Use this program to create point of sale documents.
To access this program select Sales Orders-->Invoices-->
To exit this program:
1. Complete any document you have open.
2. Choose Done or select File-->Exit.
The Counter Sale Entry screen is divided into three sections: the header portion where you enter the customer placing the counter sale and other general information required to process the counter sale, the line item portion where you add items, quantity and pricing information, and the footer window where you enter final fields prior to completion of the counter sale.
During processing, the system automatically displays urgent notes for customers and items based on your settings on the Notes tab of SO Entry Options F/M. Refer to the Viewing/Entering Notes from Sales Order Programs topic for additional details.
Counter sale document and line notes are available to view/edit (according to the user’s security) for all open documents. You also have the option to print the note on the credit memo. You can export counter sales line notes to associated purchase orders or inventory transfers and print the exported counter sales line notes on the PO or transfer ticket.
The upper portion of the screen is called the header portion where you enter the customer or document that the counter sale is for.
Refer to the following procedures for more information about Counter Sale Entry header processing:
Enter a new counter sale document (process overview)
Open an existing counter sale document
Deleting a counter sale receipt
The lower portion is called the line item portion where you enter items, quantity and pricing information for the counter sale. The program automatically switches to confirmation mode once you complete the header.
Refer to the following procedures for more information about Counter Sale Entry item processing:
Add line items (includes line-item entry fields)
Find line items in the browser
Designate a line item for direct ship
The ending routine consists of final fields prior to confirming the counter sale. The ending routine is not accessible if you added line items for the order. Refer to the Counter Sale Entry Footer Information topic for field/field descriptions.
Refer to the following procedures for more information about Counter Sale Entry footer processing:
Creating BOM items (kitting, on-the-fly)
Using the Job Cost Entry window
Using the Price Search feature
Counter Sale Entry Header Information
Counter Sale Entry Line Item Information
Counter Sale Entry Footer Information