Options

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New customer

This option is enabled if the User Preference option Customer account setup is selected for the user. Select the option and then click OK to open the Customer Maintenance form.

Change user

This option is enabled if the current station requires a login. Select the option and click OK to open the POS User Login form.

Lock station

This option is enabled to lock the station you are working on — for example, if you must leave the station but do not want to enable anyone access to the form. Select the option and click OK to open a POS Locking Station form.

You must enter the password of the user who's currently logged in or the password of the user super to remove the POS Locking Station form.

Till totals

This feature is enabled if the User Preference option Till totalling is selected.

Select the option and click OK to bring up the POS Till Totals form. The station range defaults to the current station, but a range of stations and/or dates can be selected. Click Calculate to update the Qty and Value totals for invoices, returns and receipts processed at the station(s).

Park document

This option is enabled to park the current transaction to retrieve at a later time. For example, you must resolve a price discrepancy for the current customer, but you want to continue serving the next customer until the issue is resolved. Select the option and click OK to display the POS Park Document form. You must enter a unique reference for the park.

Click Park to park the document, or Cancel to return to transaction entry. The Retrieve document option is used to retrieve a previously parked document, and edit.

Retrieve document

This option retrieves a previously-parked document. Select the option and click OK to bring up the POS Retrieve Parked Document form. The form displays a list of all currently parked documents, including their reference.

Select the document you want to retrieve and click Retrieve. The transaction populates the transaction entry table enabling you to continue with the transaction. If the User Preference option All stations parked documents is selected, you can retrieve a document that was parked at any station

The total amount of the document only displays if the User Preference option Display parked document amount is selected.

Editing a retrieved document

If the User Preference option Only modify my parked document line items is selected (for current user), you cannot edit any line that was entered by another user. Lines assigned to a different user displays in blue and be read-only

You can use the Change user option to enable another user to log in to the station. If this occurs, any lines in the retrieved document that were assigned to them become editable at this point, without compromising the ability for the previous user to also edit lines that were assigned to them. These lines displays in green after the new user has logged in.

Location balance

This option is enabled if the Options button was accessed while on a specific line. Select the option to display the location balances of the line item.

Serial lot balance

This option is enabled if the Options button was accessed while on a line for a serial/lot controlled item. Select the option to display the location balances of the line item.

Dimension balance

This option is enabled if you clicked the Options button while on a line for a dimension controlled item. Select the option to display the location balances of the line item.

Send Message

Click this option to send a message to all the other users who are currently logged onto the POS system. When you click OK after entering the message, it displays on the other users' forms. Click Cancel to close the message without sending it.

Copy quote

Click this option to retrieve a previously entered quote and copy it to another quote, or copy/convert it to a sale.

Select the option Copy to new quote to copy the selected quote to a new quote. Select Copy to sale to copy the quote to a sale, but want to retain the quote. Select Convert to sale to copy the quote to a sale, and delete the quote.

You can select from any existing quote in the Select quotation field. Click OK to activate the option or click Cancel to close the form without action.

Eftpos logon

This option is enabled if EFTPOS is enabled for the station. Select the option and click OK to logon to the EFTPOS system.

Eftpos reprint last receipt

This option is enabled if EFTPOS is enabled for the station. Select the option and click OK to reprint the last EFTPOS receipt.

• POS Sales Entry
• User Maintenance
• Station Maintenance

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