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 Job Cost,  Sales 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.

   Job Cost

For tracking projects and billing.

   Sales 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

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

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

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.