Following are the control maintenance records, authorization keys, and additional setup requirements for cash sales.
Cash sales orders that do not need to be associated with a specific customer must be attributed to a generic cash sales customer. In Customer Maintenance, create a new customer named "Cash Sales" or something similar, and select Branch Cash Accout in the main Customer Maintenance screen.
Once this setup is complete, enter the customer you set up on all cash sales orders.
When entering sales orders under your cash sales orders account, the New Customer Entry prompt will display anytime an order meets either of the following conditions:
An amount due displays on the Totals tab.
Any order generation is assigned an order status other than Pick Up Now.
When the prompt displays and you enter a new customer, the resulting sale is attributed to the newly created customer, rather than to the branch cash account.
Set up the computer terminals used for cash sales order entry so the default settings prompt users for the most common information. For example, you would not want the terminals located at your cash sales counter to prompt for delivery information.
Set up each user with a root menu that is appropriate for cash sales order entry. Specify the menu using the Root Menu field in User Maintenance. Access to menu choices and screens depends on this setting.
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