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M3.0 Sales Entry - Fresh Computer Systems

1. Connected to 192 168 0 1 Macro Print Capture Hold T420 7hr 33min Row11 Col27 Enter the following highlighted fields Report Selection Select Codes by Code from to Produce Unit Combine Units Period Num from to Printed on 16 May 2002 Enter 1 for Top Customer for selected Produce or 2 for Top Produce for selected Customers For Top Customer for selected Produce enter selection of C ode or Levy G roup For Top Produce for selected Customers enter selection of 1 code 2 type 3 Category 4 Territory or 5 Area Enter the beginning code of the range to report on The type of code will depend on the value entered in the previous field ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first code setup on the system Enter the ending code of the range to report on The type of code will depend on the value entered in the above field Pressing NxtFld will default this field to the last code setup on the system If only one code is required then this field should contain the same value as the code from field Enter the Unit from and to to be considered for Sales statistics ListVal may be used to assist in the selection of a code N o lists at an Item level Y es at the Customer Produce level Enter the period number range to report on Press Return to retrieve the first and last record established
2. Fresh Computer Systems Pty Ltd 3 47 LETTUS User Manual Sales Entry Menu 3 Order Report by Q ty V alue A vg G P To specify the order of the report enter Q for Quantity V for Value A for Average G for Gross Profit Percentage Display Top How Many Enter the number of top customers produce to be listed All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 48 LETTUS User Manual Sales Entry Menu 3 3 24 Stock Reconciliation List The Stock Reconciliation List provides a list of all computer stock on hand This should be reconciled with the actual stock on hand report produced by a manual stocktake P amp E SmarT erm Essential Log in stw oy Xx 3 File Edit View Tools Properties Connection Window Help la x osas vele sanae aens Stock Reconciliation Listing x DEMO COY stk_rec Last Run Date Time Current Date Time MON 04 FEB 02 04 43 PM D epartment or P roduce D Department from __ PRODUCE to C amp D SALAD MIX Produce from APPLES Unit from BAG to ZUCCHINI to TRAY From End of Trade MON D etail or S ummary D Include Supplier Sub Totals Y Supplier Include Count Size Sub To
3. Hold YT420 7hr30min Row9 Col 40 Enter the following highlighted fields From Date Enter the beginning date of the date range to report on Press NxtFld to default this date to the current today s date To Date Enter the ending date of the date range to report on Press NxtFld to default this date to the current today s date Customer Type from to Enter the customer type range to report on Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 46 LETTUS User Manual Sales Entry Menu 3 3 23 Top Customer Produce List This report lists the top customers or the top produce within specified parameters The number of records to be displayed is specified to the user 2 SmarTerm Essential Log in stw Iaf x 3 File Edit View Tools Properties Connection Window Help lj x D se S ee e aose eena Top Customer Produce Listing xx DEMO COY top_cust Last Run Date Time Current Date Time MON 04 FEB 02 04 24 PM Report Selections 2 Top Produce for Selected Customers m Report Selection 1 1 Top Customers for Selected Produce Select Codes by _ from to Produce Unit from Combine Units _ to Period from Order Report by Q ty V alue to A vg G P _ Display Top How many ___ All values OK Y Select Produce by C ode or Levy G roup Count 0 T andrew stw 5 andrew stw Log in stw zi lt Replace gt
4. to 7 Fi S ummary or D etail D All values OK Y Count 1 lt Replace gt zi andew stw andrew stw Connected to 192 168 0 1 Macro Print f Capture Hold YT420 5hr25min Row8 Col 40 Make your report selection by completing the following fields From Enter the beginning date of the sale date range to report on The enhanced date feature may be used if required or press NxtFld to default this date to the current today s date Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 54 LETTUS User Manual Sales Entry Menu 3 E to Enter the ending date of the sale date range to report on The enhanced date feature may be used if required or press NxtFld to default this date to the current today s date S ummary or D etail For a detailed report which includes ticket details enter D in this field If these ticket details are not required enter S for a summary report All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 55
5. 2 SmarT erm Essential Log in stw e x 5 File Edit View Tools Properties Connection Window Help l x jOsce o se e slaeale gt SS8 B 2 Sale Query _ _ _ _9 AA Lot Item Pool SaleDate Ty Prod Unit Gr Size Cust Qty Price Incl GST Invoice EnterDate Dep C SIm Ticket Sheet Prod Descr 1038 _1 Co OCT 01 N BLY CIN C LGE SMS e 16 000 17 6000 1000125 25 0CT 01 03 _ 99 1038 _1 25 OCT 01 T BLV CIN sD 0 800 e5 OCT 01 03 _ 99 1038 _1 c8 SEP 0L C BLY CIN C LGE C 10 2 500 _ 2 7500 1000119 28 SEP 01 03 A 99 1020 1038 _1 28 SEP 01 C BLV CIN C LGE C 10 2 500 _ 2 7500 1000119 28 SEP 01 03 A BW 11 LARGE 1038 1 28 SEP 01 R BLV CIN C LGE 004 2 2 000 _ 2 2000 1000123 28 SEP 01 03 _ 99 1025 LARGE 1038 1 28 SEP 01 N BLV CIN C LGE 025 900 12 000 13 2000 1000122 28 SEP 01 03 _ BN 1028 LARGE 4028 1 05 JUN 01 N AVO CIN OL Ss 2 300 _ 2 3000 1000098 05 JUN 01 09 _ 99 4 1028 1 O5 JUN OL N AVO CIN 00L de 1 560 _ 1 5600 1000098 05 JUN 01 09 _ 99 _ 4 1028 1 0S JUN 0L N AVO CIN OL 5 41 000 1 0000 1000098 05 JUN 01 09 _ 99 _ 4 1028 1 0S JUN 0L N AVO CIN OL 2 2 000 2 0000 1000102 05 JUN 0L 09 _ 99 4 1028 1 Q JUN 01 N AVO CIN 001 B 1 000 1 0000 1000098 05 JUN 01 09 _ 99 42 1030 2 05 JUN 0L NC CIN LGE 00l 5 6 200 6 2000 1000098 05 JUN 0L 12 _ 99 42 1030 2 05 JUN 0L NC CIN LGE 001 2 200 2 2000 1000117 05 JUN 01 12 _ 99 47 1030 2 05 JUN 0L NC CIN LGE 00l 5 1 230 1 2300 100009
6. date If L or P is chosen above the cursor will not enter this field to Enter the ending date of the enter date range to report on Pressing NxtFld will default this date to the current today s date If only one date is required enter the same date here as in the from field Order by C ustomer P roduce or D epartment Enter C in this field to order the report by Customer Code or P to order the report by Produce Code or D to order the report by Department Code from Enter the beginning code of the range to report on The type of code will depend on the entry in the above field ListVal may be used to assist in the selection of Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 28 LETTUS User Manual Sales Entry Menu 3 a code Pressing NxtFld will default this field to the first code established on the system to Enter the ending code of the range to report on The type of code will depend on the entry chosen above Pressing NxtFld will default this field to the last code established on the system If only one code is required the same code must be entered in this field as in the from field Lot Pool Totals to include Sale Types From Enter the beginning Sale type code to be included Press ListVal for further assistance in the selection of the Sale types Pressing NxtFld will default the first code established on the system To Enter the ending Sale type code to be included Press ListVal for furthe
7. unit code for cartons CTN in the Unit field Enter the customer code for T Smith into the CUST field SMITH Now all the search criteria have been entered press ExeQry to find the sale record s Query 2 Find out what lot and items the tomatoes sale were made out of on 23 February 1991 Action Enter the produce code for tomatoes in the PROD field TOM Next enter the sale date 23 FEB 91 into the sale field Now press the ExeQry key to find the sale record s Query 3 Find all the sales that were entered under salesperson ticket number 12231 Action Enter the ticket number 12231 in the Ticket field and press the ExeQry key to find the sale s records Note The more criteria you specify the less records will be retrieved Use the CountQry key to retrieve the number of records to be displayed If the count 1s large you may specify more criteria to reduce the number of records retrieved Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 35 LETTUS User Manual Sales Entry Menu 3 m 3 17 Sales Listing The Sales List is based on sale types One sale type or a range of types can be listed within a nominated date range and can be ordered by four different criteria This report can be used for auditing or tracking sales of a particular type e g Wastage Select the Sales List option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen
8. x Oena te T pods SOR ly io Salesman 99 MISC Sales by Lot Lot Number 1038 Supplier 360 Expected All Priced Produce BLV ALL FRESH PTY LTD Received 28 SEP 01 Approved Department 03 Agree B PC 4106 All Sold Paid Consignment Pallet Supp Ref Recd _ 1000 Unsold Sold Val Unpriced Pri Val Items Net _ 1000 69 _1091 20 _ 1000 0 00 No Unit Gd Size Dept Item Descr Locn Net Unsold Avg Unpriced Avg 1 CTN C LGE 03 LARGE 1000 69 11 726 1000 Sale Date Tup Customer Name 25 0CT 01 N SMS SUPERMARKET SUPPLIE 2 16 000 1000125 eo OCT O1 T DISC 0 800 28 SEP 01 C 002 CASH SALE 1 20 000 1000120 eB SEP O1 N Oed TAN BOYCE PTY LID 900 12 000 1000122 e8 SEP 01 Count 6 V lt Replace gt z ie a VS Ghee owe Gat a This forms consists of four blocks Block One contains the salesman code and name Block 2 contains the Lot information the Item information is in Block 3 while Block 4 contains the Sale details 3 2 1 To enter a Sale by Lot Number Step 1 In the Salesman field enter the salesman code or press ListVal to assist in the selection ofa code Upon selecting a salesman code the name will be displayed and the cursor will move to the lot block Step 2 In the Lot Block select the lot by entering any of the following selection criteria Lot Number Supplier Code Produce Code Department Code Purchase Memorandum Number Supplier Ref Printed on 16 May 2002 Fresh Computer Systems Pty Ltd
9. 3 5 LETTUS User Manual Sales Entry Menu 3 EO 0I aaa Agreement Type Received Date Received Quantity Press ExeQry to execute the query Press NxtRec and PrvRec to move through the records that match the criteria Step 3 Upon selection of a lot record press NxtBlk to move the cursor to the ITEMS block and to display the item details Note that only four items per lot can be displayed at a time press the NxtSet key to display the next four items Press PrvRec and NxtRec to move between items in this block The current item against which sales credits are recorded is indicated by a gt symbol on the left hand side of the item record Step 4 Press the NxtBlk key to move the cursor to the Sales block In this block the following fields are displayed Sale Date Enter the date of the sale The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date This date is used to update the sales stats debtors module and the general ledger Type Enter the type of the sale in this field Valid sale types are A Allowance M Miscellaneous Sale Adjustment N Normal Sale O Open Sale R Credit Note T Take on X Transfer sales credits ListVal may be used to assist in the selection of a sale type Note that the field defaults to N for normal sale To change the sale type press PrvFld back into the sale type field Customer Enter the C
10. Report Format Count x1 lt Replace gt 4 T andrew stw E andrew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold YT420 Shr29min Row Col 42 Make your report selection by completing the following fields Enter Date from to Department from to will default this field to the current today s date Enter the ending date of the Enter date range to report on Pressing NxtFld will default this field to the current today s date will default this field to the first department code established on the system Enter the ending code of the department code range to report on Pressing NxtFld will default this field to the last department code established on the system If only one department is required this field should contain the same value as the from field Stock Non Stock or Both Produce Enter S to report on Stock N to report on Non Stock or B for Both codes Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 30 Enter the beginning date of the Enter date range to report on Pressing NxtFld Enter the beginning code of the department code range to report on ListVal may be used to assist in the selection of a department code Pressing NxtFld If only one Produce code is required enter that Produce code in this field Pressing NxtFld will default this field to a which will report on all produce LETTUS User Manual Sales Entry Menu 3 a ee
11. Step 2 In the Sale Details block a number of features may be used in which to record sales These are a Entering the Lot Item or Pool number where known b Entering the produce code and pressing ListVal allowing the user to choose the Lot Item or Pool number c Entering the produce code unit type and quantity then pressing EntQry to auto select the oldest applicable lot To enter a Ticket Sale by Customer the following fields must be entered Sale Date Enter the date of the sale The enhanced date feature may be used if required This date is used to update the Debtors and General Ledger module Note that a warning is produced when the sale date is different to the ticket date entered in the above block Type Upon entering the sale date this field defaults to N for Normal Sale Valid options are N Normal R Credit A Allowance O Open sales To modify the sale type press PrvFld from the Lot field to enter the type field Lot Enter the Lot Number if known If the Lot number is not known leave this field blank by pressing NxtFld If the lot number field is entered the cursor will be positioned on the item field Enter the item number of this lot for this sale If the Item Number is not known you may press ListVal to assist in the selection of an item number Upon entry of a lot and item number the lot details will be displayed Pool Enter the Pool number if known Upon entry of a pool number the pool details
12. andrew stw E andiew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold T420 8hr7 min Row6 Col40 Make your report selection by completing the following fields Selection 1 by Enter one of the selection criteria to format the report by Valid options are 1 Department 2 Customer 3 Produce 4 Salesman 5 Produce Unit Pressing NxtFld will default this field to Salesman 4 Code from Enter the beginning code of the range to report on The type of code will depend on the value entered in the previous field ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first code setup on the system Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 51 LETTUS User Manual Sales Entry Menu 3 to Enter the ending code of the range to report on The type of code will depend on the value entered in the above field Pressing NxtFld will default this field to the last code setup on the system If only one code is required then this field should contain the same value as the code from field Selection 2 by Enter one of the selection criteria to format the report by Valid options are 1 Department 2 Customer 3 Produce 4 Salesman 5 Produce Unit Pressing NxtFld will default this field to Produce Unit 5 Code from Enter the beginning code of the range to report on The type of code will depend on the value entered in the previous fi
13. change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 21 LETTUS User Manual Sales Entry Menu 3 3 10 Unsold Stock List The Unsold Stock List reports on unsold stock for a range of departments Information includes Produce code Supplier code and description Lot number and item number Lot information date received Stock quantity received quantity sold The average price received per sale and balance on hand The report can be ordered or grouped in a number of ways The selection of the ordering criteria is on page two of this form Update All values OK to N to view the second page To run this report select the Unsold Stock List option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen is displayed F SmarT erm Essential Log in stw 3 File Edit View Tools Properties Connection Window Help lej x Oca 4 ee sloele gt Sa8 rla Unsold Stock Listing xx DEMO COY wae lotunsl Last Run Date Time TUE 11 DEC 01 01 51 PM Current Date Time MON 04 FEB 02 12 15 PM P roduce or N on Produce Lots _ Non Produce Lots from L ots P ools or B oth _ toi D e
14. department code Pressing NxtFld will default this field to the first department code as setup on the system to Enter the ending department code of the range to report on ListVal may be used to assist in the selection of a department code Pressing NxtFld will default this field to the last department code as setup on the system If only one department code is required enter the same department code here as entered in the previous field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 36 LETTUS User Manual Sales Entry Menu 3 EE Produce from Enter the beginning produce code of the range to report on ListVal may be used to assist in the selection of a produce code Pressing NxtFld will default this field to the first produce code as setup on the system to Enter the ending produce code of the range to report on ListVal may be used to assist in the selection of a produce code Pressing NxtFld will default this field to the last produce code as setup on the system If only one produce code is required enter the same produce code here as entered in the previous field Sale Type from Enter the beginning sale type of the range you wish to report on ListVal may be used to assist in the selection of a sale type Pressing NxtFld will default this field to the first sale type as setup on the system to Enter the ending sale type of the range you wish to report on LstVal may be used to assist in the selection of a
15. here by pressing NxtFld The report will now be printed to the device specified in the printer selection form The report after generation will print the number of unmatched cash sales the number of sales matched in this run and the number of unmatched cash sales remaining Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 17 LETTUS User Manual Sales Entry Menu 3 ee 3 8 Cash Sales Match Manual This option allows the user to match those sales that were not or could not be matched automatically The screen is divided into two blocks The top block displays all unmatched cash sales while the bottom block displays all uninvoiced sales The sales in the Cash Sales block are to be matched against the sales in the Unmatched Sales block FE SmarTerm Demo stw E iol x La File Edit view Tools Properties Connection Window Help xj osujs relr saak 2ER s E Cash Sales Sale Date Slm Ticket C Invce No Cust Prod Unit Gr Qty Price Value Unmatched Sales Sale Date Slm Ty Lot Item Pool Cust Prod Unit Gr Qty Price Value Commit Match Sales DelRec Split Current Sale NxtBlk View Invoice FRM 41004 This function is not allowed in this mode Count 0 ENTER QUERY lt Replace gt 4 E Fresh stw ia Fresh stw ia Demo stw Connected to 192 168 0 1 Secure Macro Print Capture Hold T420 Shr4min Row13 Col3 A The matching process is considered complete wh
16. is unique to the Salesman code Date Enter the date of the sale sheet in this field The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date Totals Enter the manual total for the sales sheet Pressing NxtFld will take you straight to the 3 block When the cursor is placed on a sale line the information in Block 2 will be displayed according to the sale information This information is for display only and cannot be updated Step 2 To enter a Sale the following fields must be entered Sale Date Enter the date of the sale The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date Type Valid options are Sale types are Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 12 LETTUS User Manual Sales Entry Menu 3 N Normal R Credit A Allowance O Open sales Press NxtFld to default N for normal sale Customer Enter the customer code to which this sale was made ListVal may be used to assist in the selection of a customer code Upon entry of a valid customer code the customer s name address credit amount and outstanding amount will be displayed in block 2 Lot Enter the Lot Number Item Enter the Item number On entry of a valid lot number and item number the following fields will be automatically displayed Agreement type produce supplier department unit and unsold quantity Blo
17. may be used to assist in the selection of a code Upon entry of a valid code the salesman name will be displayed Ticket Date Enter the date of the ticket in this field The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date Note that this field is NOT used to update the Debtors and General ledger modules Customer Enter the customer code to which this sale was made ListVal may be used to assist in the selection of a customer code Upon entry of a valid customer code the customer name and the first address line will be displayed Ticket Num Where pre printed tickets are used enter the ticket number in this field Otherwise press NxtFld to default this field to the next computer generated Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 8 LETTUS User Manual Sales Entry Menu 3 ticket number Note that the Salesman and Ticket Number combination must be unique Charge Code Optionally enter a charge code for this invoice A valid Sundry Product code must be used ListVal may be used to assist in the selection of a code Note that by entering a charge code in this field it allows you to enter a per unit freight charge against each sale Invoice Ref Optionally enter an invoice reference in this field Although only 20 characters are displayed the field is 66 characters in length The invoice ref is printed at the top of the sale details block on the invoice
18. only Summary report D Document level Intermediate report S Sale level Detailed report Print Customer Code Hash Total Y N The Customer Code Hash Total is used to assist with cross checking primarily when data is entered into another system e g credit service It is only effective where the customer code is numeric If this field is set to Y the customer codes are added and the total printed All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 45 LETTUS User Manual Sales Entry Menu 3 3 22 Customers No Sales List This report lists all customers that do not have any sales entered on a nominated date This report lists the customer code and the customer name 2 SmarTerm Essential Log in stw Iaf x 3 Fie Edit View Tools Properties Connection Window Help x Osa 4 ee e zaeale gt sam rla No Sales Listing x DEMO COY aoe nosales Last Run Date Time Current Date Time MON 04 FEB 02 04 22 PM From Date To Date Customer Type from _ to _ All values OK Y Count 0 lt Replace gt 4 E andrew stw E andiew stw_ Log in stw Connected to 192 168 0 1 Macro Print Capture
19. 01 QUALITY FRUITS PT B 99 TOM CIN 0001 02 09 JUL 00 15 JUL 00 6 72 00 _ 12 00 55 76 _ 22 56 Count 41 V NOTE Totals will be correct only when all rows of a query have been viewed lt Rep ace gt andrew stw a andrew stw Log in stw Connected to 192 168 0 1 Macro Print Hold YT420 Ghr12min Row14 Col2 Capture FIELDS DISPLAYED TOTALS Qty The total units returned from the query Avg Price The average price of sales returned from the query Value The total sales value returned from the query Cost The total costs returned from the query Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 38 LETTUS User Manual Sales Entry Menu 3 Gross Profit The Gross profit percentage 1 e Gross Profit over sales Each stock statistic record has the following information Customer Customer Code Type Agreement Type SIm Salesman Code Produce Produce Code Unit Unit type Size Count Size of the produce Gd Grade Period Period number expressed as a Year and the period number in that year for example period 8 1990 would appear as 1990 8 LstVal can be used to display periods from the Accounts Payable Calendar Start State which the period began End Date which the period ended Qty Quantity of Produce Value Total sales value Avg Average sales price Cost Total cost value GP Gross Profit as a percentage of sales Printed on 16 May 2002 Fre
20. 8 05 JUN 01 12 _ 99 42 Hit ListVal to View Invoice Details Count 2 206CU Ra 4 T andrew stw E andiew stw Log in stw Connected to 192 168 0 1 Macro Print Hold T420 Shr55min Row3 Coll Step Select the Sales Search option from the Sales Entry menu Step 2 On entry the form is in query mode and the following fields are displayed LOT Lot number ITEM Item number POOL Pool Number SALE DATE Date of sale TYPE Sale type e g N Normal PROD Produce Code UNIT Unit Code GRADE Grade Code SIZE Size Code CUST Customer Code QTY Quantity sold PRICE Sale price per unit INCL GST Price including GST INVOICE Invoice number ENTER DATE Date the sale was entered DEPT Department Code Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 34 LETTUS User Manual Sales Entry Menu 3 CASHIER Cashier Number or Code SLM Salesperson Code TCK NUMBER Ticket number SHEET Sales Sheet Number PROD DESCR Product Description Step 3 Enter the query and press the ExeQry key The form will display all sale records that match the query criteria Remember that only the first nineteen sale records that have been retrieved are displayed use the NxtSet key to display the other records that have been retrieved Step 4 Examples Using the Sale Search Form Query 1 Find all carton tomato sales to customer T Smith Action Enter the produce code for tomatoes in the PROD field TOM Next enter the
21. Date Range Count 1 lt Replace gt E T andrew stw E andrew stw E Log in stw Connected to 192 168 0 1 Macro Print Capture Hold T420 5hr 41 min Row8 Col 43 Make your report selection by completing the following fields S ale or E nter date Enter the type of date range to be used Enter S to use the sale date of the sales or enter E to use the enter date of the sales Date from Enter the beginning date of the range to report on The type of date depends on the value in the previous field or press NxtFld to default this field to the current today s date to Enter the ending date of the date range to report on The type of date will depend on the value selected above Pressing NxtFld will default this date to the current today s date Department Code from Enter the beginning department code of the range to report on ListVal may be used to assist in the selection of a valid department code Press NxtFld will default this field to the first department code to Enter the ending department code of the range to report on ListVal may be used to assist in the selection of a valid department code Pressing NxtFld will default this field to last department code Select Produce by P roduce Code or Produce T ype Select produce by either P roduce code or produce T ype Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 32 LETTUS User Manual Sales Entry Menu 3 from to All Va
22. LETTUS User Manual Sales Entry Menu 3 Menu 3 Table of Contents Jl Sales Eny Cash oal eSa AE N E ETA 3 2 3 1 1 Steps to Entering Cash Sales in LETTUS ce eceeeeeeeeeeeeeees 3 2 abel Entering Cash sales where the lot and item numbers are known 3 3 3 1 3 Entering Cash Sales where the user selects from available lots 3 4 3 1 4 Entering Cash Sales system is to select the Lot Item numbet 3 4 3 1 5 Unmatched Casi Sales nonren thors tinlig AE 3 4 3 1 6 Immediate Printing of the Cash Sales Invoice cceeeeeeees 3 4 3 2 SES a SB y Ba Seeaereeietame eee ete eran neon T FEE NC Teme Eee erin ran 3 5 3 2 1 Toentera Sale by Lot NUMDECE 3 032508 tee ease 3 5 3 3 Sales Pnt y Customer sscc55 hte o tea tocisies E aaed dn iahenteanneoew 3 8 3 3 1 Steps to enter Ticket Sales by Customet 2 000 0000s20004000eeeeees 3 8 3 32 Immediate Printing of the INVOICE eee ee ccecceeeeecceeeeeeeeeeeeaeeeens 3 11 3 4 Sales Pony By Sale SMCCE a taper vate e enone yess eee 3 12 3 4 1 Steps to Enter Sales by Sales Sheet ccniiee eee 3 12 3 5 Sales Enty ABY Poleras an a E ET ET E ates 3 14 3 5 1 SLEDS to Enter Sales OV POON otsaren innieratssaltonedend 3 14 3 6 Cash Sales Maie Merremia A ow caie te saat aiaadeueiossieeatauesenseaeah eae 3 16 3 6 1 To setup the Unmatched Cash Sales feature ceeeeeeees 3 16 3 7 CaS HS ales MICI AAU ae e aae a a A 3 17 3 8 Cash Sales Maich Manual to cccsteui dare Mcewabari
23. List provides a flexible sales report which can be used for a range of purposes The quantity cost average and value sales average and value the profit percentage and profit amount can be provided The selection criteria can include any two of the following e Department e Customer o Produce e Salesman Produce Unit For example if you wanted a listing of all sales made by each salesman broken up into each produce code you would select salesman for the first criteria and produce code for the second criteria To print a Sales Summary List select the option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed FE SmarTerm Essential Log in stw If x 3 File Edit View Tools Properties Connection Window Help 2 x Deus tele soak gt EER sE Sale Summary Listing x DEMO COY sale_sum Last Run Date Time THU 15 NOV 01 03 45 PM Current Date Time MON 04 FEB 02 04 59 PM r selection Types 4 Selection 1 by _ BIG PUMPKIN BEAUDESERT MARKET 1 Department CHARDONS CORNER FRUIT 2 Customer 3 Produce Selection 2 by _ APPLES 4 Salesman ZUCCHINI 5 Produce Unit Sale Type from _ OPEN SALE to _ OPEN SALE Date Type 1 from _ S ummary D etailed or A udit D toi Include No Deduct Costs Y S tock N on Stock or B oth S All values OK Y Enter one of the Selection Types Count 1 lt Replace gt T
24. ON 04 FEB 02 12 11 PM Cashier from _ to C leardown Sales R econcile Cash Cheques Reconcile Cash S ales or List U nmmatched Sales R Cleardown All Cash Sales Entered upto Date FRI Reconcile Cash Cheques Sales Entered on Include Previously Cleared Down Cash Cheques Y Order by I nvoice or T icket I All values OK Y Count 1 lt Replace gt T andrew stw E andiew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold T420 3hr 18min Row Col 44 3 9 1 Reconcile Cash Cheques At the end of the day s trading the takings from the cash sales made for the day is balanced with the actual cash on hand The Cash Reconciliation Cleardown List can be used to assist in this balancing process This report lists the sales not yet cleared down Details include The cash sales invoice number salesperson ticket number customer code and details of the sale Enter the following selection criteria Cashier from Enter the beginning cashier code to report on ListVal may assist you in your selection to Enter the ending cashier code to report on ListVal may assist you in your selection R econcile Cash Cheques Enter R in this field to assist in reconciling cash cheques Reconcile Cash Cheques Sales Entered on Enter the date the cash cheque sales were entered on The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date In
25. Sales Listing The form will display the following fields enter the report parameters in the highlighted fields S tock N on Stock Sales Enter S to report on stock sales N to report on non stock sales or B to report on both Include Sales with ENTER DATE from to Enter the date range to report on Order by L ot or T icket Enter the code that the report is to run on Department Code from to Enter the department code range to report on Salesman Code from to Enter the salesman range to report on S ummary or D etailed Enter S to print subtotal and totals only or enter D to print sale details with subtotals and totals All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 27 LETTUS User Manual Sales Entry Menu 3 a 3 13 Customer Produce Sales List The Customer Produce Sales List is a report that shows sales that were entered into between a specified date range based on Customer codes and Produce Codes Cash Sales can be optionally included if required i SmarTemm Caxential Log in ste le Edt Yew Tou Properie Connection Wimke Hep Pala Ose Ste sad S 8 GB 2 Customer Produce Sales L
26. Systems Pty Ltd 3 24 LETTUS User Manual Sales Entry Menu 3 From Enter the beginning department code or location to report on Press ListVal to assist in the selection of a code Pressing NxtFld will default this field with either the first department or location code to Enter the ending department or location code to report on Press NxtFld to default this field to the last department or location code If only one department code or location code is required then key both the from and to fields with the same department or location code Include all sales ENTERED from to Enter the date range that 1s to be reported on All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 25 LETTUS User Manual Sales Entry Menu 3 3 12 Department Salesman List The Department Salesman list is a report that shows sales that were entered into the computer between a specified date range There are two reports available Report by Ticket Number Report by Lot Number Information on the report by ticket number Shows the total value of the sale on the ticket ticket number ticket quantity Quantity sales value and average price for each depar
27. ame lot number date received date paid item number qty received quantity sold The sales made for that lot item number that were made within the specified date range are also listed Information displayed of each sale includes Sale date sale type customer code sale qty unit price salesperson code ticket number where used and invoice number The report also shows the totals of quantity received quantity sold quantity on hand and average sale price for each produce code in the department FE SmarT erm Essential Log in stw 5 File Edit View Tools Properties Connection Window Help l x osul Lele sanar gt aE n o Stock Unsold Stock Sales List x DEMO COY Last Run Date Time Current Date Time MON 04 FEB 02 12 21 PM D epartment or L ocation D Code from MUSHROOMS B to LADY FINGERS B Include all Sales Entered from MON to MON All values OK Y Count 1 lt Replace gt T andrew stw E andrew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold YT420 3hr 28min Row8 Col54 Steps to produce the Stock Unsold Stock Sales List Step 1 Select the option to print the Stock Unsold Stock Sales List from the menu Step 2 The form will display the following fields enter the report parameters in the highlighted fields D epartment or L ocation Select lots by either Department or Location Printed on 16 May 2002 Fresh Computer
28. ause of space limitations cannot be displayed on the screen 2 SmarT erm Essential Log in stw e x 3 File Edit View Tools Properties Connection Window Help l x Osa 4 ee e sloele gt aa8 a e Sales Statistics Query lt Period gt Customer Name Typ Slm Produce Unit Size GD Period Start End Oty Value Avg Cost GP CF BIG PUMPKIN BEAUD 99 TOM CIN 0001 13 24 SEP 00 30 SEP 00 il 15 00 _ 15 00 19 34 _ 31 07 CF BIG PUMPKIN BEAUD BW TOM CIN 001 02 O9 JUL 00 15 JUL 00 15 217 50 14 50 155 04 28 72 004 ALFRED E CHAVE PT 99 TOM CIN 9900 46 il 12 00 _ 12 00 9 29 _ 22 58 004 ALFRED E CHAVE PT BW TOM CIN 0001 02 O9 JUL 00 15 JUL 00 40 600 00 15 00 413 44 31 09 C CASH SALES M 99 TOM CIN __ 2900 46 5 69 00 _ 13 80 46 47 _ 32 65 C CASH SALES M BN TOM CIN 0001 19 05 NOV 00 11 NOV 00 20 240 00 12 00 _ 206 72 _13 87 C CASH SALES M PN TOM CIN 9900 46 3 42 00 _ 14 00 27 88 _ 33 62 CF BIG PUMPKIN BEAUD B BN TOM CIN 9001 02 Q9 JUL 00 15 JUL 00 40 390 00 9 75 403 02 _ 3 34 CF BIG PUMPKIN BEAUD B PW TOM CIN 0001 02 O9 JUL 00 15 JUL 00 32 266 00 8 31 318 25 19 64 SMS _ SUPERMARKET SUPPL B BW PCH Jie _ 0001 02 O9 JUL 00 15 JUL 00 10 146 25 14 63 116 09 _ 20 62 001 QUALITY FRUITS PT B 99 PCH 120 _ 0001 02 09 JUL 00 15 JUL 00 _ 75 1096 88 14 63 _ 869 76 _20 71 001 QUALITY FRUITS PT B 99 TOM CIN 9900 46 20 240 00 12 00 _ 185 88 22 55 0
29. ck The Pool block is in query mode the Pool Number should now be entered and the ExeQry key pressed The form will display the following information Pool Number The Pool Number Supplier The code of the supplier that supplied this pool Produce Produce Code for this Pool Department Department Code that this lot was assigned to Cleared Date that the last sale was cleared Unit Unit type Size Size of produce Grade Grade of produce Recd Qty Quantity Received Unsold Quantity on the pool that has been sold and is available for sale Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 14 LETTUS User Manual Sales Entry Menu 3 E Step 4 Press the NxtBlk key to move the cursor to the Sales Block The form will find and display any existing sales entered for this produce code Information to be entered is highlighted in the following fields Sale Date Enter the date of the sale Press return to accept the current date Type This 1s the sale type Valid sale types A Allowance M Miscellaneous Sale Adjustment N Normal Sale O Open Sale R Credit Note T Take on X Transfer sales credits Customer Customer Code Name The Customer Name will be displayed on entry of a valid customer code Qty Quantity Sold Price Price sold normally per unit The price must always be positive unless the sale type is an allowance Refer below Xfer pool Enter the Lot Number and the Item Number Invoice The I
30. ck 2 will also be updated with the supplier s name address lot received date produce and department Qty Enter the quantity to be sold for this sale Note that for a credit sale a negative quantity must be used and the cursor does not enter this field for Allowance sales Price Enter the price per unit value in this field Each sale is then entered as above until the manual total and auto total match Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 13 LETTUS User Manual Sales Entry Menu 3 m 3 5 Sales Entry By Pool In sales entry by pool the sales are entered for a particular pool at a time Sometimes this is referred to as selling out of a pool fe Gma Tam Cecential andrew cw Bj Fie Ed View Tods Properties Connection window Helo Bey Dem 6 oe ge soar ool e r Sales by Pool Salesman __ r re Pool supplier Produce _ Department ___ Unit Recd Qty Cleared Size Grade _ Unsold r Sales vale Date Typ Customer Name ity Price Xfer Pool Invoice Salesman to be credited with the Sales or hit ListVal Count x0 lt Replace gt 3 5 1 Steps to Enter Sales by Pool Step 2 Select the option Sales Entry by Pool from the Sale Entry Menu Step 3 Enter the Code of the Salesperson that made the sale in the Salesman field The form will display the name of the salesperson and the cursor is moved to the POOL blo
31. clude Previously Cleared Down Cash Cheques Enter Y es to include batches previously reconciled otherwise enter N o Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 20 LETTUS User Manual Sales Entry Menu 3 E All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form 3 9 2 Cleardown Sales Once the Cashier has balanced and reconciled the cash sales against the takings the Cash Reconciliation Cleardown can then be run This program flags the cash sales as reconciled and updates the general ledger with the totals for the cash sales processed Once this process is run those cash sales cannot be viewed or altered in the Sales Entry by Cash option Enter the following selection criteria Cashier from Enter the beginning cashier code to report on ListVal may assist you in your selection to Enter the ending cashier code to report on ListVal may assist you in your selection C leardown Sales Enter C in this field to Cleardown cash cheques sales Cleardown All Cash Sales Entered up to Date Enter the date to cleardown the cash cheque sales The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date All Values OK If you need to
32. ct the most applicable lot item based on the information given The system will not automatically oversell a Lot Unmatched Cash Sales Refer p 3 166 for more information Immediate Printing of the Cash Sales Invoice A Cash Sales Invoice can be printed by pressing the DupRec key Note that if a normal sale and a credit note are entered in the same ticket then both an invoice and a credit note will be printed The immediate invoice printer is defined in the Printer Administration option Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 4 LETTUS User Manual Sales Entry Menu 3 3 2 Sales Entry By Lot In sales entry by lot the sales are entered for a particular lot at a time Sometimes this is referred to as selling out of a lot This option may prove to be the most efficient method of entering sales where a sales board is used In this form there is no provision for storing the ticket number If this is required it is recommended that the Sales entry by Customer option be used While normal account sales credits and allowances may be entered in this screen Stock control adjustments sales may also be entered These adjustments sales include Transfers Wastage Return to Supplier Donations and DPI Condemned Select the Sales Entry by Lot option from the Sales Entry menu and the following screen will be displayed FE sirar Term bemoste J a sj pe Gee pew Tools Broperties Gennecton window kip ale
33. customer code produce code sale date quantity and price will be matched Select the Cash Sales Matching Auto option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed f SmarTerm Essential Log in stw 3 File Edit View Tools Properties Connection Window Help l x osu s tele sanake gt ERN la Unmatched Sales Matching xx DEMO COY wae sale_um Last Run Date Time Current Date Time MON 04 FEB 02 11 59 AM Salesman from ___ MISC to ROGER SELLARS All values OK Y Count xl enlace Beret tw E endow st Connected to 192 168 01 l Eine Pint a Hod a a a 3 Log in stw Make your report selection by completing the following fields Salesman from Enter the beginning code of the salesman code range to report on ListVal may be used to assist in the selection of a salesman code Pressing NxtFld will default this field to the first salesman code setup on the system to Enter the ending code of the salesman code range to report on Pressing NxtFld will default this field to the last salesman code setup on the system If only one salesman code is required this field should contain the same code as the salesman from field All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value
34. d in the following order l Return Price from Return Price Entry 1f none then 2 Unit Cost from Grower Lot Entry Where the cost is displayed as an asterisk the value represents an estimate Unit Cost Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 53 LETTUS User Manual Sales Entry Menu 3 3 26 Banana Sales Listing The Banana Sales Listing is a very user specific report that has been designed for the Banana wholesaler In order for this report to be used at least one of the following produce codes need to be setup LF Lady Finger CAV Cavendish OZ Oz TEEN Teenage TROP Tropicana DUC PLU All of the following unit types must also be setup C Cartons CS Cases VP Volume Packs Note that these unit types may also be site specific i e the report is modified for your system only to use other related unit types The report details the quantity and value for each unit type for each ticket Totals and averages are also included Select the Banana Sales Listing option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed f SmarTerm Essential andrew stw 5 Fie Edit View Tools Properties Connection Window Help lal x osue snak gt 2e nR r Banana Sales Listing x DEVELOPMENT bansale Last Run Date Time Current Date Time TUE 05 FEB 02 02 24 PM an 4 Date from
35. date of that period will be displayed in the field to the right See Menu 4 section for more information on A R Periods to Enter the number of ending period to report to Upon entry of a valid period number the end date of that period will be displayed in the right See Menu 4 section for more information on A R periods Customer If the statistics are required for one customer only enter the customer code here ListVal may be used to assist in the selection of a customer code If the statistics are required for all customer enter here A description of ALL will be displayed Produce If the statistics are required for one produce only enter the produce code here ListVal may be used to assist in the selection of a produce code If the statistics are required for all produce enter a in this field A description of ALL will be displayed Salesman Enter a salesman code here if you only require the statistics for one salesman ListVal may be used to assist in the selection of a salesman code If the statistics are required for all salesman enter a in this field A description of ALL will be displayed Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 40 LETTUS User Manual Sales Entry Menu 3 Combine Periods If the information is required separately for each period in the range of periods selected enter N here If all periods are to be grouped together enter Y here Combine Customers Enter Y here to groups all cus
36. desidaniavonlavidaaastidanlacasediantbeduebiipdansezeted 3 18 3 8 1 Oe Te o ci E eet nate ae A E T E etee 3 18 3 8 2 Chanoime the S ale Calls jc cise eek ceitl tae a watrieeaiad 3 19 3 9 Cash Reconciliation Cleardown List 0 ccccccccccccccceeeeeeeeaeeaeeaaaeeesesseseceeeeeeeeeeees 3 20 3 9 1 Reconcile Cash CRG Gus 5 srg iicees e dlevaciopee ince a 3 20 39 2 CT Card O Wil paleseria a n aan dented ieee tease 3 21 3 10 Unsold Stock EIS benen ee eee 3 22 3 11 Unsold Stock Siles LSU aeni Ae 3 24 3 12 Deparment Salesman TAs xs coasts tee seins eerie eee 3 26 3 13 Customer Produce Sales Ioist css ocete a oe Gelade hc dase ceca ets toes 3 28 3 14 Department Sales List xt ince osetia ieee a eae eee 3 30 3 15 Prodis Sales EIS areri alas sin dae tiene TA 3 32 3 16 Sales SE ARC I oa seuss ciplend ihe A erwin ional aad A T aie 3 34 3 17 DSS SUTIN orinar ea E claus ba E A EA E EE A he tartecadeiesces 3 36 3 18 Customer Sales SIIS CS aana oan n A E A 3 38 3 19 Customer sales StS LISU NE an e E T E E E AE 3 40 3 20 Customer Sales Analysis By Monit tic cokes eteceieni ah cstuitsce si detedeei EEE 3 42 321 Customer Sales Summary LIS hotena ne eaa e e a 3 44 3 22 Customers INO Sales Lisby r aet eee 3 46 3 23 TOP CUSLOMICL Produce Listerem ra a E a dy aoidaxsaatnetedee 3 47 3 24 SOCK INC COMCIMAIO I Listeria a A T a a SiaaAes 3 49 3 25 DALES Unay Eoia a hee seal ve Sata endian al vagal spans ical e ae aia a ae 3 51 3 26 Bahona a
37. diate invoice printer is defined in the Printer Administration program see menu 0 System Administration Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 11 LETTUS User Manual Sales Entry Menu 3 3 4 Sales Entry By Sale Sheet In sales entry by Sale Sheet the sales are entered from Sales Sheets This is where each Salesman has a sales sheet and is entered altogether at the end E Smar im Cosential Log in riel be Edt Wew Took Propeite Gonecien Window Hel ale x OSH SCA SF omer S58 i Sales by Sales Sheet User __ Salesman ___ Date Customer Credit Stop _ Outstanding Current Supplier E Received Produce Department Sales Sale Date Tup Cust Lot Item A Prod Supp Dept Unit Unsold Qty Price Count 0 lt Replace gt Tp aidew iwi E ardei EJ Log m abe Connected lo 152 R01 Mace Pret Cais Hod Wiat 2helionm iowa Cult This forms consists of three blocks Block One contains the salesman code sheet number and totals Block 2 contains the Customer Supplier information relevant to each sale line and Block 3 contains the Sale information 3 4 1 Steps to Enter Sales by Sales Sheet Step Select the option Sales Entry Sale Sheet from the Sale Entry Menu User Enter the Users Initials up to 3 characters this is a free text field Salesman Enter the Salesman Code Press ListVal for assistance in selecting a valid Salesman code Sheet Enter the sales sheet number This number
38. e Cash Sale the Value from the Cash Sale the Sale Date from the Cash Sale Once all Cash Sales have been matched the Cash Sales can be cleared down and the Invoices generated Note that if the Allow Sales to Non Debtors Y N parameter in the System Configuration option is set to Y then when generating invoices these Non Debtor sales will be listed but will not be invoiced They will remain uninvoiced until matched to a cash sale or allocated to a Customer These sales may be removed or changed to a wastage sale if required Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 19 LETTUS User Manual Sales Entry Menu 3 A 3 9 Cash Reconciliation Cleardown List The Cash Reconciliation Cleardown list performs multiple tasks with reference to Cash Sales This form clears down cash sales reconciles cash cheques from cash sales provides a list for assistance in reconciling cash sales and provides a list to assist in matching up unmatched sales To run the Cash Reconciliation Cleardown List select this option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed FE SmarT erm Essential Log in stw BEE 3 Fie Edit View Tools Properties Connection Window Help l x Oca 4 ee e sloele gt een rla Cash Reconciliation Cleardown DEMO COY X cashclr Last Run Date Time FRI 25 JAN 02 02 00 PM Current Date Time M
39. east profitable period usually a month for each customer Select the Customer Sales Profitability By Month option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed E See Ti F arantial Log e siel a File Ed View leok Properties Connecion window Help ol Hak a So E DSB E Sales Analysis By Month xx DEMO COY YEY sale_mth Last Run Date Time Current Date Time MON 64 FEB 02 03 30 PM Area ALL AREAS Customer QUALITY FRUITS PTY LID Produce ALL PRODUCE Year Mth from JAN to DEC Sale Type from _ ALLOWANCE to _ SALES TRANSFER Use L anded Price or S ale Price L All values OK Y Count 1 lt Replace gt J mi mieni E wii E Lon in stm Connected ia 182 185007 s Fini id VIA Bin Bong Co Make your report selection by completing the following fields Area If only one area is required enter the area code in this field ListVal may be used to assist in the selection of an area code The area description will be displayed upon entry of a valid area code Press NxtFld when the field is blank or enter to include ALL areas The description All Areas will be displayed Customer Enter the customer code in this field if only one customer code is required ListVal may be used to assist in the selection of a customer code Upon entry of a valid customer code the customer name will be displayed Press NxtFld w
40. ection Window Help 2 x 0206 e Sloale leen eae Customer Sales Summary Listing DEMO COY custsal Last Run Date Time FRI 27 OCT 00 09 47 AM Current Date Time MON 04 FEB 02 03 34 PM List Customers by 1 from BIG PUMPKIN BEAUDESERT MARKET to CHARDONS CORNER FRUIT Include Cash Sales Y N N T ickets or D ocuments T I nvoices C redits or B oth B Include fully paid Invoices Y N _ Show Documents entered from ED to FRI Detail level C ustomer D ocument or S ale D Print Customer Code Hash Total Y N N All values OK Y N Y List by 1 Code 2 Type or 3 Category Count 1 lt Replace gt T andrew stw E andiew stw Log in stw Connected to 192 168 0 1 Macto Pint Capture Hod id00 Gha2mn Rlow6 Golde Make your report selection by completing the following fields List Customers by Code from to Customer types enter 2 1n this field to select by Category enter 3 setup on the system Enter the ending code of the range to report on The type of code will depend on the value entered in the above field Pressing NxtFld will default this field to the last code setup on the system If only one code is required then this field should contain the same value as the code from field Include Cash Sales Y N Enter Y in this field to include cash sales on this report Enter N to exclude them T ickets or D ocuments To report on t
41. efault this field to the first Unit type and the last Unit type From End of trade Enter End of Trade Date from which to start the Stock Reconciliation Pressing NxtFld will default this field to the current today s date Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 49 LETTUS User Manual Sales Entry Menu 3 ET D etailed or S ummary Enter D to produce a detailed report that will display sales and lot movements details If these details are not required enter S in this field Include Supplier Sub Totals Y es to include Supplier Sub Totals otherwise N o If Y es indicated enter a supplier code or press NxtFld for all supplier codes to be included Include Count Size Sub Totals Y es to include Count Size Sub Totals otherwise N o If Y es indicated enter a Count Size or press NxtFld for all Count Sizes to be included All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Order by Press NxtBlk to alter the Ordering Enter selection to order by 1 Enter Date 2 Lot Number Item Number or 3 Salesman Ticket Number Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 50 LETTUS User Manual Sales Entry Menu 3 3 25 Sales Summary List The Sales Summary
42. eld ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first code setup on the system to Enter the ending code of the range to report on The type of code will depend on the value entered in the above field Pressing NxtFld will default this field to the last code setup on the system If only one code is required then this field should contain the same value as the code to field Sale Type from Enter the beginning type of the range of sale types to report on ListVal may be used to assist in the selection of a sale type Pressing NxtFld will default this field to the first sale type established on the system to Enter the ending type of the range of sale types to report on Pressing NxtFld will default this field to the last sale type established on the system If only one sale type is required this field should contain the same value as the sale type from field Date type Enter the type of date to be reported on Enter 1 to use the entered date of the sale or enter 2 to use the sale date from Enter the beginning date of the date range to report on The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date to Enter the ending date of the date range to report on The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date S ummary D etailed or A ud
43. en the cash sales block is blank Pointers arrows on the left are used to mark the current sale These pointers are used in both blocks with the PrvBlk and NxtBlk keys allowing the user to move between these blocks PrvRec and NxtRec will move the pointer throughout the records within that block To manually match a sale position the pointer on the sale record in the Cash sales block that you want to match Press NxtBlk to go to the Unmatched Sale block The closest matching sale will be displayed as the first record in the Unmatched Sales block will display the invoice details of the Cash Sales invoice To match ensure that the pointers are positioned on the sales to be matched and press Commit Once matched the sales will not be displayed on the screen 3 8 1 On Line Help On Line Help is available upon pressing Help explaining if the sales can be matched and how to do so or if they cannot be matched an explanation and solution will be displayed Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 18 LETTUS User Manual Sales Entry Menu 3 3 8 2 Changing the Sale details Sales may need to be matched although the sale details are not the same Therefore some sale details may need to be changed to allow matching Splitting Sales Sales may be split by quantities to allow matching by marking with pointers two of the sales to be matched and positioning the cursor on the highest quantity sale For examp
44. es Only Xfer Lot Enter the lot number that this sale is to be transferred to It is recommended that the transfer to LOT have the same produce code and unit type ListVal may be used to assist in the selection of a lot Note that only Lots with the same produce code and unit type which are not marked ALL SOLD will be displayed Xfer Item Enter the item number of the lot to be transferred to ListVal may be used to assist in the selection of an item number Note that if ListVal if used to select a lot number in the previous field an item number is usually selected as well at that point Upon entry of a lot and item number this transfer sale becomes automatically invoiced and therefore cannot be modified However this transfer sale may be deleted All other sale types may be modified or deleted until these sales are invoiced After invoicing no changes or deletions are allowed however they may be reversed Note that Miscellaneous Take on and Open sales do not become invoiced An Open sale is usually changed to a Normal Sale when the price 1s confirmed as consequently invoiced Only Normal Credit and Allowance sales affect the Debtors and General Ledger systems Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 7 LETTUS User Manual Sales Entry Menu 3 A 3 3 Sales Entry By Customer In sales entry by customer the sales are entered for a particular customer at a time Sometimes this is referred to as Sales by Tick
45. et This option may prove to be the most efficient method of entering sales where a ticket is used In this form there is provision for storing the ticket number and for producing an immediate invoice Select the Sales Entry By Customer option from the Sales Entry Menu and the following screen will be displayed EE sirar Term bemoste E xl Ls Ble Gat yer eds popatis Connection Wmdow bep ale xi Oan s te F mogi gt SER ol Ticket Salas by Customer _ _ _ salesmen 99 MISC Ticket Date 28 SEP 81 Customer C CASH CUSTOMER aleance Qutst Ticket Num 1820 Credit Limit Charge Invee Ret session Value Ticket Qty Ticket Val 6 08 18 25 98 Sale Date Ty Lot Item Pool Description Prod Supp Dept Unit Gr Size Locn Unsold Qty Price front Landed Invoice Line o8 SEP 91 C 1098 1 BLU 369 03 CTN C LGE CC CCC OTIS _1 DupRec to Print Invoice Scroll to Print Delivery Docket ListVal to choose from available Lots WARNING This is a Cash Invoice Ticket Count 1 lt Replace gt e Freshihy lel Fieihita E Demn sh Coracao EAN aan ian Te a VER CW aa ow tac This form contains two blocks The ticket details are entered in the first or top block whereas the sale details are entered in the bottom block 3 3 1 Steps to enter Ticket Sales by Customer Step In the Ticket block enter the following fields Salesman Enter the code of the salesman who made this sale ListVal
46. h sale it is recommended that these be entered to assist in matching This is known as the Cash Sale The Sales Entry by Customer Sales Entry by Lot options are used where the salesman has taken a sale and knows the lot ittem number information but has not taken any cash This sale is known as the Unmatched Sale The matching process can be done manually or automatically Note that the credit sales cannot be invoiced nor cash sales cleared down until the matching process is complete 3 6 1 To setup the Unmatched Cash Sales feature Two parameters are to be changed in the System Configuration option in the System Administrator menu The first parameter Allow Unmatched Cash Sales Y N must be set to Y This allows the user to enter sales in the Sales Entry by Cash option without a lot item number The second parameter Allow Sales to Non Debtors Y N can be optionally set to Y This allows the user to enter sales in the Sales Entry by Lot option using a customer code that has not been setup as a Customer in the Customer maintenance option Once all sales both cash and credit are entered the cash sales must be matched Note that once sales are matched they cannot be unmatched Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 16 LETTUS User Manual Sales Entry Menu 3 3 7 Cash Sales Match Auto This option is used to automatically match the cash sales with the unmatched sales Only those sales that have the SAME
47. hen the field is blank or enter a in this field to include ALL Customers The description All Customers will be displayed Produce To report on only one produce code enter the produce code here ListVal may be used to assist in the selection of a produce code Upon entry of a valid code the produce description will be displayed Press NxtFld when this field is blank or enter a to include ALL produce The description All Produce will be displayed Year Mth from Enter the starting period of the range to report on This period must be entered as YEAR MM e g 1996 06 for June 1996 Pressing NxtFld will default this period to January of the current year to Enter the ending period of the range to report on This period must be entered as YEAR MM e g 1995 02 for February 1995 Pressing NxtFld will default this field to a period 12 months from the period entered above Note that the system will only allow a maximum of 12 months to be report on Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 42 LETTUS User Manual Sales Entry Menu 3 Sale Type from Enter the beginning sale type of the range to be included in the report ListVal may be used to assist in the selection of a sale type Press NxtFld to default this field to the first sale type established on the system Note that O pen D escriptive M iscellaneous and T ake on sales cannot be used in this report Upon entry of a valid sale type the name and de
48. icket information enter T in this field To report on document information enter D in this field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd Menu 3 To select the report by Customer Codes enter 1 in this field to select by Enter the beginning code of the range to report on The type of code will depend on the value entered in the previous field ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first code LETTUS User Manual Sales Entry Menu 3 E I nvoices C redits or B oth Enter I to print on only invoice information C for credit information or B to print both invoice and credit information Note that if T for tickets is chosen in the above field the cursor does not enter this field Include Fully Paid Invoices If fully paid invoice information is required on the report enter Y here If this information is not required enter N Note that the cursor does not enter this field if either Tickets or Credits are selected in the above fields Show Documents entered from Enter the beginning date of the entered date range to report on Press NxtFld to default this field to the current today s date to Enter the ending date of the entered date range to report on Press NxtFld to default this field to the current today s date Detail Level C ustomer D ocument S ale Enter the detail level required for this report C Customer level
49. ilable invoice number for that cashier The invoice quantity and value will be updated upon entry of a ticket In the Ticket block the following fields need to be entered Salesman Slm Enter the code of the salesman who made this sale ListVal may be used to Ticket assist in the selection of a salesman code Pressing NxtFld will default this field to the first salesman code established on the system Enter the ticket number of the sale Note that the ticket number salesman combination must be unique Pressing NxtFld will default this field to the next ticket number for that salesman Note that the Ticket Quantity and Value fields will be updated upon entering sales in the Sales block More than one ticket may be entered on each cash invoice A pointer on the left is used to mark the current ticket Up and Down arrows are used to move the pointers between tickets Step 5 The sales details are entered in the Sales block Cash sales can be entered using four different methods These are By Lot Item number where the lot 1tem number is known By Lot Item number where the user selects from available lots By Lot Item number where the system selects the lot item number Unmatched Cash Sales not entering lot item number and matching to credit sales after all sales have been entered Entering Cash sales where the lot and item numbers are known Enter the Lot number in the Lot field and upon pressing NxtFld the l
50. isting DEMO COY HEX cstsale Last Run Date Time Current Date Time MON O4 FEB 02 12 37 PM S tock N on Stock Sales or B oth Include Cash Sales N Select one L ot P ool or by Sale E nter Date _ T Lot Pool Num Enter Date from to 4 i Order by C ustomer P roduce or D epartment C Code from BIG PUMPKIN BERUDESERT MARKET ta CHARDONS CORNER FRUIT Lot Pool Totals to include Sale Types from _ OPEN to _ OPEN All values OK J Dennencled lo 192 1A l Fret Cable Mek W shaban je GA lt Replace gt The form will display the following fields enter the report parameters in the highlighted fields S tock N on Stock Sales or B oth Enter S to report on stock sales N to report on non stock sales or B to report on both Include Cash Sales To include Cash sales on this report enter Y in this field If cash sales are not required enter N in this field This field will default to N Select One L ot P ool or by E nter Date To report on only one Lot enter L in this field To report on only one Pool enter P in this field or to select Lots Pools by Enter date enter E in this field Lot Pool Num Enter the Lot or Pool number to report on The cursor will only enter this field if L or P is chosen in the above field Enter date from Enter the beginning date of the enter date range to report on Pressing NxtFld will default this date to the current today s
51. it Enter S to print a summary report which prints only totals for each selection 1 code e g using the example above totals only for each salesman will be printed Alternatively enter a D to print a detailed report which will print totals for each selection 2 code e g using the above example again totals for each produce code within each salesman will be printed Enter A to print an Audit report which prints the detailed report as per above with the Lot and Item number for each sale listing Include No deduct costs Enter Y es to include No deduct costs or N o S tock N on Stock or B oth Enter S to print only stock sales N to only print non stock sales or B to print both Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 52 LETTUS User Manual Sales Entry All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form The costs used in the report are based on the following Purchase Lots Costs are used in the following order l Purchase Invoice Item Allocations if none then 2 Purchase Invoice Lot Allocations if none then 3 Unit Cost from Grower Lot Entry Where the cost is displayed as an asterisk the value represents an estimate Unit Cost Basis Lots Costs are use
52. le to match the following sales 10 cartons of Bananas 7 carton sold on credit 8 cartons of Bananas 7 carton paid in cash 2 cartons of Bananas 7 carton paid in cash Position the pointers on the credit sale 10 cartons and on either of the cash sales for this example 2 cartons position the cursor on the credit sale the larger sale and then press DelRec to split the sale The credit sale 10 cartons will be split into two sales the first sale will be of equal quantity to the other sale marked with the pointer 2 cartons with the remaining quantity being in the other sale 8 cartons The sales can then be manually matched If the sales details need to be changed to allow matching they can be changed as follows the Customer Code may be changed on the Unmatched Sale the Produce Code Unit type Grade and or Quantity may be changed on the Cash Sale Note that the Lot number Item number Price Value Salesman and Sale Date cannot be changed on either sale Sales can be matched even though they contain different sale details If these differing sales are matched they use the following details the Lot number from the Unmatched Sale the Item number from the Unmatched Sale the Customer Code from the Unmatched Sale the Produce Code from the Unmatched Sale the Unit type from the Unmatched Sale the Grade from the Unmatched Sale the Salesman from the Unmatched Sale the Quantity from the Cash Sale the Price from th
53. les ESUN aa A A 3 54 Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 1 LETTUS User Manual Sales Entry Menu 3 3 1 Sales Entry Cash Sales LETTUS provides the mechanism for entering cash sales and credit sales The cash sales are entered into a special form designed for fast and easy data entry The cash sales form also provides for the immediate print of a cash sales invoice receipt docket Before Cash Sales can be made the system will require that a cashier has been established on the system A cash rounding facility is provided Only the invoice value is rounded not the ticket value Ticket and invoice information may be modified or deleted provided the Cash Cleardown process has not been run for this date After the cash sales have been entered for the day the cashier then balances the days sales with the takings The steps are detailed below 3 1 1 Steps to Entering Cash Sales in LETTUS Step Select the Sales Entry By Cash option from the Sales Entry Menu and the following screen will be displayed 5 l as 21 iej pie Edit ema poas Properties Connechinn pinio Hen Zla xI OF Re SS A eaaa E A e Cash Sales Cashier A Password _ Invoice Date 08 MAR 02 Cash Invoice Ticket Customer CASH CASH SALES Slm Ticket Quantity Value Our Ref Outstanding 22 00 99 Invoice _1000134 Value cAol Status PRT GST O05 _ Cleared NO Total ee 00 Unpaid Lot Item Pool Descr Prod Su
54. lues OK Printed on 16 May 2002 Enter the beginning code of the range to report on The type of code will depend on the entry in the above field ListVal may be used to assist in the selection of a code Pressing NxtFld will default this field to the first code established on the system Enter the ending code of the range to report on The type of code will depend on the entry chosen above Pressing NxtFld will default this field to the last code established on the system If only one code is required the same code must be entered in this field as in the from field If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Fresh Computer Systems Pty Ltd 3 33 LETTUS User Manual Sales Entry Menu 3 3 16 Sales Search The Sales Search form is one the many forms that shows the enormous power of Oracle the 4th generation language that LETTUS is written in This query form allows a search on any sale made in the system it allows a query on most of the attributes concerning a Sale 1 e a query can be made on customer produce lot sale type salesperson sale date cashier code invoice number salesperson ticket number etc or any combination This is a query form only no changes are allowed on the data displayed
55. n OOO E UM Use N ormal or L anded Prices Enter N for normal prices or L for Landed prices to be used in this report All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 31 LETTUS User Manual Sales Entry Menu 3 3 15 Produce Sales List The Produce Sales List details the total sales by type for each produce within a nominated date range Either a sale date or enter date range may be used This report is similar to the Sales Summary by Department report however the totals are listed by Produce not Department Select this option from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed F SmarT erm Essential Log in stw af xX 3 File Edit View Tools Properties Connection Window Help lej x Oe u Slee e Gale S58 E oe Produce Sales Listing DEMO COY aa prodsale Last Run Date Time Current Date Time MON 04 FEB 02 02 33 PM Date Selection by _ SAT TUE Department from _ PRODUCE to C amp D SALAD MIX Produce Selection by _ APPLES ZUCCHINI All values OK Y Use S ale Date or E nter Date in the
56. nhanced date feature may be used if required or press NxtFld to default this field to the current today s date All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Enter N to check and update the Order selection below Order Detailed Report for Produce Lots by Select the order criteria by selecting of the following by entering the corresponding number l Department Lot Item Department Produce Lot Item Department Produce Received Lot Item Department Produce Unit Size Grade Description Department Produce Supplier Unit Received Sse Note that this ordering is only used when a detailed report is chosen without Supplier Subtotals Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 23 LETTUS User Manual Sales Entry Menu 3 3 11 Unsold Stock Sales List As the title implies this report is combination of the Unsold Stock Report and the Daily Sales Report The report lists stock on hand and sales that were entered during a specified date range The report lists for each department all the lots that have unsold stock The lots are grouped together by produce code e g all the grape lots are printed together For each lot the report shows The produce code description supplier name grower n
57. nvoice Number is automatically generated by the system in the accounts receivable area For more information refer to the Sale Entry By Lot section Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 15 LETTUS User Manual Sales Entry Menu 3 3 6 Cash Sales Match The Unmatched Cash Sales feature allow the user to enter sales in the Sales Entry by Cash option in the Sales Entry menu without allocating the sale to a lot and item number This provides a quick and efficient method of entering cash sales and printing cash receipts such that it can be done on the sales floor at the time of the sale This feature is generally used where the salesman writes a ticket for the sale regardless of whether the customer pays cash or not which may be unknown The customer then approaches the cashier who can enter an unmatched cash sale and provide the customer with a cash receipt At the end of the day s trade the ticket sale made to the customer are matched to the sale entered by the cashier The cash sale is entered in the Sales Entry by Cash option whereas the ticket sales may be entered in either the Sales Entry by Lot or Sales Entry by Customer The Sales Entry by Cash option is used where a sale is being paid by cash but the lot 1tem number is not known The minimum of information to be entered for this sale is the produce code quantity and price The unit grade and count size are optional If these are known at the time of the cas
58. ol Query screen will be displayed showing all available lots that match the criteria entered PrvRec and NxtRec can be used to move through the Item or Pool records A Sale quantity may be entered against any number of lots in the sale quantity field These Sales will be given the same line number and thus printing as one entry on a invoice Line Num If you wish two or more entries to appear as one entry on an invoice these sales must have the same line number Note that the Produce Code Unit and Price must be the same for the system to accept this Notes on Entry of Sales Transactions N Normal Sale R Credit Sale QTY The quantity sold must positive QTY The quantity sold must negative PRICE There price must be positive PRICE The price must be positive Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 10 LETTUS User Manual Sales Entry Menu 3 O Open Sale A Allowance QTY The quantity sold must be positive QTY No quantity is to be entered PRICE The price can be positive or zero PRICE The price can be positive or negative After enter of the sale records press the Commit key to save the records to the database 3 302 Immediate Printing of the Invoice An invoice can be printed for the sales to this customer in this form Enter the sales and press the DupRec key Note that if a normal sale and a credit note are entered in the same ticket both an invoice and a credit note will be printed The imme
59. ot details e g produce code and supplier code will be displayed In the Item field enter the item number to be affected by this sale ListVal may be used to assist in the selection of an item number Upon pressing NxtFld the remaining details will be displayed e g department code The unsold quantity is displayed for your reference Upon entering the sales quantity the unsold quantity will be adjusted accordingly Enter the price per unit in the price field Upon pressing NxtFld the ticket quantity and value and thus the invoice quantity and value will be updated The cursor then moves to the next record allowing you to enter another sale on that ticket If a new ticket is to be entered press PrvBlk to position the cursor in the Ticket block and press the down arrow to move the cursor to the next record and repeat the above Steps Note that the system will allow a lot to be oversold Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 3 LETTUS User Manual Sales Entry Menu 3 3 1 3 Entering Cash Sales where the user selects from available lots When using this method the produce code as a minimum must be entered However it is recommended to enter as much information as known because this will reduce the number of valid lots to choose from Information that is preferably entered would include supplier code department code unit grade and size If the Allow Unmatched Cash Sales parameter in the System Configu
60. pp Dept Unit GR Size Locn Unsold Aty Price 1024 1 SEMI TOM SMITW 09 _ CIN B 10 2 200 DupRec to Print Paid Invoice DupFld to Print Paid Invoice Menu to Print Cash Cheque Invoice Receipt lt Ent ry Auto Select gt Count 1 lt Replace gt 4 Step 2 In the Cashier block enter the following fields Cashier Enter the one character cashier code ListVal may be used to assist in the selection of a cashier code Password Upon entry of a valid cashier code the associated password will need to be entered Although only a one character field is displayed the field length is 8 characters in length Note that the characters entered in this field will not be displayed for security reasons Invoice Date Enter the date of the cash invoice This date is usually today s date The enhanced date feature may be used if required or press NxtFld to default this date to the current today s date This date is used to update the general ledger Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 2 LETTUS User Manual Sales Entry Menu 3 Step 3 Customer Step 4 The cursor automatically moves to the Cash Invoice block The following fields can then be entered Enter the customer code or reference for this invoice Press ListVal for full listing of customer codes currently setup in the Customer Maintenance option Press NxtFld to default this field to CASH The invoice number is updated with the next ava
61. r assistance in the selection of the Sale types Pressing NxtFld will default the last code established on the system All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 29 LETTUS User Manual Sales Entry Menu 3 3 14 Department Sales List This report lists the total sales made by each department within a nominated date range One produce code only can also be selected Note that sales listed under the Normal Sales column include Normal and Miscellaneous sales only To run this report select the Department Sales List from the menu After selecting the print display option from the printer selection screen the following screen will be displayed FE SmarTerm Essential Log in stw e x 3 File Edit View Tools Properties Connection Window Help x Oca S ee a e sloale gt aa8 r0 Department Sales Listing xx DEMO COY e deptsale Last Run Date Time THU 15 NOV 01 03 36 PM Current Date Time MON 04 FEB 02 02 18 PM Enter Date from THU to THU Department from ___ PRODUCE to ___ NON PRODUCE S tock N on Stock or B oth Produce ALL Use N ormal or L anded Prices L All values OK Y NxtBlk to Alter
62. r each supplier D epartment or L ocation Select lots by either Department or Location From Enter the beginning department code or location to report on Press ListVal to assist in the selection of a code Pressing NxtFld will default this field with either the first department or location code to Enter the ending department or location code to report on Press NxtFld to default this field to the last department or location code If only one department code or location code is required then key both the from and to fields with the same department or location code Produce from Enter the beginning produce code that you wish to report on Press ListVal to assist in the selection of a code Pressing NxtFld will default the first produce code To Enter the ending produce code that you wish to report on Press ListVal to assist in the selection of a code Pressing NxtFld will default the last produce code If only one produce code is required then key both the from and to fields with the same produce code Display All Sold Lots and Items Enter Y to display Lots and Items that have been ALL SOLD All Sold from Enter the from date to be displayed The enhanced date feature may be used if required or press NxtFld to default this field to the current today s date This field will only be available if the above field is entered with a Y to Enter the to date to be displayed The e
63. ration option is set to Y you will have to PrvFld back into these fields Upon entering the known information press ListVal to view the Item Pool Query screen Use NxtRec and PrvRec to position the cursor on the required lot item Press NxtFld to select the lot or press Exit to return to the previous screen without selecting a lot Enter the sales quantity in the quantity field Note that the unsold quantity of that item will be updated Enter the price per unit in the price field If you enter the fields Produce code Unit Qty and Price then press ListVal you will have the option to allocate the Qty from multiple lots items You can either allocate the total Qty to one record or you can break up the total Qty to multiple records from the Item Pool Query Screen Simply enter the Qty required against each record and when you have allocated the total Qty press Commit Each record from the Item Pool Query screen that was selected will be automatically entered in the sales section of the form Note that the system will allow a lot to be oversold Entering Cash Sales system is to select the Lot Item number When using this method the produce code unit type quantity and price must be entered However it is recommended to enter as much information as known as this will assist the system to select the most applicable lottem Upon entering the known information press EntQry from either the Quantity or Price fields The system will sele
64. sale type Press NxtFld to default this field to the last sale type as setup on the system If only one sale type is required this field should contain the same sale type as entered in the previous field Print O riginal or C leared Down Pool Sales Enter O in this field to display sales made to a Pool or enter C to display the sales linked to the Pool lots 1 e have been cleared down Order by The value in this field will specify how the report will be ordered within each sale type for each department All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 37 LETTUS User Manual Sales Entry Menu 3 3 18 Customer Sales Statistics Sales Statistics The information displayed in the sales statistics form concerns customers and the resulting sales Steps to Enquire on Sales Statistics Step 1 Select the Sales Statistics form from the menu Step 2 Enter the Query See examples below Step 3 Press ExeQry and the form will retrieve the rows that match the Query it will total the quantity sales value and cost value field for all rows found matching the query criteria Note that the total may include rows that match the search criteria but bec
65. scription will be displayed to Enter the ending sale type of the range to report on ListVal may be used to assist in the selection of a sale type Press NxtFld to default this field to the last sale type established on the system Upon entry of a valid sale type the name and description will be displayed Use L anded Price or S ale Price Enter L here if the freight charges entered on sales are to be included in the Sales Value for this report Alternatively enter S in this field to exclude freight 1 e use the sale price All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 43 LETTUS User Manual Sales Entry 3 21 The Customer Sales Summary List provides a report in detailed or Summary version of sales based on Customer Type or Code Ticket or Document information can be reported on Fully paid invoices can Customer Sales Summary List also be included or excluded as required Select the Customer Sales Summary List from the Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed f SmarTerm Essential Log in stw 3 Fie Edit View Tools Properties Conn
66. sh Computer Systems Pty Ltd 3 39 LETTUS User Manual Sales Entry Menu 3 ee 3 19 Customer Sales Stats Listing The Customer Sales Stats Listing allows the user to print a hard copy or display to the screen sales statistics It can produce information in a similar style to the Customer Sales Stats option in the Sales Entry menu Information on the report include quantity value average and GP Note that the GP value is only calculated when all costs have been finalised i e lots have been profitised Select the Customer Sales Stats Listing from Sales Entry menu After selecting the print display option from the printer selection screen the following screen will be displayed f SmarTerm Essential Log in stw 5 File Edit View Tools Properties Connection Window Help 2 x osas ele Enake Sa Rlela 2 Sales Stats Listing xx DEMO COY wee salestat Last Run Date Time Current Date Time MON 04 FEB 02 03 05 PM r Combine Y N 4 Period from Periods Y to Customers Y Produce Y Customer Salesman Y Produce Count Size Y Salesman Grade _ All values OK Y Count x0 lt Replace gt 4 T andrew stw E andiew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold T420 6hr13min Row10 Col31 Make your report selection by completing the following fields Periods from Enter the number of the beginning period to report from Upon entry of a valid period number the start
67. tailed or S ummary _ Supplier Sub totals _ D epartment or L ocation D From PRODUCE To NON PRODUCE Produce from APPLES to ZUCCHINI Display All Sold Lots and Items Y All Sold from THU to TUE All values OK Y Hit Next Block to change Format Count 1 lt Replace gt i T andrew stw a andrew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold T420 3hr 23min Row6 Col 41 Enter the following fields as required P roduce or N on Produce Enter P for Produce Lots N for Non produce Lots Non Produce Lots from Enter the beginning lot number of the lot number range to report on Note that the cursor does not enter this field 1f P roduce Lots are chosen above to Enter the ending number of the lot number range to report on Note that the cursor does not enter this field if P roduce Lots are chosen above L ots P ools or B oth Enter L to report on Lots only P to report on only Pools or enter B to include lots and pools D etailed or S ummary Enter D for a detailed report or S for a summary report If a detailed report is chosen ensure that you check the ordering criteria on page 2 of this form Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 22 LETTUS User Manual Sales Entry Menu 3 Supplier Subtotals Enter Y or N If Y was entered then the report will list for each produce code the lots in order of supplier and print a total fo
68. tals N Count Size All values OK Y NxtBlk to Alter Ordering Count 1 lt Replace gt 4 T andrew stw a andrew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold YT420 7 hr51 min Row Col54 D epartment or P roduce Select D to report on Departments or P for Produce If P roduce selected the department to and from fields will be skipped Department Code from Enter the beginning code of the department code range to report on ListVal may be used to assist in the selection of a department code Press NxtFld to default this field to the first department code to Enter the ending code of the department code range to report on Pressing NxtFld will default this field to the last department code If only one code is required enter the same code in this field as in the department code from field Produce Code from Enter the beginning code of the produce code range to report on ListVal may be used to assist in the selection of a produce code Press NxtFld to default this field to the first produce code to Enter the ending code of the produce code range to report on Pressing NxtFld will default this field to the last produce code If only one code is required enter the same code in this field as in the produce code from field Unit from to Enter the Unit from and to to be used for stock reconciliation ListVal may be used to assist in the selection of a code Press NxtFld to d
69. tment will appear as subtotals and grand totals For each invoice details shown include Enter date sale date produce code description sale type unit type quantity sale price sales value lot number amp item number or pool number invoice number Information on the report by Lot Number Shows the sale for each lot and item For each sale details shown include The enter date sale date unit type sale type customer code quantity sale price invoice number ticket number and cashier code if applicable Quantity sales value and average price for each department will appear as subtotals and grand totals f SmarTerm Essential Log in stw BEI Eg 3 File Edit View Tools Properties Connection Window Help l xj 0s us Lele sanak gt 2E nN s a Department Salesman Listing x DEMO COY depsalm Last Run Date Time Current Date Time MON 04 FEB 02 12 34 PM S tock N on Stock Sales or B oth Include Sales with Enter Date from SAT to FRI Order by L ot Pool or T icket T Department from toe __ Salesman from ___ MISC to _ ROGER SELLARS S ummary or D etailed D All values OK Y Count 1 lt Replace gt 3 T andrew stw E andrew stw Log in stw Connected to 192 168 0 1 Macro Print Capture Hold T420 3hr42min Row6 Col59 Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 26 LETTUS User Manual Sales Entry Menu 3 E Steps to produce the Daily
70. tomers together Or enter N to print each customer individually Combine Produce To print all produce in one group enter Y here otherwise enter N to print each produce on a separate line Combine Salesman Entering N here will display the information for each salesman on a separate line While entering Y here will group the salesman and display the information on one line Combine Count Size If each count size is to be printed separately enter N here Enter Y if the count sizes are to be grouped together Combine Grade If each grade is to be printed separately enter N here Enter Y if the count sizes are to be grouped together All Values OK If you need to change any report selection values enter N and press NxtFld If all of the values entered are acceptable then you may accept the default value here by pressing NxtFld The report will now be printed to the device specified in the printer selection form Note that how the report is printed depends on the ranges selected and which criteria or range of criteria are combined Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 4 LETTUS User Manual Sales Entry Menu 3 A 3 20 Customer Sales Analysis By Month This report shows the profitability of customers and their sales on a monthly basis It includes information such as quantity Sales Landed Value Average maximum price and minimum price This report can be used for a number of reasons e g determining the most or l
71. ustomer code in this field ListVal may be used to assist in the selection of a customer code Upon entry of a valid customer code the customer name will be displayed If a M type sale is entered in the previous field enter the relevant sale type name in this field ListVal may be used to assist in the selection of these sale type names For sales not allocated to a particular customer code e g transfers and take on sales the sale type name and description will automatically be displayed in these field upon entry of the sale type in the previous field Qty Enter the quantity of the current item to be sold Negative quantities may be entered for transfer take on and miscellaneous adjustment sales whereas a negative quantity must be entered for credit sales Note that a minus sign must be used when entering the quantity for these sale types Price Enter the unit price in this field Up to three decimal places may be used A negative value may only be entered for A llowance type sales In this instance a negative price Allowance implies a price reduction or credit where the stock is not returned As no quantity is entered for an allowance sale the total amount of the credit is to be entered in this field If the price is not known when entering a transfer or take on sale it is recommended to use the average sale price Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 6 LETTUS User Manual Sales Entry Menu 3 For Transfer Sal
72. will be displayed m SmarTemm Caxential Log insbe be Edt Yew Took Proper Connector Winker Hes ale Osmate slammer gt ss a 2 Sales Listing y x DEMO COY HEX sale Last Run Date Time WED 27 SEP 00 12 08 PM Current Date Time MON 04 FEB 02 02 52 PM S ale or E nter date E Date from THU to WED Department from _ PRODUCE Produce from APPLES to _ C amp D SALAD MIX to ZUCCHINI Sale Type from _ SALES CREDIT to _ SALES CREDIT Print O riginal or C leared Down Pool Sales O Order by S upplier Salesman T icket D ate or L ot Pool Number L All values OK Count 1 lt Replace gt Tj aniem E mdee E Ling ale Make your report selection by completing the following fields S ale or E nter Date The report can use either a sale or enter date range Enter S to look at the sale date of sales or enter E to look at the date the sales were entered into the system Date from Enter the beginning date of the date range to report on The type of date depends on the value entered in the above field Press NxtFld to default this field to the current today s date to Enter the ending date of the date range to report on The type of date entered will depend on the type selected above Press NxtFld to default this field to the current today s date Department Code from Enter the beginning department code of the range to report on ListVal may be used to assist in the selection of a
73. will be displayed If the pool number is not known leave this field blank by pressing NxtFld Prod Where neither the Lot item number or Pool number is entered the produce product code must be entered ListVal may be used to assist in the selection of a code Note that a Sundry Product code may also be entered as sales to Non Stock Lots Lots with numbers between 1 and 99 can also be entered in this screen Supp Enter the Supplier code if known If the Supplier code is not known leave this field blank by pressing NxtFld ListVal may be used to assist in the selection of a Supplier code in this field Printed on 16 May 2002 Fresh Computer Systems Pty Ltd 3 9 LETTUS User Manual Sales Entry Menu 3 Dept Enter the Department code if known If the department code is not known this field may be left blank by pressing NxtFld ListVal may be used to assist in the selection of a Department code in this field Unit Enter the unit type if known ListVal may be used to assist in the selection of a unit type If the Lot Item number or Pool number is not entered it is recommended that the unit type be entered to assist in finding the most applicable lot When using the auto select feature or the sale combinations feature the unit type must be entered Gr Enter the grade in this field If the grade is not known leave this field blank by pressing NxtFld Size Enter the size in this field If the size 1s not known leave this field blank b
74. y pressing NxtFld Locn Enter the Location in this field If the location is not known leave this field blank by pressing NxtFld Unsold The unsold field will be update and displayed when the sale line has been completed Note that the ListVal feature to choose from available lots may be used The cursor must be in the specified range as noted at the bottom of the screen for this feature to be used Upon pressing ListVal an Item Pool query screen will be displayed showing all available lots that match the criteria entered PrvRec and NxtRec can be used to move through the item pool records and either NxtFld or Commit can be used to select an Item or Pool Qty Enter the quantity to be sold for this sale Note that for a credit sale a negative quantity must be used and the cursor does not enter this field for Allowance sales Price Enter the price per unit value in this field Freight If any freight is to be applied to this sale enter the value per unit here The cursor only enters this field where a charge code is entered in the block above Landed The landed price is displayed in this field It includes the price per unit and the freight component This is a calculated field thus the cursor does not enter this field The Sale combination feature may also be used by pressing ListVal Note that as a minimum Produce code Unit Qty and Price must be entered to make use of this feature Upon pressing ListVal the Item Po

M3.0 Sales Entry - Fresh Computer Systems

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