246 lines
16 KiB
HTML
246 lines
16 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Receipts">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Make a Sale</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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var chmfilefullname = "";
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var chmfilename = "";
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var chmfilepath = "";
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var chmfilepage = "";
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getchmfile();
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function getchmfile(){
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var ra, sl, a, X, Y, Z;
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ra = /:/;
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a = location.href.search(ra);
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sl = "::";
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Y = location.href.lastIndexOf(sl);
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if (a==4) {
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Y = location.href.lastIndexOf("/");
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chmfilepage = unescape(location.href.substring(Y+1));
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if (location.href.substring(0,4) == "file") {
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chmfilepath = unescape(location.href.substring(8, Y+1));
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}
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} else {
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if (a == 2) X = 14;
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if (a == 7) X = 7;
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chmfilefullname = unescape(location.href.substring(X, Y));
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Z = chmfilefullname.lastIndexOf("\\");
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chmfilepath = unescape(chmfilefullname.substring(0, Z+1));
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chmfilename = unescape(chmfilefullname.substring(Z+1));
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chmfilepage = unescape(location.href.substring(Y+3));
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}
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}
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//]]>
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</script><object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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span.hcp2 { color:#c0c0c0; }
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table.hcp3 { vertical-align:top; }
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tr.hcp4 { vertical-align:top; }
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td.hcp5 { padding-right:10px;
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padding-left:10px; }
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ol.hcp6 { list-style:decimal; }
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span.hcp7 { font-weight:bold; }
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font.hcp8 { font-weight:bold;
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font-style:italic; }
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font.hcp9 { font-weight:bold; }
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ul.hcp10 { list-style:disc; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Make a Sale</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="../qbpos_customers/cust911.htm">Store Charges or Credits</a> <span class="hcp2">|</span> <a href="receipt1014.htm">Take Payment</a> <span class="hcp2">|</span> <a href="receipt1016.htm">Returns</a></p>
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<div class="droptext" id="POPUP317407097" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 50.541%;">
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<col style="width: 49.459%;">
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<tr class="hcp4">
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<td style="width:50.541%;" class="hcp5">
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic303.htm">Add items to receipt</a></p>
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<p class="Help-Text"><a href="receipt1018.htm">Edit receipt items</a></p>
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<p class="Help-Text"><a href="receipt1029.htm">Add customer to receipt</a></p>
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<p class="Help-Text"><a href="receipt1006.htm">Change receipt price level</a></p>
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<p class="Help-Text"><a href="receipt1033.htm">Give discounts</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_tax_hdi.htm">Sales tax ..<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p class="Help-Text"><a href="receipt1014.htm">Take payment...<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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</td>
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<td style="width:49.459%;" class="hcp5">
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<p class="Help-Text"><a href="receipt_payment_giftcard.htm">Sell gift card</a> or <a href="receipt_payment_giftcert.htm">certificate</a></p>
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<p class="help-text"><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Hold or cancel receipt</a></p>
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<p class="Help-Text"><a href="receipts_gift.htm">Print gift receipt</a></p>
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<p class="Help-Text"><a href="receipt1016.htm">Take return or exchange</a></p>
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<p class="Help-Text"><a href="receipt1089.htm">Pay cash out of drawer</a></p>
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<p class="Help-Text"><a href="receipt_sales_history.htm">Sales history tasks...<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p class="Help-Text"><a href="../qbpos_help_and_support/hsoverview.htm">Setup & troubleshoot...<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Text">This topic provides the basic instructions for making a sale. Use the How Do I? and other links on this page for advanced options and more information.</p>
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<p class="Help-Note">Click the <a class="dropspot" href="javascript:TextPopup(this)" id="a5"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> symbols in this procedure to view detailed instructions.<br>
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Only Basic and Pro users can track customers on receipts.</p>
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<div class="droptext" id="POPUP317261776" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p class="Help-Indent" style="margin-left: 0px;">This symbol indicates more information is available. Click to expand the information.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Indent" style="margin-left: 0px;"> </p>
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</div>
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<p class="Help-Info-Line">To make a sale:</p>
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<ol start="1" class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <b>Make a Sale</b> button or the <span class="hcp7">Make a Sale</span> icon within the Navigator.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the <b>Scan or enter item information</b> drop-down box, scan or type item information to search for the item being sold.<a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP318028582" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<ul>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp7">Scan</span> the bar code from the item tag.</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp7">Type</span> the item's UPC, Item #, or alternate lookup value and press <font class="hcp8"><Enter> <span style="font-style: normal; font-weight: normal;"> <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">Learn more about these item identifiers</a></span></font></p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted"><span class="hcp7">Search</span> by item name (type beginning characters) or other item keyword. A list of matching items is displayed. Select an item from the list by clicking  it (keyboard users, press the down arrow key to scroll, then <font class="hcp8"><Enter></font> to select). The selected item is added with a sales quantity of 1.</p>
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</li>
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</ul>
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<p class="Help-Indent"><img src="../image/item_list_on_doc.gif" alt="item search" width="427" height="141" border="0" class="hcp1"></p>
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<ul style="list-style: square;">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If no matching item is found, check your spelling or the identifier you entered. Entering fewer characters will find more matches.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">To see your entire item list, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp1"> icon with no entry in the item search field. You can scroll through the list looking for the needed item.</p>
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</li>
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<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Nested-List">Click <a href="receipt_sell_misc_item.htm">Sell a Miscellaneous Item</a> or <a href="../qbpos_inventory/inven402.htm">Add a New Item to Inventory</a>.</p>
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</li>
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</ul>
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<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
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<p class="Help-Indent" style="margin-left: 0px;"> </p>
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</td>
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</tr>
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</table>
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<p class="Help-Indent" style="margin-left: 0px;"> </p>
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</div></li>
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</ol>
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<p class="Help-Indent" style="font-weight: bold;">OR</p>
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<p class="Help-Indent">Click <a href="../qbpos_basic_procedures/basic_quickpick_Item.htm">Quick Pick Item</a> to select an item from your pre-defined lists of frequently sold items.</p>
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<ol start="3" class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">If necessary, click the action buttons below the line item to edit the quantity, price, give item discounts, etc.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Repeat until all items being sold have been listed.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">(Optional) In the <span class="hcp7">Enter customer name or phone</span> box, type or scan customer information to add the customer to the receipt. <a class="dropspot" href="javascript:TextPopup(this)" id="a2"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP318149927" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p class="Help-Text">In the <font class="hcp9">Customer</font> field, begin typing the customer last name (recommended) or other search keyword (first name, phone number, company name, etc).</p>
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<ul class="hcp10">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">As you type, Point of Sale shows a drop-down list of your matching customers, separated into last name matches and matches using all customer fields. If there are last name matches, they are displayed first. Click the results line to open all field matches if necessary.</p>
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</li>
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</ul>
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<p class="Help-Indent" style="margin-left: 27px;"><img src="../image/cust_list_on_doc.gif" alt="" width="389" height="196" border="0" class="hcp1"></p>
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<ul class="hcp10">
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List"><span class="hcp7">Option</span>: With no entry in the field, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp1"> icon to show your entire customer list. You can scroll through the list to look for the customer.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List">Click a name to select it. Keyboard users can use the arrow up/down keys to move through the list and <span class="hcp7"><Enter></span> to make a selection.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List">If the selected customer has an associated <a href="../qbpos_customers/cust907.htm">discount</a>, <a href="../qbpos_customers/cust907.htm">price level</a>, or <a href="../qbpos_customers/customers_tax.htm">special tax handling</a>, you are prompted to apply it to the sale.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List">If the customer isn't found, click the  <font class="hcp9">Add New Customer</font> to create a <a href="../qbpos_customers/cust902.htm">new customer</a> record.</p>
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</li>
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<li class="p-Help-Nested-List" style="margin-left: -20px;">
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<p class="Help-Nested-List">Click the <span class="hcp7">View/Edit</span> button to open the customer record or the Delete button to remove the customer from the receipt.</p>
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</li>
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</ul>
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<p class="Help-Indent"><img src="../image/cust_edit_on_doc.gif" alt="Customer field on receipt" width="194" height="80" border="0" class="hcp1"></p>
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<p class="Help-Text">Not all customer information is displayed on a receipt. For example, the customer's address, charge account information, and check acceptance status are not displayed. However, you will be notified if a credit limit is exceeded, if checks are not accepted, or if a reward is available for the customer.</p>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p class="Help-Nested-List"> </p>
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</div></li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">(Optional) To discount the entire sale (called a <a class="popupspot" href="JavaScript:hhctrl.TextPopup('A global discount is taken from the receipt subtotal rather than against individual items.','Arial,10',10,10,00000000,0xc0ffff)" style="color: #008000;">global discount</a>), select  <span class="hcp7">Give Discount</span> from the I Want To menu. Select or enter a discount percentage or amount in the popup dialog. Global discounts are shown in the totals area of the receipt.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click the button for the payment type used by the customer (<span class="hcp7">Cash</span>, <span class="hcp7">Credit</span>, <span class="hcp7">Debit</span>,  etc.) and enter the tendered amount and any requested information. If taking payment by more than one payment type, repeat for each type.  <a href="receipt1014.htm">Details</a></p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp9">Print Receipt</font> to record the sale and give the customer a receipt. If change is due the customer, the change amount is displayed.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp10">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The Point of Sale Mobile Sync feature gives you the power to make sales and track your inventory using your mobile phone or tablet.  Make sure to sync to your mobile device to take full advantage of this feature.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">In a Pro configuration with multiple stores, Headquarters can make receipts for another store. From the I Want To menu, select <span class="hcp7">Change Store</span> and specify the store for which you are making the receipt.</p>
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</li>
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</ul>
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<p class="Related-Topics" style="font-weight: normal;"><a href="http://www.youtube.com/user/IntuitQuickBooksPOS/videos">Learn more</a></p>
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<p class="Related-Topics"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail receipts to customers</a></p>
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<p class="Help-Text"><a href="../qbpos_fields/fields04.htm">Receipt field descriptions</a></p>
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<p class="Help-Text"><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize printed receipts and other documents</a></p>
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<p class="Help-Text"><a href="../qbpos_multi_store/multistore_remote_correctingreceipts.htm">Multi-store Sales</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a4','POPUP317407097');
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TextPopupInit('a5','POPUP317261776');
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TextPopupInit('a3','POPUP318028582');
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TextPopupInit('a2','POPUP318149927');
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//]]></script>
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</body>
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</html>
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