Sales Order Entry
To access Sales Order Entry, select
Sales Order Menu
#1 Daily Work
#20 Enter/Edit/Verify Sales Order
Or, you may enter the ‘dot jump code’ .SO E at any selection line within the system
There are 3 sections within a Sales Order.
Header:
TYPE: Determines the ‘type’ of order being entered or inquiry being activated.
0 or <ENTER> = Charge Order - order is charged against customers account, or on there credit card number on file.
1 = Cash Order - used strictly for cash sales. Customer is paying by cash, check or credit/debit card.
NOTE: If you process more ‘cash’ sales than ‘charge’ sales, you can have the order ‘TYPE’ default to CASH with <enter>, rather than CHARGE. To set this default, contact SSI Support
2 = Credit - Used for returns of merchandise, or applying a credit on account.
The cursor will stop at the ORD# field, and allow entry of an invoice # in order to apply this credit to a specific invoice. If you are unsure of which invoice to apply it to, you may hit <enter>, to have the system generate a credit # for you.
During line entry on a credit, you do not have to enter negative quantities; the system knows it’s a credit type of transaction by the order type.
By answering Yes, the inventory quantity will increase, and the ‘normal’ inventory account will be updated in the General Ledger. By answering NO, the inventory quantity is not increased, and the ‘damaged’ inventory account is updated in the General Ledger.
To create credits from invoice history, please refer to the “Pull from History”.
3 = Adjust Order - Used to re-access orders for invoicing and/or adjustments.
4 = Adjust Credit - Used to re-access credits for verification and/or adjustments.
6 = Transfer - Used by multi-location companies to transfer inventory from one store location to another. This is not active on your system.
Contact SSI Support to Activate
‘-‘ = Manual - Allows entry of a manual order number. After entering ‘-‘ <enter>, select the appropriate order type. The system will default the next available number, allowing the user to edit.
CH = Customer History Inquiry - Activates the customer history inquiry, allowing clerks to view a selected account’s history, without leaving the sales order entry screen.
IH = Invoice History Inquiry - Activates the invoice history inquiry, allowing clerks to view invoice detail for selected invoices.
OI = Open Sales Order Inquiry - Activates the open order inquiry, allowing clerks to view open sales orders for selected customer accounts or sub-accounts.
PS = Payment Sheets - activates the payment sheet entry screen, allowing clerks to process ‘payments on account’/ A receipt may also be printed.
Additional options at the ‘TYPE’ field are:
L = Last Sales Order: Recalls the last sales order that was entered/displayed on that workstation.
LR = Last Sales Order Re-price: Re-prices the last sales order that was entered/displayed on that workstation.
This function is useful anytime a change is made that affects the sales order pricing. For example, if the customer number is changed within the sales order header, the system will re-price the lines to reflect the new customers pricing.
This can also be useful if changes are made to a customers account (ie. customer type, price code), or to inventory item pricing (ie proformas, price levels) and you wish to reflect these changes on open sales orders. It may also be useful to refresh pricing on old sales orders.
PC = Price Check: Switch system to Price Check Mode which allows you find out the Customer Price for an item without wasting an order number. If the customer decides to go with the order enter ‘S’ at the next line entry and the system will assign the next sequential order number.
# = Open Cash Drawer: Allows you to open the cash drawer manually.
CLERK #: 1-2 digits. The clerk entering this transaction must enter his/her clerk #. The system will validate it against the Clerk Sign In/Out file. If the clerk has not been signed in, the entry will be rejected and the message ‘Not Signed ON’ will display.
For security purposes you have an option of ‘hiding’ the clerk#. The number is still entered and validated as normal, but it is not displayed.
ORDER #: 6 d igits. The system automatically assigns the next available order number. For multi-location companies you may assign a alpha numeric prefix to each location to help distinguish orders between locations. Each invoice is automatically assigned a 2 digit sequence number that is rarely seen but is very important. The 2 digits extension is used to keep the system or user from duplicating invoice numbers. For example, invoice number 123456 is actually stored as 123456-00, which indicates it is the first or master invoice. If this invoice is partially backordered, the backorder will be assigned invoice number 123456-01, indicating that this is the second invoice. You have the option in ‘forms control’ whether this sequence number prints on the invoices or not. Sequence number 00 does not print.
CUST #: 1-6 digits. Must be valid customer that is setup in customer master maintenance.
If ‘1’ for CASH is entered at TYPE, the cash customer ‘999999’ will default with <enter>. The header portion will automatically be build and the cursor will be positioned at line entry.
NOTE: When entering a credit from history, the customer number will default from the original in invoice history.
If you do not know the customer number, you may:
a) Enter the last 4 or 6 digits of the customers telephone number.
b) Enter up to 6 characters of the alpha sort key (which is assigned to each customer master).
A listing of all customers matching the criteria entered will display in a window at the bottom of the screen, allowing you to select the one desired. If only one customer is found matching the criteria entered, that customer will automatically default.
c) If the “wildcard Search” feature is turned on, you may enter up to 6 characters of any part of the customers name, address or alpha sort key. A listing of all customers matching the criteria entered will display in a window at the bottom of the screen, allowing you to select the one desired.
NOTE: The customer search window can be changed to display the customer address instead of the phone #, contact and search key.
Once a customer is entered or selected from the search window, the following information is displayed from the customer master.
- Customer
- Address
- Phone Number (Phone Field)
- Price Code (Code Field)
- 3 Comment Lines (typically notes for clerk)
If you are using the Credit Tracking System, you can flag credit notes to be viewed at sales order entry. The word ‘NOTE’ will flash indicating to the clerk that a credit not exists for this customer. The clerk would then enter ‘CN’ within the lines section of the sales order to view the note(s).
To access Sales Order Entry, select
Sales Order Menu
#1 Daily Work
#20 Enter/Edit/Verify Sales Order
Or, you may enter the ‘dot jump code’ .SO E at any selection line within the system
There are 3 sections within a Sales Order.
Header:
TYPE: Determines the ‘type’ of order being entered or inquiry being activated.
0 or <ENTER> = Charge Order - order is charged against customers account, or on there credit card number on file.
1 = Cash Order - used strictly for cash sales. Customer is paying by cash, check or credit/debit card.
NOTE: If you process more ‘cash’ sales than ‘charge’ sales, you can have the order ‘TYPE’ default to CASH with <enter>, rather than CHARGE. To set this default, contact SSI Support
2 = Credit - Used for returns of merchandise, or applying a credit on account.
The cursor will stop at the ORD# field, and allow entry of an invoice # in order to apply this credit to a specific invoice. If you are unsure of which invoice to apply it to, you may hit <enter>, to have the system generate a credit # for you.
During line entry on a credit, you do not have to enter negative quantities; the system knows it’s a credit type of transaction by the order type.
By answering Yes, the inventory quantity will increase, and the ‘normal’ inventory account will be updated in the General Ledger. By answering NO, the inventory quantity is not increased, and the ‘damaged’ inventory account is updated in the General Ledger.
To create credits from invoice history, please refer to the “Pull from History”.
3 = Adjust Order - Used to re-access orders for invoicing and/or adjustments.
4 = Adjust Credit - Used to re-access credits for verification and/or adjustments.
6 = Transfer - Used by multi-location companies to transfer inventory from one store location to another. This is not active on your system.
Contact SSI Support to Activate
‘-‘ = Manual - Allows entry of a manual order number. After entering ‘-‘ <enter>, select the appropriate order type. The system will default the next available number, allowing the user to edit.
CH = Customer History Inquiry - Activates the customer history inquiry, allowing clerks to view a selected account’s history, without leaving the sales order entry screen.
IH = Invoice History Inquiry - Activates the invoice history inquiry, allowing clerks to view invoice detail for selected invoices.
OI = Open Sales Order Inquiry - Activates the open order inquiry, allowing clerks to view open sales orders for selected customer accounts or sub-accounts.
PS = Payment Sheets - activates the payment sheet entry screen, allowing clerks to process ‘payments on account’/ A receipt may also be printed.
Additional options at the ‘TYPE’ field are:
L = Last Sales Order: Recalls the last sales order that was entered/displayed on that workstation.
LR = Last Sales Order Re-price: Re-prices the last sales order that was entered/displayed on that workstation.
This function is useful anytime a change is made that affects the sales order pricing. For example, if the customer number is changed within the sales order header, the system will re-price the lines to reflect the new customers pricing.
This can also be useful if changes are made to a customers account (ie. customer type, price code), or to inventory item pricing (ie proformas, price levels) and you wish to reflect these changes on open sales orders. It may also be useful to refresh pricing on old sales orders.
PC = Price Check: Switch system to Price Check Mode which allows you find out the Customer Price for an item without wasting an order number. If the customer decides to go with the order enter ‘S’ at the next line entry and the system will assign the next sequential order number.
# = Open Cash Drawer: Allows you to open the cash drawer manually.
CLERK #: 1-2 digits. The clerk entering this transaction must enter his/her clerk #. The system will validate it against the Clerk Sign In/Out file. If the clerk has not been signed in, the entry will be rejected and the message ‘Not Signed ON’ will display.
For security purposes you have an option of ‘hiding’ the clerk#. The number is still entered and validated as normal, but it is not displayed.
ORDER #: 6 d igits. The system automatically assigns the next available order number. For multi-location companies you may assign a alpha numeric prefix to each location to help distinguish orders between locations. Each invoice is automatically assigned a 2 digit sequence number that is rarely seen but is very important. The 2 digits extension is used to keep the system or user from duplicating invoice numbers. For example, invoice number 123456 is actually stored as 123456-00, which indicates it is the first or master invoice. If this invoice is partially backordered, the backorder will be assigned invoice number 123456-01, indicating that this is the second invoice. You have the option in ‘forms control’ whether this sequence number prints on the invoices or not. Sequence number 00 does not print.
CUST #: 1-6 digits. Must be valid customer that is setup in customer master maintenance.
If ‘1’ for CASH is entered at TYPE, the cash customer ‘999999’ will default with <enter>. The header portion will automatically be build and the cursor will be positioned at line entry.
NOTE: When entering a credit from history, the customer number will default from the original in invoice history.
If you do not know the customer number, you may:
a) Enter the last 4 or 6 digits of the customers telephone number.
b) Enter up to 6 characters of the alpha sort key (which is assigned to each customer master).
A listing of all customers matching the criteria entered will display in a window at the bottom of the screen, allowing you to select the one desired. If only one customer is found matching the criteria entered, that customer will automatically default.
c) If the “wildcard Search” feature is turned on, you may enter up to 6 characters of any part of the customers name, address or alpha sort key. A listing of all customers matching the criteria entered will display in a window at the bottom of the screen, allowing you to select the one desired.
NOTE: The customer search window can be changed to display the customer address instead of the phone #, contact and search key.
Once a customer is entered or selected from the search window, the following information is displayed from the customer master.
- Customer
- Address
- Phone Number (Phone Field)
- Price Code (Code Field)
- 3 Comment Lines (typically notes for clerk)
If you are using the Credit Tracking System, you can flag credit notes to be viewed at sales order entry. The word ‘NOTE’ will flash indicating to the clerk that a credit not exists for this customer. The clerk would then enter ‘CN’ within the lines section of the sales order to view the note(s).
ORDER DATE: Automatically displays the system ate. May be edited.
Date is entered/displayed in MMDDYY format.
NOTE: If you do not have any other information to enter/edit within the header portion, you may enter ‘-‘ to skip directly to line entry. If a PO number is ‘required’, the system will not skip to line entry, you must <enter> through each field within the header.
SHIP DATE: Automatically displays the order date. May be edited.
NOTE: There is a system parameter that may be turned on to automatically set the ship date to the current system date, when the order is ‘verified’ (invoiced).
STORE #: Automatically displays after entry of clerk. Cursor does not stop on this field.
SUB ACCOUN T: 1-10 digits. System validates entry against the sub account master field, if it is not found, you may ‘auto-create’ one at this time. You may also perform a sub account search or view sub account information, by entering ‘.W’.
To view quotes for this customer, enter ‘L’ for Lookup. All quotes (entered, accepted and incomplete) display. You may only copy ‘accepted’ quotes into a sales order.
NOTE: Auto-created sub accounts must be manually completed in Sub Account Maintenance.
NOTE: There is a feature which can be turned on to automatically drop into the sub-account search routing, once your cursor reaches the sub account field, and display sub-accounts for that customer only. This feature will be activated within all entry screens that allow for sub-account entry. A sub-account may then be selected from the list, if desired, by selecting the corresponding line number. Once your cursor reaches the sub-account field, the search window will automatically display, listing the available sub- accounts for this customer. You may select a sub account by entering the corresponding line number or enter ‘E’ to End the display.
PO NUMBER: 1-10 characters. This option may be parameterized in the Customer Master to ‘require’ or ‘prompt’ for a purchase order number. The words ‘REQUIRED’ or ‘REQUESTED’ will be highlighted accordingly in this field.
NOTE: If you require more than 10 characters, the PO # may be entered as a ‘freetype’ line. The first 10 characters must still be entered within the header portion. Once you reach line entry, enter ‘F’ for Freetype on line 1, followed by ‘PO#” (no space) and the entire purchase order number, to a maximum of 15 characters. This larger PO number is updated to the Open Sales Order and Invoice History files, as well as printed on the invoices.
PHONE #: Populated from the customer master, may be edited. Must be entered in 123.4567 format.
NOTE: Edited phone numbers are used for the current order only, the customer master file is note edited.
PRICE CODE: Populated from the customer master, may be edited. Valid codes are 1-7. Determines pricing for this sales order. If this field is edited, the order is flagged and it appears on the Exception Report (“HDR” prints in the Price Edited column).
NOTE: Edited price codes are used for the current order only, the customer master file is not edited.
SHIP TO #: Available options display at the bottom of the screen, as follows:
Valid entries are:
00 - 99 - must have been previously build in the Ship-To file for this customer.
Ship-to “00” is for the address from the customer master.
“-“ (minus sign) - no ship-to address for this order. (default)
“L” for Lookup - displays all ship-to addresses build for this customer.
“N” or “+” - allows entry of a new ship-to address which is added to the customer ship-to file.
“T” or “*” - allows entry of a temporary ship-to address for this order only, it is not added to the customers ship-to file.
NOTE: There is a system parameter that may be set to default a ship-to number on all sales orders. It may be edited if required.
You may also have a ‘ship-to’ address print as the ‘bill-to’ address on customer invoices. This parameter is set per customer in the customer master, and is useful when the bill to address should be something other than the address built in the customer master (ship-to 00).
Please refer to the “Sub Accounts”.
If you require more than 99 different ship-to locations for a customer, you may setup Sub Accounts to be used as ship-to locations. The sub account information will print as the ship-to address on the customers’ invoices.
Please refer to the “Customer Master”.
If you require more than 99 different ship-to locations for a customer, you may setup Sub Accounts to be used as ship-to locations. The sub account information will print as the ship-to address on the customers’ invoices.
Please refer to the “Sub Accounts.”
NOTE: Each ship-to location has their own tax jurisdiction, and it may differ from the customer masters tax jurisdiction (ship-to 00). It may also be edited at the time of sales order entry.
After the header information is entered on the sales order, the contact name prompt will display. The contact within the customer master will default but may be edited for this order.
NOTE: There is a feature, which may be activated to allow the clerk to enter a contact name, per order, which prints with the ship-to information on the pick slip/invoice.
LINES:
Item Number: Available options display at the bottom of the screen.
Enter item number or scan bar code.
To search for an item, you may enter any part of the first or second description. EX. A description of BOOK could be found by entering B, BO, BOO, BOOK, O, OO, OOK, OK or K. OR you may enter (starting with the first character) part of the item number, search key, vendor number, and vendor item number or bar code/UPC. Ex. Entering B, BO, BOO or BOOK could find a search key of BOOK.
The system will search all files above and display the items it finds matching the criteria entered. Example: BOOK< found 4 matches. The desired item can be selected from the search window by entering the corresponding line number.
You may also have the system prompt to display only those items that have quantities on hand.
“CN” Customer Notes - Clerks may access customer credit tracking notes. (Notes must be flagged appropriately to be viewed at sales order entry)
“CI” Customer’s Items - Clerks may view a listing of items purchase by this customer in the past.
“F” Freetype - allows entry of a 50 character freetype line. The system will break the 50 character line into two 25 character lines. You may enter as many freetype lines per sales order as desired.
Freetype lines at the beginning of the sales order and following a backordered line will remain with the backorder.
Freetype lines are kept in invoice history and may be pulled into purchase orders as comment lines, if the purchase order is linked to the sales order.
“-“ End Lines - once all line items are complete, ‘-‘ will end the sales order and bring you directly into the ‘PAYMENT’ section, skipping the ‘FOOTER’ (totals section)
‘L” Inventory Qty Lookup - Activates the Inventory Quantity Inquiry
“CH” Customer History - Activates the Customer History Inquiry
“IH” Invoice History - Actives the Invoice History Inquiry
“OI” Order Inquiry - Actives the Open Sales Order Inquiry
“C” Vendor Catalog - Activates the Vendor Catalogue menu
“.W” - Activates the Item Search Window
As soon as the item is entered or selected from the search window, you can have the system display information about the last purchase of this item, by this customer.
This feature allows specific users to view the last price a customer paid, for every item being entered on a new sales order for that customer. The price origin, along with the last date each item was purchase on, the quantity they purchased and the unit of measure they purchased it in, will also display. This allows the user to make important pricing decisions on the fly, on a customer / item basis.
Ordered Quantity: 999999.99 is the maximum amount that may be entered. Enter the quantity ordered or press <enter> to default a quantity of 1.
NOTE: The stocking unit of measure defaults. If the item is setup to be sold in alternate units of measure, the alternate U/M’s display at the bottom of the screen, the default may be edited.
NOTE: IF there isn’t enough to satisfy the ordered quantity, the system will flag the clerk by displaying the ‘available’ quantity.
(Available = on hand less committed)
Line Code: *REG* displays, flagging the clerk that this will be priced with the regular item pricing.
Other line codes are:
SPL - Special Pricing Level
P1 - P5 - Proforma Price (General Contracts are PI the system will display P1 followed by the contract name)
SCT - Special Customer Number
VIP - VIP Pricing
QTE - Quoted Price
C - Cost Price Level
NET - Net Pricing
C+ - Cost Plus Percentage
Shipped: The shipped quantity can be set to default to the ‘on hand’ qty or the ‘available’ qty.
If the system was set to default the ‘on hand’ qty, it would display the ‘on hand’ qty in the stocking U/M.
Price: The price will default based on the customer & item being sold. The clerk may override the price. If any editing is done, this line item will be printed on the Exception Report.
Discount: The system can be set to prompt for a discount at the end of each line. If the customer is already getting a discount, based upon your pricing structure, the discount will default but may be overridden.
Quantity & Price Extension: These fields default and do not allow editing.
OK ?: Defaults with ‘Y’, <enter. if line is correct. If changes are required, enter ‘N’ and the line will be erased and the cursor rest back to item number. The system maintains the last item number entered so you do not have to search for it again. You can <enter> to accept it or enter a new number.
Backorder ?: If the shipped quantity is less than the ordered quantity, the backorder prompt displays. The default is ‘Y’
To ‘end’ the lines section of the sales order, enter ‘E’ or ‘-‘. The ‘-‘ (minus sign) will skip past the totals section and bring you directly to the payment screen.
FOOTER (Totals):
Sales Total: The sales sub total is calculated and displayed. No editing is allowed
Discount Amount: This amount is automatically calculated and display, based upon entry above. No editing is allowed. The discount % field is set to be skipped, this field will also be sipped.
Tax Jurisdiction: This field is pulled from the ship-to file. Not editing is allowed. If the tax jurisdiction is incorrect, the ship-to, within the header portion, must be edited. Tax Jurisdiction should always = 99
Tax Amount: This amount is calculated based upon the tax jurisdiction. No editing is allowed. Tax Amount should always = 0
Freight: Enter the freight charge
Order Total: The total including the discount, taxes and freight displays. No editing is allowed.
Current Deposit: Enter the amount of the customers deposit. The previous deposits for this order display below, unless they have been posted to the General Ledger. Deposits post to the General Ledger during the dayend process, even if the order is not verified (invoiced). The entry is as follows:
DR Cash Clearing
CR Deposits Clearing
Once the order is verified, the Deposits Clearing account is debited and Sales is credited.
Paid By: Enter how the deposit was paid. Valid entries are:
1 = Cash
2 = Cheque
3 = Credit Card/Debit Card
Total Deposits: Total deposits that have been applied to this order will display, if they have not been posted to the General Ledger.
Amount Due: Total amount due less any deposits. No editing is allowed
NOTE: If the user is set to view margin %’s per line item, the total order margin % will also display.
If the total amount due is correct, <enter> to advance to the payment screen. If there are corrections to be made, <CTRL> + X will clear the footer and reset the cursor for re-entry.
Paid By: This field will default ‘0’ (charge) or ‘1’ (cash) depending upon the ORDER TYPE within the header portion. It may e edited. Valid entries are:
0 = Charge
1 = Cash
2 = Cheque
3 = Credit Card/Debit Card
1 = MASTER CARD
2 = VISA
3 = SUNCARD
4 = AMEX
5 = GIFT CARD
6 = COD
If ‘0’ (charge) is entered, the ‘Amount Paid’ defaults with the amount due. No editing is allowed.
If ‘1’ (cash) is entered, the cursor stops at ‘Amount Paid’. If the amount paid is greater than the amount due, the ‘Change Due’ is calculated and displayed at the bottom of the screen.
If ‘2’ (cheque) is entered, the ‘Amount Paid’ defaults with the amount due. It may be edited. Fields display to record the cheque/customer information:
Bank Code - 11 digits
Account # - 16 characters
Telephone # - 10 digits (defaults with phone # entered in header)
License # - 11 characters (if this license # is recorded the Bad Check file, a message will display)
Date of Birth - must be entered in MMDDYY format
If ‘3’ (credit card) is entered, the ‘Amount Paid’ defaults with the amount due. It
may be edited. Fields display to record the credit card information.
Account # - 16 characters
Telephone # - 10 digits (defaults with phone # entered in the header)
Card Type - User defined code that must be previously setup in the ‘CARDS’ G/L Table. Ex. 1 - VISA, 2 - MASTER CARD, 3 - DEBIT CARD
Expiration Date - must be entered in MMDDYY format.
Authorization Code - 11 characters
NOTE: There is also a feature that allows you to keep up to 4 credit card number on file per customer. They will display on this payment entry screen.
Whenever the amount paid is less than the amount due, the cursor jumps to the second payment option automatically. The remaining amount must be distributed to another form of payment.
Once payment entries are complete, the following prompt appears. The default is ‘Y’, <enter> if no corrections are required. If ‘N’ is answered, the payment(s) are cleared and the cursor reset for re-entry
Your cursor is now placed at the ‘Action Line’. The available options are displayed as follows.
0 - Print Order - A pick slip/yard order will print and the order will be saved and assigned a ‘PRINTED’ status. The screen will clear to allow processing of another order.
1 - Save Order - The order will be saved and assigned as ‘ENTERED’ status. The screen will clear to allow processing of another order.
2 - Verify Order - The order will be invoiced and assigned a ‘VERIFIED’ status. The ‘lines’ portion of the sales order will be displayed, so the clerk may verify the entire order. The prompt ‘Is the order correct?’ displays at the bottom of the screen. Answer ‘Y’ if all lines are correct. The totals section will then display for verification/editing. Once the entire order is correct, an invoice may be printed. Verification of orders cannot be reversed.
If ‘N’ is answered to the prompt ‘IS the order correct?’, the cursor jumps to the first line within the lines section. The following options become available on a line by lien basis:
“A” - Return - Return to the ‘Action Line’ if no editing is required
<Enter> - Next - Returns to the previous line for editing
“R” - Reverse - Returns to the previous line for editing
“E” - Edit - Allows editing of the current line. The taxable field is the first field the clerk is prompted to edit. The taxable code is being pulled from the items inventory master.
The shipped quantity, price and line discount may also be edited. If the shipped quantity is reduced, the ‘Backorder’ prompt will display.
The item number and ordered quantity cannot be edited. The line would have to be deleted and a new one added.
“#” - Line - Entry of a line # causes the cursor to jump to that line for editing
“P” - Purchase Info - If the sales order is linked to a purchase order, this option allows editing of the purchasing information for the current line
“B” - Backorder - Allows quick editing of the backorder status
“Y/N” - Print - Allows each line to be flagged to print or not to print on the pick slip
“S” - Serial - Allows the clerk to view the serial number(s) attached to serialized items
3 - Display Lines - The sales order entry screen displays 7 lines at a time, if more than 7 lines exist, the clerk can use this feature to scroll through the remaining lines. This may also be used to switch to the lies section fi the clerk is within the totals section.
4 - Add Lines - Allows additional lines to be added or inserted.
The cursor will move to ‘LINE #’. If you wish to add a line to the end of the order, hit <enter>. If you wish to insert a line, enter the line # you wish to have this line inserted before.
NOTE: The line isn’t actually inserted until it is finished being entered.
5 - Delete Line - Allows deletion of lines. The cursor will move to ‘LINE #’ allowing entry of the line # you wish to delete.
NOTE: The system will only allow entry of a line # that is displaying on the screen at that time.
6 - Edit Header - Allows editing of header information. The order type, clerk, store, order number, order date, price code and quote number may not be edited.
7 - Edit Footer - Allows editing of the footer information.
8 - Void Order - Entire order will be deleted. This feature is password protected. All voiced orders, along with the line information, will be printed on the Voided Order Report.
9 - Edit Order - Allows editing of the lines section
If the ESC key is pressed, within the header, lines or footer, the following prompt will display.
If you answer ‘Y’ the order will be stores as ‘incomplete’ and deleted during the dayend process. It will be printed on the Unused Order Number Listing.
If you answer ‘N’, and ESC was pressed while you were within the header portion, the header will be erased and the cursor reset back to order type.
If you were within the lines portion, the line you were currently working on will be erased and the cursor reset to the action line.
If you were within the footer section, the footer will be erased and the cursor reset to the action line.