Entering a new counter sale document

1. Open Counter Sale Entry by selecting Sales Orders-->Counter Sales-->Counter Sale Entry.

2. To open an existing counter sale: In the Doc/Cust field, enter the number of the counter sale you want to open or the customer for whom you are entering/modifying counter sales.

You can press F2 or select the $image\find_shg.gif$ button to search for a customer code. You can press F3 or select the $image\opendoc_shg.gif$ icon to search for documents.

$image\pinpurpl_shg.gif$ Refer to the Opening existing invoices procedure for details.

3. In the Ship-to field, the system displays the ship-to code entered on the sales order along with the full ship-to address. Edit the ship-to code, if necessary. If a customer requests to have an order shipped to an address other than its usual shipping address, select the $image\temp.gif$ icon to use the Temporary Ship-to feature to facilitate this request. You can press F2 or select the $image\find_shg.gif$ icon to search.

4. In the Date field enter the date for the counter sale transaction, usually the system date.

5. In the Initiating Warehouse field enter the warehouse from which the items on this order are shipping. If your system uses multiple warehousing, enter the warehouse from which this order initiated. Press F2 or choose the Search button to see the list of warehouses. .

6. (Optional) The program automatically switches to add mode once you complete the header. This means the cursor appears in the Item Number field after you exit the last header field.

(Optional) You can:

Change quantity information by highlighting a line item, selecting the $image\edit_shg.gif$ icon. Refer to the Editing line items in entry programs topic for details.

Edit lines on the order as necessary by highlighting them in the item browser, and selecting the Line Detail button to make changes in the Line-item Detail Entry window.

Edit header information on the order as necessary by highlighting them in the item browser, and selecting the Header Detail button to make changes in the Header Detail Entry window.

Add line items by selecting the $image\plus_shg.gif$ or insert line items above the highlighted line in the browser by selecting the $image\insert_shg.gif$ .

Refer to Adding line items in Counter Sale Entry topic for details.

Delete a line item by highlighting it and selecting the $image\Delete_shg.gif$ icon.

$image\pinpurpl_shg.gif$ If you add an item that is designated as having companion items, the system displays the Companion Item Selection (SOE151) screen. Refer to the Companion Item Selection (SOE151) topic for details.

8. Choose Done to access the footer and enter freight. Enter payments in multiple payment section The Deposit/Payment Entry window can also be accessed from the footer.

9. (Optional) In the Memo field, enter a memo for the invoice.

10. In the Frt Method field, the system displays the Document Freight Method (Q/C) for this customer– this value defaults from AR Customer Maintenance and is modifiable based on the Allow Method Change checkbox on the Invoicing tab of AR Customer Maintenance and is not a backorder. Based on the setting, you can select from: Quoted Freight or Calculated Freight.

In the Frt Method field the Document Freight Method (Q/C) for this customer defaults from AR Customer Maintenance and is modifiable based on the Allow Method Change checkbox on the Invoicing tab of AR Customer Maintenance and is not a backorder. Based on the setting, you can select from: Quoted Freight or Calculated Freight.

Unless the Freight Type is prepaid, enter or update freight and handling charges in the Freight $ field. In the Freight $ field, the freight value can be entered freight, quoted freight or automatically-calculated freight, based on control settings in AR Customer Maintenance and SO Static Control F/M (SOF980). You can modify the entered freight, quoted freight amount. Press F2 or $image\find_shg.gif$ to access the Freight Totals Display window Enter freight and handling, if applicable, in the document footer. Refer to the Entering Freight and Handling (Sales Orders) topic for details.

11. You can modify values for the following fields: Ship To, Freight Code, Tax Code, Tax Rate. You can also enter payment information. Refer to the Counter Sale Entry Footer Information topic for specific field descriptions.

12. Indicate whether you want to print the invoice now or print it later from the Counter Sale Print.

If you use Clippership and have not closed out carriers for day or shift, tracking numbers do not appear on the invoice until the carriers have been closed out in Clippership. If you print invoices before the carriers are closed out, you will have to reprint the invoices to get tracking numbers on the invoice.

If you use Clippership and UNDEFINED appears in the Freight Totals window for shipping charges (attended/polling systems and print invoices on these documents, they appear on the Daily Sales Register as invoices that need to be reprinted because "shipping has not been completed."

If you choose to print the counter sale now, select a printer in the dialog box.

13. At this point, you can enter another document, exit the Counter Sale Entry program by selecting the Done button, or switch to another Sales Order entry document from the Go To menu.

Entering a new counter sale document

See Also