The Business Edge has an optional module for Counter Sales. The Counter Sales Module does not involve Sales Order documents, the process goes directly to an invoice. The Invoice is typically paid and recorded in the Cash Drawer, which is balanced daily and automatically pays the invoices.
Sometimes customers call in Counter Sales Orders that are larger and require a Pick Ticket. They are still coming to the Counter to pick them up and pay. In this case Allocate Orders to Counter Sales Checkout is the option to use.
Allocate Order to Counter Sale Checkout option gives users the ability to choose an Order that was previously entered, if it is not already Allocated that can be done here. An invoice is then created and paid for in the same process. The Allocate Order to Counter Sale Checkout is located via the menu path below:
Order & Quote Entry System
Counter Sales System
Allocate Order to Counter Sales Checkout
The Allocate Order to Counter Sales Checkout menu item will take you to the Allocate Order Screen as shown below:
After selecting an existing Order, the Allocate Order to Counter Sales Checkout will take you through the standard Allocate Inventory screens:
Once the allocations are made, the final screen is where the order can be processed to a Counter Sale Checkout using F12 below.
The Allocate Order to Counter Sales Checkout will allow you to choose the Payment terms such as Cash, Check or Credit Card as seen below. If your payment terms are cash or check enter the amount tendered and press Enter, and the change due will be calculated for you. When you are finished, answer “Yes” to Finished with Order:
The Customer Invoice Output Options will allow you to print, fax or Email a copy of the invoice after you are finished with the Order.
