Cash Sale


To begin a cash sale, click the Cash Sale button. A small window will open and you will be asked to select a salesman. Double click or enter the initials to select the salesman. Once a salesman has been selected the invoicing screen will open. You begin at the part number field where you can start entering a part number or you may press F2 for the inventory search screen. If the same part number is used by multiple manufacturers, or there are part numbers that closely relate to the part entered, it will display a list for you to choose the correct part. Double click the desired part to enter it into the sales order. Pressing enter or tab will move the cursor to the quantity field. You cannot backorder a part on a cash sale, so if the part number you select is not in stock, the system will open the inventory adjustment screen and allow you to receive the qty you are selling into inventory. To change the displayed price hold the right arrow on your keyboard and hit enter and you are able to change the selling price. Now you may press tab or enter to add the item to the order. The cursor will go back to the part number field and you can continue to add items to this order. If you wish to remove a part from the order simply click on the arrow next to the part in the order and press your delete key on your keyboard. If there are any miscellaneous charges for these items, enter them by clicking on the Misc. Charges tab next to the Parts tab. Use the drop down menu to select the charge you want to add and then click the Add button to add this charge to the order. To remove a charge, click the Remove button after you select the line to be removed.

Misc. Charges:

If there are any miscellaneous charges for these items, enter them by clicking on the Misc. Charges tab next to the Parts tab. Use the drop down menu to select the charge you want to add and then click the Add button to add this charge to the order. To remove a charge, click the Remove button after you select the line to be removed.

If you want to add any notes to this order, enter them in the Notes box located at the bottom of this window. At this point you have an option to print a pick ticket or end the order. To end the order click End to Invoice or you may use the END key on your keyboard. If you do not want to end this sale then click the Cancel button to close the window.

Completing the sale:

Once you have clicked the end to invoice button, the complete sale screen opens. Here you can select the payment type, select invoice or receipt (receipt is the default setting) for printing and enter an amount tendered. If the customer is using multiple forms of payment, click the Split Payment button to open the split payment screen.

Split Payments:

In this screen you have the option of taking up to three forms of payment for the invoice. Use the drop down menu to select the payment method, the amount, and the check or credit card number (if applicable). Click the OK button to save the payments and return to the complete sale screen. If you do not want to save these payments, click the Cancel button.

Once all this is finished you can decide to print or not by selecting one of the buttons at the bottom. If you do not want to finish the sale at this time, click Cancel.