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QB_Help_Web/POS_Help/qbpos_basic_procedures/basic219.htm
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QB_Help_Web/POS_Help/qbpos_basic_procedures/basic219.htm
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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="generator" content="Adobe RoboHelp 2019">
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<title>Use UPCs in Point of Sale</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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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;">Use UPCs in Point of Sale</p>
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<p class="Help-Text"><a href="basic254.htm">Bar Codes & Scanners</a> <font color="#C0C0C0">|</font> <a href="basic_item_identifiers.htm">Item Identifiers</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Some merchandise comes from the vendor pre-tagged with UPC (Universal Product Code) bar codes. If you record those UPCs in inventory, you can scan the UPC bar codes to list the items on documents.</p>
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<p class="Help-Text">The <font class="hcp1">UPC</font> field on an item record can be used to record UPC-E, UPC-A, EAN, or similar identifiers up to 18 digits. Point of Sale will convert UPC formats of less than 13 digits (such as UPC-A and UPC-E) to a 13-digit form using a standard conversion algorithm.</p>
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<p class="Help-Text">Every UPC # recorded must be unique and contain only numbers. UPCs can be entered on an items record by any of the three methods described below.</p>
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<p class="Help-Info-Line"><font size="2" class="hcp2">Important Note</font></p>
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<p class="Help-Text"><font size="2" class="hcp2">Bar codes created in Point of Sale are based on the item numbers, not the UPC.</font> Do not scan a Point of Sale-created item number bar code into the item UPC field. Likewise, if a vendor provides alphanumeric bar codes that are not true UPC codes, do not enter those codes into the UPC field. UPC codes have a required format, and other code formats are not accepted. Consider using the <a href="../qbpos_getting_started/gstarted11.htm">Alternate Lookup</a> field for these codes instead.</p>
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<p class="Help-Text">(Pro) You can use the <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to customize your tags to print the UPC bar code if you prefer.</p>
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<p class="Help-Info-Line">To record UPCs in inventory:</p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp1">Method 1: Scanning</font></p>
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</li>
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</ul>
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<p class="Help-Indent">UPC #s can be efficiently and accurately entered by scanning in the UPC bar code on the manufacturer's label. Position the cursor in the <font class="hcp1">UPC</font> field on the item record and scan the tag.</p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp1">Method 2: Manual Entry</font></p>
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</li>
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</ul>
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<p class="Help-Indent">Refer to the selections below in making manual UPC entries.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<table style="border-left-width: 1px; border-right-width: 1px; border-top-width: 1px; border-bottom-width: 1px; border-collapse: separate; border-collapse: separate;" cellspacing="0" width="378" align="center" border="1">
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<tr class="hcp4">
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<td style="border: solid 0.1pt #dddddd; width: 20.63%; padding-left: 1px; padding-top: 1px; padding-right: 1px; padding-bottom: 1px;" bgcolor="#E5E5E5">
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<p class="Help-Text"><font class="hcp1">Type of code</font></p>
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</td>
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<td style="width:17.46%;" bgcolor="#E5E5E5" class="hcp5">
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<p class="Help-Text"><font class="hcp1"># of digits</font></p>
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</td>
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<td style="width:22.22%;" bgcolor="#E5E5E5" class="hcp5">
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<p class="Help-Text"><font class="hcp1">If you enter...</font></p>
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</td>
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<td style="width:39.68%;" bgcolor="#E5E5E5" class="hcp5">
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<p class="Help-Text"><font class="hcp1">Point of Sale will...</font></p>
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</td>
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</tr>
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<tr class="hcp4">
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<td style="width:20.63%;" class="hcp6">
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<p class="Help-Text">UPC-E</p>
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</td>
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<td style="width:17.46%;" class="hcp7">
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<p class="Help-Text">6</p>
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</td>
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<td style="width:22.22%;" class="hcp7">
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<p class="Help-Text">all 6 digits</p>
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</td>
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<td style="width:39.68%;" class="hcp7">
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<p class="Help-Text">expand those 6 to a 13-digit form</p>
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</td>
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</tr>
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<tr class="hcp4">
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<td style="width:20.63%;" class="hcp6">
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<p class="Help-Text">UPC-A</p>
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</td>
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<td style="width:17.46%;" class="hcp7">
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<p class="Help-Text">12</p>
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</td>
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<td style="width:22.22%;" class="hcp7">
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<p class="Help-Text">the first 11 digits</p>
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<p class="Help-Text"><font class="hcp8">Example:</font> 12345612345</p>
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<p class="Help-Text">all 12 digits</p>
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</td>
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<td style="width:39.68%;" class="hcp7">
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<p class="Help-Text">add the 12th digit (checksum) & leading zero</p>
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<p class="Help-Text"><font class="hcp8">Example:</font> 0123456123458</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text">add the leading zero</p>
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</td>
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</tr>
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<tr class="hcp4">
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<td style="width:20.63%;" class="hcp6">
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<p class="Help-Text">EAN</p>
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</td>
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<td style="width:17.46%;" class="hcp7">
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<p class="Help-Text">13</p>
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</td>
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<td style="width:22.22%;" class="hcp7">
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<p class="Help-Text">all 13 digits</p>
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</td>
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<td style="width:39.68%;" class="hcp7">
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<p class="Help-Text">add nothing</p>
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</td>
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</tr>
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<tr class="hcp4">
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<td style="width:20.63%;" class="hcp6">
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<p class="Help-Text">Other</p>
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</td>
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<td style="width:17.46%;" class="hcp7">
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<p class="Help-Text"><13</p>
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</td>
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<td style="width:22.22%;" class="hcp7">
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<p class="Help-Text">all digits</p>
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</td>
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<td style="width:39.68%;" class="hcp7">
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<p class="Help-Text">expand the entry to a 13-digit form, if necessary</p>
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</td>
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</tr>
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<tr class="hcp4">
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<td style="width:20.63%;" class="hcp6">
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<p class="Help-Text">Other</p>
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</td>
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<td style="width:17.46%;" class="hcp7">
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<p class="Help-Text">>13</p>
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</td>
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<td style="width:22.22%;" class="hcp7">
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<p class="Help-Text">all digits</p>
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</td>
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<td style="width:39.68%;" class="hcp7">
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<p class="Help-Text">no change (note: this ability is to support future UPC technologies)</p>
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</td>
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</tr>
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</table>
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<p class="Help-Indent"><font size="2" class="hcp2">When an item with a defined UPC is listed on a receipt, voucher, memo, or slip, the UPC is recorded on the document. Thus, merchandise can be filtered by UPC when running history reports even if the item has been deleted from inventory.</font></p>
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<ul class="hcp3">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font class="hcp1">Method 3: Transfer from Documents</font></p>
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</li>
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</ul>
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<p class="Help-Indent"><font size="2" class="hcp2">If you enter a UPC code on a purchase order or receiving voucher, and that UPC code is not already entered in the item record in inventory, Point of Sale will populate the</font> <font style="font-size: 10pt; font-weight: bold;" size="2">UPC</font> <font size="2" class="hcp2">field in inventory with your entry.</font></p>
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<p class="Help-Text"><a href="basic219.htm">Return to top</a></p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="basic_item_identifiers.htm">Item identifiers</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_getting_started/gstarted11.htm">Alternate lookups</a></p>
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</body>
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</html>
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QB_Help_Web/POS_Help/qbpos_basic_procedures/basic221.htm
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QB_Help_Web/POS_Help/qbpos_basic_procedures/basic221.htm
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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="generator" content="Adobe RoboHelp 2019">
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<title>Price Markdowns and Discounts: Priority and Conflicts</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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img.hcp2 { border:none; }
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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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span.hcp6 { font-style:italic; }
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ul.hcp7 { list-style:disc; }
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td.hcp8 { padding-right:10px;
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padding-left:10px;
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border-top-style:Solid;
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border-top-width:1px;
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border-right-width:1px;
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border-right-style:Solid;
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border-bottom-style:Solid;
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border-bottom-width:1px; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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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;">Price Markdowns and Discounts: Priority and Conflicts</p>
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<p class="Help-Text"><a href="../qbpos_customers/cust907.htm">Customer Discounts</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Giving Discounts on Sales</a> <font color="#C0C0C0">|</font> <a href="../qbpos_price_manager/pricemgroverview.htm">Price Manager</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">There are several ways for you to offer different prices and discounts on sales. Click a link for a brief description of each option.</p>
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<p class="Help-Text"><span class="hcp1">Pricing Options</span> (these are not discounts)</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Regular Price <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="hcp2"></a></p>
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<div class="droptext" id="POPUP279138467" 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>This is the everyday retail price you charge, with no price reductions or discounts.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Markdown Price Levels <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="hcp2"></a></p>
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||||
<div class="droptext" id="POPUP281498530" 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">Markdown <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_pricelevels">price levels</a> allow you to offer different prices for different needs or for different customer groups. For example, you may offer different prices to employees or when selling items at wholesale prices.</p>
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||||
<p class="Help-Text">The price at each price level is a markdown (or markup) from your regular price. The price level being used on a sale is called the <span class="hcp6">active price level</span>.</p>
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||||
<p class="Help-Text">You can <a href="../qbpos_recording_sales_and_returns/receipt1006.htm">manually change</a> the price level on a sale. You can also assign a price level to a customer so that it is automatically active on sales to that customer.  </p>
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||||
<p class="Help-Text">Charging a different price via a price level is not considered giving a discount and is not reported as a discount on receipts or reports. Likewise, using a markdown price level on a sale does not affect your ability to give any other discount on the sale.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
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||||
</tr>
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||||
</table>
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||||
<p class="Help-Text"> </p>
|
||||
</div>
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||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Discount Options</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Manual Item Discounts <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="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP263433751" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<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">A manual item discount applies to a specific line item being sold and is always given against the <a href="../qbpos_recording_sales_and_returns/receipt1006.htm">active price level</a> for the item.</p>
|
||||
<p class="Help-Text">Defining your manual item discount names in Price Manager makes them available to select on the receipt when you give an item discount.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Global Discounts <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="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP286415075" style="display: none;">
|
||||
<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-Bulleted">A global discount is manually applied to the receipt or customer order subtotal, rather than to line items.</p>
|
||||
<p class="Help-Bulleted">A global discount is not "spread" across the items on the document (except for purposes of calculating sales tax amounts for each item).</p>
|
||||
<p class="Help-Bulleted"><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Learn more about global discounts</a></p>
|
||||
<p class="Help-Bulleted"> </p>
|
||||
</td>
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||||
</tr>
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||||
</table>
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||||
<p class="Help-Text"> </p>
|
||||
</div>
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||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">Customer Discounts <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="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP263275157" 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" style="color: #800000; text-align: right;">Basic</p>
|
||||
<p class="Help-Text">A specified percentage off associated with a <a href="../qbpos_customers/cust907.htm">customer record</a>. Suggested on all sales to the customer, but can be applied or not at your discretion.</p>
|
||||
<p class="Help-Text">Customer discounts are applied to all items being sold and are always given against the <a href="../qbpos_recording_sales_and_returns/receipt1006.htm">active price level</a> on the receipt.</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-Text"> </p>
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||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Customer Rewards <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="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP280656473" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p class="Help-Bulleted" style="color: #800000; text-align: right;">Pro</p>
|
||||
<p class="Help-Bulleted">Customer rewards give discounts given to your loyal customers based on how much they purchase. You are alerted when a customer reward is available and can apply it to the current sale at your discretion.</p>
|
||||
<p class="Help-Bulleted">Depending on how you have set up your program, a customer reward can be applied as either an item (% off) or a global ($ off) discount. Additional information on redeeming customer rewards is given below.</p>
|
||||
<p class="Help-Bulleted"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a7">Automatic Discounts <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="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP279002349" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right; color: #800000;">Pro</p>
|
||||
<p class="Help-Text">Set up in Price Manager, these discounts are automatically applied to qualifying item sales. Typically these discounts apply only to selected items during a specified time period, and may require a quantity purchase (e.g., Buy 3 and Get 20% Off).</p>
|
||||
<p class="Help-Text"> Automatic discounts are always applied as item discounts against the active price level.</p>
|
||||
<p class="Help-Text"><a href="../qbpos_price_manager/pm_discount_pricing.htm">Learn more about automatic discounts</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a12">Coupons <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="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP278949939" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p class="Help-Text" style="color: #800000; text-align: right;">Pro</p>
|
||||
<p class="Help-Text">Set up in Price Manager and issued to customers, coupons are automatically applied to qualifying items when scanned or entered on a receipt. Typically, a coupon applies only to selected items during a specified time period.</p>
|
||||
<p class="Help-Text"> Coupon discounts are always applied as item discounts against the active price level.</p>
|
||||
<p class="Help-Text"><a href="../qbpos_price_manager/pm_coupons_oview.htm">Learn more about coupons</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Heading-2">Discount Priority and Conflicts</p>
|
||||
<p class="Help-Text">Use care if you use more than one of the discount options or you could run into situations where the combination of customer and items on the sale qualify for more than one discount, resulting in a discount "conflict."</p>
|
||||
<p class="Help-Text">In some cases, such as customer-associated discounts and customer rewards, you are prompted to apply the discount (or not) and have some control over conflicts by the choice you make. When a conflict does occur, Point of Sale follows these rules to apply the discounts.</p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Basic Rules</p>
|
||||
<ul class="hcp7">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Only one discount can be applied to any single item on a sale (there is no "stacking" of item discounts) :</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: circle;">
|
||||
<p class="Help-Bulleted">If a manual item discount is given after another discount has already been given to the same item (customer discount, % off customer reward, automatic, coupon, or another manual discount), the new manual discount overrides the original discount.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: circle;">
|
||||
<p class="Help-Bulleted">If a customer discount, % off customer reward, or coupon is applied after a manual or automatic discount, Point of Sale will compare the two and give the better discount (lower price) to the customer. <a class="dropspot" href="javascript:TextPopup(this)" id="a10">Example <img src="../image/expand_icon.GIF" alt="" width="11" height="11" border="0" class="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP264620994" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFE1" class="hcp3">
|
||||
<col>
|
||||
<tr class="hcp4">
|
||||
<td class="hcp8">
|
||||
<p>A customer has a 15% discount defined on his customer record. He comes in and purchases an item that is also in an active automatic discount for 10% off.</p>
|
||||
<p>If you choose to apply the customer discount when prompted, the customer's normal 15% off discount will be applied to the sale because it gives the customer the better price.</p>
|
||||
<p>If the Price Manager discount had exceeded the customer's normal discount, it would have been applied instead.</p>
|
||||
<p><span class="hcp1">Note:</span> If you choose not to apply the customer discount when prompted, then the Price Manager discount would be applied no matter the percentage.</p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</div></li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The active price level generally has no effect on item discounts; discounts are taken off of whatever the active price level is. Exceptions:</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: circle;">
|
||||
<p class="Help-Bulleted">If you change price levels after applying a manual item discount, you are asked if you want to apply the price level change to the previously discounted items. If you answer yes, the price level is applied and the manual discount removed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: circle;">
|
||||
<p class="Help-Bulleted">If you change price levels after a customer discount is applied, the discount is recalculated relative to the new price level.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: circle;">
|
||||
<p class="Help-Bulleted">If you change price levels after an automatic discount is applied, the discount is still applied to the new price level ONLY if you specified the price level as eligible for the discount when setting it up in Price Manager.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Conflicts between two automatic discounts are resolved as described further below.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Global discounts and $ off customer rewards, neither of which are item discounts, can be given in addition to any item discounts you have given.  <a class="dropspot" href="javascript:TextPopup(this)" id="a11">Example <img src="../image/expand_icon.GIF" alt="" width="11" height="11" border="0" class="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP282960451" style="display: none;">
|
||||
<table style="vertical-align: top; left: 0px; top: 0px;" cellspacing="0" width="334" bgcolor="#FFFFE1">
|
||||
<col width="334">
|
||||
<tr class="hcp4">
|
||||
<td width="334" class="hcp8">
|
||||
<p>You make a sale of two items, applying a manual discount of 10%  to one of the items.</p>
|
||||
<p>You also then choose to apply a 10% global discount. The global discount is applied to the receipt subtotal,  further discounting the entire sale.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div></li>
|
||||
</ul>
|
||||
<p class="Help-Text" style="font-weight: bold;">Automatic Discount Rules (Pro)</p>
|
||||
<ul class="hcp7">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If an item is included in more than one active automatic discount, only one of the discounts will be applied:</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: circle;">
|
||||
<p class="Help-Nested-List">Scheduled discounts take priority over nonscheduled discounts.  <a class="dropspot" href="javascript:TextPopup(this)" id="a8">Example <img src="../image/expand_icon.GIF" alt="" width="11" height="11" border="0" class="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP279252237" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFE1" class="hcp3">
|
||||
<col>
|
||||
<tr class="hcp4">
|
||||
<td class="hcp8">
|
||||
<p>You have an item in one active discount at 20% off with no scheduled dates. The same item is in a second discount scheduled for this weekend at 15% off.</p>
|
||||
<p>When sold this weekend, the 15 % off scheduled discount takes priority and is applied, even though a larger discount is also defined for the item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div></li>
|
||||
<li class="p-Help-Nested-List" style="list-style: circle;">
|
||||
<p class="Help-Nested-List">Among two active scheduled discounts, the latest start date takes priority.  <a class="dropspot" href="javascript:TextPopup(this)" id="a9">Example <img src="../image/expand_icon.GIF" alt="" width="11" height="11" border="0" class="hcp2"></a></p>
|
||||
<div class="droptext" id="POPUP265643489" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFE1" class="hcp3">
|
||||
<col>
|
||||
<tr class="hcp4">
|
||||
<td class="hcp8">
|
||||
<p>You have the same item in two active scheduled discounts with overlapping dates:</p>
|
||||
<p><span class="hcp1">Discount 1</span>: Gives 10% off and the scheduled start date was one week ago.</p>
|
||||
<p><span class="hcp1">Discount 2</span>: Gives 15% off and the scheduled start date was yesterday.</p>
|
||||
<p>The second discount for 15% off will be applied to the sale because of the later start date.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</div></li>
|
||||
</ul>
|
||||
<p class="Help-Text" style="font-weight: bold;">Customer Reward Discount Rules (Pro)</p>
|
||||
<ul class="hcp7">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You are prompted to apply an available reward when you select <span class="hcp1">Take Payment</span> on a receipt. If you choose to apply the reward:</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: circle;">
|
||||
<p class="Help-Nested-List">If it is a percentage off reward, and other item discounts are already given, the "best discount" (item by item) is applied. If the reward discount does not "win" for any sale items, the reward is preserved for a future sale.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: circle;">
|
||||
<p class="Help-Nested-List">If it is a dollar off reward (amount), it is added as a separate line item and functions in the same manner as a global discount, that is, is in addition to any item discounts given.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: circle;">
|
||||
<p class="Help-Nested-List">The <span class="hcp1">Discount Name</span> is auto-filled with <span class="hcp6">Reward</span>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Bulleted"><a href="../qbpos_customers/cust_rewards_oview.htm">Learn more about customer rewards</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP279138467');
|
||||
TextPopupInit('a2','POPUP281498530');
|
||||
TextPopupInit('a3','POPUP263433751');
|
||||
TextPopupInit('a4','POPUP286415075');
|
||||
TextPopupInit('a6','POPUP263275157');
|
||||
TextPopupInit('a5','POPUP280656473');
|
||||
TextPopupInit('a7','POPUP279002349');
|
||||
TextPopupInit('a12','POPUP278949939');
|
||||
TextPopupInit('a10','POPUP264620994');
|
||||
TextPopupInit('a11','POPUP282960451');
|
||||
TextPopupInit('a8','POPUP279252237');
|
||||
TextPopupInit('a9','POPUP265643489');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
62
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic223.htm
Normal file
62
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic223.htm
Normal file
@@ -0,0 +1,62 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Security and Program Preferences</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
|
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</style>
|
||||
<style type="text/css">
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
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font-size: 13pt !important;
|
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}
|
||||
</style>
|
||||
|
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</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Security and Program Preferences</p>
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadminoverview.htm">Employees/Security</a> <font color="#C0C0C0">|</font> <a href="../qbpos_company_preferences/sysprefsoverview.htm">Company Preferences</a> <font color="#C0C0C0">|</font> <a href="../qbpos_workstation_preferences/wsprefsoverview.htm">Workstation Preferences</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Security settings and program preferences can control the availability of many program features. If a feature is not available to you, your security group assignment or the program preference settings may not be set to allow you access to that feature.</p>
|
||||
<p class="Help-Text">Ask your <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_secadmin/about_the_security_administrator.html');return false;">system administrator</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> to review these settings.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp1">Employees & Security</font></p>
|
||||
<p class="Help-Text">Employees can be added and passwords and security rights assigned by selecting <span class="hcp2">Security</span> from the <span class="hcp2">Employees</span> menu. You must log in as the System Administrator to add employees.</p>
|
||||
<p class="Help-Text">Employees must be defined if you want to list their names on documents, create sales performance reports, limit access to specific features or for Pro users, track hours worked or commission sales.</p>
|
||||
<p class="Help-Text">By requiring employee logins, you can control access to features by assigning employees to one of four predefined security groups, each with a specified set of security rights. You can also define your own custom security groups with the access rights you prefer.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp1">Program Preferences</font></p>
|
||||
<p class="Help-Text">The <span class="hcp2">Company</span> and <span class="hcp2">Workstation</span> preferences allow you to configure Point of Sale to work with your hardware and accessories, establish data control, and customize many features.</p>
|
||||
<p class="Help-Text">There are two preferences modules that are accessible from accessible from <span class="hcp2">File</span> > <span class="hcp2">Preferences</span>:</p>
|
||||
<p class="Help-Text"><span class="hcp2">Company Preferences</span> - affects all Point of Sale functions and workstations.</p>
|
||||
<p class="Help-Text"><span class="hcp2">Workstation Preferences</span> - applies to an individual workstation.</p>
|
||||
<p class="Help-Text">This arrangement allows you to maintain central control over critical program features through Company settings, while also allowing individual workstation setups to be optimized for a particular purpose or hardware.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp1">Data Protection</font></p>
|
||||
<p class="Help-Text">The electronic data that you gather during day-to-day business operations is invaluable and must be protected from harm. Power failure, media defects, disgruntled employees, or hardware problems can destroy days or weeks of accumulated information. Backing up your data on a regular basis enables you to recover from such events as quickly and painlessly as possible. Failure to do so puts your entire business at risk.</p>
|
||||
<p class="Help-Text"><span class="hcp2">Note</span>: If you have Free Online Backup through your Point of Sale or QuickBooks Desktop support plans, it is a separate software that needs to be installed and configured for you to be protected.  </p>
|
||||
<p class="Help-Text">Please read the data <a href="../qbpos_data_protection/backupoverview.htm">backup/restore overview</a> and <a href="../qbpos_data_protection/backup_strategy.htm">implementing a comprehensive data protection strategy</a> for more information and suggestions.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic223.htm">Return to top</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
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//<![CDATA[
|
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if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
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FilePopupInit('a1');
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|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
161
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic242.htm
Normal file
161
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic242.htm
Normal file
@@ -0,0 +1,161 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Tip: Quick-Entry Date Formats</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
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body { background-color:#fffff4; }
|
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-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
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<!--
|
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font-style:italic; }
|
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tr.hcp2 { vertical-align:top; }
|
||||
td.hcp3 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp4 { font-weight:bold; }
|
||||
td.hcp5 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
background-color:Transparent; }
|
||||
font.hcp6 { font-family:"Wingdings 3";
|
||||
font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Tip: Quick-Date Entry Formats</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text">Dates are displayed in the format you specified in your operating system. You can enter dates in that same format or use one of the following quick entry formats (without typing hyphens () or slash marks (/) to separate days, months, and years). When you press <font class="hcp1"><Enter></font> or exit the field, the date will be converted to the format set up in your operating system, with the appropriate hyphens or slashes added.</p>
|
||||
<p class="Help-Text">The available quick entry formats are:</p>
|
||||
<table cellspacing="0" width="382">
|
||||
<col style="width: 41.935%;">
|
||||
<col style="width: 58.065%;">
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp4">Quick Entry Formats</font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp4">Display Formats and Notes</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">mmddyyyy</p>
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">mmddyy</p>
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">ddmmmyy</p>
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">ddmmmyyyy</p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Example: September 8, 2003 can be entered:</p>
|
||||
<p class="Help-Text">09082003         090803</p>
|
||||
<p class="Help-Text">08Sep03           08Sep2003.</p>
|
||||
<p class="Help-Text">Letters for month are not case-sensitive.</p>
|
||||
<p class="Help-Text">No matter how you enter the date, it will be displayed according to your operating systems date format.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td colspan="2" style="width:100%;" class="hcp5">
|
||||
<p class="Help-Text">Use the keyboard shortcuts below to quickly enter dates. Some commands are relative to the currently displayed date. If there is not a date displayed, the entry is relative to the current date.</p>
|
||||
<p class="Help-Text">When keyboard combinations have a + between them press the keys at the same time. When separated by a comma, press the first key, release, and then press the next key.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><T>, <Enter></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Enter today's date.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><+>, <Number>, <Enter></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Move date forward the specified number of days.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;"><>, <Number>, <Enter></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Move date back the specified number of days.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Note:</font> <font style="font-style: italic;">This option is not available if your operating system date is set to use hyphens () as the date separator.</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><Alt+</font><font face="Wingdings 3" class="hcp6">r;</font><font class="hcp4">></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Change date one day forward.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><Alt+</font><font face="Wingdings 3" class="hcp6"></font><font class="hcp4">></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Change date to one day earlier.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><Alt+PageUp></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Move date forward one month.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><Alt+PageDown></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Move date back one month.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><Alt+Home></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Move date forward one year.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:41.935%;" class="hcp5">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp4"><Alt+End></font></p>
|
||||
</td>
|
||||
<td style="width:58.065%;" class="hcp5">
|
||||
<p class="Help-Text">Move date back one year.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
78
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic248.htm
Normal file
78
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic248.htm
Normal file
@@ -0,0 +1,78 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>History Documents</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">History Documents</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Find a Document</a> <font color="#C0C0C0">|</font> <a href="basic_historydocs_copy.htm">Copy a Document</a> <font color="#C0C0C0">|</font> <a href="basic_historydocs_reversing.htm">Edit a Document</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font style="font-size: 10pt;" size="2">Updated t</font>ransactional documents, including <a href="../qbpos_recording_sales_and_returns/receipt_sales_history.htm">receipts</a>, <a href="../qbpos_receiving/vouchersoverview.htm">vouchers</a>, <a href="../qbpos_adjustments/memosoverview.htm">adjustment memos</a>, and <a href="../qbpos_multi_store/multi_store_transfers.htm">transfer slips</a> are called <font style="font-style: italic;">history documents</font> and are stored in your document history lists. History documents provide a permanent record of all transactions that have affected your inventory and provide an accurate audit trail of changes.</p>
|
||||
<p class="Help-Info-Line">To view your document history lists:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the specified menu, select:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><span class="hcp1">Sales History</span> from the Point of Sale menu to view saved receipts</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><span class="hcp1">Receiving History</span> from the Purchasing menu to view saved vouchers (Basic)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><span class="hcp1">Adjustment History</span> from the Inventory menu to view saved memos (Basic)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><span class="hcp1">Transfer History</span> from the Inventory menu to view saved transfer slips (Pro)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Use standard <a href="basic261.htm">sort</a>, <a href="navigation_find/basic_find_general.htm">search</a>, and <a href="basic262.htm">filter</a> procedures to locate the desired document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Your transactional history is used for reporting, to build customer, vendor, and item histories, and can be accessed to view, reprint, or copy a saved document.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">History documents can never be deleted and, with the exception of some informational fields, generally cannot be <a href="basic_edit_documents.htm">edited</a>. But they can be <a href="basic_historydocs_reversing.htm">reversed</a> if necessary to make a correction. Reversing a history document does not remove the original document; rather it creates a new document with the opposite effect.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software, all history documents are sent to update your financial records. You can view the linked QuickBooks Desktop documents and transactions related to any Point of Sale history document by selecting the document and then selecting <span class="hcp1">View Financial Details</span> from the I Want To menu. <a href="../qbpos_qb_data_exchange/financialexchange_viewqbfstransactions.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) All history documents created at remote stores are sent to Headquarters to update inventory and QuickBooks Desktop and are included in Headquarters history lists and reports. Documents made at Headquarters are not sent to remote stores; therefore remote store histories only reflect the documents made at that store.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_getting_started/gstarted_documentsdefined.htm">How documents affect inventory</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_data_protection/companydata_cleanup.htm">Remove old documents</a></p>
|
||||
</body>
|
||||
</html>
|
||||
81
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic254.htm
Normal file
81
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic254.htm
Normal file
@@ -0,0 +1,81 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Use Bar Codes and Scanners</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Use Bar Codes and Scanners</p>
|
||||
<p class="Help-Text"><a href="../qbpos_equipment/equip_barcodescannerlist.htm">Compatible Bar Code Scanners</a> <font color="#C0C0C0">|</font> <a href="../qbpos_help_and_support/help_barcodescanner_faq.htm">FAQs</a> <font color="#C0C0C0">|</font> <a href="../qbpos_physical_inventory/pi_pdt.htm">Physical Inventory Scanner</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Point of Sale can print bar codes and supports the use of bar code scanners to list items on documents make entries on item records. No special procedures are required to use a bar code scanner with Point of Sale. Follow the instructions supplied with your scanner to connect it to your PC.</p>
|
||||
<p class="Help-Text">The program can read bar codes containing any of these item identifiers:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text"><a href="basic219.htm">UPCs</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text"><a href="basic_item_identifiers.htm">Item numbers</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="margin-left: -20px;">
|
||||
<p class="Help-Text"><a href="../qbpos_getting_started/gstarted11.htm">Alternate lookup</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Assuming you have the scanned information recorded in inventory for the item, you can quickly list the item on documents by scanning the bar code.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Printing Bar Codes on Tags in Point of Sale</p>
|
||||
<p class="Help-Text">Every item has an item number associated with it in inventory. When you print tags from within the program using the default tag templates, it is the item number that is used to create the bar code. This allows you to print and scan barcoded tags for all your inventory items, whether or not they have UPC or Alternate Lookups defined.</p>
|
||||
<p class="Help-Text">Using the item number for bar codes has several advantages:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can print bar-coded tags for any item in inventory and then list them on documents using a bar code scanner, even if you do not have a vendor-provided UPC code.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Item number bar codes are generally smaller than bar codes created from UPC or alternate lookup values, meaning they fit better on smaller tag sizes.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If a tag bar code is unscannable, it is quicker to manually enter an item number (also printed on the tags) than the longer UPC or alternate lookup.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">(Pro) If you prefer, you can use <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to change bar codes printed from within Point of Sale to reflect UPC or alternate lookup values instead.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="printing/basic338.htm">Print Tags:Overview</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Using a Scanner to Enter Information in Inventory</p>
|
||||
<p class="Help-Text">Your scanner can also be used to quickly enter the bar code data into item records in inventory. For example, if your vendor supplies you merchandise pre-tagged with the UPC number, you can quickly and accurately enter the information into the <font class="hcp1">UPC</font> field on the item record by scanning the tag. You can scan vendor-provided bar codes containing catalog numbers into the <font class="hcp1">Alternate Lookup</font> field in the same manner.</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven404.htm">Edit item records</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic254.htm">Return to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Using a Scanner to List Items on Documents</p>
|
||||
<p class="Help-Text">When scanning to list items on documents, Point of Sale assumes a quantity of one for each scan. To record a different quantity, press <font style="font-weight: bold; font-style: italic;"><F5></font> or navigate to the <font class="hcp1">Qty</font> field in the document item list to manually enter the correct quantity after each scan.</p>
|
||||
<p class="Help-Text">Although scanning is extremely accurate, scanning errors can occasionally occur, especially when tags have been damaged or defaced. The scanner typically rejects read errors caused by defaced tags, and this scanned information never reaches Point of Sale. An error is reported if the scanned number is not currently defined in inventory or if the Alternate Lookup is not unique.</p>
|
||||
<p class="Help-Text"><a href="basic303.htm">List Items on Documents: Overview</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic254.htm">Return to top</a></p>
|
||||
<p class="help-main-topic-links"> </p>
|
||||
<p class="Help-Heading-2">Using a Scanner for a Physical Inventory Count (Basic)</p>
|
||||
<p class="Help-Text">A physical inventory scanner is an optional, portable scanner that can record thousands of item scans and counts while moving around your store. You then connect the scanner to your computer and upload the counts to Point of Sale.  </p>
|
||||
<p class="Help-Text"><a href="../qbpos_physical_inventory/pi_pdt.htm">Use a Physical Inventory Scanner</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic254.htm">Return to top</a></p>
|
||||
</body>
|
||||
</html>
|
||||
71
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic257.htm
Normal file
71
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic257.htm
Normal file
@@ -0,0 +1,71 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Windows, Menus and Toolbars</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Windows, Menus and Toolbars</p>
|
||||
<p class="Help-Text"><a source="shell" href="qbpos:helppopup.2639">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="navigation_find/basic259.htm">Keyboard Navigation</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic244.htm">Mouse & Touchscreen Navigation</a></p>
|
||||
|
||||
<p class="Help-Text">This topic has been hidden</p>
|
||||
|
||||
<p class="Help-Text">Point of Sale offers several options for moving between program windows and selecting task actions. The illustration below will help familiarize you with the Point of Sale screens and navigation.</p>
|
||||
<p class="Help-Text">Program windows are laid out so that the completion of a task "flows" from the top/left towards the bottom/right of the screen.</p>
|
||||
<p class="Help-Text">The program includes the following menus and toolbars, which are common throughout the program (numbers correspond to numbers on example screen below):</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><font class="hcp1">Text Menus</font> Across the top of the screen, the text menus contain options for all program areas/features, grouped by functional area.</p>
|
||||
</li>
|
||||
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps"><font class="hcp1">Main Toolbar</font> Selecting a task icon takes you directly to that area or activity. The display and icons included on the main tool bar can be <a href="basic_customize_iconbars.htm">customized</a> to reflect the frequent activities performed at each workstation.</p>
|
||||
</li>
|
||||
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><font class="hcp1">Window Menu</font> - Lists all currently open Point of Sale windows. You can switch between active windows by selecting one from this list or pressing <font style="font-weight: bold; font-style: italic;"><Alt + Page Up/Page Down></font>. This list may also be available from the <span class="hcp2">Windows</span> icon on the main toolbar, as shown to the far right of the toolbar in the illustration.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><font class="hcp1">Window Toolbar</font> Contains task icons for common commands related to the currently active window and the I Want To menu (see below).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><font class="hcp1">I Want To Menu</font> Contains a drop-down <a href="basic_iwanttomenus.htm">list of tasks</a> related to your current activity. Select a task a perform it.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><font class="hcp1">Bottom Toolbar</font> The icons appearing at the bottom of the screen perform "completing actions" for your current activity, such as saving, holding, printing, or taking payment for a document or record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><span class="hcp2">Status Bar</span> Information about the currently logged in user, workstation, and current activity.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/menuiconbars.gif" alt="image\menuiconbars.gif" title="image\menuiconbars.gif" width="463" height="343" border="0"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic_navigator.htm">The Home Page</a></p>
|
||||
</body>
|
||||
</html>
|
||||
45
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic258.htm
Normal file
45
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic258.htm
Normal file
@@ -0,0 +1,45 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>View Records or Documents</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">View Records or Documents</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Find a Record or Document</a> <font color="#C0C0C0">|</font> <a href="basicsmainpage.htm">Point of Sale Basics</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">There are two ways to view Point of Sale records and documents. Click a link for more information about working in each view.</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="basic_view_list.htm">Lists</a> display many records or documents at one time in a format similar to a spreadsheet. The list can be easily sorted, searched, or filtered to help you find a particular record or to group similar records.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="basic_view_form.htm">Forms</a> provide a more detailed view of an individual record or document on a single screen. Form View is typically used when creating or editing records or documents.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_fields/fields_capacities.htm">Program capacities</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_liststats.htm">View list summary statistics</a></p>
|
||||
|
||||
</body>
|
||||
</html>
|
||||
180
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic261.htm
Normal file
180
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic261.htm
Normal file
@@ -0,0 +1,180 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Sort & Scroll a Record List</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
table.hcp2 { vertical-align:top; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
font.hcp5 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Sort & Scroll a Record List</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<span style="color: #c0c0c0;"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></span></a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Record</a></p>
|
||||
<div class="droptext" id="POPUP245188994" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-style: italic;">Note: Not all tasks apply to all list types.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic262.htm">Filter a list?</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_customizelistcolumns.htm">Customize list columns?</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_customizesummarypane.htm">Customize a list information panel?</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="printing/basic_printdocuments.htm">Print a list?</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbposimp/export_datawizard.htm">Export a list?</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="navigation_find/basic_find_general.htm">Show me an overview of Point of Sale lists</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize my printed documents?</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="color: #c0c0c0;"> </p>
|
||||
<p class="Help-Text">Record lists can be sorted in either ascending or descending order by the information in the column or columns you choose.</p>
|
||||
<p class="Help-Text">There are two list types in Point of Sale, with slightly different capabilities. Choose the list type you are working with for more information:</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Item, Customer, Sales History, or Receiving History lists <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>
|
||||
<div class="droptext" id="POPUP247773872" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Note">This information applies to your item, customer, sales history, and receiving history lists.</p>
|
||||
<p class="Help-Text">A <img src="../image/sort_indicator.gif" alt="Sort indicator" width="16" height="11" border="0" class="hcp1"> denotes the column and order by which the list is currently sorted.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/list_saleshistory.gif" alt="Sales History" width="372" height="102" border="0"></p>
|
||||
<p class="Help-Info-Line">To sort a list:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Click or touch any column header. The list is sorted by the values in that column. Click the same column header a second time to reverse the sort order in that column (ascending or descending).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To scroll to a record:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click a column header to sort the list as needed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Use the right-side scroll bar to move up/down through the list.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">All other lists <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>
|
||||
<div class="droptext" id="POPUP247296282" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Note">This information applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.</p>
|
||||
<p class="Help-Text">In column headings, a <img src="../image/blue_sort_indicator.gif" alt="image\blue_sort_indicator.gif" width="11" height="11" border="0">  indicates columns by which the list can be sorted and a <img src="../image/green_sort_indicator.gif" alt="Sort indicator" width="15" height="14" border="0" class="hcp1"> denotes the column and order by which the list is currently sorted.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/listscrollindicator.gif" alt="image\listscrollindicator.gif" width="360" height="87" border="0"></p>
|
||||
<p class="Help-Info-Line">To sort a list:</p>
|
||||
<p class="Help-Text">There are two ways to change the column by which this type of list is sorted.</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Click or touch any column header displaying a <img src="../image/blue_sort_indicator.gif" alt="image\blue_sort_indicator.gif" width="11" height="11" border="0"> to sort by the values in that column. Click the same column header a second time to reverse the order of the sort (ascending or descending).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Right-click anywhere in the list, and select <font class="hcp5">Sort List by</font> and then choose a sort column from the choices displayed, or select <font class="hcp5">Sort on multiple columns</font>. If sorting by multiple columns, up to three columns can be selected in sort priority.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To go to a specific record in the sorted column:</p>
|
||||
<p class="Help-Text">This option does not apply to an item list on a document.</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Sort the list as described above.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Begin typing the first few characters of the column entry for the record you wish to locate. The characters are not displayed as you type, but you are taken to the closest matching record.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If you are sorted on multiple columns, the first column selected is the active column for purposes of this feature.</p>
|
||||
<p class="Help-Info-Line">To scroll to a record:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select a sort column.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Use the right-side scroll bar to move up/down through the list.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">The scrolling indicator (see picture above) shows the record you are on as you scroll through the list. Release the scroll bar to access the displayed record. Note that the scrolling indicator displays the values in the currently sorted column.</p>
|
||||
<p class="help-text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic262.htm">Filter lists</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_liststats.htm">View list summary statistics</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP245188994');
|
||||
TextPopupInit('a3','POPUP247773872');
|
||||
TextPopupInit('a2','POPUP247296282');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
180
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic262.htm
Normal file
180
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic262.htm
Normal file
@@ -0,0 +1,180 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter a List</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
table.hcp2 { vertical-align:top; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
font.hcp5 { font-weight:bold; }
|
||||
span.hcp6 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter a  List</p>
|
||||
<p class="Help-Main-Topic-Links"><a class="dropspot" href="javascript:TextPopup(this)" id="a1"><span style="color: #000000;">How Do I?</span> <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
|
||||
<div class="droptext" id="POPUP302148832" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-style: italic;">Note: Not all tasks apply to all list types.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic261.htm">Sort and scroll a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_customizelistcolumns.htm">Customize list columns</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_customizesummarypane.htm">Customize a list information panel</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="printing/basic_printdocuments.htm">Print a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbposimp/export_datawizard.htm">Export a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize my printed documents</a></p>
|
||||
<p><a href="basic_view_list.htm">Show me an overview of Point of Sale lists</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="color: #c0c0c0;"> </p>
|
||||
<p class="Help-Text">Filters allow you to group and work with records or documents that have information in common.</p>
|
||||
<p class="Help-Text">There are two list types in Point of Sale, with different filtering capabilities. Choose the list type you are working with for more information:</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Item, Customer, Sales History, or Receiving History lists <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>
|
||||
<div class="droptext" id="POPUP304077714" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p>This information applies to item, customer, sales history, and receiving history lists.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Select a pre-defined  <font class="hcp5">Filter</font> from the drop-down list at the top of the window and your records are instantly filtered, displaying only the matching records. Shown is the item list filter.</p>
|
||||
<p class="Help-Text"><img src="../image/filter_itemlist.gif" alt="Item list filter" width="139" height="70" border="0" class="hcp1"></p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">All other lists <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>
|
||||
<div class="droptext" id="POPUP310495303" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Note">This information applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.</p>
|
||||
<p class="Help-Text">In these lists you can select a pre-defined filter or create and save your own.</p>
|
||||
<p class="Help-Text">You enter the criteria you wish to match and the program gathers and displays only the appropriate records. This is a highly useful feature when you want to view or work with a subset of a list or wish to restrict the data included in a report.</p>
|
||||
<p class="Help-Text">This general filtering topic covers the basics of filtering in Point of Sale. Not all options shown here are available in every area, but the general instructions remain the same.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/list_filtering.gif" alt="image\list_filtering.gif" width="369" height="255" border="0"></p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a4" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_tip_memfilters.htm');return false;">Tip: Define and save a custom filter<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Info-Line">To filter a list:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display your list, and then select one of the following from the drop-down list in the <span class="hcp6">View</span> field at the top of the window:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">A predefined filter, such as <span class="hcp6">A</span><font class="hcp5">ll Records</font>, <span class="hcp6">T</span><font class="hcp5">his Month, This Week,</font> etc. (choices vary by list)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">A previously defined and saved custom filter (your custom names displayed)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5"><span class="hcp6">C</span>reate Filter</font> to define custom filter criteria, and optionally save it for future use</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5"><span class="hcp6">M</span>anage Filters</font> to edit, rename, delete, or rearrange the display order of your previously <a href="basic_manage_filters.htm">saved filters</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">If you select a predefined or saved filter, the list is immediately filtered and the steps below do not apply.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If creating a new filter, enter filter criteria values in any of the available fields. <a href="basic306.htm">Learn more about entering filter criteria</a></p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/filter_dialog3.gif" alt="" width="400" height="111" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">click <span class="hcp6">A</span><font class="hcp5">pply</font>  (or <span class="hcp6">S</span><font class="hcp5">ave</font>, if you want to memorize the filter for future use. If saving, give your new filter a unique name and then click <span class="hcp6">OK</span>).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">The records matching your criteria are displayed (or included in a report). To return to the display of all possible records in a list, select the <span class="hcp6">All <records></span> option from the View drop-down.</p>
|
||||
<p class="Related-Topics"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="basic_manage_filters.htm">Manage list filters</a></p>
|
||||
|
||||
<p class="Help-Text"><a href="basic_liststats.htm">View list summary statistics</a></p>
|
||||
|
||||
<p class="help-text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp5">Notes:</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When filtering for a time period, we recommend you select the shortest time frame practical for your current task. For example, filtering your sales history list for receipts made <span class="hcp6">T</span><font class="hcp5">his Week</font> or <span class="hcp6">This Month</span> results in a much faster display that filtering for <span class="hcp6">A</span><font class="hcp5">ll Receipts</font>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Locate a record or document</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP302148832');
|
||||
TextPopupInit('a3','POPUP304077714');
|
||||
TextPopupInit('a2','POPUP310495303');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
119
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic300.htm
Normal file
119
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic300.htm
Normal file
@@ -0,0 +1,119 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Add a New Record</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Add a New Record</p>
|
||||
<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="../qbpos_fields/fields_capacities.htm">Program Capacities</a> <font color="#C0C0C0">|</font> <a href="../qbpos_glossary_of_terms/glossarypage.htm">Glossary</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">This general procedure is for adding a non-document record (item, department, vendor, or customer). For specific steps on creating any record or document in Point of Sale, select a link from lists below.</p>
|
||||
<p class="Help-Text">New records are typically added using a record form, even if you are in a record list when you select <span class="hcp1">N</span><font class="hcp2">ew</font>. This procedure assumes you are using a form to add a record. For instructions to add a record directly in a list, click <a href="basic_list_edit_mode.htm">here</a>.</p>
|
||||
<p class="Help-Info-Line"><font style="font-weight: bold; font-style: italic;">To add a new record:</font></p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">N</span><font class="hcp2">ew</font> from a list or form, or <font class="hcp2">Add New</font> from a drop-down in a <a href="basic315.htm">lookup</a> field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">A blank form is displayed.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Navigate through the form <a href="../qbpos_fields/fields10.htm">fields</a>, making entries as appropriate. Be sure to complete all required fields for the record type (marked with an *).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">click <font class="hcp2">Save</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Or click <font class="hcp2">Cancel</font> anytime before saving to discard the new record.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><font class="hcp2">For more information on adding specific record types:</font></p>
|
||||
<table cellspacing="0" width="366">
|
||||
<tr class="hcp3">
|
||||
<td style="width:49.02%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven402.htm">Add an item</a></p>
|
||||
</td>
|
||||
<td style="width:50.98%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="../qbpos_departments/dept302.htm">Add a department</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:49.02%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="../qbpos_customers/cust902.htm">Add a customer</a></p>
|
||||
</td>
|
||||
<td style="width:50.98%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin02.htm">Add an employee</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:49.02%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="../qbpos_vendors/vend352.htm">Add a vendor</a></p>
|
||||
</td>
|
||||
<td style="width:50.98%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin_timecards_new.htm">Add a time record</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">For more information on creating new documents:</p>
|
||||
<table cellspacing="0" width="366">
|
||||
<tr class="hcp3">
|
||||
<td style="width:49.03%;" class="hcp4">
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1005.htm">New sales receipt</a></p>
|
||||
</td>
|
||||
<td style="width:50.97%;" class="hcp4">
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_receiving/vouch702.htm">New voucher</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:49.03%;" class="hcp4">
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_purchasing/po602.htm">New purchase order</a></p>
|
||||
</td>
|
||||
<td style="width:50.97%;" class="hcp4">
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_adjustments/memo1303.htm">New adjustment memo</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:49.03%;" class="hcp4">
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_customer_orders/custorder_create.htm">New customer order</a></p>
|
||||
</td>
|
||||
<td style="width:50.97%;" class="hcp4">
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_multi_store/multi_store_createslip.htm">New transfer slip</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic303.htm">List items on documents</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields_capacities.htm">Program capacities</a></p>
|
||||
</body>
|
||||
</html>
|
||||
100
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic301.htm
Normal file
100
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic301.htm
Normal file
@@ -0,0 +1,100 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Edit a Non-Document Record</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
tr.hcp1 { vertical-align:top; }
|
||||
td.hcp2 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Edit a Non-Document Record</p>
|
||||
<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Record</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">This general procedure applies to editing items, departments, vendors, customers, and employees.</p>
|
||||
<p class="Help-Text">Click <a href="basic_edit_documents.htm">here</a> for information about editing documents.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Use the general edit procedure below, or select a record type for specific instructions:</p>
|
||||
<table cellspacing="0" width="366">
|
||||
<tr class="hcp1">
|
||||
<td style="width:49.02%;" class="hcp2">
|
||||
<p class="Help-Text"><a href="../qbpos_departments/dept306.htm">Edit a department</a></p>
|
||||
</td>
|
||||
<td style="width:50.98%;" class="hcp2">
|
||||
<p class="Help-Text"><a href="../qbpos_customers/cust905.htm">Edit a customer record</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:49.02%;" class="hcp2">
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven404.htm">Edit an item</a></p>
|
||||
</td>
|
||||
<td style="width:50.98%;" class="hcp2">
|
||||
<p class="Help-Text"><a href="../qbpos_vendors/vend356.htm">Edit a vendor record</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:49.02%;" class="hcp2">
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin04.htm">Edit an employee record</a></p>
|
||||
</td>
|
||||
<td style="width:50.98%;" class="hcp2">
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin_timecards_history.htm">Edit a time entry</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Info-Line">To edit a non-document record:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Use standard <a href="basic261.htm">sort</a>, <a href="basic261.htm">search</a>, and <a href="basic262.htm">filter</a> procedures to locate the desired record in the applicable list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight the record and select <span style="font-weight: bold;"><font class="hcp3">E</font>dit from</span> the window toolbar or I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Navigate through the <a href="../qbpos_fields/fields10.htm">fields</a> of the record, making changes as necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp3">Save</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Or, select <font class="hcp3">Cancel</font> at any time before saving to discard your edits.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Only fields white in color can be edited. Gray fields cannot be selected or changed. If you believe you should be able to edit a field but cannot, check the logged-in user's <a href="../qbpos_secadmin/secadmin04.htm">security rights</a> or read <a href="../qbpos_help_and_support/help_featurenotavailable.htm">Why is a Point of Sale feature not available to me?</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">In some non-document lists, you can edit records directly in the list using <a href="basic_list_edit_mode.htm">list edit mode</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Use caution when editing information that is a component of other records or documents. For example, if you edit a department or vendor name you must also edit any items in inventory that contain that department or vendor name as part of the item record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic303.htm">List items on documents</a></p>
|
||||
</body>
|
||||
</html>
|
||||
96
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic302.htm
Normal file
96
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic302.htm
Normal file
@@ -0,0 +1,96 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Enter Data in a Field</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
font.hcp2 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Enter Data in a Field</p>
|
||||
<p class="Help-Text"><a source="shell" href="basic_hdi_dataentry.htm">How Do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="basic_view_form.htm">Forms</a> <font color="#C0C0C0">|</font> <a href="basic_view_list.htm">Lists</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Use standard navigation techniques (such as arrow keys, <font class="hcp2"><Tab></font>, click, or touch) to access the field in which you want to enter data. To accept an entry or bypass the field, press <font class="hcp2"><Tab></font> if in a form or <font style="font-weight: bold;"><Enter></font> in a list or navigate to the next field in any other manner. Most data entries require that you navigate out of the field to record the entry.</p>
|
||||
<p class="Help-Text">Quick topics for various field types.</p>
|
||||
<table cellspacing="0" width="372">
|
||||
<tr class="hcp3">
|
||||
<td style="width:41.94%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic307.htm');return false;">Blank fields<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
<td style="width:58.06%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a5" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic312.htm');return false;">Quantity fields<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:41.94%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic308.htm');return false;">Read-only fields<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
<td style="width:58.06%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a6" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic313.htm');return false;">Note fields<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:41.94%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic310.htm');return false;">Check box fields<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
<td style="width:58.06%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a7" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic314.htm');return false;">Drop-down lists<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:41.94%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a4" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic311.htm');return false;">Currency fields<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
<td style="width:58.06%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a8" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic309.htm');return false;">Suggested entries<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields10.htm">Document/record data field descriptions</a></p>
|
||||
<p class="Help-Text"><a href="basic316.htm">Enter dates and times</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_fields/fields_capacities.htm">Program capacities</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a5');
|
||||
FilePopupInit('a2');
|
||||
FilePopupInit('a6');
|
||||
FilePopupInit('a3');
|
||||
FilePopupInit('a7');
|
||||
FilePopupInit('a4');
|
||||
FilePopupInit('a8');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
191
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic303.htm
Normal file
191
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic303.htm
Normal file
@@ -0,0 +1,191 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>List Items on Documents: Overview</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
table.hcp2 { vertical-align:top; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
span.hcp5 { font-weight:bold; }
|
||||
font.hcp6 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
span.hcp7 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
td.hcp8 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">List Items on Documents: Overview</p>
|
||||
<p class="Help-Text"><a href="basic254.htm">Use Bar Codes</a> <font color="#C0C0C0">|</font> <a href="basic_item_identifiers.htm">About Item Identifiers</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_item.htm">Find an Item</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The item list included on documents lists the items to be processed (received, sold, ordered, etc.). This list contains item details such as the description, price or cost, item discounts, etc.</p>
|
||||
<p class="Help-Text">The default columns included in the item list will vary depending on the document you are completing. Most <a href="basic_view_list.htm">list navigation</a> procedures apply, including the ability to <a href="basic_customizelistcolumns.htm">customize the columns</a> included in the list.</p>
|
||||
<p class="Help-Info-Line">Which type of document do you need help with?</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Sales Receipts or Receiving Vouchers <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>
|
||||
<div class="droptext" id="POPUP243667964" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text">In the <b>Scan or enter item information</b> drop-down box, scan or type item information to search for the item being listed (receipt example shown):</p>
|
||||
<p class="Help-Text"><img src="../image/rcpt_additems.gif" alt="" width="579" height="95" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text">Use any of these methods to add items to the document :</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp5">Scan</span> the bar code from the item tag.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp5">Type</span> the item's UPC, Item #, or alternate lookup value and press <font class="hcp6"><Enter> <span style="font-style: normal; font-weight: normal;"> <a href="basic_item_identifiers.htm">Learn more about these item identifiers</a></span></font></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp5">Search</span> by item name (beginning characters) or other item keyword. Just begin typing the name or keyword and 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="hcp6"><Enter></font> to select). The selected item is added to the document with a quantity of 1.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent"><img src="../image/item_list_on_doc.gif" alt="item search" width="427" height="141" border="0" class="hcp1"></p>
|
||||
<ul style="list-style: square;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<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>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<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 Add Item field. You can scroll through the list looking for the needed item.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Click <a href="../qbpos_recording_sales_and_returns/receipt_sell_misc_item.htm">Sell a Miscellaneous Item</a> or <a href="../qbpos_inventory/inven402.htm">Add a New Item to Inventory</a> if needed.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p><a href="basic_quickpick_Item.htm">Quick Pick Items</a></p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">All Other Documents (Purchase Order, Customer Order, Adjustment Memo, Transfer Slip) <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>
|
||||
<div class="droptext" id="POPUP242797923" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><img src="../image/doc_item_list.gif" alt="image\doc_item_list.gif" width="440" height="85" border="0"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">With the cursor in the <span class="hcp5">Enter Items</span> field, do one of the following. Each of these procedures, except the last, adds the item to the document with a quantity of one.</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Scan the item bar code; if one unique match is found in your item list, it is instantly listed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Type the item UPC number, item number or alternate lookup value (collectively called <span style="font-style: italic;">item identifiers</span>) and press <span class="hcp7"><Enter></span>; if one unique match is found, it is instantly listed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Begin typing the item description (based on <span class="hcp5">Description 1</span> field in inventory); a drop-down list of your items is displayed with a match highlighted. Select it or another item from the list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Type an item search keyword or keywords and then choose <span class="hcp5">Find Items</span> to the right of the <span class="hcp5">Enter Items</span> field. The Find Item window displays all item matches found, select an item or refine your search keywords and select <span class="hcp5">Find</span> again .until the item is located and listed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">From the <span class="hcp5">I Want To</span> menu, choose <span class="hcp5">Select from Item List</span> <span class="hcp7">(<F4>)</span> to open your item list in a special selection mode. Locate the item(s) and enter the quantities needed in the <span class="hcp5">Doc Qty</span> column of this screen.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) To choose <a href="../qbpos_inventory/inven_style_oview.htm">style items</a>, display the style grid and enter document quantities in the cells of the grid. Then choose <span class="hcp5">Select</span> from the bottom toolbar to return them to the document.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Learn More</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_item.htm">Searching for an item by keyword</a></p>
|
||||
<p class="Help-Text"><a href="basic318.htm">Selecting items from inventory</a></p>
|
||||
<p class="help-text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Info-Line">For general information about listing document items, select a topic:</p>
|
||||
<table cellspacing="0" width="339">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="basic317.htm">Scan or enter a UPC, Item #, or Alternate Lookup</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="basic_quickpick_Item.htm">Quick Pick Items</a> (receipt and voucher only)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven435.htm">Using service or non-inventory items</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_qty_decimals.htm">Enter decimal item quantities</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="basic_additem_whle_making_document.htm">Add a new item to inventory while making a document</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
|
||||
<p class="Help-Text"><a href="basic_listingitemgroup.htm">List a group item</a></p>
|
||||
<p class="Help-Text"><a href="basic_listing_itemassembly.htm">List an assembly item</a></p>
|
||||
<p class="Help-Text"><a href="basic_listing_uom.htm">List different units of measure</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_multi_store/multistore_view_storeqty.htm">View item quantities at other stores</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Info-Line" style="margin-top: 6.00pt;">Editing Listed items:</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="basic319.htm">Edit items</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="basic320.htm">Remove items from a document</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP243667964');
|
||||
TextPopupInit('a2','POPUP242797923');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
55
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic305.htm
Normal file
55
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic305.htm
Normal file
@@ -0,0 +1,55 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Add a New Record Using Copy</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:normal; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Add a New Record Using Copy</p>
|
||||
<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Record or Document</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span><font class="hcp1">Note:</font></span> <span class="hcp2">This is a general procedure. For a list of topics related to using the copy function for specific document or record types, search the help index using keyword "Copying" and choose a specific topic.</span></p>
|
||||
<p class="Help-Info-Line">To add a new record by copying an existing record:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select the record you want to copy from the record list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span style="font-weight: bold;">Copy</span> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">OR</p>
|
||||
<p class="Help-Indent"> Click <font class="hcp1">Copy <record> <span class="hcp2">on</span></font> the window toolbar (where available).</p>
|
||||
<p class="Help-Indent">A new document/record form is opened, with information from the original record copied to the appropriate fields.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Make edits to the copied information, as necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Save</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
78
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic306.htm
Normal file
78
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic306.htm
Normal file
@@ -0,0 +1,78 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Define Filter Criteria - Overview</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Define Filter Criteria - Overview</p>
|
||||
<p class="Help-Text"><a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Report Options</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Point of Sale provides an extensive set of filtering options, allowing you to work with a subset of a list by entering criteria you want to match.</p>
|
||||
<p class="Help-Text">When you first open a filter dialog, it is blank (unless opening a saved filter, in which case your previous settings are shown).</p>
|
||||
<p class="Help-Text"> With no criteria selected, all data is included in the list or report being generated. Entering filter criteria allows you to include or exclude records based on your choices.</p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Example filter dialog:</font></p>
|
||||
<p class="Help-Text"><img src="../image/filter_dialog3.gif" alt="image\filter_dialog3.gif" title="image\filter_dialog3.gif" width="400" height="111" border="0"></p>
|
||||
<p class="Help-Info-Line">To enter filter criteria:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click in the field in which you want to enter criteria.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Type your criteria or select the <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> or <img src="../image/f4_symbol_2.gif" alt="image\f4_symbol_2.gif" title="image\f4_symbol_2.gif" width="13" height="15" border="0"> icons to make selections. These icons open selection dialogs, calendars, or drop-down lists, depending on the field type.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">By default, the filter includes data matching the entered criteria. To exclude matching criteria (i.e. show all other data), click in the Include/Exclude column and change the setting to <span class="hcp1">E</span><font class="hcp2">xclude</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When done, select <span class="hcp1">A</span><font class="hcp2">pply</font> or <span class="hcp1">Save</span> to filter your list or report data accordingly.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">Other options on the filter dialog may include:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp2">Clear All</font> clear all entered filter criteria from all fields.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp2">Revert</font> reset all filter criteria to default settings (reports only).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp2">Save</font> in lists, memorizes this filter criteria for later use.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">Learn more about specific filter options:</p>
|
||||
<p class="Help-Text"><a href="basic_filtercriteria_tips.htm">General filtering rules and tips</a> includes information on using spaces, exact matches, include/exclude options, and more.</p>
|
||||
<p class="Help-Text"><a href="basic_filtercriteria_freeform.htm">Free-form text and descriptive fields</a> used to filter on document comments, descriptions fields, names, promotional codes, street names, etc.</p>
|
||||
<p class="Help-Text"><a href="basic_filtercriteria_ranges.htm">Range fields</a> used to filter on an alphanumeric range, such as a price or cost range, ZIP code range, Item # range, etc.</p>
|
||||
<p class="Help-Text"><a href="basic_filtercriteria_selection.htm">Selection lists</a> used to filter by values restricted to a predefined list, such as when filtering by department or vendor code, item type, workstation, etc.</p>
|
||||
<p class="Help-Text"><a href="basic_filtercriteria_datetime.htm">Date/time fields</a> used to filter data by dates or date ranges, either fixed or dynamic.</p>
|
||||
<p class="Help-Text"><a href="basic_filtercriteria_andor.htm">And/or options</a> used to create complex filtering rules to include/exclude data based on multiple criteria.</p>
|
||||
<p class="Help-Text"><a href="basic_filtercriteria_zipcodes.htm">ZIP Codes</a> used to filter on customers or vendors residing in a particular ZIP code or range of Zip Codes.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_view_list.htm">List overview</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
44
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic307.htm
Normal file
44
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic307.htm
Normal file
@@ -0,0 +1,44 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Blank Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffea; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Blank Fields</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Info-Line">To enter data in blank fields:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter the appropriate data.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font style="font-weight: bold; font-style: italic;"><Tab></font> or navigate to the next field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
38
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic308.htm
Normal file
38
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic308.htm
Normal file
@@ -0,0 +1,38 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Read-Only Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffea; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Read-Only Fields</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Point of Sale automatically populates some fields with information that cannot be edited. These fields cannot be accessed; the cursor will skip them during navigation.</p>
|
||||
<p class="Help-Text">An example is the <font style="font-weight: bold;">Cashier</font> field on a sales receipt if employee logins are required.</p>
|
||||
</body>
|
||||
</html>
|
||||
50
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic309.htm
Normal file
50
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic309.htm
Normal file
@@ -0,0 +1,50 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Fields with Suggested Entries</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffe6; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Fields with Suggested Entries</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text">Point of Sale suggests entries in many data fields by automatically completing them for you. You can still manually change a suggested entry. For example, on a purchase order, the <font class="hcp1">Order Date</font> and <font class="hcp1">Ship Date</font> fields are auto-filled with todays date, but these entries can be changed.</p>
|
||||
<p class="Help-Info-Line">To change the entry in a suggested field:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Access the field and enter new information.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font style="font-weight: bold; font-style: italic;"><Tab></font> or navigate out of the field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
52
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic310.htm
Normal file
52
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic310.htm
Normal file
@@ -0,0 +1,52 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Checkbox Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffea; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Check box Fields</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">A check box field can be selected or cleared but no data can be entered. Selecting a check box activates that field/function, while clearing it (removing the check) inactivates the function.</p>
|
||||
<p class="Help-Info-Line">To select or clear a check box field:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Touch or click the field, or press <font class="hcp1"><Spacebar>,</font> to toggle between selecting and clearing a check box.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font class="hcp1"><Tab></font> or navigate out of the field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
60
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic311.htm
Normal file
60
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic311.htm
Normal file
@@ -0,0 +1,60 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Currency Fields (Cost and Price)</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffec; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Currency Fields (Cost and Price)</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Point of Sale supports the use of decimal amounts with up to five decimal places, but displays only two decimal places. You can enter even more than five decimal places, but Point of Sale will round to and store only five.</p>
|
||||
<p class="Help-Text">If you enter an amount less than $0.005 (one-half penny), Point of Sale displays $0.00, but is indeed storing the fractional cent amount you entered. You can also make an entry in the extended cost/price on a document and then enter the quantity. Point of Sale will calculate the unit cost/price with decimals for you. This feature makes it easier to order, price, and sell items whose cost or price is less than a penny or in fractional cents.</p>
|
||||
<p class="Help-Text">In the case of item cost and price on documents, the extended cost/price is calculated using the stored five decimals.</p>
|
||||
<p class="Help-Info-Line">To enter data in the currency fields:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter the amount, including decimals.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If entering an amount in whole currency units, such as 2.00, 47.00, or 103.00, it is not necessary to type the decimal place or trailing zeroes. You can simply type 2, 47, or 13 respectively.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">To enter negative amounts, press the dash (<font style="font-style: italic;">)</font> key on your keyboard before entering the amount. Such as: 10.00</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font style="font-weight: bold; font-style: italic;"><Tab></font> or navigate out of the field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
|
||||
</body>
|
||||
</html>
|
||||
60
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic312.htm
Normal file
60
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic312.htm
Normal file
@@ -0,0 +1,60 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Quantity Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#fffff4; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Quantity Fields</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Quantity fields are blank or have a suggested entry until a different quantity is entered. Numbers are the only acceptable entries in these fields. Decimals are allowed (up to five places), but Point of Sale only displays two and does not display trailing zeroes, i.e. if you enter 2.40, Point of Sale will display 2.4.</p>
|
||||
<p class="Help-Text">Even though Point of Sale displays a maximum of two decimal places, it actually stores and uses five decimal places for quantity calculations.</p>
|
||||
<p class="Help-Info-Line">To enter data in quantity fields:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter the appropriate data.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">To enter negative numbers, press <font class="hcp1"><-></font> before entering the value.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font class="hcp1"><Tab></font> or navigate to the next field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
46
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic313.htm
Normal file
46
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic313.htm
Normal file
@@ -0,0 +1,46 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Note, Comment, and Instruction Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#fffff0; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Note, Comment, and Instruction Fields</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">These fields are free-form text fields, allowing any text you wish to record.</p>
|
||||
<p class="Help-Info-Line">To enter data in a note field:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Type the appropriate data.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font style="font-weight: bold; font-style: italic;"><Tab></font> or navigate out of the field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
58
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic314.htm
Normal file
58
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic314.htm
Normal file
@@ -0,0 +1,58 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Drop-Down List Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffe6; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Drop-Down List Fields</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Fields with drop-down lists available will have a <img src="../image/f4_symbol_2.gif" alt="image\f4_symbol_2.gif" title="image\f4_symbol_2.gif" width="13" height="15" border="0"> button in them. Some drop-down list fields only allow a predefined entry and others allow free-form entries.</p>
|
||||
<p class="Help-Info-Line">To enter data in a drop-down list field:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select the <img src="../image/f4_symbol_2.gif" alt="image\f4_symbol_2.gif" title="image\f4_symbol_2.gif" width="13" height="15" border="0"> button or press <font class="hcp1"><F4></font> to access the drop-down list. Then use the arrow keys to highlight your entry and press <font class="hcp1"><Enter></font> to select it. Alternatively, press <font class="hcp1"><Spacebar></font> to cycle through the selections without opening the drop-down list.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">OR</p>
|
||||
<p class="Help-Indent">If a predefined entry is required, type the first character or two of the entry. The entry will appear in the field.</p>
|
||||
<p class="Help-Indent">OR</p>
|
||||
<p class="Help-Indent">In drop-down lists that allow free-form entries, type the appropriate data.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font class="hcp1"><Tab></font> or navigate to the next field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
79
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic315.htm
Normal file
79
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic315.htm
Normal file
@@ -0,0 +1,79 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Lookup Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Lookup Fields</p>
|
||||
<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="basic302.htm">Entering Data</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Lookup fields are used to bring data from another file to the document or record in which you are working. An example is the <font class="hcp1">Customer</font> field on sales receipts, as shown below.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/cust_list_on_doc.gif" alt="" style="border: none;" width="389" height="196" border="0"></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Lookup fields are directly linked to the associated file. You have the following options from a lookup field:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">Search for a record by keyword</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">With no entry, click  the field to display all records in the associated file</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="font-size: 9pt;">
|
||||
<p class="Help-Bulleted">Select <font class="hcp1">Add New <record></font> from the drop-down list to add a new record of this type and list it on the document</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Note: Looking up items from documents is slightly different (see <a href="basic303.htm">listing items on documents</a>).</p>
|
||||
<p class="Help-Info-Line">To use lookup fields:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Scan or begin typing an entry in the lookup field. You need only enter enough characters to ensure a unique match in the associated file.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">The drop-down list is automatically activated and the closest match(es) to what you type is shown. Click a record (<font style="font-weight: bold; font-style: italic;"><Enter></font>) to bring it to the document. Otherwise continue with the following steps.</p>
|
||||
<p class="Help-Nested-List"> </p>
|
||||
<p class="Help-Info-Line">Lookup alternative (not available from all documents):</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Choose the <font class="hcp1">Select from</font> <font class="hcp1"><record type> List</font> from the <span class="hcp2">I Want To</span> menu to directly access the associated file.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Example: <span class="hcp2">S</span><font class="hcp1">elect from</font> <span class="hcp2">V</span><font class="hcp1">endor List</font> to access the vendor file.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the list, use standard <a href="basic261.htm">sort</a>, <a href="navigation_find/basic_filter_keys.htm">search</a>, or <a href="basic262.htm">filtering</a> procedures to locate an existing record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Once the record is selected, choose <span class="hcp2">S</span><font class="hcp1">elect</font> or double-click to add the record to your document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">When you access the customer, department, or vendor files during a lookup, you have full editing capabilities in that module. This makes it possible to add or edit records without closing the original module.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic303.htm">Listing items on documents</a></p>
|
||||
</body>
|
||||
</html>
|
||||
111
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic316.htm
Normal file
111
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic316.htm
Normal file
@@ -0,0 +1,111 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Date Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
font.hcp3 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
span.hcp4 { font-weight:bold; }
|
||||
font.hcp5 { font-family:"Wingdings 3"; }
|
||||
font.hcp6 { font-family:"Wingdings 3";
|
||||
font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Date Fields</p>
|
||||
<p class="Help-Text"><a href="basic242.htm">Quick Entry Date Formats</a> <font color="#C0C0C0">|</font> <a href="basic_time_fields.htm">Time Fields</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Entering Dates</font></p>
|
||||
<p class="Help-Text">There are two types of Point of Sale dates: <font class="hcp2">fixed dates</font> and <font class="hcp2">dynamic dates</font>.</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp3">Fixed dates</font> are fixed in time. For example, if you enter 05/20/06 or a date range of 01/01/2006 12/31/2006, then this will be the recorded date, no matter how much time has passed. Document dates are fixed dates; but most allow you to change the date while creating it (subject to security rights).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp3">Dynamic dates</font> allow you to define a single date or date range relative to the current Point of Sale date, such as <font class="hcp2">Today</font> or <font class="hcp2">Month-to-Date</font>. As the Point of Sale date changes, so does the dynamic dates. Dynamic dates are typically used to define date ranges for filtering lists and for reporting purposes.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Note"><span class="hcp4">Note:</span> A <a href="../qbpos_secadmin/secadmin12.htm">security right</a> is available to block your employees from changing the date on a receipt.</p>
|
||||
<p class="Help-Info-Line">To enter data in a fixed date field:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select the date field and do one or a combination of the following:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Enter the date directly.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Select <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> <font class="hcp3">(<F4>)</font> to access a drop-down calendar.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Todays date is highlighted in red, and the currently selected date is shown in blue. Use the arrow keys to move from day to day in the displayed month.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">To view the previous or following month, select <font face="Wingdings 3" class="hcp5">t</font> (<font class="hcp2">PageUp</font>) or <font face="Wingdings 3" class="hcp5">u</font> (<font class="hcp2">PageDown</font>) respectively. Click the date you want to select, or highlight the date and press <font class="hcp3"><Enter></font>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font class="hcp3"><Tab></font> or navigate out of the field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Warning" style="font-weight: bold; margin-left: 0px;"><img src="../image/warning_icon_small.gif" alt="" style="border: none;" width="24" height="25" border="0">  Warning: <span style="font-weight: normal;">Do not change your Windows system date to record a different date on a Point of Sale document. Data loss could result.</span></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Info-Line">To enter data in a dynamic date field:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Choose a range from the <font class="hcp1">Date filter type</font> field in the Dynamic Date Filter dialog.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Use your mouse or touchscreen or press <font class="hcp1"><</font><font face="Wingdings 3" class="hcp6">r;</font><font class="hcp1">></font> or <font class="hcp1"><</font><font face="Wingdings 3" class="hcp6"></font><font class="hcp1">></font> to move between the selections and press <font class="hcp3"><Enter></font> to choose a range. See <a href="basic322.htm">dynamic date range options</a> for help with selecting a range.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If you choose a fixed period (<span class="hcp4">C</span><font class="hcp1">ustom</font>), use the fixed date procedure for picking dates. To access calendars, select <img src="../image/f4_symbol_2.gif" alt="image\f4_symbol_2.gif" title="image\f4_symbol_2.gif" width="13" height="15" border="0"> <font class="hcp3">(<F4>)</font>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp4">OK</span> to apply your selected date range.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font class="hcp3"><Tab></font> or move out of the field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic316.htm">Return to top</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic262.htm">Filter lists</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic306.htm">Define filter criteria</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_reports_and_sales_charts/sc2305.htm">Change report dates</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
71
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic317.htm
Normal file
71
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic317.htm
Normal file
@@ -0,0 +1,71 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Listing items">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>List Items by UPC, ALU, or Item #</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">List Items by UPC, ALU, or Item #</p>
|
||||
<p class="Help-Text"><a href="basic254.htm">Use Bar Codes</a> <font color="#C0C0C0">|</font> <a href="basic_item_identifiers.htm">About Item Identifiers</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_item.htm">Search for an Item</a></p>
|
||||
<p class="Help-Info-Line">To list an item on a document:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Scan or type an item identifier in the Enter Item(s) field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If you scan a bar code and one unique matching item is found in inventory, it is instantly listed on the document with a quantity of one.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If you type a UPC code, Item #, or Alternate Lookup, press <font class="hcp1"><Enter></font>. If one there is one unique match in inventory, it is immediately listed on the document with a quantity of one. If multiple matches are found the matches are displayed in a drop-down list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">From this list, you can:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Click an item or use your arrow keys to highlight the item and then press <font class="hcp1"><Enter></font> to list it on the document.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Scroll through the list to locate and select an item.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Select <font style="font-weight: bold;">Add New Item</font> to enter a <a href="../qbpos_inventory/inven402.htm">new item</a> in inventory and immediately list it on the document.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Item lookups are done in the following order: UPC, Alternate Lookup, Item #, and then search keyword(s). Ensuring that you do not have duplicates of any item's UPC, ALU, or Item # is vital to making the item lookup function efficient.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">For more information about using UPCs, Alternate Lookups, and Item numbers to list items, read about <a href="basic_item_identifiers.htm">item identifiers</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Overview of listing items on documents</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic319.htm">Edit listed items</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic320.htm">Delete listed items</a></p>
|
||||
</body>
|
||||
</html>
|
||||
100
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic318.htm
Normal file
100
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic318.htm
Normal file
@@ -0,0 +1,100 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Listing items">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Select Items from Inventory</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
img.hcp3 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Select Items from Inventory</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_item.htm">Find an Item</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter the Item List</a> <font color="#C0C0C0">|</font> <a href="basic_item_identifiers.htm">Sort the Item List</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note">This topic applies to purchase orders, inventory adjustment memos, and transfer slips only.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">You can go directly to inventory to select items to list on a document or for other tasks. Once in inventory, the item list can be sorted, searched, or filtered to locate the correct item or an item can be added or edited before listing.</p>
|
||||
<p class="Help-Info-Line">To look up and select items in inventory:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Choose <font class="hcp1">Select from</font> <span class="hcp2">I</span><font class="hcp1">tem List</font> (<font style="font-weight: bold; font-style: italic;"><F4></font>) from the document or task I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">This opens your item list in a special selection mode.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate the items you want to list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Once you have located an item, use one of the following methods to bring it to the document:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">To immediately return one item to the document, double-click it. The item is listed with a quantity of one.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><span class="hcp2">From a document:</span> Enter the quantity of each item to be listed in the <a href="javascript:void(0);" id="A1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic335.htm');return false;">Doc Qty</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"> column in your item list. You can also specify the <a href="javascript:void(0);" id="A2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic337.htm');return false;">Doc Price</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"> (if making a receipt or customer order) or the <a href="javascript:void(0);" id="A3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic336.htm');return false;">Doc Cost</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"> (if making a PO, voucher, or cost memo). Navigate through the item list, making entries for all items you want to list on the document. When finished, choose <font class="hcp1">Select</font> from the bottom toolbar to return selected items to the document with the specified quantities and prices/costs.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">             <img src="../image/items_select_docqty.gif" alt="Select items from inventory for document" title="Select items from inventory for document" width="273" height="59" border="0" class="hcp3"></p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><span class="hcp2">From other tasks:</span> Select the checkboxes to the left of an item to select it. You can also use the selection options from the I Want To menu to select all, clear all, or select multiple items. When finished, choose <font class="hcp1">Select</font> from the bottom toolbar to return selected items to the task form or list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">             <img src="../image/items_select.gif" alt="Item selection from tasks" title="Item selection from tasks" width="209" height="58" border="0" class="hcp3"></p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If you need to list a large number of style items, as you might on a PO, voucher, or adjustment memo, highlight a style item and then, from the I Want To. menu select <span class="hcp2">Edit/Add</span> <font class="hcp1">Style</font>. Enter document quantities (or select checkboxes for other tasks) directly in the style grid cells corresponding to each style item. When done, choose <font class="hcp1">Select</font>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Repeat steps 2-3 to locate and list all the items you need.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Full item editing is possible while in the item selection screen. This feature allows the flexibility to perform tasks, such as adding items as new merchandise is being ordered, received, or sold.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a5" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_purchasing/po607.htm');return false;">Tip: Filter your item list to display a single vendor's items</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="A4" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('note_adding_a_new_style_from_documents.htm');return false;">Note: Add a new style while creating a document</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></p>
|
||||
<p class="Help-Info-Line" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_additem_whle_making_document.htm">Add a new item while creating a document</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">List items on documents</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/invenvoverview.htm">Inventory overview</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('A1');
|
||||
FilePopupInit('A2');
|
||||
FilePopupInit('A3');
|
||||
FilePopupInit('a5');
|
||||
FilePopupInit('A4');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
93
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic319.htm
Normal file
93
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic319.htm
Normal file
@@ -0,0 +1,93 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Listing items">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Edit Items Listed on Documents</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css"><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>
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Edit Items Listed on Documents</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">List Items</a> <font color="#C0C0C0">|</font> <a href="basic320.htm">Delete Items</a> <span style="color: #c0c0c0;">|</span> <a href="basic_edit_documents.htm">Edit Saved Documents</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note">You can edit an item on a <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Transactional documents include sales and return receipts, receiving and return vouchers, and adjustment memos. Multi-store users have one more transactional document, the transfer slip.','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">transactional document</a> only until the document has been saved. You can edit items on order documents at any time.</p>
|
||||
<p class="Help-Text">These edits will affect only the listed items on the document; they will not affect the corresponding items in inventory. The fields that can be edited vary by document, but typically edits are made to:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Change the quantity, price, cost, or give an item discount</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Change an items tax code, when special tax handling is needed</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Edit the item description; sometimes used on <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_serviceitem">service</a> or <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_noninvitem">non-inventory</a> items</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) Enter item <a href="basic_serial_number.htm">serial numbers</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) Change the sales Associate on a line-item basis for <a href="../qbpos_secadmin/secadmin_commissions.htm">commission tracking</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">The procedure here is for editing an item on a sales receipt. The general procedure is the same on other documents, though choices may vary slightly.</p>
|
||||
<p class="Help-Info-Line">To edit a listed item:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight the item you wish to edit on the receipt..</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If you just listed the item, it is automatically highlighted and this step is not necessary.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Make edits as necessary:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Click <span class="hcp1">Qty +</span> and <span class="hcp1">Qty </span>  to increase or decrease the item quantity respectively.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Select <span class="hcp1">Return Item</span> to change the quantity to negative (a negative quantity adds the item back to inventory)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Click <span class="hcp1">Qty/Price/Discount</span> to open a dialog allowing you to edit any or all  of these things in a single window</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><font style="font-weight: bold;"><span style="font-weight: normal;">Click</span> Edit</font> to open the Item Information window to access other editable fields.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Or, make changes directly in the item list. You may have to <a href="basic_customizelistcolumns.htm">add columns</a> to the list for this option to be available.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Make other entries on the document as necessary and then take payment and save.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_listingitemgroup.htm">List and edit a group Item</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_listing_itemassembly.htm">List an item assembly on a document</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_listing_uom.htm">List different units of measure on documents</a></p>
|
||||
</body>
|
||||
</html>
|
||||
66
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic320.htm
Normal file
66
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic320.htm
Normal file
@@ -0,0 +1,66 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics: Listing items">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Remove Items from a Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Remove Items from a Document</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">List Items on Documents</a> <font color="#C0C0C0">|</font> <a href="basic319.htm">Edit Listed Items</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Items listed on a <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_transactionaldocs">transactional document</a> can be deleted at anytime before the document is saved. Items listed on order documents can be deleted at anytime, since order documents are planning documents that do not affect inventory.</p>
|
||||
<p class="Help-Text">These procedures only delete the item from the document. They do not affect inventory.</p>
|
||||
<p class="Help-Info-Line">To delete listed items:</p>
|
||||
<p class="Help-Text"><font class="hcp1">Method 1</font></p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display the document form.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight the item(s) you want to delete.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Remove This Item</font> in the list or, if you have selected multiple items, select <span style="font-weight: bold;">Remove Selected Items</span> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The item is removed from the list.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Method 2</font></p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">This method "zeroes out" the item, but leaves it listed on the document.</font></p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight the item you want to delete on the document.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Use the <font class="hcp1">Qty +</font> or <font class="hcp1">Qty </font> buttons to change the quantity to zero.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Press <font style="font-weight: bold; font-style: italic;"><Tab></font> or navigate out of the field.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</body>
|
||||
</html>
|
||||
66
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic322.htm
Normal file
66
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic322.htm
Normal file
@@ -0,0 +1,66 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="MS-HAID" content="Basics: Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Dynamic Date Range Options</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Dynamic Date Range Options</p>
|
||||
<p class="Help-Text"><a href="basic316.htm">Date Fields</a> <span style="color: #c0c0c0;">|</span> <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic242.htm');return false;">Quick-Entry of Dates</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font style="font-weight: bold;">Note:</font> The following examples are based on a current Point of Sale date of Wednesday, October 12, 2005.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Selection-Filename">Custom</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">A non-dynamic date range option. Select it to define a fixed date range with a specific starting and ending date that will remain unchanged. An open range cannot be defined with this option.</p>
|
||||
<p class="Help-Selection-Filename">Today</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">Current date. (October 12 October 12, 2005)</p>
|
||||
<p class="Help-Selection-Filename">Yesterday</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">Yesterday. (October 11 October 11, 2005)</p>
|
||||
<p class="Help-Selection-Filename">This year, week-to-date</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">From the first day of the week (Sunday) to today. (October 9 October 12, 2005)</p>
|
||||
<p class="Help-Selection-Filename">Last week</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">Entire previous week. (October 2 October 8, 2005)</p>
|
||||
<p class="Help-Selection-Filename">This year, month-to-date</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">From the first day of the current month to today. (October 1 October 12, 2005)</p>
|
||||
<p class="Help-Selection-Filename">Last month</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">Entire previous month. (September 1 September 30, 2005)</p>
|
||||
<p class="Help-Selection-Filename">Last 30, 60, or 90 days</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">Last 30, 60, or 90 calendar days, crossing into last year if applicable. (30 days: September 13 October 12, 2005; 60 days: August 14 October 12, 2005; 90 days: July 15 October 12, 2005)</p>
|
||||
<p class="Help-Selection-Filename">This year, year-to-date</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">From January 1 of the current year to today. (January 1 October 12, 2005)</p>
|
||||
<p class="Help-Selection-Filename">Last year, week-to-date</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">From the first day of the week to the current day in the same month for last year. May not be the same number of days as week-to-date, this year. (October 10 October 12, 2004)</p>
|
||||
<p class="Help-Selection-Filename">Last year, month-to-date</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">From the first day of the month to the current day/month for last year. (October 1 October 12, 2004)</p>
|
||||
<p class="Help-Selection-Filename">Last year, year-to-date</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">From January 1 to the current day/month for last year. (January 1 October 12, 2004)</p>
|
||||
<p class="Help-Selection-Filename">All</p>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">All dates.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic322.htm">Return to top</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
44
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic335.htm
Normal file
44
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic335.htm
Normal file
@@ -0,0 +1,44 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Doc Qty</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffe8; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Doc Qty</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The <font class="hcp1">Doc Qty</font> (Document Quantity) field is available when selecting items for a document in inventory or when bringing the items from a order to a transactional document. For example, when selecting items for a sales receipt, enter the quantity that you are selling in the <font class="hcp1">Doc Qty</font> field. When selecting items for a purchase order, enter the quantity you are ordering.</p>
|
||||
<p class="Help-Text">Dont confuse an items <font class="hcp1">Doc Qty</font> with its on-hand quantity in inventory.</p>
|
||||
<p class="Help-Text">(Pro) If you use styles and you display the style grid when coming to inventory from a document, you can enter the document quantities directly in the style grid cells. When you choose <span class="hcp2">S</span><font class="hcp1">elect</font> or <span class="hcp2">S</span><font class="hcp1">ave & Select</font>, the entered quantities are carried to the document.</p>
|
||||
</body>
|
||||
</html>
|
||||
45
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic336.htm
Normal file
45
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic336.htm
Normal file
@@ -0,0 +1,45 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Doc Cost</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffe6; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Doc Cost</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The cost to be used on a purchase order, voucher, or cost memo may be different from the current inventory cost (<font class="hcp1">Average Unit</font> <font class="hcp1">Cost</font>). The document cost field (<font class="hcp1">Doc Cost</font>) is available when selecting items from your item list while creating a document and allows you to specify the cost of the item on the document.</p>
|
||||
<p class="Help-Text">In the case of a PO or voucher, the current <font class="hcp1">Order Cost</font> for the item is suggested as the document cost, but can be edited as necessary. If no order cost is defined, then the current average unit cost is suggested. For example, when selecting items from inventory for a purchase order, the current order cost is auto-filled for you. If the vendor's cost for the item has changed, you can enter the new cost in the <font class="hcp1">Doc Cost</font> field and it will be carried to the PO.</p>
|
||||
<p class="Help-Text">In the case of a cost adjustment memo, no document cost is suggested. Enter the adjusted (new) cost in the <font class="hcp1">Doc Cost</font> field. This cost will be carried to the <font class="hcp1">New Cost</font> field on the memo.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The ability to see cost fields can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
|
||||
</body>
|
||||
</html>
|
||||
42
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic337.htm
Normal file
42
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic337.htm
Normal file
@@ -0,0 +1,42 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Doc Price</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffea; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Doc Price</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The document price (<font class="hcp1">Doc Price</font>) field is available when selecting items from inventory to list on sales documents. <font class="hcp1">Doc Price</font> stores the item price for the current document only. For example, when selecting items for a receipt, enter the price at which you want to sell the item in the <font class="hcp1">Doc Price</font> field.</p>
|
||||
<p class="Help-Text">If you dont make an entry in this field, your default price (as specified in company preferences) is automatically added to the document.</p>
|
||||
</body>
|
||||
</html>
|
||||
35
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic340.htm
Normal file
35
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic340.htm
Normal file
@@ -0,0 +1,35 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic340</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#fffff2; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-2">Tip: Zoom to View Small Print</p>
|
||||
|
||||
<p class="Help-Text">Popup topic. has been hidden</p>
|
||||
|
||||
<p class="Help-Text">By default, the previewer is set to display the printed record, document, or tag at 100% magnification. Small print, such as on tags, may not appear clear at this magnification. To improve the display of small print, increase the zoom level by selecting to zoom in from the toolbar (or access the zoom control from the right-click pop-up menu).</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,151 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Add a New Item While Creating a Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
table.hcp2 { vertical-align:top; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
ol.hcp5 { list-style:decimal; }
|
||||
span.hcp6 { font-weight:bold; }
|
||||
font.hcp7 { font-weight:bold; }
|
||||
font.hcp8 { text-decoration:underline; }
|
||||
font.hcp9 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Add a New Item While Creating a Document</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">List Items on Documents</a> <font color="#C0C0C0">|</font> <a href="javascript:void(0);" id="A1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('note_adding_a_new_style_from_documents.htm');return false;">Add a New Style</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Need to order, receive, or sell an item not yet added to inventory?</p>
|
||||
<p class="Help-Text">Point of Sale allows you to add an inventory item while you are creating a document and then immediately list it on your current document.</p>
|
||||
<p class="Help-Info-Line">What are you trying to do?</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Add an item while receiving or selling <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> - Voucher or Receipt</p>
|
||||
<div class="droptext" id="POPUP301256278" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p>This procedure adds the item to inventory and adds it to your receipt or voucher.</p>
|
||||
<ol class="hcp5">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the I Want To menu, select <span class="hcp6">Add New Inventory Item</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The Add Inventory Item dialog is displayed.</p>
|
||||
<ol start="2" class="hcp5">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Enter information to define the new item, following the same procedures you would use to <a href="../qbpos_inventory/inven402.htm">add an item</a> in inventory.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click <span class="hcp6">Save</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">You are returned to your document, with the new item added to the document item list.</p>
|
||||
<ol start="4" class="hcp5">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Edit the item as needed for quantity, price, cost, etc.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Complete the document in the normal manner.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p>If you prefer you can sell an item as a <a href="../qbpos_recording_sales_and_returns/receipt_sell_misc_item.htm">miscellaneous item</a>, which is quicker but does not add the item to your inventory (you can add it later).</p>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a href="../qbpos_purchasing/po_addnewitems.htm">Add an item while ordering</a> - Purchase Order</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Add an item while making another document <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> - Customer Order, Adjustment Memo, or Transfer Slip</p>
|
||||
<div class="droptext" id="POPUP301266648" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text">You have two options:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp6">Full Add Item Screen</span> This option takes you to the regular inventory Add Item screen, with all information fields available. This is the recommended procedure in most cases and is described below.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp6">Quick Add</span> Provides a method to quickly add and process a new item from a document, entering only basic information. This option is ideal when time is of the essence or a customer is waiting and the item is not yet entered in inventory. Later you can return to inventory to add more information as needed for the item. <a href="basic_quickadd_item.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To add a new item using the full Add Item screen:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Text" style="font-size: 9pt;">
|
||||
<p class="Help-Text">Choose <font class="hcp7">Add New</font> from the drop-down list in the Enter Items field on the document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">A blank new item record is opened.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Text" style="font-size: 9pt;">
|
||||
<p class="Help-Text">Follow normal procedures to <a href="../qbpos_inventory/inven402.htm">define the new item</a>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If this is <font class="hcp8">an existing item</font> you are defining as part of program startup, enter the current on-hand quantity, cost, and price(s).</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If this is <font class="hcp8">a new item</font> that you will record on a receiving voucher, do not enter a quantity. The receiving voucher will add the received quantity to inventory. You can list the item on a document, which may temporarily cause its on-hand quantity to go negative, but the receiving voucher will correct that when it is made. You may enter the item cost and price(s) so that they are reflected on the document you are creating.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Text" style="font-size: 9pt;">
|
||||
<p class="Help-Text">When done, choose <font class="hcp7">Save and Select</font>. You are returned to your document with the new item listed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="font-size: 9pt;">
|
||||
<p class="Help-Text">If you need to immediately edit the item's quantity, price, cost, etc. for the current document, select <font class="hcp7">Edit Item</font> <font class="hcp9">(<F5>)</font> and make changes in the Item Information window. When done select <font class="hcp7">OK</font> <font class="hcp9">(<F5>)</font> to close the window.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_inventory/inven430.htm');return false;">QuickBooks financial software Note: Adding an item and immediately selling it <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handle special orders</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a3','POPUP301256278');
|
||||
TextPopupInit('a4','POPUP301266648');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,68 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customize Navigation Toolbar</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customize the Navigation Toolbar Buttons</p>
|
||||
<p class="Help-Text">You can add or remove buttons on the navigation toolbar on the left of the Home Page, receipts, and vouchers.</p>
|
||||
<p class="Help-Info-Line">To add or remove toolbar buttons:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Right-click any button on the toolbar.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click <span class="hcp1">Customize buttons</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">To add a button:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="list-style: lower-alpha;">
|
||||
<p class="Help-Steps">In the <span class="hcp1">Available Tasks</span> column, select the button you want  to add.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="list-style: lower-alpha;">
|
||||
<p class="Help-Steps">Click the right arrow to move it to the <span class="hcp1">Selected Tasks</span> column.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Steps">To remove a button:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="list-style: lower-alpha;">
|
||||
<p class="Help-Steps">In the <span class="hcp1">Selected Tasks</span> column, select the button you want to remove.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="list-style: lower-alpha;">
|
||||
<p class="Help-Steps">Click the left arrow to move it to the <span class="hcp1">Available Tasks</span> column.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click <span class="hcp1">Close</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic244.htm">Mouse & Touchscreen Navigation</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic259.htm">Keyboard Navigation</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,209 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customize List Columns</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
table.hcp2 { vertical-align:top; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
font.hcp5 { font-weight:bold; }
|
||||
span.hcp6 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customize List Columns</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
|
||||
<div class="droptext" id="POPUP281036617" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-style: italic;">Note: Not all tasks apply to all list types.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Sort and scroll in a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic262.htm">Filter a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_customizesummarypane.htm">Customize a collapsed list information panel</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbposimp/export_datawizard.htm">Export a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="printing/basic_printdocuments.htm">Print a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_view_list.htm">Complete other list tasks</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize my printed documents</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Use these procedures to add, remove, or rearrange the columns in a Point of Sale list. The procedure varies slightly depending on your list. Select the list type you are working with for specific instructions:</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Item, Customer, Sales History, or Receiving History lists <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>
|
||||
<div class="droptext" id="POPUP301061830" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p>This information applies to item, customer, sales history, and receiving history lists.</p>
|
||||
<p class="Help-Info-Line">To customize list columns:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Right-click on any list column header.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">A list of available columns is displayed. The columns already shown in the list are at the top of the list with check marks. The remainder of the list is the available columns in alphabetical order.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Scroll through the list and click the columns you wish to add (or click an existing column to remove it).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When done, click anywhere outside the list to close it.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the list, drag column headers to put them in to the position you prefer and/or drag header divider lines to re-size the column width.</p>
|
||||
</li>
|
||||
</ol>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">All other lists <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>
|
||||
<div class="droptext" id="POPUP300380952" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Note">This information applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.</p>
|
||||
<p class="Help-Info-Line">To customize list columns:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Right-click on any list column header.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the popup menu, select either:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5"><span class="hcp6">A</span>djust Column Widths</font> to adjust the width of all columns to the width of the largest entry in the column.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5"><span class="hcp6">C</span>ustomize Columns</font> to add, remove, or rearrange columns (see below).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To add or remove columns, or to rearrange their order:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp6">C</span><font class="hcp5">ustomize Columns</font> as described above.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Perform the appropriate actions:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5">To add a column:</font> Select a column name in the Available Columns list on the left, then select <span class="hcp6">A</span><font class="hcp5">dd</font>. The selected column is added to the Chosen Columns list on the right.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5">To remove a column</font>: Select a column name in the Chosen Columns list on the right, then select <span class="hcp6">R</span><font class="hcp5">emove</font>. The selected column is added back to the Available Columns list on the left.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5">To rearrange column order:</font> Select a column name in the Chosen Columns list on the right, then select <span class="hcp6">M</span><font class="hcp5">ove</font> <font class="hcp5">Up</font> or <font class="hcp5">Move</font> <font class="hcp5">Down</font> until it is in the desired position.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp5">To reset columns to the default settings:</font> Select <font class="hcp5">Default</font>. All columns are returned to the same state as when you first installed Point of Sale.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp5">Save</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp5">Notes:</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can rearrange column order or column widths directly in the list:</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">To move a column, click and hold on the column header and drag it to the desired position.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">To adjust a columns width, click and hold on the separator (the small vertical line) between column headers and drag the separator until the column is the desired width.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Some columns (fields) in your item list can be renamed to better suit your business needs. Read the <a href="../qbpos_fields/fields_customize_field_labels.htm">customizing field labels</a> topic for more information.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customizing the columns in a list does not affect how columns appear in reports or on printed documents. Read <a href="../qbpos_reports_and_sales_charts/reports02.htm">modifying report options</a> for more information on customizing reports.  Read the <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer overview</a>  fro information on customizing printed documents.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic_find_general.htm">Locate a record or document</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_fields/fields_custom.htm">Use custom fields</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP281036617');
|
||||
TextPopupInit('a3','POPUP301061830');
|
||||
TextPopupInit('a2','POPUP300380952');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,130 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customize List Information Panels</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css"><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>
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
tr.hcp1 { vertical-align:top; }
|
||||
td.hcp2 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
ul.hcp3 { list-style:disc; }
|
||||
ol.hcp4 { list-style:decimal; }
|
||||
span.hcp5 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customize List Information Panels</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" style="border: none;" width="11" height="11" border="0"></a></p>
|
||||
<div class="droptext" id="POPUP300366936" style="display: none;">
|
||||
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
|
||||
<col style="width: 100%;">
|
||||
<tr style="height:22px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p class="Help-Text">Note: Not all tasks apply to all list types.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:22px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Sort and scroll in a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:22px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p><a href="basic262.htm">Filter a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:22px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p><a href="basic_customizelistcolumns.htm">Customize list columns</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:17px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p><a href="../qbposimp/export_datawizard.htm">Export a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:22px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p><a href="printing/basic_printdocuments.htm">Print a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:22px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p><a href="basic_view_list.htm">Complete other list tasks</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:22px;" class="hcp1">
|
||||
<td style="width:100%;" class="hcp2">
|
||||
<p><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize my printed documents</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note">This topic applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.</p>
|
||||
<p> </p>
|
||||
<p class="Help-Text">When a Point of Sale list is in <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Click the Expand/Collapse button at the top of the list or select from the View menu) to switch between a full list view and a collapsed view with an information panel for the selected record./r/n ','Arial,10',10,10,00000000,0xc0ffff)">collapsed format</a>, the right side of the window is called the information panel. The information displayed is for the selected record in the collapsed list to the left and varies depending on the record type.</p>
|
||||
<ul class="hcp3">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The bottom half of the information panel typically includes a history for the selected record or, in the case of a document, the list of items that were included in the transaction. Other information may appear for some record types. This information is often presented in report format and some <a href="../qbpos_reports_and_sales_charts/reports_working_with_displayed.htm">report viewing options</a> are available.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The top portion of the information panel contains specific information fields from the selected record and task buttons that can be customized by adding, removing, or rearranging the fields to best suit your information needs.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To customize a list information panel:</p>
|
||||
<ol class="hcp4">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select the <span class="hcp5">Customize this window</span> link at the bottom-right of the panel.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">In the window displayed:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul class="hcp3">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Drag and drop fields and task buttons to position them where you want.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">To add a field or button, drag it from the <span class="hcp5">Available Fields</span> area to the panel at the top. To remove a field, drag it down to the Available Fields area or press <span style="font-weight: bold; font-style: italic;"><Delete></span> on your keyboard.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Each panel column is split into two sub-columns. When placing data fields in a column, the field label is on the left and the actual data on the left. You can drag the separator (dotted line) between right and left sub-columns to change their relative widths. Right-clicking in a cell brings up a menu with other options, such as text alignment.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3" class="hcp4">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <span class="hcp5">Apply</span> to implement your changes.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Related Topics</p>
|
||||
<p class="Help-Text"><a href="basic_view_form.htm">Work with Forms</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP300366936');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,57 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Edit Documents</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Edit Documents</p>
|
||||
<p class="Help-Text"><a href="basic302.htm">Enter Data in a Field</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Document</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">This discussion assumes you require <a href="../qbpos_secadmin/secadminoverview.htm">employee logins</a> and are using default settings. Your actual ability to edit documents will vary based on your <a href="../qbpos_secadmin/secadmin12.htm">security rights</a>, features used, and in a multi-store configuration, your store location (Headquarters or remote).</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Order Documents</p>
|
||||
<p class="Help-Text">Purchase orders and customer orders, since they have no direct effect on inventory, can be freely edited at anytime (edits to some fields may be restricted if deposits have been accepted towards the order).</p>
|
||||
<p class="Help-Text"><a href="../qbpos_purchasing/po628.htm">How do I edit a purchase order?</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_edit.htm">How do I edit a customer order?</a></p>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Heading-2">Transaction (History) Documents</p>
|
||||
<p class="Help-Text">Before saving, all information on transaction documents can be edited.</p>
|
||||
<p class="Help-Text">However, transaction documents immediately affect your inventory as soon as saved. If integrated with QuickBooks Desktop they may have also already affected your financial records. After saving, only certain informational fields can be edited. Edits that affect the items, total, or payments are generally not allowed (see voucher exceptions below). Once sent from a remote store to Headquarters or to your QuickBooks Desktop financial software, the ability to edit is even more limited.</p>
|
||||
<p class="Help-Info-Line">What can be edited?</p>
|
||||
<p class="Help-Text"><span class="hcp1">Receipts</span>: After saving, you can edit the customer, comments, promotional code, and, if a Pro user, the shipping information (except amount). After sending to Headquarters or to QuickBooks Desktop, you can no longer edit the customer or promotional code. Edit options are available from the I Want To menu in Sales History.</p>
|
||||
<p class="Help-Text"><span class="hcp1">Receiving Vouchers</span>: Certain voucher fields, such as discounts, freight, fees, and vendor billing information may be edited after saving and, at Headquarters, even after sending to QuickBooks Desktop, depending on where you <a href="../qbpos_receiving/voucher_billinginfo.htm">enter vendor billing information</a> and if you <a href="../qbpos_receiving/voucher_spreadcosts.htm">spread discount, freight, and fees</a> across item costs. Edit options are available from the I Want To menu in Receiving History.</p>
|
||||
<p class="Help-Text"><span class="hcp1">Adjustment Memos</span>: Memo comments can be edited after saving. Once sent to Headquarters or QuickBooks Desktop, no fields are editable. Select <span class="hcp1">Edit</span> from the toolbar in your Adjustment History. Editable fields are white in color.</p>
|
||||
<p class="Help-Text"><span class="hcp1">Transfer Slips</span>: Slip comments, carrier, and freight can be edited after saving. Once sent to Headquarters or QuickBooks Desktop, no fields are editable. Select <span class="hcp1">Edit</span> from the toolbar in your Transfer History. Editable fields are white in color.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Correcting a Document When Editing Isn't an Option</p>
|
||||
<p class="Help-Text">If you discover an error on a history document that is not editable, it can still be corrected by reversing the original document and then creating a new, corrected one. This feature is intended for correcting errors and should be used only when necessary.</p>
|
||||
<p class="Help-Text">Select a link below to learn more about reversing various documents:</p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1012.htm">Reverse and correct a receipt</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_receiving/vouch723.htm">Reverse and correct a receiving voucher</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_adjustments/memo1308.htm">Reverse and correct an adjustment memo</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_multi_store/multistore_slip_reverse.htm">Reverse and correct a transfer slip</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,74 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>E-mail a Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
ol.hcp1 { list-style:decimal; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Email a PO</p>
|
||||
<div>
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">You can e-mail Point of Sale documents to your vendors and customers. All documents are e-mailed using the same basic procedure.</p>
|
||||
<p class="Help-Text">When e-mailing documents, Point of Sale automatically launches your default Windows e-mail client, creates the e-mail, and attaches the document in PDF format.</p>
|
||||
<p class="Help-Text">(Pro) Other document e-mailing preferences allow you to create the document attachment in the format of your choice (PDF, Excel, HTML, or plain text) and define the default message text for each document type.</p>
|
||||
<p class="Help-Text">You must have entered e-mail addresses for the customer and/or vendor being e-mailed on their respective records.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">To e-mail a document:</p>
|
||||
<ol class="hcp1">
|
||||
<li>
|
||||
<p class="Help-Text">Create the document following normal procedures.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="Help-Text">Display or select the document to be e-mailed:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul style="list-style: disc;">
|
||||
<li>
|
||||
<p class="Help-Text">Optionally, you can set your printing preferences to be prompted to e-mail each sales receipt to your customers (in addition to printing the receipt). This option also provides you an opportunity to collect customers' e-mail addresses if you don't already have them.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="Help-Text">Order documents, such as purchase orders and customer orders, can be e-mailed while creating them or from the order list.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="Help-Text">Transactional documents, other than sales receipts as described above, must be saved before they can be e-mailed from the document history list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="4" class="hcp1">
|
||||
<li>
|
||||
<p class="Help-Text">Select Send as E-mail from the I Want To menu (or from window toolbar in some lists).<br>
|
||||
<br>
|
||||
Point of Sale creates the e-mail, attaches the document, and displays it in your default e-mail client.<br>
|
||||
<br>
|
||||
<span class="hcp2">Important</span>: Your e-mail client may display a permissions dialog for access to your e-mail application. In some cases, the message may be hidden under the POS window. Press <Alt+Tab> on your keyboard to switch to the message and give permission for the access.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="Help-Text">Review and edit the e-mail address, subject line, and message as necessary, and then select Send.<br></p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"><span class="hcp2">Note</span>: If you also have Microsoft Outlook installed, the e-mail and attachment will be generated in Outlook instead. You can either select Microsoft Outlook as your default e-mail client or, if you wish to continue using Outlook Express, use the Add or Remove Programs option from the Windows Control Panel to uninstall Microsoft Outlook.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,80 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: And/Or Rule #1</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffe6; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
tr.hcp2 { vertical-align:top; }
|
||||
td.hcp3 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: And/Or Rule #1</p>
|
||||
|
||||
<p>In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<font class="hcp1">Rule:</font> If two or more criteria are joined by <font style="font-size: 10pt;" size="2">AND</font>, the entry in the records field must meet all of the criteria in order to be included in the filter results.
|
||||
<table cellspacing="0" width="320">
|
||||
<col style="width: 36.875%;">
|
||||
<col style="width: 63.125%;">
|
||||
<tr class="hcp2">
|
||||
<td style="width:36.875%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Goal:</p>
|
||||
</td>
|
||||
<td style="width:63.125%;" class="hcp3">
|
||||
<p class="Help-Text">Filter for all brown tie shoes</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:36.875%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Criterion:</p>
|
||||
</td>
|
||||
<td style="width:63.125%;" class="hcp3">
|
||||
<p class="Help-Text">(an <font class="hcp1">And</font> statement)</p>
|
||||
<p class="Help-Text"><span style="font-weight: bold;"><font class="hcp1">B</font>rown</span> and <font class="hcp1">Tie</font> must both be in the <font class="hcp1">Description 1</font> field</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:36.875%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Item Selected:</p>
|
||||
</td>
|
||||
<td style="width:63.125%;" class="hcp3">
|
||||
<p class="Help-Text">Item #101</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Longer chains of criteria joined by <font style="font-size: 10pt; font-weight: bold;" size="2">And</font> can be built in the same manner.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,79 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: And/Or Rule #2</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffec; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
tr.hcp2 { vertical-align:top; }
|
||||
td.hcp3 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
span.hcp4 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: And/Or Rule #2</p>
|
||||
|
||||
<p>In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Rule:</font> If two or more criteria are joined by <font style="font-size: 10pt; font-weight: bold;" size="2">Or</font>, the entry in the records field must meet any one of the criteria in order to be included in the filter results.</p>
|
||||
<table cellspacing="0" width="320">
|
||||
<tr class="hcp2">
|
||||
<td style="width:26.25%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Goal:</p>
|
||||
</td>
|
||||
<td style="width:73.75%;" class="hcp3">
|
||||
<p class="Help-Text">Filter for all brown or navy shoes</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:26.25%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Criterion:</p>
|
||||
</td>
|
||||
<td style="width:73.75%;" class="hcp3">
|
||||
<p class="Help-Text">(an <font class="hcp1">Or</font> statement)</p>
|
||||
<p class="Help-Text">Either <span class="hcp4"><font class="hcp1">B</font>rown</span> or <span class="hcp4">N</span><font class="hcp1">avy</font> must be in the <font class="hcp1">Item Name</font> field</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:26.25%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Items Selected:</p>
|
||||
</td>
|
||||
<td style="width:73.75%;" class="hcp3">
|
||||
<p class="Help-Text">Items #s: 101, 201, 501, 701</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Longer chains of criteria joined by <font class="hcp1">Or</font> can be built in the same manner.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,81 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: And/Or Rule #3</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#fffff0; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
tr.hcp2 { vertical-align:top; }
|
||||
td.hcp3 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: And/Or Rule #3</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Rule</font>: When three or more criteria are joined by any combination of <font class="hcp1">And</font>s and <font class="hcp1">Or</font>s, the criteria joined by the <font class="hcp1">And</font>s are grouped together and evaluated first. Then the <font class="hcp1">Or</font> statements are evaluated.</p>
|
||||
<table cellspacing="0" width="320">
|
||||
<tr class="hcp2">
|
||||
<td style="width:26.25%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Goal:</p>
|
||||
</td>
|
||||
<td style="width:73.75%;" class="hcp3">
|
||||
<p class="Help-Text">Select all shoes that are brown tie or black slip-on</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:26.25%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Criterion:</p>
|
||||
</td>
|
||||
<td style="width:73.75%;" class="hcp3">
|
||||
<p class="Help-Text">(a mixed <font class="hcp1">And/Or</font> statement)</p>
|
||||
<p class="Help-Text"><font class="hcp1">Brwn</font> and Tie or <font class="hcp1">Black</font> and <font class="hcp1">Slon</font> must be in the <font class="hcp1">Item Name</font> field</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:26.25%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Items Selected:</p>
|
||||
</td>
|
||||
<td style="width:73.75%;" class="hcp3">
|
||||
<p class="Help-Text">Items #101, #401, #801</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">When designing these more complex statements, it often helps to visualize the AND statements enclosed within brackets and treated as a unit. Rewriting the criteria above would yield:</p>
|
||||
<p class="Help-Text"><font class="hcp1">[Brwn and Tie]</font> <font class="hcp1">or</font> <font class="hcp1">[Blck and Slon]</font></p>
|
||||
<p class="Help-Text">Point of Sale evaluates <font font-weight:="" font-variant:="" style="font-weight: bold; >And</font>: requirements first. In the preceding example it identifies all items that meet the first '<font' style=;">And</font> requirement, i.e., that were both <font style="font-weight: ;">Brwn</font> and <font class="hcp1">Tie</font> (Item #101). Then it identifies all the items that meet the second <font class="hcp1">And</font> requirement (Blck and Slon, Items #401 and #801).</p>
|
||||
<p class="Help-Text">After evaluating all the <font class="hcp1">And</font>s, Point of Sale looks at the <font class="hcp1">Or</font> statements. All items that satisfy either of the requirements joined by an <font class="hcp1">Or</font> are selected. In this case, Item #101 is selected because it satisfies the <font class="hcp1">And</font> statement to the left of the <font class="hcp1">Or</font>, and Items #401 and #801 are selected because they satisfy the <font class="hcp1">And</font> statement to the right.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,138 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: And/Or Statements</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
tr.hcp2 { vertical-align:top; }
|
||||
td.hcp3 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
img.hcp4 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: And/Or Statements</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Reports</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Some filter fields allow the use of <font class="hcp1">AND/OR</font> statements when defining related <a href="basic_filtercriteria_freeform.htm">free-form criteria</a>. The power and flexibility gained with such statements is immense in that you can filter by what might otherwise be unrelated information. You can define multiple criteria and then include records that meet two or more criteria (<font class="hcp1">and</font>) or those that meet any of the criteria (<font class="hcp1">or</font>). You can also use a combination of <font class="hcp1">AND/OR</font> statements.</p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Example:</font> Your shoes are defined with a color (<font class="hcp1">BRWN, BLCK, NAVY, WHTE)</font> and description (<font class="hcp1">TIE</font> = tie/lace-up, <font class="hcp1">SLON</font> = slip-on, <font class="hcp1">BUCK</font> = buckle) in the <font class="hcp1">Item Name</font> field, resulting in inventory items looking like this:</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<table cellspacing="0" width="246">
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp1">Item #</font></p>
|
||||
</td>
|
||||
<td style="width:60.98%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp1">Item Name</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000101</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">BRWN TIE</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000201</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">BRWN BUCK</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000301</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">WHITE SLON</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000401</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">BLCK SLON</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000501</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">BRWN SLON</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000601</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">WHTE TIE</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000701</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">NAVY SLON</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:39.02%;" class="hcp3">
|
||||
<p class="Help-Text">000801</p>
|
||||
</td>
|
||||
<td style="width:60.98%;" class="hcp3">
|
||||
<p class="Help-Text">BLCK SLON</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text" style="color: #0000ff;"> </p>
|
||||
<p class="Help-Text">Using <font class="hcp1">and/or</font> statements as your <font class="hcp1">Item Name</font> filter criteria, you could select such combinations as all black tie shoes, all black and brown tie shoes, or all slip-on shoes.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/andor.gif" alt="image\andor.gif" title="image\andor.gif" width="372" height="126" border="0"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Three rules determine how Point of Sale interprets any AND/OR statement. The following examples of these rules make use of the shoe item list shown above.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_filter_andorrule1.htm');return false;">And/or Rule #1<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp4"></a></p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_filter_andorrule2.htm');return false;">And/or Rule #2<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp4"></a></p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_filter_andorrule3.htm');return false;">And/or Rule #3<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp4"></a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Entering data</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
FilePopupInit('a3');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,47 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: Dates and Time</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: Dates and Time</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Reports</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Both fixed and <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_dynamicdate">dynamic dates</a> are acceptable entries on most date filters. With a simple selection, you can specify to have the report or list filtered for a specified date or date range, or for <font class="hcp1">month-to-date</font>, <font class="hcp1">year-to-date</font>, <font class="hcp1">last year for this same period</font>, etc.</p>
|
||||
<p class="Help-Text">There is a variety of predefined dynamic date ranges available for your use. To specify a single day, enter the same date in both the lower and upper date range fields.</p>
|
||||
<p class="Help-Text">Time fields are used only when filtering for reports and allow you to filter on a portion of a day or on a time period traversing multiple days.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Info-Line">Choose a date/time topic for more information:</p>
|
||||
<p class="Help-Text"><a href="basic316.htm">Date entry</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_time_fields.htm">Time entry</a></p>
|
||||
<p class="Help-Text"><a href="basic322.htm">Dynamic date range options</a></p>
|
||||
<p class="Help-Text"><a href="basic242.htm">Tip: Quick-entry date formats</a></p>
|
||||
<p class="Help-Text"><a href="basic_time_entry.htm">Tip: Quick-entry time formats</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Entering data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: Free-form Text and Descriptive Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
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|
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font-size: 13pt !important;
|
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}
|
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</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: Free-form Text and Descriptive Fields</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Reports</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Example fields:</font> Item descriptions, size, color, attribute, names, comments, street names, etc.</p>
|
||||
<p class="Help-Text">Enter a string of characters. Records that have the matching string of characters anywhere in the field that match your entry are included.</p>
|
||||
<p class="Help-Text"><font style="font-weight: bold;">Example:</font> Entering a value of "buckle" in the Item Name field would include such records as "ladies buckle shoe," "buckle girls dress shoe," "boys casual shoe buckle," and so on, in the filter results. For an exact match, enclose the string of characters within quotes: "buckle" will only include records that have only the word "buckle" in the field.</p>
|
||||
<p class="Help-Text">You can also build powerful <a href="basic_filtercriteria_andor.htm">and/or statements</a> to filter by free-form descriptive fields.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Entering data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: Range Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: Range Fields</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Reports</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Range fields include Item numbers, <a href="basic_filtercriteria_zipcodes.htm">ZIP Codes</a>, phone numbers, price, cost, margin, <a href="basic_filtercriteria_datetime.htm">date/time</a>, etc.</p>
|
||||
<p class="Help-Text">Range fields are evident by the word "to" between two value fields, i.e. <low value> to <high value>. Initially, both values of the range are blank. If left blank, all records are included. To filter on a range, enter the lowest allowed value in the left field and the highest allowed value in the right field.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Example:</font> To include only item numbers 1 through 500, enter 1 as the low value and 500 as the high value in the <font class="hcp1">Item #</font> field.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/filtercriteria_range.gif" alt="image\filtercriteria_range.gif" title="image\filtercriteria_range.gif" width="320" height="22" border="0"></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Range criteria allow both open-ended and closed ranges of data, except for date/time ranges, which require closed ranges.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Example:</font> To filter for all item numbers greater than 500, enter 501 as the lower range and leave the upper range blank (open-ended). Similarly, leaving the lower range open-ended and entering 500 in the upper range would yield the result of all item numbers 1 500.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: Selection Lists</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
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|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: Selection Lists</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Reports</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Example Fields</font>: Department, vendor, item type, workstation, etc.</p>
|
||||
<p class="Help-Text">Selection fields are used when filter criteria must match entries in another program list. If you want to specify a single value for this field and you know what the value is, you can type it directly into the field.</p>
|
||||
<p class="Help-Text">If you want to select multiple values, select <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> or press <font class="hcp1"><F4></font> from the field.</p>
|
||||
<p class="Help-Text">Select or clear checkboxes to specify the values to be include or excluded, respectively. To select or clear a values check box, click it or highlight it and press <font class="hcp1"><Space></font>. You can also use the <span class="hcp2">S</span><font class="hcp3">elect All</font> or <span class="hcp2">C</span><font class="hcp3">lear All</font> buttons. Select <span class="hcp2">OK</span> to return the selected values to the field. <Selection> is displayed in the field if multiple values have been selected.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/filtercriteria_selection.gif" alt="Filter criteria selection list" title="Filter criteria selection list" width="263" height="256" border="0"></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="basic302.htm">Enter data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: General Rules and Tips</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: General Rules and Tips</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Report Options</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Using Spaces:</font> A space made by pressing <font style="font-weight: bold; font-style: italic;"><Space></font> is a criteria character (the same as any other entered character). When a space is included in a value, a matching space is required in the data record for the record to be a match during filtering.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Upper/Lower-Case:</font> Point of Sale does not distinguish between upper- and lower-case letters when filtering. Navy, navy, and NAVY would all return the same matches.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Blank Fields:</font> A blank field acts as a wildcard; it matches every entry. No matter what is contained in that field in each record, the record is included during filtering. If all filter values are blank, all data records are included in the filter results.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Blank Entries:</font> To filter for descriptive fields with blank entries, use empty quotes as your filter value.</p>
|
||||
<p class="Help-Text">Example: Entering "" as your size value would locate records that have no value recorded in their <font class="hcp1">Size</font> field.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Exact Matches:</font> Enclose the criterion in quotation marks to require an exact match, i.e. to require the characters enclosed by the quotation marks to match the entire field entry, character for character. A matching data field cannot contain any characters (even leading spaces) that are not also in your criterion.</p>
|
||||
<p class="Help-Text">Example: If your criterion is <font class="hcp1">Blue</font>, both BLUE and SKY BLUE are matches. To find only exact matches for BLUE, i.e. include BLUE but exclude SKY BLUE, use <font class="hcp1">"</font><font class="hcp1">Blue"</font> as your criterion. Since the entire field entry must match what is contained within the quotation marks, only Blue is a match.</p>
|
||||
<p class="Help-Text"><font class="hcp1">Including/Excluding Matches:</font> Select <font class="hcp1">Include</font> (default) or <font class="hcp1">Exclude</font> to the right of a criteria field to either include or exclude matching records in the output, respectively.</p>
|
||||
<p class="Help-Text">Example: If you want to filter for all vendors except one, you could select that vendor as the criteria and toggle the <font class="hcp1">Include/Exclude</font> option to <font class="hcp1">Exclude</font>. All vendors except the one specified will be included in the filtered results.</p>
|
||||
<p class="Help-Text">You can also exclude matches by using the tilde (~ ) character. Think of the tilde as meaning <font class="hcp2">not</font> or <font class="hcp2">exclude</font>. To exclude all blank records, enter a tilde and empty quotes (<font class="hcp1">~""</font>).</p>
|
||||
<p class="Help-Text">Examples:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">~Blue</font> (not blue): Excludes any records that include the word <span style="font-style: italic;">blue</span> anywhere in the specified field. Example: Field entries of BLUE, SKY BLUE, DARK BLUE, and BLUE GREEN would cause their respective records to be excluded from the results.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">~"Blue"</font> (not an exact match to what is in the quotation marks, i.e. not exactly/only blue): Example: A field entry of BLUE would cause its respective record to be excluded. Records with field entries of SKY BLUE, DARK BLUE, and BLUE GREEN would be included in the results.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Entering data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,34 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Filter Criteria: ZIP Codes</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Filter Criteria: ZIP Codes</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify Reports</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">When defining ZIP code ranges, keep in mind that Point of Sale treats all such codes as 9-digit entries and that, in a sort sequence, spaces are listed before any digits. (Whether the dash is required depends on how the codes were entered. If dashes were not used, then omit them when specifying filter criteria.)</p>
|
||||
<p class="Help-Text">For instance, Point of Sale would append four spaces to the end of the five-digit postal code 94488. If you define a range of 94488-0000 to 94488-9999 (using postal +4 codes), any record with a postal code of 94488 (without the +4 code) would be omitted. To include all 94488 ZIP codes, including the five-digit 94488 code, define the range from 94488 to 94488-9999.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,40 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_hdi_dataentry</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Entering or Editing Data: How do I?</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic. and has been hidden</p>
|
||||
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="basic302.htm">Enter data in a field</a></p>
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="basic300.htm">Add a record</a></p>
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbposimp/data_import_using.htm">Import data</a></p>
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="basic303.htm">List items on documents</a></p>
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="basic254.htm">Use scanners and bar codes</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_fields/fields_custom.htm">Use custom fields</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="basic301.htm">Edit records</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_edit_documents.htm">Edit documents</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_historydocs_reversing.htm">Reverse history documents</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,40 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_hdi_navigate</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Point of Sale Program: How do I?</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden.</p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic_navigator.htm">Use the Retail Navigator</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic257.htm">Use the menus and tool bars</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_customize_iconbars.htm">Customize the tool bars</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic244.htm">Use a mouse/touchscreen</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic259.htm">Use keyboard shortcuts</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic_openwindows.htm">View or switch between open windows</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic258.htm">Work with lists and forms</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic262.htm">Filter lists</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic261.htm">Sort lists</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_customizelistcolumns.htm">Customize list columns</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic_find_general.htm">Search for records</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,97 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Copy a Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Copy a Document</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Find a Document</a> <font color="#C0C0C0">|</font> <a href="basic_edit_documents.htm">Edit a Document</a> <span style="color: #c0c0c0;">|</span> <a href="basic_historydocs_reversing.htm">Reverse History Documents</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Copying a previously saved document is sometimes the fastest way to create a new document, especially if you want to list the same items, costs, prices, customer or vendor, etc.</p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_historydocs_copyexamples.htm');return false;">See examples of when you might use this procedure<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
|
||||
<p class="Help-Text">(Pro with multiple stores) Headquarters can copy documents originally made at other stores. Remote stores are limited to viewing and copying documents made at their own store.</p>
|
||||
<p class="Help-Info-Line">To copy a document:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate and highlight/display the document to be copied in the appropriate document list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">C</span><font class="hcp2">opy</font> from the I Want To menu (or from the window toolbar in some areas).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">A new document is created with most of the same information as the original. See the note below for what is not copied.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Edit the new document, as necessary.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">You can add or delete items, change quantities, costs, or prices, and edit other fields as needed.</p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If making a receipt or customer order, <a href="../qbpos_recording_sales_and_returns/receipt1014.htm">take payment</a> or a <a href="../qbpos_customer_orders/so03.htm">deposit</a>, and give change (refund), as applicable.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><span class="hcp1">P</span><font class="hcp2">rint/Save</font> the document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The following information is not copied from the original document:</p>
|
||||
</li>
|
||||
<li style="list-style: none; display: inline;">
|
||||
<ul style="list-style: square;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Document number and date</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Payments, deposits,or <a href="../qbpos_shipping/shipping_oview.htm">shipping information</a> on receipts and <a href="../qbpos_customer_orders/custorder_overview.htm">customer orders</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Gift card/certificate sales</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Item <a href="basic_serial_number.htm">serial numbers</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If an item listed on the original document has been deleted from inventory, the deleted item is removed from the copy automatically. Changes to an item's description or other information in inventory will not affect copying.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You cannot copy a held document, a Pay Out receipt, or a deposit receipt.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,49 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Copy Documents: Examples</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffe6; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Copy Documents: Examples</p>
|
||||
|
||||
<p class="Help-Text">In-help popup</p>
|
||||
|
||||
<p class="Help-Info-Line">Examples of when you might want to copy a document:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">A customer is returning merchandise. Copying the original sales receipt and changing the quantities to negative for the return ensures you refund the same amount as the customer originally paid. It also helps verify the payment method, items, quantities, dates, etc.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You need to return merchandise to a vendor. Copying the original receiving voucher ensures that you list the same items at the same cost as originally paid. Delete any items not being returned from the copy before saving.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You frequently order and receive the same items from the same vendor. Copying a previous purchase order and/or receiving voucher is a fast way to make a new document with the same information. Just edit the items, quantities, costs, and applicable freight/fees, etc. as needed after making the copy.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">An error was discovered on a previously made <a href="basic248.htm">history document</a>. You <a href="basic_historydocs_reversing.htm">reversed</a> the original document and now want to copy and edit it to make a new corrected document.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,77 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Reverse, Copy and Correct a History Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Reverse, Copy and Correct a History Document</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Edit a Document</a> <font color="#C0C0C0">|</font> <a href="basic_historydocs_copy.htm">Copy a Document</a>  </p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Editing of saved history documents is limited to certain informational fields. However, if uneditable errors are discovered the entire document can be corrected by using a reverse, copy and correct procedure as described here.</p>
|
||||
<p class="Help-Text">This is a general procedure. Use the links on this page to see specific information for your situation.</p>
|
||||
<p class="Help-Info-Line"><font class="hcp1">To correct a history document:</font></p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="basic_historydocs_reversing.htm">Reverse</a> the original document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Reversing updates history, inventory, and any referenced order documents. In the case of a sales receipt, payments are canceled/credited to the customer. <a href="../qbpos_recording_sales_and_returns/receipt_reversenotes_paymentmethods.htm">How?</a></p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display the original (reversed) document again.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The original document is marked <font style="font-style: italic;">Reversed</font> in the status field (displayed in the document history list).</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Copy <document></font> from the window toolbar.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">A new document of the same type is started, with most of the same information as the original. Read more about what is not copied <a href="basic_historydocs_copy.htm">here</a>.</p>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Edit the copy as necessary to correct the error.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">You can add or delete items, change costs, prices, or quantities, and edit other <a href="../qbpos_fields/fields10.htm">information fields</a> as needed before saving.</p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If a receipt, record payment in the usual manner, typically by the same method as the original.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Save & Print</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">(Pro multi-store) Reversing of documents at remote stories is allowed only until the document has been sent to Headquarters.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1012.htm">Reverse a sales receipt</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_receiving/vouch723.htm">Reverse a receiving voucher</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_adjustments/memo1308.htm">Reverse an adjustment memo</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multistore_slip_reverse.htm">Reverse a transfer slip</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_holding_a_document.htm">Cancel or hold a document in progress</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,85 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Reverse a History Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css"><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>
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
font.hcp3 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Reverse a History Document</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Find a Document</a> <font color="#C0C0C0">|</font> <a href="basic_historydocs_copy.htm">Copy a Document</a> <font color="#C0C0C0">|</font> <a href="basic_edit_documents.htm">Edit a Document</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Note"><span class="hcp1">Note</span>: This is a general procedure for reversing documents. See the related links at the end of the topic to learn more about the effect of reversing specific document types.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Reversing a <a class="popupspot" href="JavaScript:hhctrl.TextPopup('History documents include receipts, vouchers, memos, and, in a multi-store configuration, transfer slips.','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">history document</a> has the opposite effect on inventory of the original. For example, if the original document was a sales receipt that subtracted items from inventory, then reversing it adds the items back to inventory. It does this by creating a new reversing document. In the case of a sales receipt, the reversing document is a return receipt.</p>
|
||||
<p class="Help-Info-Line">To reverse a history document:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate and highlight/display the document to be reversed in the applicable history list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">R</span><font class="hcp2">everse <</font><font class="hcp3">document type</font><font class="hcp2">></font> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">The Reversing Document dialog is displayed. If necessary, select your name from the <font class="hcp2">Associate</font> field drop-down list and select <span class="hcp1">OK</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">If necessary, a new, corrected document can then be made as described <a href="basic_historydocs_edit.htm">here</a>.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The reversing document with your name is automatically created and added to the history list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When completed, the original document will be flagged <font class="hcp3">Reversed</font> in the <font class="hcp2">Status</font> field and the new document that was created will be marked <font class="hcp3">Reversing</font>. The <font class="hcp2">Status</font> field is displayed in the history list of each document type.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If the reversed document references an order document, the fill status and balances of the order document are updated to reflect the change, provided it has not been deleted.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If an item previously deleted from inventory is included on the document being reversed, Point of Sale automatically adds the item back to inventory. <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_inventory/inven_delitemsaddedback.htm');return false;">Learn more</a> <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) The reversal of history documents at a remote store is allowed only until the document has been sent to Headquarters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software and if the original document has already been sent to QuickBooks Desktop, then the reversing document is also sent and posts in the normal manner for that document type (for example, as a <a href="../qbpos_qb_data_exchange/qbfs_receipts.htm">return receipt</a> or <a href="../qbpos_qb_data_exchange/qbfs_returnvouchers.htm">return voucher</a>.) These new records and account entries in QuickBooks Desktop cancel the effect of the original document. The original entries are not edited or removed. If the original document has not yet been sent, then both are flagged "Do Not Send" and there will be no entries made in your financial software for the transaction.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1012.htm">Reverse sales receipt</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_receiving/vouch723.htm">Reverse a receiving voucher</a></p>
|
||||
<p class="Help-Text" style="font-weight: normal;"><a href="../qbpos_adjustments/memo1308.htm" style="font-weight: normal;">Reverse an adjustment memo</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_multi_store/multistore_slip_reverse.htm">Reverse a transfer slip</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,175 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Cancel or Hold a Transaction</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
ul.hcp2 { list-style:disc; }
|
||||
span.hcp3 { font-weight:bold; }
|
||||
img.hcp4 { border:none; }
|
||||
table.hcp5 { vertical-align:top; }
|
||||
tr.hcp6 { vertical-align:top; }
|
||||
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|
||||
padding-left:10px; }
|
||||
font.hcp8 { font-weight:bold; }
|
||||
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|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
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|
||||
font-size: 13pt !important;
|
||||
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|
||||
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|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Cancel or Hold a Transaction in Progress</p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Find a Document</a> <font style="font-size: 10pt;" size="2"><span class="hcp1">|</span> <a href="basic_edit_documents.htm">Edit Documents</a> <span class="hcp1">|</span> <a href="basic_historydocs_reversing.htm">Reverse Documents</a></font></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">A sales receipt or other <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_transactionaldocs">transactional document</a> can be canceled or put on hold at any time before saving.</p>
|
||||
<p class="Help-Text"><font style="font-style: italic;">Exception:</font> Sales receipts with authorized credit, debit/ATM, or gift card payments cannot be put on hold. See note below.</p>
|
||||
<ul class="hcp2">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp3">Canceling</span> permanently discards the document; no record is kept and inventory is not affected.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp3">Holding</span> a document temporarily saves it in its present state. Holding a document does not affect inventory quantities. Later, you can return to a held document, complete and save it, at which time inventory will be updated.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">What would you like to do?</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Cancel a transaction in progress <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="hcp4"></a></p>
|
||||
<div class="droptext" id="POPUP302092747" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp6">
|
||||
<td style="width:100%;" class="hcp7">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp8">Cancel</font> from the bottom of the document anytime before saving.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the confirmation dialog, answer <span class="hcp3">Yes</span> to discard the document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Or, answer <span class="hcp3">No</span> to return to the transaction.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="margin-left: 3px;"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Hold a transaction in progress <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="hcp4"></a></p>
|
||||
<div class="droptext" id="POPUP302712427" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp6">
|
||||
<td style="width:100%;" class="hcp7">
|
||||
<ul class="hcp2">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">From the bottom of the document, select <span class="hcp3">Put on Hold</span> (or <span class="hcp3">Hold <document type>).</span></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Nested-List">While a document is on hold, you can print, view, or delete it. (May be subject to security rights)</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">View or take a transaction off hold and complete it <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="hcp4"></a></p>
|
||||
<div class="droptext" id="POPUP302709720" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp6">
|
||||
<td style="width:100%;" class="hcp7">
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Access the held document list by selecting, as appropriate:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul class="hcp2">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><font class="hcp8">Held Receipts</font> from the Point of Sale menu</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><font class="hcp8">Held Vouchers</font> from the Purchasing menu</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><font class="hcp8"><span class="hcp3">H</span>eld <Quantity <span style="font-weight: normal;">or</span> Cost> Memos</font> from the Inventory menu</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List"><span class="hcp3">Held Transfer Slips</span> from the Inventory menu</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">You can also make this selection from the bottom of a blank document of the same type.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="navigation_find/basic_find_general.htm">Locate</a> and highlight the document, then select <font class="hcp8">Unhold.</font></p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul class="hcp2">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">You can also print, view, or delete held documents. (May be subject to security rights. No copy of a deleted document it is kept.)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">(Pro) Held receipts can be converted to customer orders. With the held document selected, choose <span class="hcp3">Make Customer Order</span>  and an order type from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">To leave the held list without un-holding a document, select <span class="hcp3">Go Back</span> (or <span class="hcp3">Close</span>).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Complete and save the document in the usual manner.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Placing a document on hold temporarily sets it aside. With a document on hold you can carry out other activities, make another document of the same type, run reports, or even exit from Point of Sale. There is no time limit for how long a document can be left on hold.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If changes are made to your sales tax rates, item prices, a customer's discount, etc. while a document is on hold, that document will not automatically reflect the new information when it is unheld. The unheld document retains the original information. If necessary, delete and re-list the item(s) and/or customer in order to reflect changes.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The document number field on held documents is temporarily changed to "Held". A new document number is assigned when the document is taken off hold and completed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If using the QuickBooks Desktop POS Merchant or Gift Card Services, you cannot hold authorized credit card or gift card sales receipts. You will have to cancel/void the payment first. When canceling a credit card sales, the customers account is never charged. When canceling a gift card receipt, Point of Sale contacts the gift card service to update the card balance.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Once authorized, debit/ATM receipts cannot be held or canceled. This is because the cardholder's account has already been debited for the sale amount.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">In a multi-workstation environment, a held document can be accessed and unheld from any workstation on the network.</p>
|
||||
</li>
|
||||
</ul>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP302092747');
|
||||
TextPopupInit('a2','POPUP302712427');
|
||||
TextPopupInit('a3','POPUP302709720');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,71 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Item Identifiers</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
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|
||||
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|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Item Identifiers</p>
|
||||
<p class="Help-Text"><a href="basic219.htm">UPCs</a> <span class="hcp1">|</span> <a href="../qbpos_getting_started/gstarted11.htm">Alternate Lookups</a> <span class="hcp1">|</span> <a href="basic254.htm">Bar Codes in Point of Sale</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The term <font class="hcp2">item identifiers</font> refers to the <font class="hcp3">Item #</font>, Universal Product Code (<font class="hcp3">UPC</font>), and <font class="hcp3">Alternate Lookup</font> values for items in inventory. Item identifiers are used for looking up and listing items on documents, and for other program functions as described below.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp3">Item Numbers</font></p>
|
||||
<p class="Help-Text">Every item (except <a href="../qbpos_customer_orders/custorder_specialorder.htm">special order items</a>) has an Item # associated with it in inventory. You can edit the item number but cannot delete it. Valid entries are 1 through 999,999, 999. Item numbers above 999,999 are not recommended as the bar code would be too large to fit on the default tag templates.</p>
|
||||
<p class="Help-Text">Item numbers are used to print bar codes on tags in Point of Sale.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/tagsample.gif" alt="image\tagsample.gif" title="image\tagsample.gif" width="417" height="135" border="0"></p>
|
||||
<p class="Help-Text">(Pro) If you prefer, you can use <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to make bar codes printed from Point of Sale to reflect UPC or alternate lookup values instead.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp3">Universal Product Codes (UPC)</font></p>
|
||||
<p class="Help-Text">Manufacturer-supplied tags with UPCs can be used to lookup and list items on documents, provided the UPC has been recorded in the <font class="hcp3">UPC</font> field on the item record in inventory. UPCs must be unique and can contain numbers only.</p>
|
||||
<p class="Help-Text">The <font class="hcp3">UPC</font> field on an item record can be used to record UPC-E, UPC-A, EAN, or similar identifiers up to 18 digits. Point of Sale will convert UPC formats of less than 13 digits (such as UPC-A and UPC-E) to a 13-digit form using a standard conversion algorithm.</p>
|
||||
<p class="Help-Text">Record UPC numbers manually or scan the preprinted tags from your vendors into the <font class="hcp3">UPC</font> field.</p>
|
||||
<p class="Help-Text"><font class="hcp3">Important:</font> Do not scan bar codes created in Point of Sale from the item number into the <font class="hcp3">UPC</font> field.</p>
|
||||
<p class="Help-Text">Likewise, if a vendor provides alphanumeric bar codes that are not true UPC codes, do not enter those codes into the UPC field. UPC codes have a required format, and other code formats are not accepted. Consider using the <font class="hcp3">Alternate Lookup</font> field for these codes instead (see below).</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp3">Alternate Lookups</font></p>
|
||||
<p class="Help-Text">An <font class="hcp2">Alternate Lookup</font> (ALU) is an optional field in inventory that can be used to lookup, list, and print items on documents. The use of Alternate Lookups is particularly well suited to retailers that do not tag merchandise or those that want to print documents, such as purchase orders, with alphanumeric product identifiers (such as a vendors part number).</p>
|
||||
<p class="Help-Text">This field can contain text descriptions, catalog/part numbers, alphanumeric entries, abbreviated names, duplications of the <font class="hcp3">Item Name</font> field, etc., anything that allows you to quickly and positively identify a unique item.</p>
|
||||
<p class="Help-Text">Alternate Lookups must be unique for each item for which they are defined.</p>
|
||||
<p class="Help-Text">To be effectively used to list items on documents, each Alternate Lookup entry:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Should be a unique character string that can be easily remembered by cashiers.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Should not duplicate any items <font class="hcp3">Item #</font> or <font class="hcp3">UPC</font> code.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">It is suggested that they start with a letter rather than a number. This helps ensure that Alternate Lookups do not duplicate an item or UPC number. If you have an Alternate Lookup of 1234 and item number of 1234, both will be returned as matches when you enter <font class="hcp2">1234</font> in the item lookup field on a document.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">To print documents that list your Alternate Lookup values, select document templates that have the "-ALU" suffix. Templates can be selected on the Print Options page in workstation preferences.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">For more information about item identifiers, search the help index using the keywords <font class="hcp2">UPC</font>, <font class="hcp2">Alternate Lookup,</font> or <span style="font-style: italic;">I<font class="hcp2">t</font></span><font class="hcp2">em Number</font>.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,39 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>About the I Want To Menus</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">About the "I Want To" Menus</p>
|
||||
<p class="Help-Text"> <a href="basic_view_list.htm">Work with Lists</a> <span style="color: #c0c0c0;">|</span> <a href="basic_view_form.htm">Work with Forms</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The <font style="font-weight: bold;">I Want To</font> menus provides you quick access to the various tasks related to your current window. The options on this menu vary depending on what screen you are currently working in.</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">To perform a task, click the <span style="font-weight: bold;">I Want To</span> button and then select a task.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_customize_iconbars.htm">Customize the navigation toolbar</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic_openwindows.htm">Switch between tasks</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basicsmainpage.htm">Point of Sale basics</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="navigation_find/basic259.htm">Keyboard Shortcuts</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,96 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Manage Letter Templates</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
ol.hcp2 { list-style:decimal; }
|
||||
span.hcp3 { font-weight:bold; }
|
||||
font.hcp4 { font-family:"Wingdings 3"; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Manage Letter Templates</p>
|
||||
<p class="Help-Text"><a href="basic_write_letters.htm">Write Letters</a> <span class="hcp1">|</span> <a href="basic_officeintegration.htm">Office Integration Overview</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">FAQs</a></p>
|
||||
<div style="float: none;">
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Microsoft Word templates are used to create letters to your customers or vendors. The templates allow you to include information from your customer, vendor, sales, and purchasing records.</p>
|
||||
<p class="Help-Text">A variety of letter templates are provided for your use. Use this procedure to customize these templates or create your own.</p>
|
||||
<p class="Help-Info-Line">To create or modify a letter template:</p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the I Want To menu of a record, document or list, select <span class="hcp3">Write Letters <font face="Wingdings 3" class="hcp4"></font> Manage Letter Templates</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="2" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the drop-down list, choose the letter type you wish to modify or create.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">To modify an existing template, select the template from the list and select <span class="hcp3">Modify Template</span> at the bottom of the window. A preview of the selected template is displayed.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Or</p>
|
||||
<p class="Help-Indent">To create a template, select <span class="hcp3">New Template</span> and enter a unique name for it.</p>
|
||||
<p class="Help-Indent">The template is opened in Microsoft Word. In Word 2003 and earlier, the Point of Sale fields toolbar floats at the top of the document. In Word 2007, select <span class="hcp3">Add Ins</span> from the ribbon at the top of the screen to display the fields toolbar.</p>
|
||||
<p class="Help-Indent"><img src="../image/letter_tmplt_POSfieldbar.gif" alt="" style="border: none;" width="234" height="144" align="right" border="0"></p>
|
||||
<ol start="4" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Type or edit the letter, inserting Point of Sale data fields as needed.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><span class="hcp3">To insert a data field:</span> Place your cursor where you wish the information to appear in the letter and then select a field from the fields toolbar.</p>
|
||||
<p class="Help-Indent">If placing fields next to each other, such as title, first, and last name, add spaces or punctuation between them as necessary.</p>
|
||||
<ol start="5" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Save the document in Microsoft Word.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The template is saved as a Word document with the .doc file extension. Do not change the file extension when saving.</p>
|
||||
<ol start="6" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select the template when <a href="basic_write_letters.htm">writing letters</a>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can also select <span class="hcp3">Modify Template</span> or <span class="hcp3">Add New</span> while writing a letter.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The fields toolbar will only contain fields for the letter type selected, i.e., you cannot modify a customer letter template and add vendor fields to it.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp3">Word 2003 or earlier:</span> If you close the Point of Sale fields toolbar , it can reopened by selecting <span class="hcp3">View <font face="Wingdings 3" class="hcp4"></font> Toolbars <font face="Wingdings 3" class="hcp4"></font></span> <span class="hcp3">Point of Sale <letter type> Fields</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If upgrading from a previous version in which you had created custom letter templates, you will need to copy your custom templates to the Point of Sale 10.0 folder to make them available. The default folder in which templates are stored is:</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent"><span class="hcp3">Windows XP</span>: C:\Documents and Settings\All Users\Application Data\Intuit\Point of Sale n.n\Letter Templates</p>
|
||||
<p class="Help-Indent"><span class="hcp3">Windows Vista</span>: C:\Users\All Users\Intuit\Point of Sale n.n\Letter Templates</p>
|
||||
<p class="Help-Indent">Where n.n = Point of Sale version number. In Windows Vista, you may have to change your settings to view hidden folders to access these files.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,90 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Edit or Add Records in a List</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
font.hcp3 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Edit or Add Records in a List</p>
|
||||
<p class="Help-Text"><a href="basic262.htm">Filter Lists</a> <font color="#C0C0C0">|</font> <a href="basic261.htm">Sort Lists</a> <font color="#C0C0C0">|</font> <a href="basic_view_list.htm">List Overview</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note">This topic applies only to department, vendor, and employee lists.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">With list edit mode turned on, you can make changes in editable fields or add new records directly in a list, moving field-to-field in a single row or between rows, similar to working in a spreadsheet.</p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_listedit_technote.htm');return false;">Technical Note: How editing in a Point of Sale list differs from a spreadsheet<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Info-Line">To enable/disable list editing:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Display your record list and, if necessary, <a href="basic_customizelistcolumns.htm">add columns</a> for the values to be edited .</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the window toolbar, click the small down arrow next to the Edit button and then click <span style="font-weight: bold;">Turn List Edit On</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"> <img src="../image/list_edit_menu.gif" alt="List Edit" title="List Edit" width="142" height="59" border="0" class="hcp1"></p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Make edits by navigating field-to-field and entering new values.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When done making edits, repeat Step 2, selecting <font class="hcp2">Turn List Edit Off</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Leaving the list in any manner also turns off list edit mode.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2"><font class="hcp2">Notes:</font></p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To select a record (row) or field for editing, touch or click once, or use the arrow keys to navigate between fields. Immediately begin typing to make an entry in an empty field or to overwrite an existing entry. Click a second time to edit an existing entry character-by-character. Press <font class="hcp3"><Enter></font> or navigate out of a field to accept the entry and move to the next field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Your changes are automatically saved when you navigate out of a row; you do not have to select <font class="hcp2">Save</font>. To cancel the edits made in a row, select <font class="hcp2">Cancel</font> from the bottom toolbar before navigating out of the row.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_list_multiselect.htm.htm');return false;">select multiple rows<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> for certain group operations, such as printing, exporting, or deleting.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you need to make the same change to many records (such as updating an area code or ZIP code), sort or filter the list to display just those records. Enter the new value in the first record, then highlight it and press <font class="hcp3"><Ctrl+C></font> to copy the value. Use your up and down arrow keys to move to the same cell in all the other records and press <font class="hcp3"><Ctrl+V></font> to paste the updated value.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="basic301.htm">Edit a single record</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_edit_documents.htm">Edit a document</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inven408.htm">Edit item styles in inventory</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a2');
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,61 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_list_multiselect</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#ffffe8; }
|
||||
-->
|
||||
</style>
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
ul.hcp1 { list-style:disc; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">How do I select multiple records in a list?</p>
|
||||
<p class="Help-Text"> </p>
|
||||
|
||||
<p class="Help-Text">Popup topic. Has been hidden.</p>
|
||||
|
||||
<p class="Help-Text">Use these procedures to select multiple records in a list before selecting a task to perform on them. You may want to filter or sort your list first so that the desired records are grouped together.</p>
|
||||
<p class="Help-Info-Line">To select records that are not grouped:</p>
|
||||
<ul class="hcp1">
|
||||
<li>
|
||||
<p class="Help-Bulleted">Hold down the <span class="hcp2"><Ctrl></span> key on your keyboard and click each record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Info-Line">To select a series of grouped record:</p>
|
||||
<ul class="hcp1">
|
||||
<li>
|
||||
<p class="Help-Bulleted">Click and hold your left mouse button down on the first record, drag your cursor to the last record, and then release.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">-OR-</p>
|
||||
<ul class="hcp1">
|
||||
<li>
|
||||
<p class="Help-Bulleted">Hold down the <span class="hcp2"><Shift></span> key while clicking the first and then the last record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Note"><span class="hcp2">Note:</span> Multiple record selection is not supported by touchscreen or keyboard.</p>
|
||||
<p class="Help-Text" style="font-size: 9pt;"><span style="font-variant-ligatures: normal; font-variant-caps: normal; orphans: 2; widows: 2; -webkit-text-stroke-width: 0px; text-decoration-style: initial; text-decoration-color: initial; display: inline ! important ; float: none;">Click anywhere to close this window.</span></p>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,33 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_list_rigtclick_menus</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-2">Right-click Pop-up Menus in Record Lists</p>
|
||||
|
||||
<p class="Help-Text">Popup topic; has been hidden.</p>
|
||||
|
||||
<p class="Help-Text">Right-click in any record list to display a pop-up menu of frequently used commands, such as for sorting the list, finding or adding a record, switching to the record form for editing, viewing history, etc.</p>
|
||||
<p class="Help-Text">The options available in the popup menu vary by area.</p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,32 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_list_scroll_indicator</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">List Scroll Indicator</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden in help</p>
|
||||
|
||||
<p class="Help-Text">When scrolling through the records in a list, Point of Sale displays the current position so that you know when to stop. The scroll indicator displays the values in the currently sorted list column. Release the mouse button when the desired entry is displayed.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,34 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_listedit_technote</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-2">Technical Note: List Edit Mode</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden.</p>
|
||||
|
||||
<p class="Help-Text">Making edits in a Point of Sale list is similar to working in a spreadsheet, but there is an important difference.</p>
|
||||
<p class="Help-Text">When you open a typical spreadsheet for editing, the program locks the entire spreadsheet and prevents a second user from accessing the spreadsheet until you have finished your edits and saved.</p>
|
||||
<p class="Help-Text">Because Point of Sale allows multiple workstations to access your company data simultaneously, it does not lock the records in the list when you enter list edit mode. You can move row to row (record to record) freely without locking out other workstations. Only when you actually begin editing a record is that one row (record) locked while you make your edits. As soon as you move out of the row, your changes are saved and the record freed again to other users.</p>
|
||||
<p class="Help-Text">This is why it is necessary to click in a field a second time to "activate" editing of that individual record character-by-character, even after list edit mode is enabled. Once you begin editing a record you can move field to field within the same row and you stay in active edit mode until you leave that row.</p>
|
||||
<p class="Help-Main-Topic-Links">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,49 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>List an Assembly Item on a Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">List an Assembly Item on a Document</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inven431.htm">Assembly Item Overview</a> <font color="#C0C0C0">|</font> <a href="basic302.htm">List Items on Documents</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">An assembly item is a discrete item that can be listed on documents, such as sales receipts, in the normal manner.</p>
|
||||
<p class="Help-Text">When listing an assembly item:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">The assembly item is listed, the individual component items are not</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">The assembly item price (defined in inventory) and tax code is automatically suggested</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Normal item editing procedures are available</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">If necessary, an assembly item can be "broken" to free the component items for individual sale</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic319.htm">Edit listed items</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,59 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>List Different Units of Measure on Documents</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">List Different Units of Measure on Documents</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_unitofmeasure.htm">Unit of Measure Overview</a> <span style="color: #c0c0c0;">|</span> <a href="basic303.htm">List Items on Documents: Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">When listing items with multiple units of measure on documents the following rules apply:</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><img src="../image/listing_uom_items.gif" alt="" width="581" height="147" border="0" class="hcp1"></p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If unique UPC or alternate lookup values are defined for each unit and you are scanning bar codes or entering those unique values, the unit corresponding to the value entered is automatically listed with its associated price or cost.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If the item does not have a unique UPC or alternate lookup, your default <span class="hcp2">sell-by</span> (receipt or customer order) or <span class="hcp2">order-by</span> (PO or voucher) unit is listed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: square;">
|
||||
<p class="Help-Nested-List">If default units are not defined, your base unit is listed. <a href="qbpos:helppopup.21995">Learn more about base and default units<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can change the unit by clicking the <span class="hcp2">Units</span> button (on receipts and vouchers, shown above) or in the <span class="hcp2">Unit of Measure</span> field (PO, in item list) and selecting a different unit. PO Note: You may have to customize the columns in the item list if necessary to display this field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Quantities on the document reflect the selected unit. This may result in fractional quantities when the unit being sold is not the base unit. For example, if an item has bottles and case (12 bottles/case) defined as units, with bottle as the base unit, then with 15 bottles on-hand and listing a case on a receipt will show an on-hand quantity of 1.25.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_uom_managemultiple.htm">Define multiple units of measure in inventory</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,62 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>List a Group Item on a Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">List a Group Item on a Document</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inv_item_groups.htm">Group Item Overview</a> <font color="#C0C0C0">|</font> <a href="basic302.htm">List Items on Documents</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Once defined in inventory, a <a href="../qbpos_inventory/inv_item_groups.htm">group item</a> can be listed on any document except adjustment memos, though typically they are listed on sales receipts and customer orders to sell a collection of items and/or services, optionally at a discounted price.</p>
|
||||
<p class="Help-Info-Line">To list a group item on a document:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Follow normal <a href="basic303.htm">item listing</a> procedures, scanning or entering the group item identifier, rather than the individual item identifiers.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">Listing the group item on a document adds all of the items included in the group to the document. This example shows a group (baseball package) listed on a sales receipt.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><img src="../image/receiptgroup.gif" alt="image\receiptgroup.gif" title="image\receiptgroup.gif" width="433" height="145" border="0"></p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The group item is at the top of the list in bold type, while the component items are displayed in contrasting row colors for easy identification.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The quantity of each item in the group and the group price is pulled from inventory. The price of each component item is proportionally discounted so that the sum of extended item prices equals the group price.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Editing the quantity of the group proportionally changes the respective quantities of the included items. Deleting the group item, deletes all component items.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can <a href="basic319.htm">edit</a> the individual group items on the receipt in the normal fashion; to change quantity, price, give additional discounts, etc. Editing a component item <span style="font-weight: bold;">d</span><font style="font-weight: bold;">oes not</font> trigger a recalculation of other items to maintain the group price.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The printed sales receipt can include the group price only, the individual item prices only (default), or both group and item prices. Set this preference on the <a href="../qbpos_company_preferences/sysprefs07.htm">Sales</a> page of company preferences.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can list additional unrelated items on the same receipt, as necessary.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,94 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>View a List Summary (Basic Statistics)</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
ol.hcp1 { list-style:decimal; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
img.hcp3 { border:none; }
|
||||
ul.hcp4 { list-style:disc; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1">View a List Summary (Basic Statistics)</p>
|
||||
<p class="Help-Text"><a href="basic_view_list.htm">Work with Lists</a> <span style="color: #c0c0c0;">|</span> <a href="basic262.htm">Filter Lists</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The list summary, available for each Point of Sale list, displays basic statistics allowing you to quickly and easily obtain key information about your business without having to run a report. For example, while viewing your item list you can see at a glance your total number of items and the total on-hand quantity, cost, and price for those items.</p>
|
||||
<p class="Help-Text">Other Point of Sale list summaries include statistics relevant to that particular area.</p>
|
||||
<p class="Help-Info-Line">To view a list summary:</p>
|
||||
<ol class="hcp1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Display the list for which you wish to view the summary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Make sure the list <span class="hcp2">View</span> drop-down is set to show all records.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent" style="font-weight: bold;">OR</p>
|
||||
<p class="Help-Indent">Filter the list to show only certain records. The statistics displayed reflect the currently set list filter.</p>
|
||||
<ol start="3" class="hcp1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Observe the list summary field in the status bar at the bottom of the window. In this example, the number of items in the item list (294) is the default statistic:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/list_stats_default.gif" alt="List Statistics" title="List Statistics" width="199" height="18" border="0" class="hcp3"></p>
|
||||
<p class="Help-Indent">Where more than one statistic<br>
|
||||
value is available:<img src="../image/list_stats.gif" alt="List Statistics Popup" title="List Statistics Popup" width="180" height="83" align="right" border="0" class="hcp3"></p>
|
||||
<ul class="hcp4">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Hover your mouse over the displayed statistic to display a popup of the complete list summary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Click the small down arrow on the status bar to change the default statistic displayed in the status bar.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul class="hcp4">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Two <a href="../qbpos_secadmin/secadmin01.htm">security rights</a> can be used to limit an employee's ability to view list statistics. In the General area, the <span class="hcp2">View List Statistics</span> right can block all rights to this feature or the <span class="hcp2">View Cost Fields</span> right can block viewing of cost-related statistics only.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Statistics are updated when a list is refreshed (exit/re-enter, re-sort, re-filter, save, etc.). Statistics are not dynamically updated when making changes in <a href="basic_list_edit_mode.htm">list edit mode</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">A Statistics report, with item and customer list information, is available to add to your <a href="../qbpos_reports_and_sales_charts/reports_dashboard.htm">Dashboard</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When going to your item list to <a href="basic318.htm">select items for a document</a>, the statistics displayed reflect only the items for which a <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic335.htm');return false;">document quantity</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"> has been entered.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) On-hand quantity information in list statistics do not reflect <a href="../qbpos_inventory/inven_avblqty_wndw.htm">available or committed quantities</a>. If using <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a>, quantity information shown is for your base unit only.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) Statistics are for the local store only.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,66 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Manage Saved List Filters</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Manage Saved List Filters</p>
|
||||
<p class="Help-Text"><a href="basic306.htm">Filter Criteria Overview</a> <font color="#C0C0C0">|</font> <a href="basic262.htm">Filter Lists</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note">This topic does not apply to Item, Customer, Sales History, or Receiving History lists.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">You can rename, delete, or revise your saved filters and change the order in which they appear on the filter drop-down list.</p>
|
||||
<p class="Help-Info-Line">To manage saved filters:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Manage Filters</font> from the filter drop-down list.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The Manage Filters dialog is displayed.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select one of your saved filters, and then select an action:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Rename</font> enter a new name for this filter</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Edit</font> opens the saved filter criteria; edit the criteria as necessary and select <font class="hcp1">Save</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Delete</font> to remove the filter view from your filter drop-down list</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Move Up/Down</font> to change the position the filter view appears on your drop-down list</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="basic261.htm">Sort a list</a></p>
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Locate a record or document</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,48 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Merge Records - Documents Affected</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Merge Records - Documents Affected</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note">This information applies to the <span style="font-weight: bold;">Documents Affected</span> confirmation window displayed when merging items, customers, or vendors.</p>
|
||||
<p class="Help-Info-Line">What's Important about this window?</p>
|
||||
<p class="Help-Text">When merging items, customers, or vendors. and the record to be removed is included on previously made documents, this window lists the number of various documents that will be affected.</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The removed item, customer, or vendor is replaced with the retained item, customer, or vendor on all documents appearing in this list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The history of the removed record is merged with the history of the retained record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If a removed item has a different average unit cost than the retained item, Point of Sale generates an adjustment memo to update your current inventory value. Item cost, as recorded on the original history documents, is not recalculated.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) If merging assembly or group items, and the removed item is also a component item of another assembly or group, it is replaced in that assembly or group with the retained item. The confirmation window will include a list of affected assembly or group items.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) Updated item, customer, or vendor records are sent to the remote store(s). However, history documents sent from a remote store to Headquarters that are updated as a result of a merge at Headquarters are not sent back to the remote store. The remote store history will continue to reflect the records in place at the time the original document was made.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Updated documents resulting from a merge in Point of Sale are not resent to QuickBooks financial software and customer and vendor records in QuickBooks are not merged, though you do have the option of deleting or making them inactive in QuickBooks (recommended). All new transactions will be recorded in QuickBooks for the customer or vendor you selected to keep.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,61 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Messages</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Messages</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The Message board, displayed on the <a href="navigation_find/basic_navigator.htm">Home Page</a> and accessible from the receipts, inventory, receiving, and customer areas, allows you to leave notes for yourself or other employees. Point of Sale will also post messages for you when something needs your attention, such as inventory reminders.</p>
|
||||
<p class="Help-Text"><br>
|
||||
Messages can be displayed in "sticky note" format or as a list and are searchable. System notes, such as inventory reminders, will contain a link to take you to the screen on which you can review or complete the task.</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Text">
|
||||
<p class="Help-Text">To add a new message, click <img src="../image/message_new.gif" alt="new message icon" style="border: none;" border="0"> at the top of the Message board.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text">
|
||||
<p class="Help-Text">To search for a message, begin typing a search keyword in the <span class="hcp1">Search message</span> box. Point of Sale dynamically locates messages with matching characters as you type and displays them. Clear the <span class="hcp1">Search</span> box to see all messages again.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text">
|
||||
<p class="Help-Text">Click one of the icons to the right of the <span class="hcp1">Search message</span> box to change the display to list format or the stickies format, which is the default. The list format allows you to see more messages at one time.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text">
|
||||
<p class="Help-Text">To delete a message, move your mouse over the message, then click the <span class="hcp1">Remove</span> link that appears in the lower right corner.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text">
|
||||
<p class="Help-Text">Use the Minimize feature at the bottom to close or open the Message view.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic313.htm');return false;">Note, Comment, and Instruction Fields</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,81 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Office integration</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
var chmfilefullname = "";
|
||||
var chmfilename = "";
|
||||
var chmfilepath = "";
|
||||
var chmfilepage = "";
|
||||
getchmfile();
|
||||
|
||||
function getchmfile(){
|
||||
var ra, sl, a, X, Y, Z;
|
||||
ra = /:/;
|
||||
a = location.href.search(ra);
|
||||
sl = "::";
|
||||
Y = location.href.lastIndexOf(sl);
|
||||
if (a==4) {
|
||||
Y = location.href.lastIndexOf("/");
|
||||
chmfilepage = unescape(location.href.substring(Y+1));
|
||||
if (location.href.substring(0,4) == "file") {
|
||||
chmfilepath = unescape(location.href.substring(8, Y+1));
|
||||
}
|
||||
} else {
|
||||
if (a == 2) X = 14;
|
||||
if (a == 7) X = 7;
|
||||
chmfilefullname = unescape(location.href.substring(X, Y));
|
||||
Z = chmfilefullname.lastIndexOf("\\");
|
||||
chmfilepath = unescape(chmfilefullname.substring(0, Z+1));
|
||||
chmfilename = unescape(chmfilefullname.substring(Z+1));
|
||||
chmfilepage = unescape(location.href.substring(Y+3));
|
||||
}
|
||||
}
|
||||
//]]>
|
||||
</script>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Office Integration</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">Point of Sale supports data import/export with Microsoft Excel, letter writing with Microsoft Word, e-mailing of documents via your default Windows e-mail client, and creation of targeted customer lists for use in e-mail marketing campaigns.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">Click a link below for more information on a specific feature.</p>
|
||||
<p class="Help-Info-Line">You can:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="../qbposimp/data_import_using.htm">Import</a> or <a href="../qbposimp/export_datawizard.htm">export</a> your Point of Sale list data with Excel</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="../qbpos_reports_and_sales_charts/reports07.htm">Export reports</a> to Excel</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="basic_write_letters.htm">Write letters</a> to customers or vendors with Word using Point of Sale templates and your company file information</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="basic_email_documents.htm">E-mail</a> Point of Sale documents to vendors or customers</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Create targeted customer lists for use in <a href="../qbpos_customers/cust_email_mktg.htm">e-mail marketing</a> campaigns and export them to Excel or send them directly to an integrated marketing partner</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Text">The use of Excel and Word features requires that you have a supported version of Excel and/or Word installed on the workstation performing the task. Refer to the system requirements in the Point of Sale <a href="../qbpos_help_and_support/QuickBooks%20POS%20User%20Guide%201.0%20Final.pdf">User Guide</a> (launches PDF version). You must have <a href="https://acrobat.adobe.com/in/en/acrobat/pdf-reader.html">Acrobat Reader</a> installed on your machine.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,42 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_printing_hdi</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Printing: How do I?</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden.</p>
|
||||
|
||||
<p class="Help-Text"><a href="printing/basic_printdocuments.htm">Print lists or documents</a></p>
|
||||
<p class="Help-Text"><a href="printing/basic338.htm">Print price tags</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_customers/cust935.htm">Print customer labels</a></p>
|
||||
|
||||
<p class="Help-Text"><a href="basic_shipping_info.htm">Print shipping labels</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin_prntemplst.htm">Print my employee list</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_workstation_preferences/wsprefs03.htm">Specify printing options</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="printing/basic_printing_logo.htm">Add my logo to sales receipts</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize printed documents and tags</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_equipment/equipment_installing.htm">Install a supported printer</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,101 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Quick Add a New Item While Creating a Document</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Quick Add a New Item While Creating a Document</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="javascript:void(0);" id="A1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('note_adding_a_new_style_from_documents.htm');return false;">Add a New Style</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The Quick Add option is available from all documents except sales receipts and receiving vouchers. See <a href="basic_additem_whle_making_document.htm">Add a New Item While Creating a Document</a> for instructions to add an item while making a receipt or voucher.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">With Quick Add, you  enter only the basic item information needed to complete your current document quickly. Later, you should go to inventory and edit the item record, adding other information as needed. If speed in entering the new item is not required, we recommend you use the full <a href="basic_additem_whle_making_document.htm">add Item procedure</a> instead, where all item information fields are available to complete at one time.</p>
|
||||
<p class="Help-Info-Line">To Quick Add a new item from a document:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Scan the item bar code in the <span class="hcp1">Enter Items</span> field on the document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent" style="font-weight: bold;">OR</p>
|
||||
<p class="Help-Indent">Type the item name or a search string in the field and press <span class="hcp1">Enter</span> on your keyboard.</p>
|
||||
<p class="Help-Note" style="margin-left: 43px;"><span class="hcp1">Technical Note</span>: Enter a search string that you know isn't an <a href="basic_item_identifiers.htm">item identifier</a> for any existing item in your inventory. Do not click <span class="hcp1">Find Items</span> to the right of the Enter Items field; this will open the item search window.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the <span class="hcp1">No matching items found</span> message, select <span class="hcp1">Add as New Item</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/quuickadd_item_message.gif" alt="" width="360" height="166" border="0" class="hcp2"></p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">In the Quick Add Item window, enter as much information as you can.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/quickadd_item.gif" alt="Quick Add Item window" title="Quick Add Item window" width="460" height="268" border="0" class="hcp2"></p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><span class="hcp1">Department Name</span> and <span class="hcp1">Item Name</span> are required.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">It is recommended that you enter the price, average unit cost (if known), and tax code so that this information is properly applied on the document as necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">If the item has a <a href="basic219.htm">UPC</a> bar code, you can scan it into the UPC  field.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Text" style="font-size: 9pt;">
|
||||
<p class="Help-Text">Choose <font style="font-weight: bold;">Save and Select</font>. You are returned to your document with the new item listed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Text" style="font-size: 9pt;">
|
||||
<p class="Help-Text">Don't forget to return to inventory later and <a href="../qbpos_inventory/inven404.htm">edit the item</a> record to add other important information.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_inventory/inven430.htm');return false;">QuickBooks financial software Note: Adding an item and immediately selling it <img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can tell Point of Sale to always take the same action when the  <span class="hcp1">No matching items found</span> message is displayed. Select the <span class="hcp1">Remember my choice...</span> check box and then choose an action. If necessary, the message can be reset using the <span class="hcp1">Bring back all one time</span> messages option in <a href="../qbpos_company_preferences/sysprefs04.htm">company preferences</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If necessary, you can choose <span class="hcp1">Switch to full New Item screen</span> from the Quick Add Item window to finish adding the item to inventory with all item fields available.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_specialorder.htm">Handling special orders</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('A1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,122 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Quick Pick Item</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
ol.hcp2 { list-style:decimal; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Quick Pick Item</p>
|
||||
<p class="Help-Text"><a href="basic303.htm">List Items on Documents: Overview</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Quick Pick allows you to  group items in inventory and then quickly add items from these groups to be purchased  with fewer mouse clicks. Quick Pick works especially well for frequently sold items or services that you do not tag.</p>
|
||||
<p class="Help-Text">One example: In a sports shop, you keep a barrel of ice-cold sports drinks in several flavors near the checkout counter. The icy wet conditions make tagging impractical.  So, you complete the following steps to make them Quick Pick items.</p>
|
||||
<p class="Help-Note"><span class="hcp1">Note</span>: These procedures illustrate using Quick Pick for sales.  They can also be set up and used when receiving items from your vendors.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Define Quick Pick Groups</p>
|
||||
<p class="Help-Steps"> </p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">On the <span class="hcp1">Make a Sale</span> page, click <span class="hcp1">Quick Pick Items</span> from the left sidebar.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click <span class="hcp1">Add Group</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Type the name of the new Group on the new icon that displays.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Right-click on any Group icon to change the Group color, rename the Group, or remove the Group from Quick Pick.<br></p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">There is no limit to how many Quick Pick groups you can add; add one group for each collection of related items you wish to add as Quick Pick items.  </p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Add Items to Quick Pick Groups</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">On the <span class="hcp1">Make a Sale</span> page, click <span class="hcp1">Quick Pick Items</span> from the left sidebar.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click on the Group to which you want to add items.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click <span class="hcp1">Add Item</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">In the <span class="hcp1">Select an Item</span> box, type, search, and select the item you wish to place into this Group. Once selected, the item information will display within the Group.  An item can be assigned to only one Quick Pick Group at a time.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Repeat steps 3 and 4 to add more items to the same Group.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">To select another Group, click <span class="hcp1">Groups</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">For Quick Pick to work effectively, try to keep the number of items to 12 or less (so they can all be displayed on a single Quick Pick page from a receipt).</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Remove Items from Quick Pick Groups</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">On the <span class="hcp1">Make a Sale</span> page, click <span class="hcp1">Quick Pick Items</span> from the left sidebar.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click on the Group with the item you wish to remove.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Double-click on the item you want to remove and select <span class="hcp1"> Remove Item from Quick Pick</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The removed item was only removed from the Quick Pick Group.  It still remains in the Item List.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Sell the Item</p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">On the sales receipt, click <span class="hcp1">Quick Pick Item</span> from the left sidebar.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the Quick Pick Item dialog, click the desired  Group. If more than 12 groups exist, previous and next page buttons are added to this dialog.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="3" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click the specific item to add it to the receipt.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Note:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can use the <span class="hcp1">Quick Pick Item List</span> report (In <span class="hcp1">Items</span> > <span class="hcp1">Current Inventory category</span>) to view or print a list of all your Quick Pick groups and items.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Make a sale</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_receiving/vouch702.htm">Receive items</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_reports_and_sales_charts/reports01.htm">Run a report</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,69 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Record Item Serial Numbers</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Record Item Serial Numbers</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic303.htm">List Items on Documents</a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Document</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text" style="margin-top: 0.00pt;">Item serial numbers can be recorded on documents for purposes of warranty tracking or meeting legal requirements. Once recorded, former documents can be quickly located by searching by serial number.</p>
|
||||
<p class="Help-Info-Line">To record serial numbers:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In inventory, specify those items for which you want to record serial numbers by selecting the check box for <font class="hcp1">Use Serial #</font>, located in the Misch and Shipping section of the item record. <font class="hcp2">(Note: For an existing item, select</font> <font style="font-weight: bold; font-style: italic;">Edit</font> <font class="hcp2">first.)</font></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">When listing these items on documents (except purchase orders and cost memos), you will be prompted to enter a serial number for each unit being processed.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The serial numbers entered are saved and printed on documents. Serial numbers listed on a customer order are carried to the sales receipt when the items are sold, saving you the time of re-entering them.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The recording of serial numbers on documents is optional, even when you have enabled serial number tracking. To continue creation of a document without entering a serial number, click <font class="hcp1">Cancel</font> from the Enter Serial Number dialog.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can record serial numbers even when not prompted. After listing the item, click  <font class="hcp1">Edit</font> and make an entry in the <font class="hcp1">Serial #</font> field.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Point of Sale does not keep track of the serial numbers of items currently in inventory.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you decrease an item quantity on a document after having entered serial numbers, the previous numbers are cleared and you are prompted to re-enter numbers for each unit of the revised quantity. This is because the program has no way of knowing which specific unit(s) you are removing when you adjust quantities downward.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Locating a Former Document by Serial Number</p>
|
||||
<p class="Help-Text">You can locate a former document by serial number using <a href="navigation_find/basic_find_general.htm">search</a>. For example, a former receipt for the sale of an item with serial number <font class="hcp2">23487497</font> could quickly be located by entering the serial number in the <a href="navigation_find/basic_quickfind.htm">Quick Find</a>  box on the home page or in the Search field at the top of your Sales History list and.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,39 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_serviceitem_shipping</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Using a Service Item for Shipping/Handling Charges</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_service_items.htm">Service Item Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Making a Sales Receipt</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">To charge for shipping and/or handling, you can set up a service item in inventory called "Shipping Charges" or similar.</p>
|
||||
<p class="Help-Text">If shipping charges are taxable in your area, assign the appropriate tax code to the item and optionally map the shipping charges to the appropriate QuickBooks financial software income account on the item record. You can enter your standard shipping charge as the item price or leave the price at zero (0) and edit it on a sale-by-sale basis as you create receipts.</p>
|
||||
<p class="Help-Text">When creating a receipt, list the shipping charge item on the receipt in the same manner as other items. Sales tax will be calculated and added for the shipping charge item, if applicable.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_codes.htm">Using tax codes</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Mapping items to QuickBooks accounts</a></p>
|
||||
<div style="width: 100%; position: relative;" id="footer">
|
||||
<p> </p>
|
||||
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0">  Additional online resources. Internet connection required.</p>
|
||||
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
|
||||
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,100 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_shipping_info</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Entering Shipping Information</p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1005.htm">Making Sales Receipts</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customer_orders/custorder_create.htm">Customer Orders</a> <font color="#C0C0C0">|</font> <a href="../qbpos_customers/customersoverview.htm">Customer List</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The availability of the shipping fields on sales documents is controlled by your <a href="../qbpos_company_preferences/sysprefs04.htm">Features to Use preference</a> settings.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Use this procedure to record a shipping address, date, provider, and charges on sales documents. Adding a customers addresses (Bill To and Ship To) to the customer record makes them available for selection in the Shipping information window, available on sales receipts, sales orders, and work orders. A shipping address can also be entered at the time of sale, even if not previously added to the customer record.</p>
|
||||
<p class="Help-Text">Shipping information, other than amount, can be added to or edited even after a sales receipt is saved.</p>
|
||||
<p class="Help-Info-Line">To enter shipping information:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the items and customer on the document.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Shipping Information</font> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Shipping Information window, enter:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Ship $</font> Shipping charge (amount).</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Ship By</font> Select a shipping provider from the drop-down list of carriers (must be previously defined in <a href="../qbpos_company_preferences/sysprefs07.htm">company sales preferences</a>.)</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Shipping Address</font> Enter a shipping address or select the <font class="hcp1">Shipping Address</font> button to enter either the <font class="hcp1">Bill To</font> or <font class="hcp1">Ship To</font> address from the customer record. You can edit the pre-filled fields, as necessary. Note that editing the address here does not update the customers record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">On a receipt, these additional options are available:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Ship Date</font> the date shipment is to occur.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Tracking Number</font> Enter the providers tracking number.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Print Packing Slip</font> Select to print a list of items and the Ship To/Bill To addresses.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp1">Print Shipping Labels</font> Select to print a shipping label (supported formats include Avery 5160, 5167, 8164, and 5524*) with or without your store logo.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp1">OK</font> to record the shipping information and return to the document.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Shipping information recorded on a customer order is carried to a sales receipt that <a href="../qbpos_customer_orders/custorder_filling.htm">fills the order</a>. If the sales order is only being partially filled (i.e. some items remain due), you are asked if you want to apply the shipping charge to the current receipt.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can apply sales tax to the shipping amounts if required. <a href="basic_tax_shipping.htm">Learn more</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can <a href="../qbpos_print_designer/printdesigner_oview.htm">customize</a> your packing slip and shipping label print templates as needed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">*Avery 5524 is the weatherproof version of 8164; and is suitable for laser printers only.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<div style="width: 100%; position: relative;" id="footer">
|
||||
<p> </p>
|
||||
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0">  Additional online resources. Internet connection required.</p>
|
||||
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
|
||||
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,40 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_tax_hdi</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Sales Tax: How Do I?</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden.</p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_company_preferences/sysprefs08.htm">Set up sales tax</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_codes.htm">Use tax codes</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_locations.htm">Use tax locations</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inven_tax_codes.htm">Assign tax codes to items</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_customers/customers_tax.htm">Handle special tax circumstances by customer</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1049.htm">Change the tax collected on a sale</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_shipping.htm">Collect tax on shipping amounts</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_pricethresholds.htm">Collect tax based on item price thresholds</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_multipleagencies.htm">Collect and pay tax to more than one agency</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_reports.htm">Run sales tax reports</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic284.htm">Share sales tax information with QuickBooks financial software</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,44 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_tax_shipping</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Sales Tax: Collecting on Shipping Amounts</p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/help_taxfaq.htm">Tax FAQs</a> <font color="#C0C0C0">|</font> <a href="sales_tax/basic_tax_reports.htm">Tax Reports</a> <font color="#C0C0C0">|</font> <a href="sales_tax/basic222.htm">Tax Overview</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">To collect sales tax on shipping amounts, <a href="basic_serviceitem_shipping.htm">set up a service item</a> called "Shipping Charges" or similar and assign the appropriate tax code to it. List this item on sales receipts like any other item. To collect sales tax on shipping amounts, edit your tax location(s) and select the check box labeled <font style="font-weight: bold;">Shipping to this location is taxable</font> and specify the tax code that should be used for the shipping amount.</p>
|
||||
<p class="Help-Text">Sales tax will be calculated on the shipping amount and added to the sale according to the instructions specified for the tax code assigned.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_company_preferences/sysprefs08.htm">Setting up sales tax</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_codes.htm">Using sales tax codes</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="sales_tax/basic_tax_locations.htm">Using sales tax locations</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_inventory/inven_tax_codes.htm">Assigning tax codes to items</a></p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_shipping_info.htm">Shipping information</a></p>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<div style="width: 100%; position: relative;" id="footer">
|
||||
<p> </p>
|
||||
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0">  Additional online resources. Internet connection required.</p>
|
||||
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
|
||||
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
146
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic_time_entry.htm
Normal file
146
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic_time_entry.htm
Normal file
@@ -0,0 +1,146 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Tip: Quick-Entry Time Formats</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#fffff2; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
tr.hcp1 { vertical-align:top; }
|
||||
td.hcp2 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
td.hcp4 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
background-color:Transparent; }
|
||||
font.hcp5 { font-style:italic; }
|
||||
font.hcp6 { font-family:"Wingdings 3";
|
||||
font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Tip: Quick-Entry Time Formats</p>
|
||||
|
||||
<p>In-help popup</p>
|
||||
|
||||
<p class="Help-Text">You can enter times manually or use one of the following quick entry formats. When you press <font style="font-weight: bold; font-style: italic;"><Enter></font> or exit the field, the time is auto-filled.</p>
|
||||
<p class="Help-Text">When keyboard combinations have a + between them press the keys at the same time. When separated by a comma, press the first key, release, and then press the next key.</p>
|
||||
<table cellspacing="0" width="372">
|
||||
<col style="width: 44.944%;">
|
||||
<col style="width: 55.056%;">
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Quick Entry Formats</font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Display Formats and Notes</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><T>, <Enter></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Enter the current time.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><+>, <</font><font class="hcp5">number</font><font class="hcp3">>, <Enter></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Move time forward the specified number of hours. as many hours as the number entered. Example: If the displayed time is 1:00 PM and you enter <font class="hcp3"><+>, <3>, <Enter></font> the time will be moved forward three hours to 4:00 PM.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><->, <</font><font class="hcp5">number</font><font class="hcp3">>, <Enter></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Move time back the specified number of hours.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><Alt +</font> <font face="Wingdings 3" class="hcp6">r;</font><font class="hcp3">></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Change the time to one hour ahead.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><Alt +</font> <font face="Wingdings 3" class="hcp6"></font><font class="hcp3">></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Change the time to one hour earlier.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><Alt + Home></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Set time to 12:00 AM.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><Alt + End></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Set time to 11:59 PM.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><Alt + Page Up></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Set time one minute ahead. Only the minutes are changed, not the hours.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><Alt + Page Down></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Set time one minute earlier than the current time displayed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:44.944%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp3"><N>, <Enter></font></p>
|
||||
</td>
|
||||
<td style="width:55.056%;" class="hcp4">
|
||||
<p class="Help-Text">Set time to noon, 12:00 PM.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,45 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Time Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
font.hcp2 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Time Fields</p>
|
||||
<p class="Help-Text"><a href="basic_time_entry.htm">Quick Entry Time Formats</a> <font color="#C0C0C0">|</font> <a href="basic316.htm">Date Fields</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_reports_and_sales_charts/sc2301.htm">Modify Report Dates</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Entering Times</font></p>
|
||||
<p class="Help-Text">For added control on reports, time is used in conjunction with dates to define the range of a report (exception: you cannot define time on the EFT Report). For example, you can run a report for the range of 7/3/01 12:00 AM 7/9/01 11:59 PM, or for the range 7/3/01 8:00 PM 7/4/01 4:00 AM.</p>
|
||||
<p class="Help-Text">These fields are useful if your business has shifts that span across two days, such as a business that is open 24 hours might have, or if you want to run a report for a specific time range within one day.</p>
|
||||
<p class="Help-Text">Enter the time to begin the range with the lower (<font class="hcp1">From</font>) date. Enter the time to end the range with the upper (<font class="hcp1">To</font>) date.</p>
|
||||
<p class="Help-Text">For PM times, enter the time using the 24-hour clock or specify "pm" ("PM") after the time. For example, the following are all acceptable ways to enter 3:00 pm: <font class="hcp2">15:00, 3:00 pm, 3:00</font> PM<font class="hcp2">.</font></p>
|
||||
<p class="Help-Text">By default, the time fields for a particular report are set as they were last defined.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic306.htm">Defining filter criteria</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Entering data</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,61 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>basic_tip_memfilters</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style type="text/css">
|
||||
<!--
|
||||
body { background-color:#fffff2; }
|
||||
-->
|
||||
</style>
|
||||
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Tip: Memorized Filters Save Time</p>
|
||||
<p class="Help-Heading-2">Tip: Memorized Filters Save Time</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden..</p>
|
||||
|
||||
<p class="Help-Text">Creating and saving filters will save you time if you frequently work with the same groups of records. Once you have created and saved a custom filter, it can be selected from the drop-down filter <span style="font-weight: bold;">View</span> list at the top of the list.</p>
|
||||
<p class="Help-Text">If using to modify a report, memorizing the report includes the filter settings.</p>
|
||||
<p class="Help-Text">Example uses for memorized filters:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To display only the items from a particular vendor when making purchase orders</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To display items with an old "Last Received Date" when marking down prices</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To display only those items within a department when taking a Physical Inventory</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To display and print a list of customers from which you do not want to accept personal checks</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To display only receipts made with a specified tax location</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">To create and memorize reports filtered by any of these criteria and many more</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">and for almost any other need you have to display only certain of your records in a list!</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
192
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic_view_form.htm
Normal file
192
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic_view_form.htm
Normal file
@@ -0,0 +1,192 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work with a Form</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
table.hcp3 { vertical-align:top; }
|
||||
tr.hcp4 { vertical-align:top; }
|
||||
td.hcp5 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
td.hcp6 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
border-bottom-width:1px;
|
||||
border-bottom-style:Solid;
|
||||
border-top-width:1px;
|
||||
border-top-style:Solid; }
|
||||
font.hcp7 { font-weight:bold; }
|
||||
td.hcp8 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
background-color:Transparent;
|
||||
border-bottom-width:1px;
|
||||
border-bottom-style:Solid; }
|
||||
font.hcp9 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work with a Form</p>
|
||||
<p class="Help-Text"><a href="basic_hdi_navigate.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> <font color="#C0C0C0">|</font> <a href="navigation_find/basic_find_general.htm">Find a Record or Document</a> <font color="#C0C0C0">|</font> <a href="basic_view_list.htm">Work with a List</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">A Point of Sale form is a detailed view of a single record or document. Forms are used when creating or editing a document or record.  </p>
|
||||
<p class="Help-Text">Point of Sale has three form styles: sectioned, tabbed, and document.  </p>
|
||||
<p class="Help-Text"><span class="hcp2">Sectioned Form Example</span>:  <a class="dropspot" href="javascript:TextPopup(this)" id="a1">Customer <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>
|
||||
<div class="droptext" id="POPUP305000500" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p></p>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><span class="hcp2">Tabbed Form Example</span>:  <a class="dropspot" href="javascript:TextPopup(this)" id="a2">Vendor <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>
|
||||
<div class="droptext" id="POPUP303740139" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p></p>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><span class="hcp2">Document Form Examples</span>:    <a class="dropspot" href="javascript:TextPopup(this)" id="a3">Sales Receipt <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>        <a class="dropspot" href="javascript:TextPopup(this)" id="a4">Purchase Order <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>
|
||||
<div class="droptext" id="POPUP306833643" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p> </p>
|
||||
<p></p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<div class="droptext" id="POPUP305762550" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:100%;" class="hcp5">
|
||||
<p> </p>
|
||||
<p></p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Following are descriptions of available form functions:</p>
|
||||
<table cellspacing="0" width="372">
|
||||
<tr class="hcp4">
|
||||
<td style="width:25.81%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">To</font></p>
|
||||
</td>
|
||||
<td style="width:74.19%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp7">Do this</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:25.81%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Navigate fields</font></p>
|
||||
</td>
|
||||
<td style="width:74.19%;" class="hcp8">
|
||||
<p class="Help-Text">Touch or click the field you wish to select.</p>
|
||||
<p class="Help-Text">Use <font class="hcp7"><</font><font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font><font class="hcp7">></font> or <font class="hcp9"><Tab></font> to move forward through fields.</p>
|
||||
<p class="Help-Text">Use <font class="hcp7"><</font><span style="font-family: 'Wingdings 3'; font-weight: bold;"></span><font class="hcp7">></font> or <font class="hcp9"><Shift + Tab></font> to move back through fields.</p>
|
||||
<p class="Help-Text">Only fields yellow/white in color can be edited. Gray fields cannot be selected or changed. If you believe you should be able to edit a field but cannot, check the logged-in user's <a href="../qbpos_secadmin/secadmin04.htm">security rights</a> or read the following:</p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/help_featurenotavailable.htm">Why is a Point of Sale feature not available to me?</a></p>
|
||||
<p class="Help-Text"><a href="basic_edit_documents.htm">Editing Documents</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:25.81%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">Change Tabbed Page</p>
|
||||
<p class="Help-Text" style="text-align: right;">(Tabbed Forms)</p>
|
||||
</td>
|
||||
<td style="width:74.19%;" class="hcp8">
|
||||
<p class="Help-Text">Click or touch a tab at the top of the form.</p>
|
||||
<p class="Help-Text">Keyboard: Press <font class="hcp9"><Ctrl+1></font>, <font class="hcp9"><Ctrl+2></font>, etc. to move to each tab in sequence.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:25.81%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">Expand/Collapse Section</p>
|
||||
<p class="Help-Text" style="text-align: right; font-weight: normal;">(Sectioned Forms)</p>
|
||||
</td>
|
||||
<td style="width:74.19%;" class="hcp8">
|
||||
<p class="Help-Text">Click or touch the section titlebar.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:25.81%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">Cycle through records</p>
|
||||
<p class="Help-Text" style="text-align: right;">(Tabbed Forms)</p>
|
||||
</td>
|
||||
<td style="width:74.19%;" class="hcp8">
|
||||
<p class="Help-Text">Use <font class="hcp9"><Ctrl + Page Up></font> to display the previous record in the associated list.</p>
|
||||
<p class="Help-Text">Use <font class="hcp9"><Ctrl + Page Down></font> to display the next record in the associated list.</p>
|
||||
<p class="Help-Text">This function is only available from the primary tabbed page (Name & Address page in a customer record) and cannot be used while in the process of creating a new record.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:25.81%;" class="hcp8">
|
||||
<p class="Help-Text" style="font-weight: bold; text-align: right;">Enter or edit data in a field</p>
|
||||
<p class="Help-Text" style="text-align: right;"><a href="basic_hdi_dataentry.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
</td>
|
||||
<td style="width:74.19%;" class="hcp8">
|
||||
<p class="Help-Text">Select an editable field and begin typing to overwrite the current entry. Click in the field a second time to edit character-by-character.</p>
|
||||
<p class="Help-Text">To edit the items listed on a document, select the item and then click <font class="hcp7">Edit</font> or another action button on that row.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="basic_view_form.htm">Return to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP305000500');
|
||||
TextPopupInit('a2','POPUP303740139');
|
||||
TextPopupInit('a3','POPUP305762550');
|
||||
TextPopupInit('a4','POPUP306833643');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
477
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic_view_list.htm
Normal file
477
QB_Help_Web/POS_Help/qbpos_basic_procedures/basic_view_list.htm
Normal file
@@ -0,0 +1,477 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Work with a List</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
table.hcp2 { vertical-align:top; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
span.hcp5 { font-weight:bold; }
|
||||
td.hcp6 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp7 { font-weight:bold; }
|
||||
td.hcp8 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
background-color:Transparent; }
|
||||
font.hcp9 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
font.hcp10 { font-family:"Wingdings 3";
|
||||
font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Work with a List</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
|
||||
<div class="droptext" id="POPUP281585220" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text">Note: Not all tasks apply to all list types.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Sort and scroll in a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic262.htm">Filter a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_customizelistcolumns.htm">Customize list columns</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="basic_customizesummarypane.htm">Customize a list information panel</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="printing/basic_printdocuments.htm">Print a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbposimp/export_datawizard.htm">Export a list</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize my printed documents</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Lists present all (or a filtered subset) of the documents or records created in an area in a format similar to a spreadsheet. A list can be sorted, filtered, and searched to help you locate a record or group of records.</p>
|
||||
<p class="Help-Text">There are two list types in Point of Sale, with slightly different features and procedures. Choose the list type you are working with for more information:</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Item, Customer, Sales History, or Receiving History lists <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>
|
||||
<div class="droptext" id="POPUP280795269" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p>This information applies to item, customer, sales history, and receiving history lists. Shown is an item list for example.</p>
|
||||
<p class="Help-Text"><img src="../image/item_list1.gif" alt="Item List" width="524" height="318" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">The same list is shown below with <span class="hcp5">Show Details</span> for the selected record shown. Drag the divider line between the list and the details to resize the detail pane. Details will stay open, even if you select another record, until you click <span class="hcp5">Hide Details</span>. Click <span class="hcp5">Edit</span> to make changes to the current record.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><img src="../image/item_list2.gif" alt="Item List with Details" width="540" height="194" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The following functions are available in these lists:</p>
|
||||
<table cellspacing="0" width="372">
|
||||
<tr style="height:26px;" class="hcp3">
|
||||
<td style="width:24.19%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp7">To:</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp7">Do this:</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:84px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Add, remove, or rearrange columns</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Right-click anywhere in the list and select <a href="basic_customizelistcolumns.htm">customize columns</a>, or drag and drop a column header to a new position. You can add, remove, and rearrange columns to meet your needs.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:87px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Sort the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Click any column header to sort the list by the values in that column. Click the same header a second time to change the sort order (ascending or descending). A <img src="../image/sort_indicator.gif" alt="" width="16" height="12" border="0" class="hcp1"> indicates the column and order by which the list is currently sorted.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:93px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Scroll through the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Use the scroll bar (on the right of window) to scroll through the list of records.</p>
|
||||
<p class="Help-Text">If the list is too wide to display on the screen, there will also be a horizontal scroll bar along the bottom of the screen to move left or right.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:145px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Filter the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Select a pre-defined  <font class="hcp7">Filter</font> from the drop-down list at the top of the window and your records are instantly filtered, displaying only the matching records. Shown is the item list filter.</p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/filter_itemlist.gif" alt="Item list filter" width="139" height="70" border="0" class="hcp1"></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:232px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Search for a record</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Enter search keywords in the Search field at the top of the list and matching records are instantly displayed.</p>
|
||||
<p class="Help-Text"><img src="../image/search_itemlist.gif" alt="Seach item list" width="306" height="137" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text">The Filter button shows "Search Results" and the total number of returned items is shown in the bottom-left of the window.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:349px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Record selection & list navigation</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">The selected record is highlighted in blue (as shown above).  With a record or records selected, choose an action from the I Want To menu or toolbar.</p>
|
||||
<p class="Help-Text">Mouse/Touchscreen: Click or touch the record you wish to select or <a href="basic_list_multiselect.htm.htm">select multiple records</a>.<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text">Keyboard:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use the up/down arrow keys to navigate through the rows to select a different record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use <font class="hcp9"><Ctrl + Home></font> to move to the first record in the list and <font class="hcp9"><Ctrl + End></font> to move to the last.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use <font class="hcp9"><Page Up></font> to move to the first record displayed on the screen and <font class="hcp9"><Page Down></font> to move to the last displayed record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use your arrow keys or <font class="hcp9"><Tab></font> and <font class="hcp9"><Shift + Tab></font> to move one column right or left, respectively, within the selected row.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Press <font class="hcp9"><Home></font> and <font class="hcp9"><End></font> to move to the first or last column in the selected row, respectively.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:46px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">View record details</p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Double-click the record or select it and click <span class="hcp5">Details</span> above the list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:46px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Edit a list item</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Select the record and then click <span class="hcp5">Edit</span> above the list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:59px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Change column widths</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Drag and drop the separator lines between column headers to change column width.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">All other lists <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>
|
||||
<div class="droptext" id="POPUP307092988" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Note">This information applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.</p>
|
||||
<p>Shown is an example purchase order.</p>
|
||||
<p class="Help-Text"><img src="../image/listview2.gif" alt="Point of Sale expanded list" width="480" height="254" border="0"></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">The same list is shown below in collapsed view. The information panel on the right contains data from the record selected on the left. The top portion of this panel is <a href="basic_customizesummarypane.htm">customizable</a> and the bottom shows the items listed on the selected PO.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><img src="../image/list_collapsed.gif" alt="Point of Sale collapsed list with information panel on right" width="489" height="254" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Following are descriptions of the various functions available in these lists:</p>
|
||||
<table cellspacing="0" width="372">
|
||||
<tr style="height:26px;" class="hcp3">
|
||||
<td style="width:24.19%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp7">To:</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp7">Do this:</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:71px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Add, remove, or rearrange columns</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Right-click any column header and select <a href="basic_customizelistcolumns.htm">customize columns</a>, or drag and drop a column header to a new position. You can add, remove, and rearrange columns to meet your needs.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:103px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Sort the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Click any column header to sort the list by the values in that column. Click the same header a second time to change the sort order (ascending or descending). A triangle icon indicates the column by which the list is currently sorted. You can also sort the list by <a href="basic261.htm">multiple columns</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:181px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Go to a record in the sort column</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">To instantly go to an entry in the currently sorted column, begin typing the first few characters of the entry. For example, to go to a customer with the last name of Jones, first sort your customer list by the <font class="hcp7">Last Name</font> column (as described above), then start typing "Jo"</p>
|
||||
<p class="Help-Text">The typed characters are not displayed, but the closest matching record to what you typed is instantly located. You need only type enough characters to uniquely identify the entry for which you are looking. <a href="basic261.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:121px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Scroll through the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Use the scroll bar (on the right of window) to scroll through the list of records. The <a href="javascript:void(0);" id="a5" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_list_scroll_indicator.htm');return false;">scrolling indicator</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"> displays your current position in the list.</p>
|
||||
<p class="Help-Text">If the list is too wide to display on the screen, there will also be a horizontal scroll bar along the bottom of the screen to move left or right.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:108px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Filter the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Select a pre-defined or previously saved  <font class="hcp7">Filter</font> from the drop-down View menu at the top of the list and your records are instantly filtered, displaying only the matching records. Select <span class="hcp5">C</span><font class="hcp7">reate Filter</font> to enter custom criteria. You can save the custom filter for later use. <a href="basic262.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:105px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: bold;">View list summary statistics</p>
|
||||
</td>
|
||||
|
||||
<td style="width:75.81%;" class="hcp6">
|
||||
<p class="Help-Text">Hover your mouse over the statistics field in the status bar at the bottom of the window. <img src="../image/list_stats_default.gif" alt="" width="199" height="18" border="0" class="hcp1"></p>
|
||||
|
||||
<p class="Help-Text">The statistics displayed pertain only to the currently displayed records and vary by list. <a href="basic_liststats.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:105px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Search for a record</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Enter search keywords in the Find field at the top of the list and press <font class="hcp9"><Enter>.</font> The Find window displays all matching records, from which you can choose the one you want to work with. Advanced options to narrow filter results are also available. <a href="navigation_find/basic_find_general.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:384px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Record selection & list navigation</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">The selected record is highlighted and has an indicator arrow (<font style="font-family: 'Wingdings 3';" face="Wingdings 3">}</font>) pointing to it. With records selected, choose an action from the I Want To menu.</p>
|
||||
<p class="Help-Text">Mouse/Touchscreen: Click or touch the record you wish to select or <a href="basic_list_multiselect.htm.htm">select multiple records</a>.<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text">Keyboard:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use <font class="hcp7"><</font><font face="Wingdings 3" class="hcp10">r;</font><font face="Wingdings 3" class="hcp10"></font><font class="hcp7">></font> to navigate through the rows to select a different record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use <font class="hcp9"><Ctrl + Home></font> to move to the first record in the list and <font class="hcp9"><Ctrl + End></font> to move to the last.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use <font class="hcp9"><Page Up></font> to move to the first record displayed on the screen and <font class="hcp9"><Page Down></font> to move to the last displayed record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use your arrow keys or <font class="hcp9"><Tab></font> and <font class="hcp9"><Shift + Tab></font> to move one column right or left, respectively, within the selected row.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Press <font class="hcp9"><Home></font> and <font class="hcp9"><End></font> to move to the first or last column in the selected row, respectively.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:217px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Editing fields in the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text" style="font-weight: bold;">This feature applies to department, vendor, and employee lists only.</p>
|
||||
<p class="Help-Text">To make edits in a list, you must turn on <a href="basic_list_edit_mode.htm">list edit mode</a>. List edit mode is useful if you wish to make edits to multiple records on the same screen.</p>
|
||||
<p class="Help-Info-Line">To enable/disable list editing:</p>
|
||||
<p class="Help-Text">Select <span class="hcp5">L</span><font class="hcp7">ist Edit On</font> from the Edit menu. When finished editing, select <font class="hcp7">List Edit Off</font> to disable this feature. Leaving the list in any manner also turns off List Edit Mode.</p>
|
||||
<p class="Help-Text">Advanced users may also want to use list edit mode to add new records. Just turn list edit mode on before selecting <font class="hcp7">New</font> in a list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:86px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Change column widths</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Drag and drop the separator lines between column headers to change column width. To adjust all columns to the width of their largest entry, right-click any column header and select <font class="hcp7">Adjust Column Widths</font> from the popup menu.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:71px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">View record in a form</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Double-click the record or press <font class="hcp9">(<F8>)</font>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="javascript:void(0);" id="a6" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_list_rigtclick_menus.htm');return false;">Tip: Right-click context menus in lists<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"> These actions are common to both list types:</p>
|
||||
<table cellspacing="0" width="372">
|
||||
<tr style="height:26px;" class="hcp3">
|
||||
<td style="width:24.19%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp7">To:</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp7">Do this:</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:71px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Add, remove, or rearrange columns</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Right-click any column header and select <a href="basic_customizelistcolumns.htm">customize columns</a>, or drag and drop a column header to a new position. You can add, remove, and rearrange columns to meet your needs.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:114px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Sort the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Click any column header to sort the list by the values in that column. Click the same header a second time to change the sort order (ascending or descending). A  small triangle symbol  <img src="../image/sort_indicator.gif" alt="" width="16" height="11" border="0" class="hcp1"> indicates the column by which the list is currently sorted. Select a link above to see additional options, that vary by list type.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:93px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Scroll through the list</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Use the scroll bar (on the right of window) to scroll through the list of records.</p>
|
||||
<p class="Help-Text">If the list is too wide to display on the screen, there will also be a horizontal scroll bar along the bottom of the screen to move left or right.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:69px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Search for a record</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Enter search keywords above the list. The system finds and displays matching entries.  Select a link above to see additional options, that vary by list type.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:379px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Record selection & list navigation</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">The selected record is highlighted. With records selected, choose an action from the I Want To menu.</p>
|
||||
<p class="Help-Text">Mouse/Touchscreen: Click or touch the record you wish to select or <a href="javascript:void(0);" id="a4" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_list_multiselect.htm.htm');return false;">select multiple records</a>.<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text">Keyboard:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use your up/down arrow keys to move through rows.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use <font class="hcp9"><Ctrl + Home></font> to move to the first record in the list and <font class="hcp9"><Ctrl + End></font> to move to the last.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use <font class="hcp9"><Page Up></font> to move to the first record displayed on the screen and <font class="hcp9"><Page Down></font> to move to the last displayed record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Use your arrow keys or <font class="hcp9"><Tab></font> and <font class="hcp9"><Shift + Tab></font> to move one column right or left, respectively, within the selected row.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted" style="margin-left: 0px;">Press <font class="hcp9"><Home></font> and <font class="hcp9"><End></font> to move to the first or last column in the selected row, respectively.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:60px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">Change column widths</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Drag and drop the separator lines between column headers to change column width.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr style="height:50px;" class="hcp3">
|
||||
<td style="width:24.19%;" class="hcp8">
|
||||
<p class="Help-Text" style="text-align: right;"><font class="hcp7">View record in a form</font></p>
|
||||
</td>
|
||||
<td style="width:75.81%;" class="hcp8">
|
||||
<p class="Help-Text">Double-click the record.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_view_list.htm">Return to top</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Related-Topics" style="font-weight: normal;"><a href="basic_view_form.htm">Work with a form</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_fields/fields_capacities.htm">Program capacities</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_data_protection/companydata_create.htm">Clean up your company data</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP281585220');
|
||||
TextPopupInit('a3','POPUP280795269');
|
||||
TextPopupInit('a2','POPUP307092988');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,39 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Welcome!</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
<p class="Help-Heading-1">Welcome to Point of Sale!</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Point of Sale (Point of Sale) is an advanced inventory control, sales, customer tracking, and reporting solution designed for effective management of retail stores. As you order, receive, and sell merchandise, your inventory quantities and costs are instantly updated.</p>
|
||||
<p class="Help-Text">At a glance, you can view item quantities on hand and on order; review costs, prices and margins; and view detailed reports on sales and merchandise activity. You can track customers and use the resulting purchase history information to customize promotions, mailings and other marketing materials. At the end of your business day, Point of Sale will help you reconcile your cash drawer, settle credit card transactions (optional fee-based service), backup your data files, and, if applicable, send the day's transactions to your QuickBooks Desktop financial software.</p>
|
||||
<p class="Help-Info-Line">Are you new to Point of Sale?</p>
|
||||
<p class="Help-Text">If so, we suggest you visit these topics to learn the basics:</p>
|
||||
<p class="Help-Text" style="background-color: #008000;"><img src="../image/workstation.gif" alt="Point of Sale Workstation" title="Point of Sale Workstation" style="border: none;" width="180" height="155" align="right" border="0"></p>
|
||||
<p class="Help-Text"><a href="basicsmainpage.htm">Completing routine tasks</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/helpandsupport01.htm">Using this help system</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/hsoverview.htm">Getting additional help</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_glossary_of_terms/glossarypage.htm">Terminology used in Point of Sale</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/helpandsupport20.htm">How to purchase supplies: tags, labels, or receipt paper</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/helpandsupport15.htm#hs_printingFAQ_customize">Free resources for starting and growing your business</a></p>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Text">For immediate help on your current task, press <span style="font-weight: bold;"><F1></span> on your keyboard or select <font style="font-weight: bold;">Help on this Window</font> from the Help menu.</p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,55 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Verify or Change your Windows E-mail Client</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Verify or Change Your Windows E-mail Client</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_email_documents.htm">E-Mailing Documents</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">When you e-mail documents, Point of Sale uses your default e-mail client specified in Internet Explorer.</p>
|
||||
<p class="Help-Info-Line">To verify or change your default Windows e-mail client:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Open Internet Explorer and select <font class="hcp1">Tools</font> <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> <font class="hcp1">Internet Options</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select the <font class="hcp1">Programs</font> tabbed page.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Your current e-mail client program is listed in the <font class="hcp1">E-mail</font> field. If you would like to change the e-mail client used by Point of Sale (and all other Windows programs), select a different e-mail program from the drop-down list of installed e-mail programs and then select <font class="hcp1">Apply</font>.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">There is a known issue with using Outlook Express to send file attachments. If you also have Microsoft Outlook installed, the e-mail and attachment will be generated in Outlook instead. You can either select Microsoft Outlook as your default e-mail client or, if you wish to continue using Outlook Express, use the <font class="hcp1">Add or Remove Programs</font> option from the Windows Control Panel to uninstall Microsoft Outlook.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) This topic applies if you use Windows e-mail for <a href="../qbpos_multi_store/multi_store_exchange_methods.htm">Store Exchanges</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,82 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Write Letters from Point of Sale</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
ol.hcp3 { list-style:decimal; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=2"></a><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Write Letters from Point of Sale</p>
|
||||
<p class="Help-Text"><a href="basic_letter_templates.htm">Manage Letter Templates</a> <span class="hcp1">|</span> <a href="basic_officeintegration.htm">Office Integration Overview</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">FAQs</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Point of Sale provides Microsoft Word integration for writing letters to customers and vendors. The letters can include data from the customer and vendor records as well as from documents made for the customer or vendor. A variety of letter templates is provided for your use. You can customize the provided templates and create more of your own.</p>
|
||||
<p class="Help-Text">Letters can be initiated from the <span class="hcp2">I Want To</span> menu in your customer or vendor list or from your document lists. If you want a letter to include data from a document, such as specific item information, the letter must be initiated from that document.</p>
|
||||
<p class="Help-Text">You can create a letter for a single recipient or send letters to a group of selected or filtered recipients.</p>
|
||||
<p class="Help-Info-Line">To write letters:</p>
|
||||
<ol class="hcp3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select the record or documents for which you wish to print letters.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If sending letters to a filtered list, you do not need to select specific records in this step.</p>
|
||||
<ol start="2" class="hcp3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From the I Want To menu, select <span class="hcp2">Write Letters</span>  and then choose <span class="hcp2">to Currently Selected</span> or <span class="hcp2">to Filtered List</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If using the filtered list option, follow the prompts to enter <a href="basic306.htm">filter criteria</a> to include/exclude customers or vendors. <a href="basic_writeletters_filter.htm">Learn more</a>.</p>
|
||||
<ol start="3" class="hcp3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select the template you wish to use for the current printing and select <span class="hcp2">Next</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="4" class="hcp3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Enter the name and title of the person that the letter will be from and select <span class="hcp2">Next</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The letter(s) are opened in Word. If you are printing multiple letters they are all in a single Word document with each letter starting on a new page.</p>
|
||||
<ol start="5" class="hcp3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Review and modify in Word if necessary and then print the letter(s).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can select  <span class="hcp2">Modify Template</span> when selecting a template if necessary to customize the template before creating the letters. <a href="basic_letter_templates.htm">Learn more about modifying templates</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If the selected template includes data fields for which no data exists in your Point of Sale records or documents, the fields will be auto-filled with **MISSING <data field>**. Review your letter(s) and edit or remove these fields to complete the current letter. You can remove the fields from the template if you never want them included in future letters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You may save the Microsoft Word document if you wish; doing so will not affect the template.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_customers/cust911.htm">E-mail Marketing from Point of Sale</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,83 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Write Letters to a Filtered List</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
ol.hcp2 { list-style:decimal; }
|
||||
span.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Write Letters to a Filtered List</p>
|
||||
<p class="Help-Text"><a href="basic_write_letters.htm">Letters Overview</a> <span class="hcp1">|</span> <a href="basic_letter_templates.htm">Manage Letter Templates</a> <span class="hcp1">|</span> <a href="basic_officeintegration.htm">Office Integration Overview</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/help_emailfaq.htm">FAQs</a></p>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Text">When writing letters to customers or vendors, you can choose to write letters for all records in a filtered list. For example, you might filter your customer list by ZIP code to send a letter to all customers in that area. Or, maybe you filter by receipt date to send thank you letters to everyone who made a purchase during a promotional sale.</p>
|
||||
<p class="Help-Info-Line">To write letters to a filtered list:</p>
|
||||
<ol class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">From your customer or vendor list, select <span class="hcp3">Write Letters <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font></span> <span class="hcp3">To Filtered List of <</span>record type<span class="hcp3">></span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">OR</p>
|
||||
<p class="Help-Indent">From the <a href="../qbpos_customers/cust_center.htm">Customer Center</a>, select <span class="hcp3">Write Letters</span>.</p>
|
||||
<ol start="2" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Enter the criteria to filter for the desired records and select <span class="hcp3">Next</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">You may have multiple pages of filters. For example, if filtering your customer list the first filter page allows you to filter by information in the customer record (such as by ZIP code) and the second page allows you to filter by sales information (such as sales amount and/or date). In this way, you could filter to write letters for all customers from a certain ZIP code that have spent more than $100 in the last 90 days.</p>
|
||||
<ol start="3" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Review the list of filtered records displayed and select <span class="hcp3">Next</span> when ready to proceed.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">You can remove records as necessary (clear the checkboxes on the left) or select <span class="hcp3">Back</span> to change filter criteria if necessary.</p>
|
||||
<ol start="4" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select a letter template and <span class="hcp3">Next.</span></p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Select <span class="hcp3">Modify Template</span> before selecting <span class="hcp3">Next</span> to customize the template.</p>
|
||||
<ol start="5" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Enter the name and title of the person that the letter will be from and select <span class="hcp3">Next</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The letter(s) are opened in Word. If you are printing multiple letters they are all in a single Word document with each letter starting on a new page.</p>
|
||||
<ol start="6" class="hcp2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Review and modify in Word if necessary and then print the letter(s).</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If the selected template includes data fields for which no data exists in your Point of Sale records or documents, the fields will be auto-filled with **MISSING <data field>**. Review your letter(s) and edit or remove these fields to complete the current letter. You can remove the fields from the template if you never want them included in future letters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You may save the Microsoft Word document if you wish; doing so will not affect the template.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,60 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>How do I?</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
img.hcp1 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1">How do I?</p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/hsoverview.htm">Help & Support</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_glossary_of_terms/glossarypage.htm">Glossary</a></p>
|
||||
<p class="Help-Info-Line">What area do you need help with?</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_hdi.htm">Inventory</a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_recording_sales_and_returns/receipts_hdi.htm" id="a1">Sales and returns<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="basic_tax_hdi.htm">Sales tax<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_customers/customer_hdi.htm" id="a3">Customers<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_customer_orders/custorder_hdi.htm">Customer Orders<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_vendors/vendors_hdi.htm">Vendors<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_multi_store/ms_purchasing_hdi.htm">Purchasing<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_receiving/voucher_hdi.htm" id="a5">Receiving<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_secadmin/security_hdi.htm">Employees and security<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_end_of_day/eod_hdi.htm">End of Day procedure<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_reports_and_sales_charts/reports_hdi.htm">Reports<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_qb_data_exchange/financialexchange_custnameorder.htm">Store Exchange<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_qb_data_exchange/qbfs_hdi.htm">Integration with QuickBooks Desktop financial software<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="basic_hdi_dataentry.htm">Entering or editing records<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="basic_hdi_navigate.htm">Program navigation, lists and forms, finding records<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_qb_data_exchange/finacialexchange_initiating.htm">Configuring or customizing Point of Sale<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_merchant_service/mas_hdi.htm">Accepting credit & debit cards<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_gift_card_service/giftcard_hdi.htm">Accepting & selling gift cards<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="basic_printing_hdi.htm">Printing<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_equipment/equi_hdi.htm" id="a2">Hardware<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_data_protection/companydata_hdi.htm">Working with your company data file<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a source="shell" href="../qbpos_help_and_support/help_licensing_hdi.htm" id="a4">Point of Sale licensing<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/help_updatehdi.htm">Getting updates to Point of Sale<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
|
||||
<p class="Help-Text"><a href="basic_officeintegration.htm">Import/Export Data and Write Letters</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/helpandsupport16.htm">Troubleshooting</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_help_and_support/help_IDN_apps.htm">Finding other applications that work with Point of Sale</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,68 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Mouse and Touchscreen Navigation</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Mouse and Touchscreen Navigation</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic259.htm">Keyboard Shortcuts</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">When the documentation says to select, highlight, or place the focus on a button, field, or toolbar, mouse or touchscreen users can simply click or touch that button or field.</p>
|
||||
<p class="Help-Text"><span class="hcp1" style="font-weight: bold;">Note</span><span class="hcp1">:</span> Not all Point of Sale windows support touchscreen use. For example, managerial tasks, such as running reports and creating purchase orders, are not efficient touchscreen tasks and therefore touchscreen use is not supported in those areas.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;"><font class="hcp2">Enabling Touchscreen Controls</font></p>
|
||||
<p class="Help-Text">Enable touchscreen use and add the touchscreen controls to Point of Sale by selecting <font class="hcp2">Enable Touchscreen Features</font> in <a href="../../qbpos_workstation_preferences/wsprefs_touchscreen.htm">workstation preferences</a>. (From the <span class="hcp1">File</span> menu, choose <span class="hcp1">Preferences</span>, and then select <span class="hcp1">Workstation</span>.)</p>
|
||||
<p class="Help-Text" style="margin-top: 0px; margin-bottom: 0px;"> </p>
|
||||
<p class="Help-Text"><a href="../../qbpos_customer_orders/so03.htm">Note: Touchscreen Controls in Dialogs<img class="hcp3" title="Click to display a popup topic" alt="Click to display a popup topic" src="../../image/yellow_up.gif" width="10" height="12" border="0"></a></p>
|
||||
<p class="Help-Text" style="margin-top: 0pt;"> </p>
|
||||
<p class="Help-Info-Line">Touchscreen Tips</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Reducing your video resolution to 800 x 600 can make touching small fields easier, but there may be tradeoffs with the display of other features at this resolution.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Double-touching in quick succession has the same effect as double-clicking with a mouse.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Touch, hold, and drag to reposition column headers and separators.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Your touchscreen controls may be customized through software provided by the manufacturer. Generally, you can access this software from the Windows Control Panel.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The size of your scroll bars can be changed to make touch scrolling easier. Go to <font class="hcp2">Control Panel</font> <font class="hcp4" style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> <font class="hcp2">Display</font> <font class="hcp4" style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> <font class="hcp2">Appearance</font>. Select <span class="hcp1">A</span><font class="hcp2">dvanced</font> and then <span class="hcp1">S</span>croll bar from the Item list and set the size that works best for you. Note: This changes the scroll bar size for all of your Windows programs. (Directions are for Windows XP; may vary in other Windows versions.)</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Touch screen monitors are ideal for certain activities, such as ringing up sales, where you are making selections from predefined data lists. However, when data must be entered into records, such as when initially setting up the system, running reports, or entering your preference settings, you will find that a hybrid system including a keyboard (for entering data) is more efficient.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Consider turning on your Microsoft Windows touchscreen keyboard to facilitate typing within Point of Sale.<br></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic244.htm">Return to top</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,473 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Basics">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Keyboard Shortcuts</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
tr.hcp2 { vertical-align:top; }
|
||||
td.hcp3 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp4 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Keyboard Shortcuts</p>
|
||||
<p class="Help-Text"><a href="basic244.htm">Mouse & Touchscreen Navigation</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The keyboard shortcuts shown below are common to all program areas.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"><font class="hcp1">Common Keyboard Shortcuts:</font></p>
|
||||
<table cellspacing="0" width="378">
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" bgcolor="#D6D6D6" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><font class="hcp1">Keystroke</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#D6D6D6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp1">Action</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" bgcolor="#E5E5E5" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><font class="hcp1">Basic Navigation</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E5E5E5" class="hcp3">
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+Q></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Log in/out</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Alt+O></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Open I Want To menu</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Alt></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p>Underscores shortcuts for menus</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+Tab></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Cycle through open windows</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Tab></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Accept entry and/or move from one field to the next in a form</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+Tab></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Reverse tab navigation</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Enter></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Accept entry and/or move to next field in a list and on receipt payment window</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Arrow keys></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Navigate in and between fields and columns</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Esc></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Cancels current operation; backs out one screen; exits program from Navigator screen</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Home></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Move cursor to first column in list</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><End></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Move cursor to last column in list</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Spacebar></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Select/clear a check box</p>
|
||||
<p class="Help-Text">Cycle through choices on drop-down lists</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" bgcolor="#E5E5E5" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><font class="hcp1">Function Keys</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E5E5E5" class="hcp3">
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F1></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Get Help on current task</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F3></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Open the Find window for the active field (only on windows with Find fields)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F4></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">From <a href="../basic315.htm">lookup</a> fields, access associated list to select</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F5></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">On document: Edit selected item.</p>
|
||||
<p class="Help-Text">(Pro) Edit selected style item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F6></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">On document: Edit quantity</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F8></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Toggle between list view and form view of the selected record</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F9></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Return to Home screen from Make a Sale window</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F10></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Toggle focus between the menu and window</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F11></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">Save (without printing <a href="../../qbpos_glossary_of_terms/glossarypage.htm#glossary_transactionaldocs">transactional documents</a>)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:33.33%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><F12></p>
|
||||
<p class="Help-Text" style="text-align: center;"> </p>
|
||||
<p class="Help-Text" style="text-align: center;"> </p>
|
||||
<p class="Help-Text"><a href="basic259.htm">Return to top</a></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp3">
|
||||
<p class="Help-Text">1. Save (record, order document) or save & print (transactional document )</p>
|
||||
<p class="Help-Text">2. Go to payment screen (from receipt body)</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<table cellspacing="0" width="378">
|
||||
<tr class="hcp2">
|
||||
<td colspan="2" style="width:100.00%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp1">Control (Ctrl) Keys</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+E></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Move cursor to customer lookup field</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+F></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open the Find window for the active field (only on windows with Find fields)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+I></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Move cursor to item lookup field</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+N></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text" style="margin-left: 2pt;">Switch tabbed pages, n = 1, 2, 3, etc.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+Q></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Log in/out</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+F4></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Go to Item List (from documents)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+F7></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Access Held documents (from history list)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+F8></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open installed cash drawer</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+F10></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Print tags (where applicable)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+Tab></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Cycle through open windows</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+Home></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Go to first record in list</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+End></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Go to the last record in list</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+PageUp></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Display previous record or form</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+PageDown></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Go to first or last record on window</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td colspan="2" style="width:100.00%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp1"><span style="font-weight: bold;">Shift</span> Keys</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F1></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Cash window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F2></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Credit window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F3></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Debit window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F5></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Gift Card window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F6></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Redeem a Gift Certificate window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F7></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Charge Account window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F8></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Take Deposit window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Shift+F11></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Open Check window for customer payment</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td colspan="2" style="width:100.00%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp1">Alternate (Alt) Keys</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Alt></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Access text menus</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Alt+underlined letter></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Access visible options that contain an underlined letter by pressing <font class="hcp4"><Alt + the underlined letter></font>. For example, to access <span style="text-decoration: underline;">C</span>opy, use <font class="hcp4"><Alt+C></font>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:31.75%;" class="hcp3">
|
||||
<p class="Help-Text" style="text-align: center;"><Alt+F4></p>
|
||||
</td>
|
||||
<td style="width:68.25%;" class="hcp3">
|
||||
<p class="Help-Text">Exit Point of Sale</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic259.htm">Return to top</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,139 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Keyboard Shortcuts: Customers</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
tr.hcp1 { vertical-align:top; }
|
||||
td.hcp2 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Keyboard Shortcuts: Customers</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic259.htm">General Keyboard Shortcuts</a> <font color="#C0C0C0">|</font> <a href="basic244.htm">Mouse & Touchscreen</a></p>
|
||||
<div>
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">This is a list of keyboard shortcuts applicable in <a href="../../qbpos_customers/customersoverview.htm">customer</a> records.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<table cellspacing="0" width="387">
|
||||
<tr class="hcp1">
|
||||
<td style="width:31.01%;" bgcolor="#D6D6D6" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><font class="hcp3">Keystroke</font></p>
|
||||
</td>
|
||||
<td style="width:68.99%;" bgcolor="#D6D6D6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Action</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">General:</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Tab> or <Arrow Keys></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Move field to field</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F4></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Display choices on drop-down list or display calendar in date fields (press within field)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F11> or <F12></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Save customer record</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Alt+O></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Open I Want To menu</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl + n></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Switch tabbed pages, n = 1,2,3, etc.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Esc></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Cancel creation of customer</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Customer List:</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F3> or <Ctrl+F></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text" style="margin-bottom: 2.00pt;">Search for customer</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F8></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Cycle between list and form</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Ctrl+F10></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Print customer labels</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_cust_keys.htm">Return to top</a></p>
|
||||
 
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,119 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Keyboard Shortcuts: Departments</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
tr.hcp1 { vertical-align:top; }
|
||||
td.hcp2 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Keyboard Shortcuts: Departments</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic259.htm">General Keyboard Shortcuts</a> <font color="#C0C0C0">|</font> <a href="basic244.htm">Mouse & Touchscreen</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">This is a list of keyboard shortcuts applicable to <a href="../../qbpos_departments/deptsoverview.htm">departments</a>.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<table cellspacing="0" width="387">
|
||||
<tr class="hcp1">
|
||||
<td style="width:31.01%;" bgcolor="#D6D6D6" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><font class="hcp3">Keystroke</font></p>
|
||||
</td>
|
||||
<td style="width:68.99%;" bgcolor="#D6D6D6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Action</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text" style="margin-left: 1.35pt;"><font class="hcp3">Adding/Editing a Department:</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Tab> or <Arrow Keys></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Move field to field</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F4></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Display choices on drop-down list (press within field)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F11> or <F12></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Save record</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Esc></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Cancel creation of department</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td colspan="2" style="width:100.00%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text" style="margin-left: 1.35pt;"><font class="hcp3">Department List:</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F3> or <Crtl+F></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text" style="margin-bottom: 2.00pt;">Search for department record</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F8></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Cycle between list and form</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:30.54%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Alt+O></p>
|
||||
</td>
|
||||
<td style="width:69.46%;" class="hcp2">
|
||||
<p class="Help-Text">Open I Want To menu</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,92 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Keyboard Shortcuts: Filter Dialog</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
tr.hcp1 { vertical-align:top; }
|
||||
td.hcp2 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Keyboard Shortcuts: Filter Dialog</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic259.htm">General Keyboard Shortcuts</a> <font color="#C0C0C0">|</font> <a href="basic244.htm">Mouse & Touchscreen</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">This is a list of keyboard shortcuts for the list and report filter dialog.</p>
|
||||
<table cellspacing="0" width="387">
|
||||
<tr class="hcp1">
|
||||
<td style="width:32.56%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><font class="hcp3">Keystroke</font></p>
|
||||
</td>
|
||||
<td style="width:67.44%;" bgcolor="#E6E6E6" class="hcp2">
|
||||
<p class="Help-Text"><font class="hcp3">Action</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:32.56%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Enter></p>
|
||||
</td>
|
||||
<td style="width:67.44%;" class="hcp2">
|
||||
<p class="Help-Text">Accept entry and move to next field</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:32.56%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><F4></p>
|
||||
</td>
|
||||
<td style="width:67.44%;" class="hcp2">
|
||||
<p class="Help-Text">Open selection dialogs or lists within a field</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:32.56%;" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Up/Down Arrow Keys></p>
|
||||
</td>
|
||||
<td style="width:67.44%;" class="hcp2">
|
||||
<p class="Help-Text">Move up down through lists</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:32.56%;" height="16" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;">< Tab></p>
|
||||
</td>
|
||||
<td style="width:67.44%;" height="16" class="hcp2">
|
||||
<p class="Help-Text">Switch focus from criteria fields to bottom toolbar</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp1">
|
||||
<td style="width:32.56%;" height="16" class="hcp2">
|
||||
<p class="Help-Text" style="text-align: center;"><Spacebar></p>
|
||||
</td>
|
||||
<td style="width:67.44%;" height="16" class="hcp2">
|
||||
<p class="Help-Text">Select/clear item checkboxes or cycle through choices for various options</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,74 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Search for a Customer</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Search for a Customer</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../basic261.htm">Sort Lists</a> <font color="#C0C0C0">|</font> <a href="../basic262.htm">Filter Lists</a></p>
|
||||
<div>
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">From the Point of Sale Home Page, use <a href="basic_quickfind.htm">Quick Find</a>.</p>
|
||||
<p class="Help-Info-Line">Searching in your customer list:</p>
|
||||
<p class="Help-Text" style="text-align: center;"> </p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Open your Customer List.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Begin typing customer keywords in the <span class="hcp1">Search Customers</span> field.  </p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><img src="../../image/cust_search.gif" alt="Customer Search" title="Customer Search" width="284" height="31" border="0" class="hcp2"></p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Last name or company name is recommended</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">You can also search by phone number, e-mail address, street name, or any other customer field</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">As you type, the list is instantly filtered to display only matching customers. Note how the filter button now indicates the list is showing Search Results and the number of records found is shown at the bottom of the list. In this case, typing "sky" returned two customers living on Skyline Drive.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent"><img src="../../image/cust_search_results.gif" alt="Customer Search" title="Customer Search" width="436" height="112" border="0" class="hcp2"></p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">If no results are found, use the backspace key on your keyboard to go back and re-enter new characters.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select the customer you wish to work with and then click <span class="hcp1">Show Details</span> or choose an appropriate task from the I Want To Menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../../qbpos_recording_sales_and_returns/receipt1029.htm">List a Customer on a Receipt</a></p>
|
||||
<p class="Help-Text"><a href="../../qbpos_customers/cust910.htm">View Customer Purchase History</a></p>
|
||||
<br>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,70 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Search for a Department</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Search for a Department</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../basic261.htm">Sort a List</a> <font color="#C0C0C0">|</font> <a href="../basic262.htm">Filter a List</a> <font color="#C0C0C0">|</font> <a href="../../qbpos_departments/deptsoverview.htm">Department Overview</a></p>
|
||||
<p class="Help-Info-Line">To search for a department record:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Enter a search keyword or keywords for the department name or department code in the <span style="font-weight: bold;">Find Department</span> field at the top of your department list.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click the magnifying glass icon or press <span style="font-weight: bold; font-style: italic;"><Enter></span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the Find window, you can confirm and select the correct department or narrow your search:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Highlight a record and double-click, press <font style="font-weight: bold; font-style: italic;"><Enter></font>, or choose <font class="hcp1">Select Department</font>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent" style="margin-left: 48px;">The department form is displayed.</p>
|
||||
<p class="Help-Indent" style="margin-left: 48px;">OR</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Select <font class="hcp1">Advanced Find</font> to narrow your search to a specific field or specify other search criteria and search again</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Select <font class="hcp1">Add</font> <font class="hcp1">New</font> to add a new department</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List">Select <font class="hcp1">Go to Department List</font> to display your full department list</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_find_dept.htm">Back to top</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../basic_customizelistcolumns.htm">Customize the columns in the Find window</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,84 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Finding a Record or Document</title>
|
||||
<link rel="StyleSheet" href="../../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
var chmfilefullname = "";
|
||||
var chmfilename = "";
|
||||
var chmfilepath = "";
|
||||
var chmfilepage = "";
|
||||
getchmfile();
|
||||
|
||||
function getchmfile(){
|
||||
var ra, sl, a, X, Y, Z;
|
||||
ra = /:/;
|
||||
a = location.href.search(ra);
|
||||
sl = "::";
|
||||
Y = location.href.lastIndexOf(sl);
|
||||
if (a==4) {
|
||||
Y = location.href.lastIndexOf("/");
|
||||
chmfilepage = unescape(location.href.substring(Y+1));
|
||||
if (location.href.substring(0,4) == "file") {
|
||||
chmfilepath = unescape(location.href.substring(8, Y+1));
|
||||
}
|
||||
} else {
|
||||
if (a == 2) X = 14;
|
||||
if (a == 7) X = 7;
|
||||
chmfilefullname = unescape(location.href.substring(X, Y));
|
||||
Z = chmfilefullname.lastIndexOf("\\");
|
||||
chmfilepath = unescape(chmfilefullname.substring(0, Z+1));
|
||||
chmfilename = unescape(chmfilefullname.substring(Z+1));
|
||||
chmfilepage = unescape(location.href.substring(Y+3));
|
||||
}
|
||||
}
|
||||
//]]>
|
||||
</script>
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
ul.hcp1 { list-style:disc; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Finding a Record or Document</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="basic_quickfind.htm">Quick Find</a> <font color="#C0C0C0">|</font> <a href="../basicsmainpage.htm">Point of Sale Basics</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">There are three ways to locate records or documents in a Point of Sale list. Select a link for more information about an option.</p>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Searching by keywords, across all  information fields.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent">Area-specific search instructions: <a href="basic_find_customer.htm">Customers</a>, <a href="basic_find_item.htm">Items</a>, <a href="basic_find_recpt.htm">Receipts</a>, <a href="basic_find_layso.htm">Customer Orders</a>, <a href="basic_find_vendor.htm">Vendors</a>, <a href="basic_find_dept.htm">Departments</a>, <a href="basic_find_memo.htm">Adjustment Memos</a>, <a href="basic_find_slip.htm">Transfer Slips</a>, <a href="basic_find_po.htm">Purchase Orders</a>.</p>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="../basic261.htm">Sorting</a> the list by a selected value (column). In many lists, you can then jump to a specific record by typing the first few characters of the record's entry in that column (the characters you type are not displayed).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul class="hcp1">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><a href="../basic262.htm">Filtering</a> the list by one of the predefined filter options. Some lists allow you to create and save your own list filters.  </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../basic_customizelistcolumns.htm">Customizing list columns</a></p>
|
||||
</body>
|
||||
</html>
|
||||
Some files were not shown because too many files have changed in this diff Show More
Reference in New Issue
Block a user