Completing Cash and Prepay Orders
If you place a Cash or Prepay order, before you can end it, you must specify how the customer pays for the merchandise. The customer could choose to pay by cash, check, or credit card, for example. This method by which the customer pays for the order is called tender. The Order Entry application uses default tender codes, but you can also create your own. The default tender codes are set in the (LG7) Tender Code Master screen.
Note: These instructions assume that you are using the default tender codes set in the (LG7) screen. However, if you choose to create your own tender codes, the codes you use and the boxes that display differ, depending on how you set the parameters in the (LG7) screen. When you change a prepay order, you can change the order so the order total is affected as long as no amount has been prepaid on the order.
If the Order Totals tab is not displayed, click the Order Totals tab. The Order Totals tab opens, listing the order's subtotal, discount amount (if any), the sales tax, and the total amount of the order. The Due $ box displays the amount due for the shipped items on the order.
If this is a cash transaction containing only backordered items, there are no shipped items on the order. In this case, no money is due, and the Due $ box defaults to Ø. At this point, you can end the order and print the invoice for the customer. See Ending an Order for details.
If this is a cash order, the available tenders appear at the bottom of the tab, with cash shown as the default tender.
If this is a prepay order, the cursor moves to the Due $ box. Press Tab to accept the default amount, or enter the amount that the customer must pay and press Tab. The available tenders appear at the bottom of the tab, with credit card shown as the default tender.
Note: The default amount due is determined by the pick ticket status set in the T-I-C-K-E-T-S St field in the (L1) Terminal and Ticket Parameters screen, and the amount set in the Default Prepay Due As % Of Backorders field in the (LG5) Additional Order Entry Parameters screen. If the T-I-C-K-E-T-S ST field in the (L1) screen is set to 8 or higher, the order entry application requires that the customer pay for all shipped items on the order as well as any percentage of backordered items specified in the Default Prepay Due As % Of Backorders field. For more details on how the default amount due is calculated for a prepay order, see Understanding Prepay Orders.
Select the method of payment for this order. You can choose cash, checks, credit cards, manufacturer's coupons, in store coupons, dollar and percent discounts, gift certificates, and miscellaneous tender. Click the method of payment to use. For example, if the customer is paying by check, click Check.
Depending on the method of payment you select, additional tender information boxes open so you can enter additional information. For example, if you choose check as the method of payment, the Account # through Phone # boxes open so you can enter the check information.
When you finish entering the payment information, the cursor moves to the Ticket:Printer box. At this point, you can end the order or make changes to the ending order status, printer information, and enter an end line special. For details on changing this information, see Changing the Ending Order Status, Changing the Printing Information and Entering an End Line Special, respectively.
To end the order, click Accept Order. The order is ended at the status you selected. Unless you indicated not to print any pick tickets, the number of pick tickets you entered prints. In addition, the pick tickets are faxed or emailed if you so specified. The cursor returns to the Global tab.
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