd 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.

After the Payment Type Code for this Financing section has been specified, the total amount to be returned to the finance provider appears in this read-only field.

This field displays the combined subtotal of the returned merchandise and the sale merchandise (both Merchandise Subtotal fields).

The field displays any payments towards the Balance Due field.

To print an exchange ticket for this order, check the box. Otherwise, leave the box blank. This field is active if:

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

• The delivery/pickup status is Scheduled.

• For delivery exchanges, 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 Print a delivery ticket within POS entry and Print a customer pickup ticket within POS entry fields in Create a User/Group Actions - Logistics Security restricts unauthorized users from accessing this field.

To complete the exchange and invoice the transaction, check the box. Otherwise, leave the box blank.

If this field is inactive, the order is incomplete. For example, an item may be back-ordered or a delivery/pickup ticket has not been printed.

• Audit Comments Log

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

• Finance Application

• Minimum Deposit By Line

• Order Total Full Display

• Remove Delivery Override Flag - recalculate delivery/pickup charges.

• Split Exchange

• Trade/Designer Information

 

When finished entering data on the Payment screen, click the Save button at the top of the screen to process the exchange.

• If an amount is due from the customer, the program prompts:  
  
  Amount Due is NNN.NN. Continue?
  
  Click Yes to process this exchange and post the debit to the customer's account. Click No to return to the Payment screen.

• If a refund amount is due to the customer and the Create Refund Check option is not selected, the program prompts:
  
  Upon document completion, an A/R credit of NNN.NN will be posted.  
  
  Click Yes to post the A/R credit to the customer's account or click No to return to the Payment screen.

• If the Issue Refund Check option is selected, the following prompt appears:

NNN.NN Credit. Will create refund check.

Click OK to create a refund check or click Cancel to return to the Payment screen. The check-mark at Issue Refund Check is automatically cleared.   

• If cash payments were applied to the payment due amount, the Amount Tendered Window appears.

• The program prompts:
  
  Would you like a printed copy of this exchange.
  
  Click Yes to print/view the exchange document or click No to skip printing the exchange document.

• If completing a pickup exchange (Complete Exchange is checked), the Completion Date Entry window prompts for the Completion Date. Indicate the date and click OK to proceed.

• For Customer Pickup exchanges, a confirmation window prompts:
  
  Would you like to generate the Pickup Ticket?
  
  Click Yes to print the pickup ticket now, or click No to skip printing the pickup ticket at this time. You can still print the ticket later via the Print an Order/Delivery Ticket process.