Field

Usage

[Address]

Contains the company name (if any), the address, and phone number for the customer listed on the order. Taken from the customers record. To edit a customers information, click the Edit button next to this field to open the appropriate record for editing.

[Amount]

On the Payment History screen. The amount of a particular deposit.

Assigned

Work order only. Select the employee to whom the service job is to assigned. Suggested as the logged in employee. As the work progresses, this field can be edited as necessary. The Assigned field can be used to filter the work order list and reports.

[Associate]

Header and item list. Suggested as the logged in employee, but can be edited for the entire document (header field) or item-by-item (in the item list) for the purpose of tracking sales commissions.

[Balance Due]

The balance remaining on the customer order. (Total Deposit Balance)

[Cashier]

Auto-filled with the logged in employees name and cannot be changed if logins are required.

[Commission %]

Item list. The commission rate assigned to the specified Associate, if item eligible for commissions.

[Commission Amount]

Item list. The commission amount for the item, based on the item price and the Associates commission percentage, if item eligible for commissions.

Customer

Required. The customers name with title, or company name, from the customer record. This field is also used as a customer lookup/search field. Enter a customers first or last name, company name, phone number, or a search keyword and press <Enter> or click the Find Customer button.

Customer PO #

On orders for customers being tracked as businesses, this field is added to the Customer Info section of the order. Use to record the customer's purchase order number.

[Deposit Balance]

The sum of all deposits received, less any deposits already applied toward sale.

[Dep Receipt #]

Payment History screen. Deposit receipt number; sequential number assigned to the receipt used to record the deposit.

Description of problem

Work orders only. Use to record the service to be performed and any special instructions. Select the Edit Instructions icon in this field if more space is needed.

Discount Fields
 

   Discount

Enter any discount amount or percent and Point of Sale calculates the others.

Totals area: Global discount amount for the customer order.

   Discount %

Item list: A percentage discount applied to the specific item price.

Totals area: A global percentage discount applied to the entire document (subtotal).

   Unit Discount

Item list: A discount amount applied to the specific item price.

   Ext Discount

Item list: Extended item discount. (Order Qty x Unit Discount)

   Disc Type

Item list. Allows you to specify the reason for an item discount. Discount types can be customized in company preferences and used to filter reports.

[<Document> #]

Examples: Layaway #, Sales Order #, or Work Order #. Sequential number assigned by Point of Sale using a separate sequence for each order type. The numbering format can be customized for each order type in company preferences.

Due Date

Used on work orders to record the expected completion date.

[Ext. Price]

Item list. The extended price of a customer order item (Price X Qty)

Instructions

Layaways/Sales Orders. Optional instructions field. Click the edit instructions field for more room to record notes.

[Order Date]

The date the customer order was created. Default: the current date.

Ordered

Item list: The quantity of an item being ordered. Suggested as one (1) or the Doc Qty transferred from inventory. Editable.

[Payment]

Payment History screen. The payment type (cash, credit card, check, etc.) used to make the deposit.

Price

Item list. The price of the item for this particular customer order. Suggested is the inventory price for the current price level. Enter new price if necessary; entries here do not affect inventory prices.

Price Level

The price level applied to the order. Select a new price level from the drop-down list to change.

Promo Code

Optional field used to record a miscellaneous note on a customer order, such as a note identifying a special sale. An entry in this field can be required in by a company preference and used to filter reports.

[Qty Due]

Item list. The item quantity remaining to be received by the customer.  (Qty Due =Ordered Sold)

[Reverse]

Payment History screen. If a receipt used to take a deposit has been reversed, Reversed is displayed in this field. Receipts that reverse a deposit receipt show Reversing in this field.

Shipping

Enter an optional amount for shipping charges. On sales orders, you can select Shipping Information from the I Want To menu to specify provider and shipping address.

[Sold]

Item list. The item quantity already sold to the customer.

Status

Current status of the order: Open, Closed, Pending or a custom status you have defined. Used to track and filter the progression of orders for viewing and reporting. Learn more.

Subtotal

The total amount due for the customer order before adding discounts, taxes or shipping costs.

Tax

The total tax being charged for the customer order.

Total

The total amount for the customer order, including all taxes, charges and discounts.

Unfilled %

Order Lists: Percentage of the order not yet sold to the customer, based on total order quantities.

[Unit of Measure]

Used to change the unit (size) of the item being sold when using the multiple units of measure feature. Defaults to your default sell-by unit.