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 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.

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.

Quantity Ordered

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.

As Is

If the item you want to add to the quick sale has a status of As-Is, check the box. Otherwise, leave the box blank. This box is unchecked by default. This field is disabled once a product is entered in the Product field, so if selling an As Is item, this box must be checked before a product is entered.

Click the Search button to access the As-Is Inventory Inquiry screen from which to search existing as-is products and pieces. This is a look-up only; no selection functionality is available.

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.

If set up for Serial Tracking on the Way Out, the Manufacturer's Serial Number Screen opens in order for the serial number of the product to be entered.

When an as-is or special order piece is entered, the Serial/Reference Number window opens where you can enter the number directly or use the associated Search button to use the appropriate inquiry screen.

Use this field to edit the price of the selected line item. If a check appears at the Force Line Item Add 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 this price is changed manually, the Discount Code and Discount Amount fields are hidden.

Select 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. This field is hidden if the Unit Price field has been manually overridden.

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.

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.

The extra Action button provides the following options:

Coupon Code Entry - Use this option to enter a coupon code for this line item.
Enter Multiple Discounts Per Line - Use this option to enter multiple discounts for this line item.
Override Discount Amount - Use this option to enter, accept, or override the discount amount.

The Coupon Code Entry window appears if the Activation – Apply to Saleable Line Item Amounts setting and/or the Activation - Apply to As Is Line Item Amounts setting is checked, and the Only Available to Link to Coupons setting is also checked.

If the discount code selected 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 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 the Discount Code is applied before changing the Unit Price, a warning message appears and the Discount Code is removed from the order and the Discount Code and Discount Amount fields are hidden; the Unit Price remains updated.

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.

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.

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 Cancel button to clear the product entry fields and return to 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.

The following fields are primary information and will always display in the line: Product, Unit Price, Quantity Ordered, Extended Price, Description, Discount Code, Discount Amount.

The following fields are secondary information and will display when the More expander is clicked: Second Description, Regular Selling Price, Suggested Retail Price, Extended Suggested Retail price, Vendor Model Number, Special Order Information. To hide the secondary information, either click the More expander again or click the Collapse All Rows button.

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.

This Subtotal Discounts button opens the Enter Subtotal Discount Codes window.

This Order Information button opens the Quick Sale Order Information window.

This Finish and Pay button opens the Payment Summary Window.

If information is required that has not yet been provided, a warning message appears with the required field name and the method on how to correct it (e.g. using the Order Information button to provide a zip code). The order cannot be completed until the requested fields are filled.

Totals

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.

If you right-click anywhere in on this screen, 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.

Additional Comments
Additional Order Detail
Audit Comments Log
Enter a Discount on Multiple Lines - Select this option to apply a discount to all eligible lines.
Miscellaneous Fees
Order Tax Information
Soft Kit/Group Pricing
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 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.
View/Edit Exception Comments