Navigation:  Getting Started > Your Company Setup Options > POSitive System Setup > Transactions > Entry Options tab

Activate Advanced Search - (see POSitive Choice)

•If checked, invoice will be updated with customer information based upon settings below.  For example, while in the creation of an invoice, you may choose to scan a customer's loyalty card or enter the customer phone number which can automatically set the invoice for that identified customer.

•If unchecked, no advanced search options will apply.

 

Always Search For:

•Search Vendor SKU - if a scanned SKU is not found, POSitive will search through the list of vendor SKUs

•Search Customer Code - searches entries of the Lookup Code field

•Search Customer Phone - searches the customer phone number fields  (NOTE: enter the complete phone number with area code, but without spaces or hyphens)

•Confirm Customer On Found Entry - (Recommended)  requires the clerk to select customer manually as a confirmation that it is the correct customer

•Search Frequent Buyer Number - searches the rewards or loyalty program list for customer numbers  (Not a Feature of SE Version)

 

When Entry Not Found:

•Do Not Display Inventory List If Entry is Blank Or Not Found - will issue a warning sound, but nothing happens on the invoice.

•Jump Directly To Inventory Lookup - Opens the Locate Item screen.  A new item can be added.

•Prompt To Add/Edit Item Or Customer - (Recommended) Opens POSitive Choice to lookup or create new item or customer.

 

Other

Number Pad Character Limit:  _7_ - To prevent problems of overstating the quantity or price of an inventory item, you can set a limit for the number of characters in this field.

NOTE: this feature is NOT available when using the Invoice Style invoicing screen.  Whatever you key into the field will be accepted, because to change the values of a line item, you simply highlight the item and press Enter to access the Quantity or Price fields.  There is no need to access the Number Pad nor is there any checking of the Number Pad Character Limit.

Purpose:  When inventory items have an Ask For Quantity or Ask For Price switch activated, a barcode scanner may inadvertently be triggered and fill in the "Number Pad" with a barcode rather than the desired quantity or price.  This is sometimes difficult for clerks to notice or correct.  Now a pop-up warning will stop the clerk from continuing until the problem is corrected. Sample

Retrieve Suspended Invoice Prefix

This is a setup option for a simple method for converting suspended invoices into full invoices.  This is often used in conjunction with pre-scanning of customer shopping carts to reduce long wait periods at the register.  This full setup entails reserving a group of Customer Records for making initial sales which are subsequently suspended.  Then giving the customer an identification card number to retrieve the suspended invoice.  (see Retrieve Suspended By Prefix)