The Sale Entry form is for entering and processing sales and returns using a variety of payment methods including: cash, check, coupon, credit/debit card, Capital One Trade Credit (formerly BlueTarp), gift card, and receivables account charge. The Sales transaction may also be used for invoicing customer orders, quotes, rental contracts, and mobile tickets (rental contracts and mobile tickets have additional requirements and may not apply to your company). Sales usually produce a "PS Invoice" type document; however, the "PS Charge Returns" document is created in cases where the net sale is negative, involves a receivables account, and is using a payment method of "charge."

Selecting an Account

In the Point of Sale Name list, you can either enter the Sort Name (from the Account Maintenance form) or the account ID. Most Point of Sale transactions involve selecting an account and job (when applicable) first. For Sales, you can scan or enter the items into the data grid first, but for other transaction types (Orders, Quotes, Tickets, etc.), you choose an initial account first. If you know the customer participating in the transaction, there is usually no need to choose an alternate menu, just type either the sort name or the account number/ID.

When a customer has their own charge account, we recommend that you enter their name in the Name list. You can change it to a different account, if needed, before processing.

There are some additional search options you can use, based on other information you know at the time of your search. You can review these option here

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When the enhanced look up feature is enabled, you have more selection options, but the account's Sort Name field entry is still the primary match field. The application only shows you account number matches if no sort name matches are found. If matches for both the sort name and account number exist, only the entries with the name display.

After you select an account from the list, the account type displays beside the list. There are three types of accounts:

• A Cash account is a customer-specific account that does not allow receivables charges.

• A Charge account is also a customer-specific account that allow receivables charges to accumulate.

• A System account is a general-use account that is not customer-specific. A System account does not have a credit limit or allow charges.
  All companies must have a system account named CASH. Except in the case of Tickets* (Advice Notes) and Charge Returns, the default account, "CASH," is the default when no specific account is indicated.

  To select the System account, press TAB . In addition, this type of account requires the entry of a delivery name when used with non-sale type transactions (orders, quotes, etc.). more...

Selecting a Job

Accounts may be linked to one or more jobs; every account has at least one job, known as the master job (0). You can add additional jobs to any account to track account activity separately from the account. You are only prompted to select a job if the account has multiple jobs (more than the required job "zero"); otherwise, all activity is assumed to be for the master job. In Point of Sale, disabled and closed jobs are not included in selection list. You may be able to add new jobs during the transaction processing (on the Delivery tab of the Process (F12) form).*

*Your security settings may prevent you from adding jobs during processing.

Note: In other Point of Sale areas (such as Order or Sale Entry) you can also add a job in the Delivery tab. This option is not available in Tickets/Advice Notes.

 

 

ItemSets

An "ItemSet" is a classification tool used for Sales, Orders, and Quotes. This allows the user to assign items to groups, or "sets," which you can may be sort, invoice, or deliver separately. For example, a customer may place a large order, but want specific goods delivered at different times. ItemSets are an excellent way of keeping track of the customer's delivery needs while maintaining a single order at the same time.

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Totals Panel

The upper right-hand area of the form includes a display-only panel showing the transaction's current sub-total, sales tax, and total. The tax location and rate (percentage) are displayed to the left of the panel when enough room is available (the tax location and rate can be viewed in the Process (F12) form otherwise). These figures will automatically update as changes are made. Figures also update to reflect any adjustments (adders/discounts, etc.) applied on the Process (F12) form.

The menu marker (to the right of the totals panel) offers additional options allowing the user to switch to a different transaction type (sale, quote, ticket) or display the current GM% (gross margin percentage) for the entire transaction.

Using "Switch to" to Change Transactions*

It's possible to begin a Point of Sale transaction as one type and change to another while retaining much of the information from the original. All items (and item comments), pricing, customer-job selection, customer PO#, and deliveryinformation are moved the new selection. Other information is not maintained unless it is permanently associated with the customer or job. This includes a number of fields located on the Process (F12) form such as print and transmit options, adjustments, and any manually entered information such as a tax exempt number or purchase agent.

To "switch" transactions, use the menu marker next to the totals panel in the upper right-hand corner of the application window:

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*Security settings can block a user from viewing, and therefore accessing, any menu marker options.

Data Grid & Item Entry

The grid area is used for specifying the items that are being sold or returned. Products may be scanned at any time, manually entered, or selected using a variety of alternate menu methods. The default quantity for an item is one (1). Some types of items (tallies, description required, non-stock returns, comment, etc.) will prompt the user for additional information or selections by opening a new form. This occurs immediately after the product is scanned or entered in the grid.

Item

This column provides a combo drop down control that allows a user to enter text or select from a listing of items (products). This control supports scanning. For scanning to function properly, the supported scanner device must be programmed appropriately. The item selection control also offers a number of additional look-up features accessible from the alternate menu (usually a "right-click").

To learn more about item description search techniques, click here.

Search Tools for Finding Items in Data Grids (ECI-Hosted Only)

When you are looking for an inventory item and cannot remember the exact name or Item ID, you need tools for searching the item descriptions so you can find the right materials quickly. There are Item Description search features to give you those tools. There are description search tools, such as using quotes (“Drill Bit”) and using wild cards (Drill B*) to help search for items using their extended item description. The search results show the closest matches at the top and any additional results that match the criteria below.

You can use this feature wherever there is an Item list (Point of Sale, Inquiry, Item Maintenance, etc.). This feature is restricted to ECI Hosted customers only. Adding this feature requires a lot of additional database overhead, which we can manage better in our hosted environment. To enable this feature, reach out to the Implementation or Support teams; as it is disabled by default. Once enabled, there are no special permissions required to use this feature; it is accessible to all users.

Using the Enhanced Item Description Search Feature

We are demonstrating this feature in Point of Sale, but it works anywhere there is an Item list. The new description search strategies include:

• Entering two words, like (Drill Bit) in the Item field, results in the display of all inventory items that have either Drill Bit or Bit Drill in the Item Description,

• Entering two words using quotes, like (“Drill Bit”), results in the display of all inventory items with that exact text (as you would see when searching in a web browser), and

• Entering text with a wild card *, (Drill B*), allows you to search for all items that start with Drill and have B as the next character. This wild card feature can be used more than once, so you could also enter Dr* B* and get all matching results.

Searching using the Exact Text

To search for an item using exact text:

1. In the Item list, type the text you want to search for.

2. Right-click the Item list drop-down icon to display options and select Description.
The matching results display:

Item Description Search (Entered Text Only)

3. Scroll through this list to find the item you are looking for or click the More option to display additional inventory items.

Searching using Quotes

But, what if you don’t want to see items that don’t contain the words, Drill Bit?

To search for an item using quotes:

1. In the Item list, type the text you want to search for with quotes around it: “Drill Bit”.

2. Right-click the Item list drop-down icon to display options and select Description.
The matching results display:

Item Description Search (Using Quotes)

3. Scroll through this list to find the item you are looking for or click the More option to display additional inventory items that match the quotes-based search criteria.

Searching using Wild Cards

To search for an item using one or more wild cards:

1. In the Item list, type the text you want to search for, typing a * after the last character you know: Dri* B*.

2. Right-click the Item list drop-down icon to display options and select Description.
The matching results display:

Item Description Search (Using Wild Cards)

3. Scroll through this list to find the item you are looking for or click the More option to display additional inventory items that match the wild card-based search criteria.

Note: If you use the character, * in your Item descriptions, the application does not search for them as characters. So, if you search for Drill*Bit and you are looking for items that have the * in it, the application will not search for that character specifically.

When the items display in the list, if you cannot see all of the characters, you can drag the Description column heading border to display more. This is particularly useful when the information you need is at the end of the description.

Item Description with Drag Icon Displaying

To learn more about item entry and selection, click here.

One of the most important features of a retail software solution is Item Entry. When the item is physically present, scanning the item's barcode is the easiest and fastest way to enter it into the application. If you don't have a scanner or the item has no barcode, you can always enter a full or partial item number if it's available. When entering text that partially matches existing item codes, the application displays a list of items that match. Items in selection lists are color coded to help distinguish between item numbers and alternate SKUs (in purple). On-hand quantities in a selection list are also color coded when an item has a negative on-hand (red).

There are cases when you may not be working with any physical item, such as when you are building an order or quote, so scanning or manual item entry isn't always a realistic option. For these situations, you can enter the information you want to search for and right-click the Item list icon to display a list of search options.

All of the following alternate selection choices are used to build a selection list matching the criteria you either enter or select. Based upon your selections, you can wind up with a list that contains a few items, many items, or one item. In addition, it's possible for your selection to produce no matches.

Selection listings are assigned a set "page" size. Usually, this initial listing or page is limited to the first 25 records. When more items match the criteria than the page size, a "<<<MORE>>>" option is displayed at the bottom. Clicking "more" populates the selection listing with the next page of items. Previous records (items in this case) remain in the listing and can be viewed by moving the scroll bar on the right-hand side of the listing.

Selecting Items using Group Section

Since all items must be assigned to a group and section, you can use the Group Section settings to find an item. Groups and sections are numbered (1-255), but are also assigned a text description. In almost all cases, the text description is shown along with the numbers. Numbers are used because they take up less space and also makes sorting and searching data more efficient in the database. Each company can choose how it wants to organize its inventory.

Group/Section Selection List

Group and section selection uses an expandable navigation "tree." Each group listed in the tree can be expanded to display the sections within the group. You can make multiple selections. For example, you can create a selection list of all the items in three different groups -- or -- just a few sections within one or more groups.

When all the items in either a group or section are selected, the check box background is displayed in white . If you select some but not all sections within the same group, the group's check box background is changed to gray . Use the Select All button to select all groups and sections. Use the Clear All button to clear all check boxes. Choose Accept to build a selection list based upon the groups and/or sections you have chosen (checked). Or, click Cancel to close the window and not build a selection list.

Selecting Items using a Keyword

Items may be assigned up to five keywords. Keywords are meant to be a common and intuitive word that generally describes the product. It's best to use a word rather than a phrase and to not get overly specific. Keyword matches are not case-sensitive (you can type them using upper and/or lowercase letters). Some examples of good keywords are: TRUSS, PAINT, SINK, DRILL, BRICK, etc. The more specific the keyword, the less intuitive, and less likely that it will be used. Keywords are not required on items. Try using the Description search as an alternative if you are unsuccessful.

There are two ways to use the Keyword selection to find an item you are looking for:

1. In the Item column, type in the word or number you want to search for and right-click the drop-down arrow. Choose the Keyword option to display a list of items that contain the word or number you entered.

2. In the Item column right-click the down arrow and choose the Keyword selection option first (before you type anything in the Item field). The application displays a Keyword Select list where you can specify up to three keywords at the same time. You can choose to match on either ALL or ANY keywords. If you choose "Contains All", only items assigned to all the keywords will be included in the selection list. If you choose "Contains Any", items with any of the keywords specified will be included.

Selecting Items using a Barcode

You can assign up to five different barcodes to each item. You can use these different barcodes to distinguish different units of measure (BOX vs. EACH, for example), so it's important to pay attention to the unit of measure that displays when entering quantities. This selection tool can be used with either a full or partial match on an item's barcode. Partial matches are made beginning with the first non-zero number in the barcode. Leading zeros are not considered.

When using the barcode selection option, products are listed in order of barcode. The "base item" column contains your company's SKU for the item.

Selecting the Item using the Description

Use the Description search to find items using the words or numbers in the item's description. Matches are not cas-sensitive (so it doesn't matter whether you use upper or lower case letters). The text can be located anywhere in the item's description (beginning, end, or middle); however, the entire text is matched together as a phrase, not as independent words. For example, if you type in "FAN KIT" but the item's description is "KIT CEILING FAN BOX," the application would not find the match, despite the fact that both words do exist in the item's description.

You may notice that some items populated in the selection listing don't appear to include the word you typed in the "description" column. Why is this? Items may have very long descriptions (up to 1088-characters, including spaces); however, we use a shorter truncated description for selection lists that is only 32-characters. This is done to keep selection listings a reasonable size and for database performance. The description used for locating matches is a special "search" description that is essentially the item's full description with any sequential spaces between words removed (this description also doesn't include line feed, carriage return, and other non-printing characters that might prohibit matches).

Selecting Items using a Vendor SKU

Use the SKU (Stock Keeping Unit) to describe the numbers or identifiers assigned to products. Your company may use its own item numbers (codes), it may use the same codes as a supplier/wholesaler, or a mix of both of these. Each item can be assigned up to three different vendor items (or SKUs). These identifiers are used when ordering products from the vendors (wholesalers, manufacturers, buying group, co-op, etc.).

Enter in the vendor's item number (SKU) in the item drop down and choose Vendor SKU from the alternate menu. If a match is located, the matching item (or items) will display. This option only works if an exact match is located. Partial matches are not returned.

Selecting Items using the Primary Vendor

Each item may be assigned one primary vendor. The primary vendor can be different for each branch (store location). To use this selection option, enter the full vendor code associated with the vendor. This option only accepts an exact match for an existing vendor code. All items in the current branch assigned to the vendor as a primary vendor will be included in the selection listing.

Selecting the Item using the Product ID

You can use the Product ID as a classification tool to either create custom product IDs (groups) for your related items or, if you are a Do it Best® member, you can use them to mirror the Do it Best product departments, categories, sub-categories, and product groups. You can use a combination of both custom and Do it Best product IDs; however, only one ID may be assigned per product. The same product ID may be associated with as many items as you like.

If you want to define your own product IDs, this is done from the Code Definitions form available from the Inventory area's Database menu (select the "Product ID" tab from this form). To use Do it Best product categories, you must first retrieve the classifications using EDI (from the Purchasing area, choose the Vendor EDI transaction, Extras (radio button), and choose "Classification Maint."). Once this information has been populated successfully using EDI. Once completed, a "DIB" check box will appear on the Product ID selection form. This check box is hidden unless the categories table is populated with data.

If checked, the form allows you to choose either a department, category, sub-category, or product group to produce an item selection listing. If you pick a department, all items assigned to the categories, sub-categories, or product groups within that department will be included in the selection listing, for example. Items may be assigned to any level; however, it's usually best if they are assigned to a product group (the lowest level). To choose a level in the tree, double click on the node to select it.

Do it Best is a registered trademark of Do it Best Corp. in the United States and other countries.

Selecting the Item using the Manufacturer SKU

When you search for a particular item and you know the item’s manufacturer's SKU, you can use that SKU to find the item. We call this enhanced search. The enhanced search feature must be set up before you use this feature. We have added the Manufacturer’s SKU to the default enhanced search options as well.

To search by the Manufacturer SKU, enter the SKU in the Item field, select the down arrow beside the item field, and choose the Manufacturer SKU option. The application displays the list of items that match the SKU you entered.

Sale Entry Form with Manufacturer SKU Search Results

Selecting the Item using Inventory Look up

Selecting Inventory Look up will open a Utility that searches for items by Group-Section or Department - Class - Fineline.
Note: This listing includes Disabled Items.

Inventory Lookup : Group-Section

In order to search by Group-Section, all items must be assigned to a group and section. Your company may define between 1 and 255 groups and also between 1 and 255 sections within each group. Groups and sections are numbered (again 1 - 255), but are also assigned a text description. In almost all cases, the text description is shown along with the numbers. Numbers are used because they take up less space and also makes sorting and searching data more efficient in the database. Each company can choose how it wants to organize its inventory.

Select a group to view all item within that group. You may then narrow down the list by selecting the section. Click on an Item to add it to the data grid. The main dialog window will become active as soon as you select an item, at which point you can adjust quantity and price as well as continue adding items. The Inventory Lookup Utility window will remain open in the background, facilitating navigation between the windows.

You may also use the "Filter Description by" field by typing in the item number or Description. The list will narrow down as you type in more characters in the field. Check the "Include Non-Stocked Items" to include all items, included items you don't currently carry.

Inventory Lookup : Department - Class - Fineline

There are three merchandising classes available: class, department, and fineline (sometimes named "subclass"). These can be used as a selection tool. Merchandising codes are typically reserved for codes provided by vendors and may be updated by EDI processing or when adding items using a vendor's catalog.

Select a Department to view all item within that department. You may then narrow down the list by selecting the Class and then the Fineline. Click on an Item to add it to the data grid. The main dialog window will become active as soon as you select an item, at which point you can adjust quantity and price as well as continue adding items. The Inventory Lookup Utility window will remain open in the background, facilitating navigation between the windows.

You may also use the Filter Description by field by typing in the item number or the description. The list will narrow down as you type in more characters in the field. Check the Include Non-Stocked Items box to include all items, included items you don't currently carry.

Selecting Items using the Image List Selection

The Image List feature provides a visual method for item selection. Before using the Image List feature, your company must define an Image List from the Image List Maintenance form available from the database menu in the Inventory area. There is one consolidated image list for your company. This list can have many different categories and sub-lists, however. Up to five layers of organization are permitted from the "start" location. The list should be organized from less to more specific categories and ending with items as the last level. Once a user opens the list, the list remains open in the background and retains the user's last location in the list if they re-open the list again. This is done until the user logs off, closes the application, or changes branch locations.

There are two types of content in the Image List: lists and items. Lists are indicated by either a yellow or an antique-white (light-yellow) background color. Items are indicated by a light or dark green color. The darker colors indicate the current selection. Keyboard navigation can be used as well as the mouse (single click) and touch screen if available.

Along the top of the form, navigation links are provided. Click on these to return to the "start" location or a prior list level.

Selecting Items using SO Lookup

Search for renumbered Special Order (SO) items by entering a full or partial SO item number in the data grid, right-click and select SO Lookup. In the example below, we are searching for an item called "SOWindow". A list of all "SOWindow" items will be returned; click on the <<<MORE>>> link to view additional items of the special order renumbered SKUs. Item are listed in descending order.

Selecting Items using Lost Sales

You can track your Lost Sales using the Inventory > Utilities > Lost Sales utility form as well as from any Item selection grid or Catalog selection control anywhere in the application. Click here to find out more about the Lost Sales search functionality.

Additional Options

There are a number of additional options available from the context Menu Marker : Remove Order, Remove Quote, Mark as Net, Merge Items, and Reverse Quantities. The "merge items" and "reverse quantities" options are available in release 12 and later (release 12 is scheduled for production release in January 2017).

Remove Order

This option allows you to remove a customer order that was selected using the Invoicing (F5) function (does not apply to document import). This option is only enabled once one or more orders have been associated with the transaction.

Remove Quote

This option allows you to remove a customer quote that was selected using the Invoicing (F5) function (does not apply to document import). This option is only enabled once one or more quotes have been associated with the transaction.

Mark As Net

When selected, this marks the selected row or rows with a discountable code of "N" (net).

Merge Items

This feature combines duplicate items with the same measures and pricing together. Duplicate items with different measures or pricing are not combined. Tally items, serial number items (Tag ID), zero quantity items, special order items, material list, "hidden" items, add-on SKUs, and items eligible for ACE Rewards promotions are not eligible for merging. In addition, items being invoiced from a customer order or quote may be excluded depending upon the situation (if both items are linked, neither would be merged, but if only one is, the non-linked item would be merged with the item linked to another document). Additional restrictions may be added in the future as necessary. (Release 12)

Reverse Qtys

When selected, all quantities in the data grid will be reversed (for items that allow returns).

Returning Items

When a customer is returning an item, specify a negative quantity for the item. Security preferences can prevent or limit a user's ability to process returns. Mixing returns with items being sold on the same transaction can also be prevented (optionally).*

*Identifying specific item returns when the entire transaction is a credit may be easier when looking at a customer's account or searching documents.

Some items don't allow returns, if this is the case, a warning message appears and the item's quantity will change back to a positive number.

If the optional enhanced item return feature is enabled, the Point of Sale user is presented with additional options on both stocked and non-stocked product returns.

Click here for more information on enhanced item returns...

Handling Stocked Item Returns (when the Stocked Item Returns Parameter is Enabled)

When the enhanced stocked item returns" parameter is enabled, you can choose to restock or create a vendor return when a customer returns an item. In this case, returns generate a document for each returned item that is not a "restock." The "Item Return" form appears when returning an item. This allows the Point of Sale user to specify the original sale invoice, reason for the return, whether the return is a "restock," and to optionally add a more detailed note regarding the reason the item is being returned. If you are creating a customer order rather than a sale or charge return, this information will be saved along with the item until the order is invoiced (completing the return).

Original Sale Invoice

This is a list of this account's invoices that contain this item. The selection listing includes the Document ID, transaction date, account, job, name, and invoice total.

Unit Price

This is the unit price from the selected "Original Sale Invoice." The price of the return will be set to equal this price if an original sale invoice is designated.

Unit Cost

This is the unit cost from the selected "Original Sale Invoice." This cost will be used as the cost of the item for the return.

Return Reason

This is a drop down containing preset selections for return reasons. Your company determines the selections (these are defined in the Code Maintenance form's "Returns" tab -- available from the Inventory area's Database menu). If your company has not yet or chooses not to populate preset return reasons, reason selection is not required. Users can type their own reason in the drop down text area as well (space is limited to 10-characters, however).

Restock

This check box determines whether to immediately return the item to inventory (increase the on-hand) or to instead generate a vendor return for the item. If the "restock" check box is selected (checked), no vendor return document is created.

Note: the vendor return may be designated for restock by later processing.

Notes/Staging

If needed, add more details about the return. These are saved in the same way staging notes are saved with items may be printed on the return document.

Scanning

Quantity Color Coding

In some cases, you'll see quantities displayed in either red or green text. This color coding reflects the availability of the product. Items with a green quantity indicate that if sold, the quantity remaining would be below the quantity available (on-hand less any quantity reserved for customer orders, manufacturing, etc.). Items with a red quantity indicate that if sold, the quantity remaining would be below the quantity on-hand.

Navigating the Grid

The grid in sales has many columns; however, some columns are primarily used for displaying information, not entry, and others are accessed rarely. Primary fields are those grid columns that need to be accessed most often. Columns that are less commonly used are considered secondary and default to be skipped when using the TAB key to navigate the grid.

Primary fields include all columns except the item description, extended amount, exceptions (X), and additional information (+). The remaining primary fields are accessible using forward "TAB" navigation.

The Enter key is not usually used for moving between cells or fields. When you are in a grid cell, pressing the Enter key does one of two (2) things:

1.On text-only input fields, pressing Enter completes that row and moves the cursor to the next row (below the current one).

2.On drop down type fields, pressing Enter displays the drop down selections. If there is a partial entry, only matches for that entry are displayed.

Unit of Measure Changes

 

Quantities and pricing reflect the unit of measure displayed. Changing the unit of measure (U/M) to a measure with some other value (other than 1:1) will usually modify the related quantity or price. In most cases, changing the quantity unit of measure will result in the unit price being updated to reflect the price in the same terms.* For example, if an item defaults to be sold and priced by the "PC" but you modify the quantity measure to "BOX," the price will be adjusted to reflect the "BOX" price.

Your company can set the default quantity and pricing measure for each item you maintain as well as the default pricing for each customer. If you find that you regularly need to modify pricing on an item, consider changing the Point of Sale defaults for the item (or the customer's pricing default if that is the issue).

If security permission permits you to modify pricing measures and the "convert" box is checked , the existing quantity or price will be converted to a value equal to the current value (displayed in the drop down). The "convert" option will not change existing extended amounts. If the "convert" option is not checked, the existing quantity or price will not change, and will be used to re-calculate extended amounts. This can result in human error if pricing is not set properly, so some companies prefer to not allow manual changes to pricing units of measure in Point of Sale.

*If the original and new measures are both equivalent (a 1:1 relationship), pricing won't be updated to match the new UM because it would not result in any change.

Pricing Changes

There are a number of ways to affect pricing if you are allowed to do so (pricing changes can be limited by user security). Users can modify the price by typing another in, select a reprice option (F6), type a discount, or select an alternate price from the input drop-down. Typed keyboard shortcuts are also available. For example, type L2 in the unit price field to use the level 2 price, or D20 to do a 20% discount.

Price changes are flagged as exceptions and can be reported on by your company's management.

How is pricing determined?

Determining the price for an item involves some pretty extensive work because there are so many factors in the software that can affect an item's price. Here is a list of the many things that are considered when determining the price used for an item at Point of Sale:

•Level Pricing

•Volume Discounts

•Unit of Measure (UM) Prices

•Sale Pricing

•Contract Pricing

•Price Groups

•Price Rounding Rules

•Unit of Measure Relationships (Conversions)

•Unit of Measure Defaults

•Account Settings

Some or even ALL of these may be factors when determining an item's price at Point of Sale. As a general rule, we try to use the lowest price that an account is eligible for (for example, an account that is eligible to receive sale pricing on an item might be better off receiving their regular price if that price is lower than the sale price); however, there are several exceptions.

The common exceptions to this rule are: contract pricing, price groups, and in some cases, Unit of Measure (UM) pricing. Contract pricing and Price Groups are always used regardless of whether they result in a lower price. In cases when both a contract price and price group are applicable to an item, the contract price is used instead of the price group. UM prices, when eligible, can indicate either a higher or lower price than the account’s default level pricing or item’s volume pricing.

Unit of Measure (UM) pricing and volume discounts are only considered IF the account’s level pricing is being used for the price calculation. This means that the account and item don't qualify for contract pricing or price group pricing, and if the item is on sale, that the sale price is not lower than the account’s default level price. Given this, it is technically possible for an account to receive a sale price higher than the designated UM Price or Volume Discount price if their normal level price for the product is higher than the sale price.

Keep in Mind: When you change accounts in a Point of Sale area when there are already items in the data grid, the account's settings can affect the unit of measure and item's price settings. Consider carefully the appropriate unit of measure settings when you reprice an item under these circumstances. The results could be confusing for the customer in the resulting transaction documentation.

The following chart describes the basic flow of how pricing is usually determined for items. The following logic is bypassed when "alternate" SKUs, such as barcodes, are used which are linked with specific units of measure :

Click Here for more information about Pricing...

Discounts

The "Disc" column is used for line item discounts. These discounts will only affect pricing on "discountable" items. Use the Inventory and Codes tabs in the folders (F4) to view the current item's discount status. Pricing for "net" items will not change when a discount is entered; however, reprice functions (F6) don't consider an items discount status.

Exception Codes or "X" Column

The "X" or exception column displays pricing exceptions when encountered. There are six (6) exception codes used: L, M, N, P, X, and Z. A maximum of two (2) codes may be displayed for any item. When more than two (2) exceptions occur, the letter "X" appears in the exceptions column. Please see the following table for an explanation of these codes:

Exceptions are reported in the grid immediately, so Point of Sale users should be trained to notice exceptions and to notify the appropriate party or make changes in the transaction to prevent the exception (if unexpected). In addition, company or store management should make a practice of reviewing exceptions to catch issues with pricing and costs on inventory. The Exceptions Report can be useful for reviewing transactions for possible issues that need to be addressed.

Additional Information (+)

An item may have additional information associated with it. This can include attachments, comments, and staging locations. A large plus (+) symbol appears in the column when any of these conditions are met. This "+" also appears on next to the word "Entry" on the Entry folder tab (F4) when a row with item attachments is selected in the grid. This allows entry of comments and/or staging information as well as access to an item's attachments. For attachments that allow printing at Point of Sale, you can select and print attachments from the Process (F12) form as well.