Counter Sales

Use the Counter Sales form to enter items sold and receipt of payment at the point of sale. Products are identified using a barcode scanner. You can also select a product from the dropdown list of items.

Tabs on This Form

The Counter Sales form consists of these tabs:

• Main
• Line items
• Receipts
• Security
• Custom
• Notes

These tabs have been designed in such a way that the financial numbers for the total sale are always displayed. These include discount, net, total, and profit margin. a table at the bottom of the form displays all the Line items included on the counter sale, with a column for all the detail of the line item.

Buttons on This Form

The buttons on the Counter Sales form are:

• Check Availability - Click this button to open the Inventory Stock Availability form. This form displays a summary of the stock levels per item included on the counter sale. The quantity required, quantity available per location and in total, and the shortage per location and in total, displays. Click the Finalise button to process the sale and update the stock levels.
• Discount
• Finalise - When you click this button:
  1. Greentree Desktop runs an availability check on all inventory items included in the counter sale. If any of the items cannot be supplied, a message displays listing all items with insufficient stock. You can proceed with the invoicing or cancel. If you click Cancel, you are returned to the counter sale form to edit the line items.
  2. Greentree Desktop generates the invoice. The header information is pre-filled, and on saving the header, all the Counter Sale lines are imported to the invoice. The invoice number is retained in the Internal number field on the Counter Sale form, and the Counter Sale Stage is set to the default setting on the Sales & Marketing tab on the Customer Relationship Management Module Control form. The Counter Sale items are related to the Invoice as:
     • Each line item on the counter sale is added to the invoice as an invoice line item. All the counter sale line item fields are updated to the invoice line item.
     • If the counter sale line item is a combined product (a product that is made up of other products), then each sub-item is listed as an invoice line item. The same detail as for standard line items display. The calculation of unit price is an exception:
       • In the case of non-kitset line items, the unit price on the invoice is equal to unit price in CRM. If the line item is part of a kitset, the unit price is calculated as a fraction of the price entered for the kitset. This is required because the price of a kitset may differ from the total unit price of all sub-items, because of a manual update on the CRM Product Maintenance form. The fraction is calculated as: Unit Price x (Difference between Kitset Price and Total unit price of all Sub-items)) ÷ Total unit price of all Sub-items
• Customer Enquiry - Click this button to open the Customer Enquiry form, displaying the detail for the AR customer linked to the organisation selected on the Counter Sale form.
• Pricing - Click this button to open the Inventory Price and Availability Enquiry form. Use this function to query any Inventory item's availability and pricing in Greentree Desktop.

  The Barcode field is on the base form to scan the product sold. This field is also used to identify the payment method.

• Refunds - Click this button to refund a counter sale. To refund an item, you must create a counter sale of type Refund. Select the items to be refunded, update the price if required and then click the Finalise button to generate an AR credit note. The accompanying AR journal entry is also automatically created so that there is no credit waiting in the account.
• Hotprint - Click the Print button on the icon bar on the Counter Sales form. Hotprint enables you to print the detail of the counter sale or refund in Word or Excel, using a user-defined template. The template may contain database fields, which are defined through the COM interface. If you use a Word template, then these options are available:
  • Print direct to Printer: Select the printer to be used. The Printer dropdown lists all your defined printers.

    Note: If you have PDF software installed, then you can also use these options to create a PDF.

• Save letter as attachment - This option is enabled if the Print direct to Printer option is selected.

  If you select this option, the letter is saved as an attachment with the counter sale. You must indicate the location to which to save the deliverable, if an image or PDF is created.

The hotprint feature also gives access to the Quote Detail report.

• CRM Product Maintenance
• COM Interface