Desktop Order Entry System can be used to create new sales transactions such as invoices, orders or quotes as well as to edit any sales completed by handheld users before their import into the Accounting System. This topic provides step by step instructions on how to work with sales transactions in Desktop Order Entry System.
Desktop Order Entry System can be used to create new sales or edit sales completed in the field before they are sent through to the Accounting System.
Entering sales using Desktop Order Entry System
Editing handheld field sales
Sales completed by handheld users can be edited from the transactions tab. To edit a sale:
|1.||Go to the transaction tab|
|2.||Locate the sale by scrolling through the list or using the filters|
|3.||Click on the in the Edit Sale to open the transaction form.|
|4.||Edit the sale as required and press Save to commit the changes.|
|5.||Press Cancel to discard any changes made.|
Note: The profile setting Show Transactions Generated from Handheld must be set to True for transactions to be visible in the Desktop Order Entry System. Only sales that have not been exported to the Accounting System will be available for edit.
Using Transaction Filters
There are three filters available in the transaction tab of Desktop Order Entry System. These filters will enable you to sort through the transaction list in order to find a specific sale.
|1.||Sales Type: Allows you to narrow down the list by transaction type. Only transaction types that are enabled in the users profile setting will be available.|
|2.||Status: Allows you to limit the list by the status of the sale. The options are:|
|•||Completed Sales: Sales that are completed but not yet exported to the Accounting System.|
|•||WIP: Sales that are in a WIP status.|
|•||All Sales: Sales in any status.|
|•||Void: Sales that have been marked as void. NOTE: the availability of voided sales is controlled by the profile setting Allow Edit Voided Transactions|
|3.||Filter: Allows you to type in any characters- this filter will search the customer name, address, transaction ID and limit the results accordingly.|
Creating sales from templates
To create a sale from a template, follow the process for creating a new sale (see Entering Sales using Desktop Order Entry System).
|1.||Select the customer name from the drop down list, this will cause a window showing the list of available templates to appear.|
|2.||Select the required template from the available list. |
|3.||Press Select Template to create the sale and continue by editing the sale.|
|The Template List|
Deleting Transaction Line Items
At times you may want to delete a line item from a transaction, particularly if you are creating sales from templates. This can be done by:
|1.||Use the mouse to right click on the line item in the transaction form.|
|2.||Select Delete Line from the menu|
|3.||Press Ok to the warning dialog|
|Deleting a Transaction Line|
Voiding and Archiving Transactions
Transactions can be either voided or archived from the transaction screen in Desktop Order Entry System. You may need to do this in order to void mistakes made by field staff or to convert sales left in a WIP status into the Archived status, ready for export to your Accounting System.
Transactions in the status of WIP or Archived can be voided. To do this:
|1.||From the Transactions tab select the sale to void by left clicking on it (to select multiple sales hold down the ctrl key while selecting).|
|2.||Right click on the line and select Void Transaction from the menu. This will place all selected transactions into a void status.|
Transactions in the status of WIP can be archived. To do this:
|3.||From the Transactions tab select the sale to Archive by left clicking on it (to select multiple sales hold down the ctrl key while selecting).|
|4.||Right click on the line and select Archive Transaction from the menu. This will place all selected transactions into an archived status ready for export.|
|Voiding or Archiving Transactions|
Profile Settings affecting sales transactions in Desktop Order Entry System
Creating and Editing User Profiles
Item Properties and Sales