POS Order Entry allows you to create and print an Invoice, Pick Ticket, Special Order, or Quote. Included are special features such as Credit Limit Alert and Last Purchase Date. You may collect Payments on Accounts and keep track of money taken from the cash drawer for petty cash.

Once you have an order on the screen, within the bottom highlighted bars you will find the Total Number of Items (Total Line Items) on the Order, Restocking Fee, Total Extended Price, Tax, Freight, Discount, and Total Amount. You will be able to tell your customer their balance for the order during any part of the order. You will also be able to view the Gross Profit on the order and the Accounts Receivable information on the customer. These items may be password protected for security.

NOTE: When an un-Finalized Order is retrieved, the cost is refreshed with the Warehouse (Average) Cost currently in Inventory. This makes updating the General Ledger more precise since this cost is used to update Inventory Value in the General Ledger.

POS Related Optional Programs

Customer Hold POS for VMI Orders

VMI Destination Accounts will check the Customer Hold POS settings in the Source account during the entry of line items on an order. This will give control to the Source account to setup the VMI customer accounts with certain lines that are not sellable to the end customer.

The program will check the end customer account in the local VMI destination as before, but will now also check to see if an item is on hold (or restricted) between the Source and Destination accounts. The product must pass both tests in order to be sellable to the end customer.

Retrieved hold orders will be evaluated as well, and the user will be unable to pick or finalize an order that contain On Hold or Restricted items.

Pick Summary for VMI Orders

The <PS> Pick Summary is available that will generate a display of all items on the order showing pertinent information such as Qty Picked, QOH, Quantity on Hold (QHD) and bin information.

Note: The Pick Summary will display the Bin information for auto picked line items.

For VMI Destination locations, the format will be simpler, showing Qty Picked, Source QOH and Destination QOH. For Case Lot items, the Source QOH will be displayed as the total of the unit size on the order, inclusive of any larger sizes with QOH available. Additionally, after viewing the Pick Summary, the user will have the option of changing the entire order to be picked from the Source warehouse. The Pick Summary is then redisplayed to show the change.

When an order is <PI>cked or <P>rinted/Finalized at the VMI Destination location, the user will be prompted for Tender Type information, and the Pick Summary will be automatically displayed, giving the user the opportunity to review the order prior to proceeding. They will still be able to change the picking location to the source warehouse (or back to auto-picking) if desired. They will also have the option to back out of printing the pick ticket or finalizing the order after the Pick Summary is displayed.

A "Point of Sale Password setup" is also available (10.2.6.3, field 40) if users want to secure the <PS> option. However, this will not affect the automatic display for VMI destination locations.

VMI Drop Ship (1.1 Option <DS>)

VMI Destination Locations will now be able to flag an order to be Drop Shipped from the Source Warehouse to their customer. The new feature <DS> will only be available to VMI Destination Locations, and only on orders that will be submitted to the VMI process (with the exception of Credits). If a user accidentally marks an order to be Drop Shipped, simply using the <DS> option again will remove the drop ship designation. The feature will be highlighted if the order has been marked for drop shipping.

If the user enters an Alternate Shipto account number or a free-form alternate shipping address, this will be used as the drop ship address. Otherwise, the normal customer shipping address will be submitted as the drop ship address. Once the order has been submitted via <P> or <PI>, the user can no longer change the drop ship instructions.

Drop Ship/Pick Summary for VMI Orders (1.1)

For VMI Destination locations, the <DS> Drop Ship and <PS> Pick Summary options will check the quantity on hand at the Source Warehouse before allowing a change to pick the order entirely from the warehouse. Also, when users designate the order to be Drop Shipped, the picking source will be automatically switched to the warehouse. If the Drop Ship designation is removed, the order will be switched back to auto-picking.

Any order set to ship from the warehouse will also be checked on a <PI>ck ticket request, to ensure that quantities are available at the warehouse at that time.

Packing Slip Print (1.1)

A Packing Slip feature is now available when printing or reprinting a Debit Sales Order. This feature will require modification of a customer's invoice print program.

The program will generate a packing slip whenever alternate shipping information is present. Rather than showing the order as shipped from you, it will show it shipped from the Customer to the Alternate Shipto.

Creating a flag - MASTER ALT.SHIP.PRINT, turns this feature on.

Additionally, the printing of the "real" invoice can be redirected to print to a different printer than the packing slip. The packing slip will print to the invoice Printer assignment, and the invoice to the Aternate Printer, setup in:

MASTER ALT.PRINTER

Attr 1 = default printer

Attr 2 = Location List

Attr 3 = Printer number by location

On Invoice Reprints, the user will be prompted to reprint packing slip if desired. If they are prompted for the printer number, they will get two separate unique prompts.