Placing Retail Orders
Double-click 
. The Order Entry window opens, displaying the Global tab.
Click the down arrow in the Action Code list box and click Order.
If the Order Style list box does not default to Retail, click the down arrow and click Retail.
The Cash customer displays as the customer for this order. If you have not specified a salesperson number for the Cash customer a warning displays notifying you that you must select a salesperson for this order. Click OK.
When the Salesperson Query dialog box opens, click the salesperson to use for this order and click OK.
When the Order Writer window opens, enter your order-writer number in the User ID box and your password, if necessary, in the Password box. Click OK.
Note: To change the customer for this order, click the Global tab and select the customer. For instructions, see Selecting a Customer in Order Entry.
The Item Detail tab opens, and the cursor moves to the Item Number box. Select the item to place on this order. You can scan the item to place on the order or select an individual item.
To add the item by scanning, scan the item’s bar code label. (If the bar code you scan is invalid, the system sends a beep to warn you and the item is not placed on the order.)
You can select an item by item number, company, description, or use the Item Query dialog box to view the items in your database. For instructions, see Placing Items on the Order.
After you scan or select an item, the cursor moves to the Order box. Press Tab to accept the quantity of one or enter the quantity of this item.
In the Sell Price box, accept the default selling price of this item or enter a different selling price.
To add the item to the order, click Accept.
The item is added, and the order is assigned an order number. The order number appears in the Order # box in the upper right-hand corner of the window. The number of items currently on the quote, the gross profit percentage, and the quote's subtotal displays in the lower right-hand corner of the window. These amounts are continuously updated as you place additional items on the order.
Continue to add as many items as necessary. When you finish adding items, 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.
Note: 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. 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. Go to Step 14.
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. 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 to enter the check information.
When you finish entering the payment information, the cursor moves to the Ticket Printer box. 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. 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 print. In addition, the pick tickets are faxed or emailed if you so specified. The cursor returns to the Global tab.
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