Master Menus Ready Reference

This is the main menu for making and reviewing sales.

Click here to watch our Creating Customer Transactions video.

Transactions

EP-RibQuickLaunchBelow

OVERVIEW

•create invoices and return invoices

•create orders, layaways and other pending transactions

•lookup the selling price of an item, the status of a gift certificate, or run an age verification

•employee clock in an out; logout from system

•review old invoices; review pending service appointments

•open cash drawer; balance the cash drawer at the end of the day

•ready access to Centers: customers, inventory, vendors, and reports

•Quick Access Toolbar - activate common functions (see Master Menus) EP-RibQuickLaunch

•Alert Bar - Internal Mail, Date & Time, Sales ID & Station (at the bottom of the screen)

MENU OPTIONS

Customer Sale	Creates an invoice for a named customer
Quick Sale	Creates an invoice for a walk-in customer; name not known
Return	Creates an invoice which automatically prompts for an original invoice number. Includes search options for finding an invoice. Allows for return of an inventory item, even if original invoice is not found.
AR Payments	Accept payments towards customer AR Charges
Inquiry	Provides access to the following 3 functions.
Price Check	Scan a barcode to learn the selling price, stock status. Include the customer name to view special pricing.
Gift Certificate Check	Scan or enter a gift certificate number to learn the value of the card.
Age Verification	Scan driver’s licence or enter birthdate to confirm that customer is of legal age to purchase designated products.
Retrieve Suspended	Find an invoice which was temporarily suspended by your own workstation or another workstation and resume processing the invoice. (see Suspended Transactions)
(Pending Transactions)	A pending transaction is very similar to a customer invoice, but it is being held pending further action, such as acceptance of charges, work still being completed, backorders received. These transactions are classified as Layaway, Order, Service Order, Web Order, Quote, Recurring, and Contract Pricing.
Create	To create a pending transaction 1) select the desired type of transaction 2) select or add a customer 3) add products and respond to prompts.
Layaway	Customers make regular payments towards purchase of items. The layaway is converted to an invoice for final payment and delivery of products to the customer.
Order	Used for special orders of inventory. Payment is received as a deposit in full or in part. Once the items are in stock and can be delivered to the customer, the order is converted to an invoice.
Web Order	Lists Internet Orders generated by POSitive Commerce. Payment is made in full by pre-approved credit cards, but cards are not charged until the web order is converted to an invoice.
Service Order Not a Feature of PFR	Products and services are added to a transaction which require technical assistance. Tracks products being serviced and employee notes of work done and time spent.
Quote Not a Feature of PFR	Lists products being considered for purchase. The quote employs special tools for “packaging,” creating variations of the quote, and follow up.
Recurrings	Recurring Invoice - Used for scheduled billing for services and products sold on a repeat basis. Processed in batches, payment is made by credit cards on file, by placing on store account, or assigning to a finance company.
Contract Pricing Not a Feature of PFR	Contract Pricing - a special type of customer invoice used to list items with special pricing for a customer. Whenever an order or invoice for the customer is created, the price on the Contract will be selected. A Contract has an expiration date, after which normal prices will be in effect. Deposits are never applied to a Contract. A Contract is never converted to an invoice.
Pending	To View pending transactions in process, select the desired type of transaction (see "...In Process")
Calendar	Shows the number of pending transactions per day, based upon Date Placed or Date Due.

Invoice History	A listing of all invoices processed. Invoices can be reprinted, cloned, researched, and voided. (Invoice History)
Open Register	Prompts for sales ID and reason for opening the cash drawer to add or remove monies.
Balance Register	Provides a cash drawer count down and procedure for reporting all monies collected.
Clock In/Out	Employee time clock.
Logout	Employee sign out and sign in.
ESSENTIAL CENTERS	Can also be accessed using the Quick Launch icons in the upper left corner.
Inventory All Inventory Templates Matrices Unposted Used Items Consignments Contract Pricing	Opens the Inventory Center or a view of specific types of inventory.
Customers	Opens the Customer Center, a listing of all customers and related information about each.
Vendors	Opens the Vendor Center, a listing of all vendors and related information about each.
Reports	Opens the Report Center with access to hundred of reports and a built-in report designer/writer.
ALERT RIBBON - always visible	(at the bottom of the screen)
POSitive Mail Alert	Click on envelope to open mail. If blinking dot on envelope then the logged in person has a pending internal mail message.

(Logged In: ) (Station:) (Division)	Employee name, Station number, and the Division number and name in use. New Login can switch employee as well as station and division.
Current Computer Date / Time	If this is incorrect, be sure to change operating system date and time, otherwise invoices, reports and time clocks will be wrong.