Charge to Account

Charge to Account Screen

<Main Menu> <Sales>

The Charge to Account screen allows for items at sale time to be added to an account for layaway purposes.

Follow the "How to Sell a Product" procedure until all items to be charged to account are entered. (Customer Account details must be in place prior to sale). Press F9 key on the keyboard: This will allow selection (using the up/down keys on the keyboard) of Part Payment or Add to Invoice, select the required function.

Add to Invoice.

The list of customer accounts will be displayed in the form of a drop down list as shown in the Account No field as shown in the Add to Invoice screen. The most previous accounts will appear at the top so as to allow quicker access to the most current accounts. The required account number can be found by using either the mouse or down key on the keyboard or by typing the account number in and pressing return.

Note - When you type the account number into the Account No field the system searches the values in the field to find those that match the characters you have typed. The system will match the highest number down so tying "1" will find "13" from the list above, to find "1" type "01" or remove the "3" from "13" and press return.

The invoice amount will be in red, check all details and Press F9 if correct. The Select Layaway Report screen will then be displayed:

Use the mouse to select (tick) or deselect (no tick) the required reports.

The next screen will be the usual Select Printer screen. Select the A4 printer and the selected reports will be printed, the screen then returns to the Sales Screen ready for the next sale.

Note - If the "Always you use the default A4 printer to print Layaway reports" is selected in the Printer Setup screen the Select Printer screen will not be displayed during the above operation.

Part Payment.

Note - In order for the part payment function to operate correctly the system is designed to utilise part payment as a product. This function is pre loaded on to the system with a Product code of "Payment" and a Description of "Payment Received - Thank You". You may view this record as you would any normal item using the Product Maintenance screen using "Payment" as the Product Code, DO NOT DELETE OR MODIFY THIS RECORD! You will notice that the Sell by Value check box is ticked, this allows the operator to enter the part payment figure at sale time.

At sale time either type the word "Payment" and press return or scan your in house produced barcode label with "Payment" as the barcode and press the F9 key to display the Charge to Account screen. Please note that when using the Part Payment function you must not sell any other items as part of the sale, these items should be entered as separate sale.

The following Part Payment screen is shown when Part Payment is selected:

Same procedure to select the account, on pressing return note that the amount is in green and the F9 key is now Make Payment. On pressing the F9 key you will be presented with the standard complete sale screen to select the Type of Payment.

If the system detects that the account is now cleared the operator will be presented with the Select Layaway Report. Use the mouse to select (tick) or deselect (no tick) the required reports.

The next screen will be the usual Select Printer screen. Select the A4 printer and the selected reports will be printed, the screen then returns to the Sales Screen ready for the next sale.