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Autologue User`s Manual - Point Of Sale Page i Table Of Contents 3

1. 3 10 Returning Parts Bh E Through point of sale invoicing both returns credits and merchandise sales debits can appear on the same invoice Returned parts are automatically updated within the inventory file thus allowing returns to be tracked and printed by various inventory and purchasing reports The system allows for four different types of returns Core Returns Inventory Returns Warranty Returns Vendor Returns Autologue User s Manual Point Of Sale Page 42 3 10 1 Core Returns Core returns are issued when the customer returns the core of an item purchased or being purchased The core is that part of the item that the manufacturer requires to rebuild additional quantities of this part number Core returns update the Inventory file by increasing its Core Returns field e With the open workspace displayed on the screen and the cursor positioned below the MFR PART NO column enter in the part number of the core to be returned and press lt Return gt Inventory and pricing information will be displayed for this part number and the cursor will appear within the QTY column e Press the lt F4 gt Returns key and a window will be displayed showing the types of returns available as shown CHTRM A ABC 123 TEST 951 774 0987 CUST 400 CHARGE DESCRIPTION MFR PART HO LIST CORE UNIT COD QTY EXTENDED 1 TAPER BEARIN BCA A 2 12 98 6 08 12 98 H 1 6 08 AS ON HAND 17 ON ORDER O BACK ORDER 8 PRIME MAUDI 2 12 98 R
2. amp Note Backorder returned and labor miscellaneous coded items are excluded from the calculation 3 11 25 Printing Bill To Address Labels Users have the ability to print out Bill To address information on 4 X 2 15 16 labels for the current customer number called up within the workspace e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Bill To Labels menu option and press Autologue User s Manual Point Of Sale Page 68 lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt e With the cursor positioned at the Type How Many Labels And Press lt Enter gt prompt enter the number of labels to be printed and press lt Return gt The labels will be printed and the screen will return back to the workspace screen 3 11 26 Printing Ship To Address Labels Users have the ability to print out Ship To address information on 4 X 2 15 16 labels for the current customer number called up within the workspace e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Ship To Labels menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt e With the cursor positioned at the Type How Many Labels And Press lt Enter gt prompt enter the number of labels to be pr
3. Autologue User s Manual Point Of Sale Page iii 3 11 27 Search For A Part Within Open Workspaces eseseseseseoseseseseseesosososesercesesesese 68 3 11 28 Search For A Like Part Within Open Workspaces ccssesssssssssesssessssseeees 69 3 11 29 Accessing Paint LO RIC chs ccascesngasviatexivtwsnbaeviesshcoidavaxinisetvatuesaieeasVasaseceedennacn teases 70 3 11 30 Accessing The Parts Genie isscsssnscasuiasessinsssocssavesadissucoesdeisseisestdetbencesduenensdasubss 71 3 12 Kits Alternates amp Supersessions eseseseesesereresereososeseseseseseseseeeososososesereeeososesesesesesesess 71 3 121 Seling A Kitcars eese eieaa i a usec nas ncn oa ai oi ias 71 3 12 1 1 Displaying Kits Single Components esessosesererescesososeseseseseseseseesesosesee 72 3 12 1 2 Displaying Kits All Components ssseseseressosesereseseseseseeseseseseseseseosososesee 72 3 12 2 Selling Alternate Part Numbers sesesesesesessosososeserescosososeseseseseseseseosorososeserereesesese 73 3 12 3 Displaying Supersessions sseseseseseseseseseseerosososerercecososesesesesesesesesrosososeserereeeesesese 74 3 13 Customer Backorders sessereeseseseoseesesesessescoreseososcosesesreseeceseseesoseoresessoseeeesesresesroreeseseseese 74 3 13 1 Creating A Customer Backorder sesseseseseseseseseseseesorosesesereeeesoseseseseseseseseonosesesesee 75 3 14 INVOICE DISCOUNTS ssccsssssvscsnnsinccantsesonestesaecentsapscenses ancuaiassaenousbatendiaunpunsdesassednaato
4. CNTAM A CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHS ESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 CH Tender Type Number Amount 4 5 00 Check visa Master Card American Express Drivers License CA27945514 CHANGE 8 00 Creation 10 13 00 Doc GPM 25 60 SUB TOTAL 5 00 TAX 8 41 OPEN BALANCE 8 08 CREDIT LIMIT 0 00 TOTAL 5 41 CASH SALE Once all the tender type information has been entered press the lt F10 gt key and the invoice will begin printing Users can exit back to the workspace without finalizing the invoice by pressing the lt F11 gt key The tender types along with the entered amounts will be printed on the invoice or tape receipt when the PROMPT FOR CASH TENDERED ON ALL CASH SALES point of sale setup option is set along with the NEW_TENDER and TenderOnInv uservar options 3 2 8 Finalizing The Invoice As A Charge COD Sale Press the lt F7 gt Charge Sale key and the invoice will begin printing If the customer s COD field set to Y the invoice will print COD instead of the CHARGE SALE on the top of the invoice If the amount of the invoice plus the customers open balance is greater than the customer s credit limit the system will not allow the completion of a charge sale An OVER CREDIT message will be displayed in the lower right corner of the screen Note Optionally user s can override this message and enter a password that allows the charge sale to
5. Date Labor Total 50 1 A 250 AMERICAN ACRYLIC WO 2124 10 ff 124 50 2 B 250 AMERICAN ACRYLIC WO 2213 10 12 00 0 00 48 64 ENTER CUSTOMER NAME 250 F1 NORMAL INVOICING F8 SCROLL FORWARD F9 SCROLL BACKWARD F2 APPLY RECEIPTS Fd CREATE NEW CUSTOMER F10 LAYAWAYS FS CALCULATOR Fill EXIT 2 HELP To access a workspace under another counterman s file use the f and W arrow keys to move the highlighted bar to the desired workspace and press lt Return gt Entering the number that is beside the counterman s code can also be used for workspace access The invoicing screen will appear and the cursor will be positioned below the column MFR PART NO Autologue User s Manual Point Of Sale Page 7 3 2 3 Selecting The Customer Pricing Matrix When accessing a workspace for a customer that has an alternate pricing matrix setup a pop up selection window will be displayed as shown WORKSPACE FOR COUNTERMAN ALVIN CUST Name Document ID Cust PO Num Create Date Labor Total ENTER CUSTOMER NAME OR NUMBERiieat F1 NORMAL INVOICING F8 SCROLL FORWARD F9 SCROLL BACKWARD F2 APPLY RECEIPTS Fd CREATE NEW CUSTOMER F10 LAYAWAYS F5 CALCULATOR Pla SEX1T HELP The window will contain the two separate pricing matrix labels that were setup in the customer s account Refer to the Customer Vendor File Setting Up An Alternate Pricing Matrix section of the user s manual e If the first men
6. From the Workspace For Counterman screen pressing the lt F6 gt key will toggle the screen display between all open estimate and normal workspaces When an open estimate workspace is retrieved each part that was previously extended is called up individually with the overridden unit price if one and the previously extended quantity within the QTY field Each part called up must then be extended The lt F12 gt Entered Text information is automatically put back into the workspace without having to re key Autologue User s Manual Point Of Sale Page 32 3 6 1 Saving An Open Workspace As An Estimate Within an open workspace and with the cursor positioned below the MFR PART NO column press the lt F4 gt P O Document key A Change Document pop up window will appear prompting to select a PO Number Document Number or To Estimate selection as shown CNTAM A AMERICAN ACRYLIC 7149524 5888 CUST 250 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED CHANGE DOCUMENT E 2 DOC NUMBER 3 TO ESTIMATE Creation 10 14 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 8 00 OPEN BALANCE 21 54 CREDIT LIMIT 10000 00 TOTAL 8 00 To save the workspace as an estimate select the 3 TO ESTIMATE option and press lt Return gt The bottom of the screen will now display an ESTIMATE message Within the open estimate workspace press the lt F1 gt key The screen will return to the ENTER CUSTOMER NAME OR NUMBER prompt and t
7. The tax status and percentage of tax to be paid is preset within each individual customer s record A customer can be designated as Taxable or Non Taxable based upon the TAX ID field within the Customer Vendor file Due to tax laws in individual states and counties the need to override the tax status of a part number may arise The lt F8 gt Non Taxable and lt F9 gt Taxable function keys are used override the preset tax status of a part The lt F8 gt Non Taxable key will change the tax status of a part from taxable to non taxable The lt F9 gt Taxable key will change the tax status of a part from non taxable to taxable Users also have the ability to change the tax status on parts already extended Using the arrow key position the cursor on the line item to be overridden and press the lt F8 gt or lt F9 gt key to change the tax status on the part the cursor is currently positioned on and press lt Return gt Note Parts extended as returns or core sales cannot be changed using the lt F8 gt or lt F9 gt key These items must be line deleted lt F16 gt and resold with the new tax status 3 4 5 1 Changing A Parts Tax Status To Taxable With the cursor positioned within the QTY column press the lt F9 gt Taxable key and the tax status of this line item will now be coded with a T for taxable under the COD column Enter the quantity to sell press lt Return gt and press the extend key 3 4 5 2 Changing A P
8. lt Return gt Exit POS Press the lt F11 gt key 3 2 Creating A New Invoice Press the lt F1 gt key with the cursor positioned at the COUNTERMAN CODE prompt enter a counterman code A 9 and press lt Return gt With the cursor positioned at the ENTER CUSTOMER NAME OR NUMBER prompt enter the customer s name or customer number and press lt Return gt Autologue User s Manual Point Of Sale Page 4 When a customer number with no customer name information setup is entered at the ENTER CUSTOMER NAME OR NUMBER prompt the screen will display an ILLEGAL CUSTOMER error message and return the cursor back to the ENTER CUSTOMER NAME OR NUMBER prompt An open workspace screen will now be displayed as shown CNTRM A AMERICAN ACRYLIC 7149524 5888 CUST 250 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED Creation 10 09 00 Doc GPM 0 00 SUB TOTAL 8 00 TAX 8 00 OPEN BALANCE 21 54 CREDIT LIMIT 10000 00 TOTAL 8 00 3 2 1 Customer Name Searching e Enter a portion of the customer s name at the ENTER CUSTOMER NAME OR NUMBER prompt and press lt Return gt Autologue User s Manual Point Of Sale Page 5 A selection window of all matching customer names will now be displayed as shown WORKSPACE FOR COUNTERMAN ALVIN CUST Name Document ID Cust PO Num Create Date Labor Total 250 AMERICAN ACRYLIC 154A 115487 10 12 00 100 00 124 50 60 A C D AUTO REPAIR 249 ABC AUTO
9. s driver s license is C5514784 Follow the steps below After pressing the lt F6 gt Cash Sale key arrow down to the Cash tender type and press lt Return gt An will now appear next to the Cash tender type entry With the cursor positioned within the Amount field enter 80 00 and press lt Return gt Arrow down to the Check tender type and press lt Return gt An will now appear next to the Check tender type entry With the cursor positioned within the Number field enter 4231 and press lt Return gt With the cursor positioned within the Amount field enter 26 49 and press lt Return gt or just press lt Return gt and the difference of the invoice total versus all the amounts entered up to this point will automatically be entered into the Amount field In other words the 26 49 would automatically be entered into the Amount field by just pressing lt Return gt Arrow down to the Identification tender type and press lt Return gt With the cursor positioned within the Number field enter C5514784 and press lt Return gt Press the lt F10 gt key and the invoice will now begin printing Example 2 The total cash sale amount is 25 00 and the customer is paying 25 00 dollars cash Follow the steps below After pressing the lt F6 gt Cash Sale key arrow down to the Cash tender type and press lt Return gt An will now appear next to the Cash tender type entry Because the customer is giving the
10. An invoice message can be used for announcing any of the following store address return policy upcoming holidays sale items delivery terms store hours For additional information on entering or changing the invoice message of a particular printer refer to the System Commands Specify Invoice Statement Message Field section of the user s manual Autologue User s Manual Point Of Sale Page 100 3 27 Formatting The Workspace Screen amp Invoice Throughout the user s manual the workspace invoice screen displayed is the default screen Management has the ability to move and eliminate various columns of information thus allowing a customized workspace screen and invoice to be developed For information on customizing the workspace screen and invoice format refer to System Commands Format Point Of Sale Screen amp Invoice section of the user s manual A 40 column tape receipt invoice format can also be used by changing the INVOICE TYPE field within Counterman Update program Sample 40 Column Tape Receipt Demonstration Software T CASH SALE 10 20 01 1 CASH WALK IN CUSTOMER INVOICE 1242 QTY PART NUMBE UNIT CD PRICE 1 BCA A3 7 00 T 7 00 BEARING 8 ACD R45TS 1 48 T 11 84 AC SPARK PLUGS Cash 20739 AMOUNT TE ERED 30 39 CHANGE DUE 10 00 LABOR NON TAX 0 MISC A CORE 0 DISC TAXABLE 18 TAX cies TOTAL 20 Summer Special All Air Co
11. a B will be displayed under the COD column heading The Transaction Register report will also display an asterisk code on the report to allow the buyout parts to be easily identified by management Note A stockout can optionally be recorded when the part is extended using the lt F10 gt Buyout key using the REC_SO_F10 uservar option 3 2 13 Selling A Quantity Greater Than A Parts Quantity On Hand When entering a selling quantity greater than the parts quantity on hand and the part is extended the program will react in one of two ways If the customer is not setup to backorder it will extend as many units as available and record the remaining quantity as a stock out within the parts inventory record See the Recording Stock Outs section for complete details concerning stock out recording If the customer is setup to backorder it will extend as many units as available and automatically create a customer backorder for the remaining quantity See the Creating Customer Backorders section for complete details concerning customer backorder creation 3 2 14 Selling A Core Exchange Part When a part number with a core price is called up it can be sold as a core exchange by pressing the lt F2 gt Core Exchange key The part is extended as normal and a second line item entry will also be extended below it crediting the core amount 3 2 15 Selling A Core Only A core sale can be performed by calling up the part on the screen pressing
12. arrow keys arrow down to the invoice number to apply the return against and press lt Return gt Autologue User s Manual Point Of Sale Page 46 If returning items against 2 or more invoices pressing lt Return gt on a highlighted invoice number will put an asterisk character to the left of the invoice number thus flagging this invoice number to have a return applied against it Pressing lt Return gt again while on the same invoice number will remove the asterisk character thus unflagging it e Once all invoice numbers have been flagged press the lt F11 gt key and the invoice number flagged will be put into the description field and the return quantity will be put into the QTY field With the cursor positioned under the QTY field the program will now prompt Enter the QUANTITY to return against this invoice e Enter the quantity to be applied against this invoice and press lt Return gt A new line will automatically come up with the next invoice number flagged and put into the description field With the cursor positioned under the QTY field the program again prompt Enter the QUANTITY to return against this invoice e Enter the quantity to be applied against this invoice and press lt Return gt Continue this procedure until all invoices flagged are completed The line and invoice totals will be adjusted accordingly 3 10 3 Warranty Returns Warranty returns are issued when a customer returns a defective part
13. press the lt F2 gt Apply Receipt key and the cursor will move to below the CUST column Enter a different customer number and press lt Return gt to start a receipt e With the cursor positioned below the TYPE prompt enter the payment type code and press lt Return gt pete such as 30 60 and 90 day balances 2 APPLY TO CURRENT BALANCE Used when a customer is paying the current ee eS trans OPUS 3 APPLY STATEMENT DISCOUNT Used when a customer should receive a statement discount for paying the balance within a defined number of days 4 CANCEL SERVICE CHARGE Used when management decides to CANCEL a customer s unpaid service charge 5 PAY SERVICE CHARGE Used to pay off any existing service charges 8 LAYAWAY DEPOSIT Used to record a deposit received for merchandise placed on Layaway Balance Forward Payment Type Table Autologue User s Manual Point Of Sale Page 86 When a customer is paying the old balance and also taking a statement discount two transactions must be made one for the old balance being paid and one for the statement discount being given When a customer is paying an old balance and a service charge two transactions must be made one for the old balance being paid and one for the service charge being paid When one check is being used to make a payment to the current and old balances divide up the payment into two transactions one for the old balance being paid and one for the current balance
14. within it e Pressing lt Return gt will clear the line and will not give any credit to the customer e The user can allow the return by pressing the lt F5 gt key and thus overriding the no eligibility status The line and invoice totals will be adjusted accordingly If there is eligibility available for the return a window will pop up showing each counterman code invoice number date available return units and cores quantity of units originally purchased on the invoice and the core and sell price of the item on that invoice e Using the and arrow keys arrow down to the invoice number to apply the return against and press lt Return gt If returning items against 2 or more invoices pressing lt Return gt on a highlighted invoice number will put an asterisk character to the left of the invoice number thus flagging this invoice number to have a return applied against it Pressing lt Return gt again while on the same invoice number will remove the asterisk character thus unflagging it e Once all invoice numbers have been flagged press the lt F11 gt key and the invoice number flagged will be put into the description field and the return quantity will be put into the QTY field With the cursor positioned under the QTY field the program will now prompt Enter the QUANTITY to return against this invoice e Enter the quantity to be applied against this invoice and press lt Return gt A new line will automa
15. 3 3 1 Limited Special Order Part Creation esesesesesesreseseseseesosososesescscesososesesesesesese 18 3 3 4 Searching The Inventory File ccssoccssscsescessessssesessessseerecnessceesessecseeecesseree 18 3 3 4 1 Automatic Part Number Searching sesesesesesesroseseseseerorososeserereesososesesesesesese 19 3 3 5 Search Electronic Price Sheet File seesesessessesesessescoresessosceresesrosescoseseeseseoresesseseese 19 3 4 Editing Feat reSinisss detvetseeledsden cukeceeacdvueisecsigoutensussdancelvetscesieetsecdavestcedadsbanactevetanvteedsacnateaay 20 3 4 1 Deleting Line Items s sesessssssesesesosessssesesesosesssesesessssssesosososossssesesesosossssesesosesesssesssso 21 3 4 2 Changing A Line Items Quantity Sold sesesesesesesessosososescscscososorererercososesesesesesesee 21 BAS Price Overrides aa seni cdvsacestacsacensasneacoassseavastassnestasoisuaadsdaseoesieiersatvetassenssssenesdedteaeso ts 22 3 4 3 1 Disallowing Price Overrides Below Cost sesssseserereseseseseseeseseseseseseesososeses 24 3 4 3 2 Disallowing Price Overrides Below A Specific Price Level 000 24 3 4 4 Description OverrideS sessssesesesosessssesesesosesesesessssssssesosososossssesesesososesessssssssesesesesss 24 3 45 Tax Oyerrid S esitise ceses oeira esee inaasa esaet esae sinia 25 3 4 5 1 Changing A Parts Tax Status To Taxable ssesesererersoreresesesesesesessesososesee 25 3 4 5 2 Changing A Parts Tax Status To Non Taxable eeses
16. 524 5888 CUST 250 CHARGE DESCRIPTION MFR PART NO LIST CORE UNIT COD QTY EXTENDED 3570 Electronic Price Sheet Part Number GAT 3570 Price 5 Price 4 Price 3 Price 2 Price 1 Price 0 Core Sell Core Cost Ovnmnw oun fw Sell Part E Creation 03 01 00 Doc GPM 0 00 SUB TOTAL 0 00 OPEN BALANCE 4017 54 CREDIT LIMIT 10000 00 TOTAL 0 00 With the cursor positioned next to the Se11 Part prompt enter N and press lt Return gt to not sell the part number and return back to the Electronic Price Sheet window Enter Y and press lt Return gt to sell the part number and return back to the Electronic Price Sheet window Press the lt F11 gt Exit key to exit back to the workspace If Y is entered at the Sell Part prompt for a part number the part number is automatically brought up and is ready to be sold The unit price will be the price stored in the price level according to the customers pricing matrix The part number will also be automatically entered into the Inventory file to the beginning of the product line number specified when the EPS file was created When entered into the Inventory file the pricing information popularity code unit pack per car quantity and tracking flag for the part number are automatically setup If the selected part number to be sold exists within the Inventory file its information will be displayed according its part record See the Electronic Price Sheet File
17. CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHS MFR PART NO LIST CORE UNIT COD QTY rE R PART NO DESCRIPT 1ON _ _ _ 8 UNI T Q0H QTY KIT C1700C ENGINE KITS Si 8 0 CRA CHY 442 CRANKSHAFTS 42 41 29 50 30 DAB A75558TD ENGINE BEARINGS 4 70 3 29 134 0 DAB A7555 10 ENGINE BEARINGS 4 70 3 29 176 0 DAB A7555 20 ENGINE BEARINGS 4 70 aed 87 0 DAB R 555 30 ENGINE BEARINGS 4 70 3 29 87 0 DAB R1663STD ENGINE BEARINGS 41 25 28 88 58 0 DAB R1663 10 ENGINE BEARINGS 41 25 28 88 79 0 DAB R1663 20 ENGINE BEARINGS 41 25 28 88 76 0 DAB R1663 30 ENGINE BEARINGS 41 25 28 88 94 O a 8 80 Creation 10 15 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 0 00 CREDIT LIMIT 0 00 TOTAL 8 00 Autologue User s Manual Point Of Sale Page 73 Listed within the window are the part number description list price unit sell price quantity on hand and the quantity sold e Use the and arrow keys to position the highlighted bar on the desired component part number to sell press lt Return gt and then enter the quantity to sell within the QTY field or just press lt Return gt to use the default quantity setup within the kit As each item is selected a running total of the parts selected are automatically calculated and displayed on the bottom of the pop up window e After all the desired parts have been selected press the lt F11 gt Exit key and the selected parts will be automatically extended
18. Create Date Labor Total 250 AMERICAN ACRYLIC 154A 115487 10 12 00 100 00 124 50 ENTER CUSTOMER NAME OR NUMBERS F1 NORMAL INVOICING F8 SCROLL FORWARD F9 SCROLL BACKWARD F2 APPLY RECEIPTS F4 CREATE NEW CUSTOMER F10 LAYAWAYS F5 CALCULATOR Flt EXIT HELP The open workspaces screen will appear displaying the Customer Names and Numbers Document ID s Customer P O Numbers Creation Dates Labor and Invoice Totals for all open workspaces When an asterisk character appears to the left of the customer number this indicates that there are open workspaces for this customer under other counterman codes e To retrieve an open workspace enter the customer name or number of the workspace and press lt Return gt Autologue User s Manual Point Of Sale Page 31 The open workspace information will be displayed and the cursor will be positioned on a dashed line after the last item within the workspace When there are open workspaces for this customer under other counterman codes a window will open showing all open workspaces for this customer e To access a workspace under another counterman s file use the and Y arrows to move the highlighted bar to the desired workspace and press lt Return gt Entering the number that is beside the counterman s code can also be used for workspace access A counterman can create more than one open workspace for a customer by entering a 0 zero before the customer s num
19. RECEIPT Y N prompt a PRINT OPEN BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed e With the cursor positioned at the CUST prompt enter a new customer number to apply a receipt to or press the lt F11 gt Exit key to return to the open workspace Autologue User s Manual Point Of Sale Page 92 Pay Service Charges To post payment to an open item accounts service total enter in the service charge amount to be paid as the payment amount at the PAYMENT AMT field Press the lt F7 gt Pay Srvc Chg key to have the payment automatically applied against the account s service charge total The SRV CHG field will be adjusted accordingly Press lt F11 gt Exit after all payments are applied A SAVE YOUR RECEIPT CHANGES Y N prompt will appear Enter Y to actually save the changes to the receipts or N to not save the changes A PRINT RECEIPT Y N prompt will appear Enter Y to print a receipt of this transaction on the counterman s invoice printer or N to not print a receipt Wher Y is entered at the PRINT RECEIPT Y N prompt a PRINT OPEN BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed With the cursor positioned at the CUST prompt enter a new customer number to apply a receipt to or press the lt F11 gt Exit key to return to the open workspa
20. Return gt to print an interim invoice with pricing information e Enter N and press lt Return gt to print an interim invoice with the zone bin location beside each line item If the SORTWS uservar option is enabled items on interim invoices printed will be sorted by zone bin or report code If the SortByRepCode uservar option is enabled the sorting is based upon the position sensitive character position 1 4 within the REPORT CODES field setup Optionally the open workspace can also be saved in the sorted order when the SaveWsSorted uservar option is enabled After printing the screen will return to the COUNTERMAN CODE _ prompt and the open workspace remains stored under the counterman code 3 8 Finalizing An Open Workspace An open workspace can be finalized as either a CASH or CHARGE SALE after all line items have been extended corrections have been made and returns credited 3 8 1 Finalizing A Cash Sale e With the open workspace displayed on the screen press the lt F6 gt Cash Sale key The invoice will begin printing as a CASH SALE Autologue User s Manual Point Of Sale Page 35 3 8 1 1 Prompting For Cash Tendered When the PROMPT FOR CASH TENDERED ON ALL CASH SALES point of sale setup option is set an AMOUNT PAID prompt will be displayed before printing the invoice Enter in the cash tender amount including the decimal and the change amount will automatically be displayed on the screen as shown CN
21. Warranty returns increase the warranties field and reduce current quarter and current period unit sales within the part numbers record e With the open workspace displayed on the screen and the cursor positioned below the MFR PART NO column enter in the part number to be returned and press lt Return gt Inventory and pricing information will be displayed for this part number and the cursor will appear within the QTY column e Press the lt F4 gt Returns key and a window will be displayed showing the types of returns available e Enter 3 Warranty and press lt Return gt The cursor will now appear below the QTY column again Warranty returns are coded with a 3 under the COD column heading e Enter the quantity being returned press lt Return gt and then extend the part number The system will then display a CHK ELIG message at the bottom of the screen Note When performing a warranty exchange simply press the lt F2 gt key when ready to extend the warranty return line and it will automatically add a sell line below the return line Autologue User s Manual Point Of Sale Page 47 If there is no eligibility available for the core return a window will pop up displaying a NO RETURNS AVAILABLE F5 to override message within it e Pressing lt Return gt will clear the line and will not give any credit to the customer e The user can allow the return by pressing the lt F5 gt key and thus overriding the no eli
22. a line item from non taxable to taxable Enters Layaway Invoicing Mode which allows non stocked part numbers to be sold Extends a buy out parts without updating the quantity on hand amp optionally records a stock out Exits point of sale back to Main Menu or the login prompt if only allowed counter access Allows the description to be overridden Allows the entry of any write in text onto the invoice Sets the description of the original part number within the alternates selection list Reverts paid open item invoices Allows the entry of a Ship To address to be printed on an invoice Allows the entry of in a text comment line to be printed on an invoice Prints an interim invoice pick ticket for an open workspace Deletes an extended part number off an open workspace Displays a pop up window which allows access to various other pro Autologue User s Manual Point Of Sale Page 102 3 29 Design Keys Function Televideo Terminal __ Move Alternate to lt F12 gt ae Delete Line Item Access Cataloging Perform Remote Part lt SEND gt Lookup Extend Line Item gt or lt Return gt twice Extend Line Item without lt F10 gt updating the quantity on hand amp optionally records a stock out Code Display Help Screens Parts Scrolling
23. be processed See the Password Authorizations section Autologue User s Manual Point Of Sale Page 13 3 2 9 Saving An Open Workspace Press the lt F1 gt Hold Invoice key and the invoice will remain within the counterman s open workspaces screen until recalled for further activity The workspace is automatically saved and takes the user back to the Enter Customer Number screen Pressing the lt F11 gt Exit key will exit the user back to the Enter Counterman Code screen 3 2 10 Print An Interim Invoice And Save As An Open Workspace Press the lt F15 gt Interim Invoice key and a pop up window will be displayed prompting PRINT PRICES Y N whether or not to print prices on the an interim invoice Enter Y or N press lt Return gt and the interim invoice will begin printing If N was entered the zone bin locations for each item extended will print on the interim pick ticket The workspace will be saved within the counterman s open workspace screen until recalled for further activity 3 2 11 Extending A Part Without A Cost When a part number is called up which doesn t have a cost price set within its inventory record a UNIT COST prompt will automatically be displayed The user has the option to enter a cost factor including a decimal point or just press lt Return gt to leave the cost blank and have a cost factor automatically calculated When the USE 65 SALE PRICE AS COST IF COST IS ZERO point of sale setup opt
24. been superseded by the manufacturer and the old number is no longer in stock e Enter Y to display the new superseding part number and the description of the superseded part number will be changed to SUPERSESSION e Enter N and the superseded part number will be deleted e With the cursor positioned within the QTY column of the new superseding part number enter the quantity to be sold press lt Return gt and then extend this line item 3 13 Customer Backorders Customer backorders can be created within a workspace when attempting to extend a part with the sell quantity greater than the quantity on hand Customer backorders can only be created for customer s setup for backordering within the Customer Vendor file To setup a customer for backordering see the Customer Update section of the user s manual gt o o Autologue User s Manual Point Of Sale Page 75 Customer backorders are tracked through the Customer Backorder Update program The Customer Backorder file maintains the following information for all outstanding customer backorders Date Backordered Part Description Counterman Code Quoted Price Customer Number Name Quantity Backordered PO Number optional Quantity On Hand Part Number Quantity On Order 3 13 1 Creating A Customer Backorder With the cursor positioned under the column MFR PART NO enter the part number and press lt Return gt Enter a sell quantity greater than the quantit
25. by pressing the lt F12 gt Text Write In key A long dashed line will be displayed on the current invoice line Autologue User s Manual Point Of Sale Page 29 CNTRM A AMERICAN ACRYLIC 714 524 5888 CUST 250 CHARGE DESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED UP TO 75 CHARACTERS OF TEXT CAN BE ENTERED ON AN INVOICE LINE Creation 18 14 00 Doc GPM 0 00 SUB TOTAL 8 00 TAX 8 00 OPEN BALANCE 21 54 CREDIT LIMIT 10000 00 TOTAL 8 00 e Enter any character except the question mark and press lt Return gt when completed This feature is useful for entering vehicle information special notes credit card numbers warranty information repairs needed etc 3 5 Open Workspaces An open workspace is an invoice started but not yet finalized An open workspace can be recalled as many times as needed to add new items or to delete items currently on the workspace Optionally an open workspace can be saved as an estimate instead of a normal workspace This option can be system wide HOLD_IS_EST uservar which means all saved workspaces will be saved as estimates or can be saved for an individual workspace by the user Individual workspaces can be toggled switched back and forth between an estimate and a normal workspace by pressing the lt F4 gt key within the workspace and selecting the 3 TO ESTIMATE or 3 TO WORKSPACE menu selection Optionally an open workspace can be automa
26. gt When the part number s pricing and quantity information is displayed enter the quantity to sell and extend the line or just press the lt F16 gt Delete Line key to delete the part number currently displayed The program now remembers the last part number entered With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Add Current Part Onto A New P O menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The screen will now display the following Enter Qty To Order For FRM PH8A F With the cursor positioned at the Enter Qty To Order For MFR PART prompt with the MFR PART being the part number being ordered enter the quantity to order and press lt Return gt With the cursor positioned at the Enter Vendor Name prompt enter the name of the vendor and press lt Return gt A pop up selection window will be displayed listing all matching vendors Use the arrow key to highlight the desired vendor and press lt Return gt Autologue User s Manual Point Of Sale Page 55 A new purchase order will be automatically created for the part just called up An information line that contains the quantity ordered part ordered purchase order number and that vendor number it was ordered from will be automatically transferred onto the end of the workspace as an lt F12 gt Tex
27. layaway invoicing screen will appear and the cursor will appear under the MFR PART NO column e Enter the part number to be placed on layaway and press lt Return gt If the part number entered is not within the inventory file the screen will prompt for UNIT COST e Enter a unit cost and press lt Return gt The cursor will jump to the DESCRIPTION column The unit cost entered should be the actual cost including any discounts from the vendor e Enter a description and press lt Return gt The cursor will jump to LIST column The description field will allow up to 14 characters to be entered e Enter a list price and press lt Return gt The cursor will jump to CORE column The maximum value that can be entered during layaway invoicing is 999 999 99 e Enter a core price and press lt Return gt The cursor will jump to UNIT column Autologue User s Manual Point Of Sale Page 81 Enter a unit price and press lt Return gt The cursor will jump to QTY column Enter the quantity to sell press lt Return gt and then extend the part number After the part is extended the line and invoice totals are automatically updated The cursor will then be positioned below the MFR PART NO column Continue entering part numbers as described 3 21 2 Creating New Customer Records With the cursor positioned at the ENTER CUSTOMER NAME OR NUMBER prompt press the lt F4 gt Create New Customer key to create a new customer record Th
28. move back under the CUST column If another transaction needs to be posted to this account then continue posting as described When ready to exit and print a receipt press the lt F11 gt Exit key e APRINT A RECEIPT Y N prompt will appear Enter Y to print a receipt of this transaction on the counterman s invoice printer or N to not print a receipt e When Yis entered at the PRINT A RECEIPT Y N prompt a PRINT REMAINING BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed Autologue User s Manual Point Of Sale Page 87 The cursor will return below the CUST prompt Enter a new customer number to apply additional receipts or press the lt F1 gt Normal Invoice key to return to a workspace 3 22 3 2 Open Item From the COUNTERMAN CODE prompt or an open workspace press the lt F2 gt Apply Receipt key to enter the Apply Receipts Mode When the lt F2 gt Apply Receipt key is pressed from the COUNTERMAN CODE prompt enter in a counterman code and press lt Return gt Enter the customer s number and press lt Return gt The Apply Receipts Open Item screen will be displayed as shown x APPLY RECEIPTS OPEN ITEM CTRN A CUST 251 NAME CERTIFIED APPLIANCE 08 31 05 CURR BAL 30 DAYS 60 DAYS 90 DAYS SRY CHG RECEIPTS 28 92 11 24 0 00 1389 4 20 84 0 00 OPEN BAL 1450 4 BALANCE CHECK E PAYMENT ANT SELECT DETAIL figs D
29. prompt for anumber All other tender types will prompt for both number and amount e Enter the appropriate information prompted for and press lt Return gt Note By pressing the lt Return gt key within the AMOUNT prompt the amount paid will automatically be the total of the invoice and the change amount will be zero This is useful when the customer gives the exact tendering amount After entering all the tender type s information the screen will display the change due to the customer based upon the invoice total and amount paid on the screen as shown CNTRM A CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHSS DESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 CH Tender Tupe Number finnount 4 5 00 Cash Check Visa Master Card American Express Drivers License CA2 7945514 CHANGE 8 00 Creation 10 13 00 Doc GPM 25 68 SUB TOTAL 5 00 TAX 8 41 OPEN BALANCE 8 00 CREDIT LIMIT 0 00 TOTAL 5 41 CASH SALE e Once all the tender type information has been entered press the lt F10 gt key to complete the cash sale and the invoice will begin printing The tender types along with the entered amounts will be printed on the invoice or tape receipt when the PROMPT FOR CASH TENDERED ON ALL CASH SALES point of sale setup option is set along with the NEW_TENDER and TenderOnInv uservar options e Users can optionally exit out of the tendering window and return to the open workspace screen by press
30. the lt F5 gt Price Override key entering a 0 within the unit price field and then extending the part number The part is extended as normal and a code of 0 will be displayed within the COD field The quantity on hand will not be affected but the number of units sold will decrease the core returns field The gross profit margin percent and dollars will not be affected Note Do NOT extend the part then arrow back up to the part and price override zeroing out the unit price field 3 2 16 Recording Stock Outs Stock outs are lost sales for stocking part numbers within the Inventory file Stock outs are recorded when the counterman tries to extend a line item with the sell quantity greater than the quantity on hand A window will pop up with the message WARNING quantity exceeds QOH Override Y N Autologue User s Manual Point Of Sale Page 15 e To record a stock out the user would enter N and press lt Return gt Stock outs are tracked by part number in the inventory file within the STOCK OUTS field Stock outs are accumulated until cleared by the month end process optional or by manually clearing the field Stock outs can be printed through the Stock Status Report Optionally stock outs can also be automatically recorded when e Apart is extended using the lt F10 gt Buyout key and a stockout quantity of 1 is then recorded when the REC_SO_F10 uservar option is enabled e A part is called up and the quantity on h
31. the left of the menu selection and press lt Return gt Autologue User s Manual Point Of Sale Page 61 If the part number has a long description setup the long description will be automatically appended to the workspace as a lt F12 gt Text Write In information line as shown CNTRM A AMERICAN ACRYLIC 714 524 5888 CUST 250 CHARGE DESCRIPTION __IFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 BEARING BCA Al 12 05 0 00 FIZN A 9 72 2 WARRANTY ON ALL WHEEL BEARINGS IS 1 YEAR FROM THE MFR Ss Creation 02 02 00 Doc GPM 44 13 SUB TOTAL 9 72 TAX 0 00 OPEN BALANCE 4017 54 CREDIT LIMIT 10000 00 TOTAL 9 72 If the part number did NOT have a long description setup the user is returned to the workspace and nothing is appended 3 11 16 Accessing The Purchasing Activity Report With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Purchasing Activity Report menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Purchasing Activity Report section of the user s manual for complete instructions on its use 3 11 17 Screen Viewing Reports With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Screen View Reports menu option and press lt Return gt or enter the corresponding number to the left of the menu selecti
32. thus overriding the no eligibility status The line and invoice totals will be adjusted accordingly Autologue User s Manual Point Of Sale Page 44 If there is eligibility available for the core return a window will pop up showing each counterman code invoice number date available return units and cores quantity of units originally purchased on the invoice and the core and sell price of the item on that invoice as shown CNTRM A CERTIFIED APPLIANCE 714 587 7485 CUST 251 CHARGE DESCRIPTION MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 STARTER EUE 3250 70 16 11 00 32 06 NI 1 0 00 AS ON HA CNTM INY DATE retn AYAIL core QTY CORE PRICE Creation 08 20 04 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 1493 53 CREDIT LIMIT 30000 00 TOTAL 0 00 CHK ELIG Using the and arrow keys arrow down to the invoice number to apply the core return against and press lt Return gt If returning items against 2 or more invoices pressing lt Return gt on a highlighted invoice number will put an asterisk character to the left of the invoice number thus flagging this invoice number to have a return applied against it Pressing lt Return gt again while on the same invoice number will remove the asterisk character thus unflagging it Once all invoice numbers have been flagged press the lt F11 gt key and the invoice number flagged will be put into the description field and the cor
33. update a customer s open balance 3 22 1 Balance Forward 3 22 1 1 Payments Against An Old Balance Payments against an old balance account for the majority of accounts receivable entries Payments applied against an old balance immediately update a customer s open balance Note The 30 60 and 90 Day columns are not updated until the Month End Process is completed Instead the sum of all payments made against an old balance will accumulate in each customer s record under the RECEIPTS field 3 22 1 2 Payments Against A Current Balance Payments against a current balance are usually made by weekly charge customers Payments made against a current balance immediately update both the customer s current and open balance Autologue User s Manual Point Of Sale Page 83 3 22 1 3 Balance Forward Discounts Terms and conditions for statement discounts are calculated and printed on each customer s statement based upon the customer record and current balance Applying a statement discount immediately updates a customer s open balance and accumulates under the RECEIPTS field in each customer s record until rolled against the 30 60 and 90 day balances during the month end process 3 22 1 4 Canceling Service Charges Service charges are calculated during month end based upon a customer s unpaid old balance and his service charge percent Service charges can be canceled upon management approval and will immediately update a cu
34. window will now display a selection list of the 10 part numbers within the Inventory file which matched as closely to the 817 part number entered The XXX manufacturer code is automatically stripped off before the searching process occurs This decreases the number of keystrokes the user needs to enter to accomplish part number searching and is helpful when the user isn t sure what the manufacturer code for a part number is e Atthe Select Part prompt enter the number next to the part number to be selected for selling and press lt Return gt Press the lt F8 gt Forward and lt F9 gt Backward keys to scroll forward backward through the part number selection list window 3 3 5 Search Electronic Price Sheet File e Select the 5 SEARCH ELECTRONIC PRICE SHEET FILE menu option and the program will automatically search and pop up a window displaying a selection list of the 10 part numbers within the Electronic Price Sheet file that matched as closely to the part number entered e Atthe Select Part prompt enter the number next to the part number to be selected for selling and press lt Return gt Press the lt F8 gt Forward and lt F9 gt Backward keys to scroll forward backward through the part number selection list window Autologue User s Manual Point Of Sale Page 20 A Pricing information window will be displayed showing the manufacturer prices set within the EPS file as shown CNTRM A AMERICAN ACRYLIC 714
35. 0 3 11 11 Accessing The Driver Log Menu The Driver Log menu option can be used to log when a delivery driver leaves for delivery the invoices numbers being delivered who they are delivering to and when they returned from the delivery This information can be searched printed and cleared at any time e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Driver Log menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Driver Log section of the user s manual for complete instructions on its use 3 11 12 Accessing The Quick Phone Book Menu e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Quick Phone Book menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Quick Phone Book section of the user s manual for complete instructions on its use Autologue User s Manual Point Of Sale Page 59 3 11 13 Viewing Source Parts For The Last Part Accessed Users have the ability to view source part numbers that are setup for the last part number called up in the workspace Within an open workspace and with the cursor positioned under the MFR PART NO prompt enter the part number to be viewed and press lt Return gt When the p
36. 0 PRC OVAD e With the cursor positioned within the LIST price column enter the list price including the decimal and press lt Return gt or just press lt Return gt to leave the existing price alone e With the cursor positioned within the CORE price column enter the core price including the decimal and press lt Return gt or just press lt Return gt to leave the existing price alone e With the cursor positioned within the UNIT price column enter the unit price including the decimal and press lt Return gt or just press lt Return gt to leave the existing price alone When the DISPLAY PROFIT PERCENT WITH ALTERNATES point of sale setup option is enabled the gross profit percentage will be displayed at the far right on the line below before the line is extended The screen will place an asterisk character under the COD Codes column to signify this item as having its prices overridden The cursor will then return to the QTY column Users also have the ability to change the prices on parts already extended e Using the arrow key position the cursor on the part to be overridden and press the lt F5 gt Price Override key e Enter in the prices and press lt Return gt The extended amount and totals will be automatically recalculated Autologue User s Manual Point Of Sale Page 24 Note Items extended as returns or core sales cannot be changed using the lt F5 gt key These parts must be line de
37. Autologue User s Manual Point Of Sale Page i Table Of Contents 3 Introduction Point Of Sale se cesscdsssovisersevsaccudgasseesvasunccudsevasursassvccsensviasieasinevkseinces doseasstaenss 1 5 1 Accessing Point Of Salle sisi scvssscsscestichessaactazeostacesesss casavossechacsoa saucsuass sosedachasesbcaatoncancoansis 1 3 2 Creating A New Invoice soscca casas cuted cosas scavssbstiene ceteadcs teat saveasev anova vestuandeacscutecsesthsleemeacseats 3 3 2 1 Customer Name Searchin sis cssctseniciacsesevssvevncisuveasessdeustessuredetevsesscesecunssesersenesseaeus 4 3 2 2 Accessing Open Workspaces Under Other Counterman Codes s c00008 6 3 2 3 Selecting The Customer Pricing MattriX ssesesesesessorososesesereososesereseseseseesesesesesesee 7 3 2 4 Displaying Customer Notes Information sesesereesosoreserescososereresesesesesesresesosesee 8 3 29 Selling PARES its it tstencbahosacevatatssesahtuncchatstaetuahtess Soses r POSE bint cuabessecuabessecehtaiasceahtestoatuacs 8 3 2 6 Manufacturer Code Repeat sesesesessssesesesesesesesesessssssesosososossssesesesososesesesesssseseseseses 11 3 2 7 Finalizing The Invoice As A Cash Sale sessssoseseseseesososesesereosososesesesesesesessesososesee 11 3 2 7 1 Prompting For Cash Tendered cscscssssssscscssssssssscsssssssssssssssessssssseseeseses 11 3 2 7 2 Prompting For Specific Cash Tender Types sscscssssesscsssssssssssssssseeres 11 3 2 8 Finalizing The Invoice As A Charge
38. CAN ACRYLIC 7149524d 5888 CUST 250 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED 817 Search PART INDEX File 1 JTT 817 LIFTERS 2 FEL 8171PT 1 FEL PRO GASKETS 3 FEL 8172PT FEL PRO GASKETS 4 SWC 817499 SHAFT 5 SWC 817550 SHAFT 6 SWC 817552 SHAFT 7 SWC 817759 TIP 8 SWC 817767 TIP 9 SWC 817769 TIP 10 SWC 817769 F TIP Select Part amp f F8 FORWARD F9 BACKWARD F11 EXIT Creation 10 14 08 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 21 54 CREDIT LIMIT 10000 00 TOTAL 0 00 Example If a part number of 817 were entered the system would bring up all parts that have 817 as part of its part number body i e JTT 817 and any part numbers larger e Atthe Select Part prompt enter the number next to the part number to be selected for selling and press lt Return gt Autologue User s Manual Point Of Sale Page 19 Press the lt F8 gt Forward and lt F9 gt Backward keys to scroll forward backward through the part number selection list window 3 3 4 1 Automatic Part Number Searching An easy way to automatically search for a part number within the Inventory file is to setup a user defined manufacturer code through the MAGIC_MFRCD uservar option This code is used to automatically search for a part number within the Inventory file Example MAGIC _MFRCD XXX e To search for all 817 part numbers within the Inventory file enter XXX 817 and press lt Return gt A Search PART INDEX File pop up
39. CK TOM AND BARBARA CAN AUTHORIZE PO NUMBERS FOR ORDERS Reset Save Exit Autologue User s Manual Point Of Sale Page 66 Press the lt F11 gt Exit key to exit back to the workspace screen To enter notes information enter up to 66 alphanumeric characters on each line press lt Return gt and then press the lt F10 gt Save key to save the notes information entered 3 11 23 Viewing Part Notes Users have the ability to enter view special note information for the last part number called up within a workspace Within an open workspace and with the cursor positioned under the MFR PART NO prompt enter the part number to view part notes information for and press lt Return gt When the part number s pricing and quantity information is displayed enter the quantity to sell and extend the line or just press the lt F16 gt Delete Line key to delete the part number currently displayed The program now remembers the last part number entered With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Part Notes menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt A Part Information screen will be displayed with the note information for the last part number accessed as shown PART INFORMATION FRM PH30 EDIT ALLOWED i CUSTOMERS ARE BUYING 12 OR MORE MARK DOWN S
40. COD Salle ssssssssssseesesssececsssessesesesees 12 3 2 9 Saving An Open Workspace scccccccessscrcsccecsscescecesecsecsecsceesessessceesessecsssesesseres 13 3 2 10 Print An Interim Invoice And Save As An Open Workspace sssseee0e 13 3 2 11 Extending A Part Without A CoSt sesesesesessososesercecososeseseseeeososeseseseseseseseesosesosesee 13 3 2 12 Extending A Part As A Buy Outt sccccssccsssccssccssccsessececessessesscsesecsecsceesecseree 13 3 2 13 Selling A Quantity Greater Than A Parts Quantity On Hand cce00 14 3 2 14 Selling A Core Exchange Part icssscsicecictsasessicsssestsoesheasccosvontsseetsnsscoasensvaeedasedeoatense 14 5 2 15 Selling A Core Only cansi es nnns ieai E E E 14 3 2 16 Recording Stock OutsS sessesesesereseseseseeseseseseseseseseororososesesceeososesesesesesesesessesososesee 14 3 2 17 Recording Lost Sales sesessoseseserereecososeseseseseseseseerororososerereeeososesesesesesesesessesesosesee 15 3 2 18 Displaying Stocking Non Stocking amp Popularity Codes ssseseeseseees 15 3 3 Processing Parts Not POU ic csicescciencticiesieveccssevs ceisascevecssesusessnseosvensech citisostesssaecdisnseeanuave 16 3 3 1 Try Again EIA cases cuilaniosudecitlodenscuviseuet noain n a i 17 3 3 2 Recording A Lost Salensissessisrssseiiieriseoiiiniiirrisi iiai 17 3 3 3 Creating A Special Order esesseseseseseseosereseseseseseseseeeororoseseserceeesoseseseseseseseseesesososesee 17 3
41. CREDIT LIMIT 950 00 TOTAL 0 00 e Using the arrow keys highlight the desired part to sell and press lt Return gt Note This functionality can optionally be disabled by enabling the UseMfrCode uservar option The following fields of information are displayed for the part number called up e Description e List price e Core Sell Price e Unit Sell Price e Tax Code e Default Sell Qty e Popularity Code optional e Stocking Non Stocking Code optional e Quantity On Hand e Quantity On Order e Quantity On Back Order e Sell up message The prices displayed are based upon the customer s exception and standard pricing matrix information setup within the Customer Vendor file eo hb Autologue User s Manual Point Of Sale Page 10 When a part number s quantity on hand is less than or equal to zero the terminal will automatically beep to alarm the user upon being displayed The default quantity displayed within the QTY field is set according to the PER CAR value set within each part number record as shown CNTRM A CHUCK amp SANS AUTOMOTIVE 714352 478d CUST 252 CHARGE DESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 AC SPARK P ACD R45TS 2 24 0 00 1 66 N 0 00 AS ON HAND 17 ON ORDER 0 BACK ORDER 0 WIRE SETS Default Sell Quantity Creation 09 26 01 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 1345 65 CREDIT LIMIT 15000 00 TOTAL 0 00 With the cursor positioned within th
42. Direct Connect Part Inquiry Users have the ability to connect via modem into the DIRECT CONNECT system that then connects the user to subscribed manufacturer s computer systems Users then have the ability to check delivery dates on purchase orders and can also enter emergency purchase orders e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Direct Connect menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The modem will automatically dial the phone number to connect to Direct Connects computer system Their system then connects the user to the desired manufacturer Refer to the Direct Connect documentation provided by Direct Connect for complete instructions on its use and capabilities 3 11 22 Viewing Customer Notes Users have the ability to enter view special note information for the current customer number called up within a workspace e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Customer Notes menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt A Customer Notes screen will be displayed with the note information for the current customer number accessed as shown CUSTOMER NOTES 250 AMERICAN ACRYLIC EDIT ALLOWED ONLY RI
43. ELL PRICE 5 PCT Reset Save Exit Press the lt F11 gt Exit key to exit back to the workspace screen Autologue User s Manual Point Of Sale Page 67 e To enter notes information enter up to 66 alphanumeric characters on each line press lt Return gt and then press the lt F10 gt Save key to save the notes information entered 3 11 24 Calculating And Appending The Total Weight Users have the ability to have a total weight figure calculated and appended to an open workspace The weight is calculated based upon the total items on the workspace e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Calculate Weight menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The weight figure will be calculated and will be automatically transferred to the end of the workspace as a lt F12 gt Text Write In information line example TOTAL WEIGHT 3 75 as shown CNTRM A AMERICAN ACRYLIC 714 524 5888 CUST 250 CHARGE DESCRIPTION __MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 BEARING BCA A1 12 05 0 00 9 72 N 2 19 44 2 FRAM FILTER FRM PH30 7 74 0 00 5 12 N 2 10 24 3 REBUILT START REB 3250 26 25 18 00 20 00N 1 38 00 4 TOTAL WEIGHT 3 75 Creation 02 03 00 Doc GPN 45 20 SUB TOTAL 67 68 TAX 0 00 OPEN BALANCE 4017 54 CREDIT LIMIT 10000 00 TOTAL 67 68
44. EN BAL 1450 4 BALANCE 1450 4 CHECK 1821 PAYMENT ANT 1450 4 INV _ DATE STR PO _ REF FI 0UNT T0 APPLY CODE 1928 O5 14 05 1 188 1389 47 0 00 30 2881 O7 11 05 1 201 11 24 0 00 10 3144 08 16 05 1 251 28 92 0 00 0 SELECT DETAIL fig DISCOUNT im AUTO PAY iy PAY SRVC CHG ima PARTIAL PAYMT Mas CREATE CRED fig CANCEL SRYC CHG MAM EXIT REVERT The options available are Select Detail To Pay Using the f or arrow keys position the highlighted bar on the invoice to be paid The lt F8 gt Forward and lt F9 gt Backward keys can also be used to scroll forward and backwards through screens of detail When the correct detail to be paid is highlighted press the lt F1 gt Select Detail key The amount of the invoice now is displayed under the TO APPLY column and the BALANCE amount will be adjusted accordingly Note Pressing the lt F1 gt Select Detail key again on a paid invoice will unpay the selected detail Thus zeroing out the TO APPLY column and adjusting the BALANCE field accordingly Continue applying payments until the BALANCE field shows 0 00 Press lt F11 gt Exit after all payments are applied Autologue User s Manual Point Of Sale Page 89 e ASAVE YOUR RECEIPT CHANGES Y N prompt will appear Enter Y to actually save the changes to the receipts or N to not save the changes e APRINT RECEIPT Y N prompt will appear Enter Y to print a receipt of this
45. ETURH 1 CORE 2 INVENTORY 3 UARRAHTY 4 VENDOR Creation 04 05 06 Doc GPH 8 09 SUB TOTAL 0 08 TAX 6 908 OPEN BALANCE 192 72 CREDIT LIMIT 10000 00 TOTAL 6 98 CREDIT e Enter 1 Core and press lt Return gt Since the highlighted bar begins on CORE an alternate method of selecting a core return would be to just press lt Return gt The cursor will now appear below the QTY column again Core returns are coded with a 1 under the COD column heading e Enter the quantity of cores being returned press lt Return gt and then extend the part number The system will then display a CHK ELIG message at the bottom of the screen Autologue User s Manual Point Of Sale Page 43 If there is no eligibility available for the core return a window will pop up displaying a NO RETURNS AVAILABLE F5 to override message within it as shown CNTAM A CERTIFIED APPLIANCE 714 587 7485 CUST 251 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 BENDIX BRA BEN Rd7 4 24 51 4 80 16 67 NI 1 8 00 AR ON HA INV DATE r et n AVAIL core QTY CORE PRICE NO RETURNS AVAILABLE F Prid Creation 10 15 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 1450 47 CREDIT LIMIT 30000 00 TOTAL 0 00 CHK ELIG e Pressing lt Return gt will clear the line and will not give any credit to the customer e The user can allow the core return by pressing the lt F5 gt key and
46. FILTER 3 FRM CA347 FRAM FILTER 4 FRM CA348 FRAM FILTER 5 FRM CA349 FRAM FILTER 6 FRM CA3423 FRAM FILTER 7 FRM CA3424 FRAM FILTER 8 FRM CA3425 FRAM FILTER 9 FRM CA3441 FRAM FILTER 10 FRM CA3445 FRAM FILTER 11 FRM CA3490 FRAM FILTER 12 FRM CA3492 FRAM FILTER 13 FRN CA3497 FRAM FILTER Type Item Number And Press lt Return gt If more than a page of parts matched the entered sub string press the lt Page gt Forward or lt Shift gt lt Page gt Backward keys to scroll forward and backward through the selection list of parts displayed or press the lt F11 gt Exit key to exit the selection list window If less than a page of parts matched the entered sub string and with the cursor positioned at the Type Item Number And Press lt Return gt prompt enter the item number next to the desired part number to be called up and press lt Return gt The selected part will be automatically called up within the workspace and is ready to be sold Autologue User s Manual Point Of Sale Page 64 3 11 20 Searching For A Part By Manufacturer Code Users have the ability to search for part numbers within the Inventory file by a part number s three character manufacturer code With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Search Parts By MFG Code menu option and press lt Return gt or enter the corresponding number
47. Help screens can be displayed during point of sale invoicing to provide additional training and on line assistance Pressing the key at various stages will display either a help screen or menu Help screens or menu s can be displayed at the following cursor positions within point of sale eff Autologue User s Manual Point Of Sale Page 78 Counterman code prompt Enter customer name or number prompt Enter part number prompt Displaying the calculator When a help menu is displayed use the f and V arrow keys to move the highlighted bar to the correct help selection and press lt Return gt The appropriate help screen will appear Pressing lt Return gt within a help screen or menu exits the help screen and returns the user to the previous cursor position 3 20 Pop Up Calculator eff Within Point of Sale a pop up calculator is available for performing addition subtraction multiplication division as well as many other functions such as sin cosine modulus etc There are also some special built in automotive specific functions which perform the following Cubic Inch To Liters Conversion Liters To Cubic Inch Conversion Gross Profit Margin Calculation Markup Calculation based on cost The calculator can be displayed by pressing the lt F5 gt key within any point of sale screen To exit simply press the lt F11 gt key and the cursor will return to its previous position When performing a price over
48. ISCOUNT im AUTO PAY my PAY SRVC CHG ima PARTIAL PAYMT fig CREATE CRED Wa CANCEL SRVC CHG MaM EXIT REVERT The customer s name current 30 day 60 day and 90 day balances plus service charge and receipt totals will appear With the cursor positioned at the CHECK prompt enter a check number and press lt Return gt The check number entered will be recorded within the customer s payment detail and will be printed on the customer statement The check number can refer to the last 5 digits of the customer s check number the invoice being paid or an internal code such as 55555 for all cash payments The check number field will allow up to 13 alphanumeric characters to be entered Autologue User s Manual Point Of Sale Page 88 With the cursor positioned at the PAYMENT AMT field enter the amount of the payment being applied and press lt Return gt The receipts field will accept a positive or negative value from 0 to 999 999 99 Note The decimal point between the dollar and cents must be entered The screen will now pop up a selection list of unpaid invoices details displaying the invoice number date store number 1 for a single store PO number reference number unpaid invoice amount amount to apply and invoice code as shown APPLY RECEIPTS OPEN ITEM CTRN A CUST 251 NAME CERTIFIED APPLIANCE 08 31 05 CURR BAL 30 DAYS 60 DAYS 90 DAYS SRY CHG RECEIPTS 28 92 11 24 0 00 1389 4 20 84 0 00 OP
49. N PICONE CONSTRUCTION Part Number Description GAT 9670 GATES GAT 435 GATES GAT 7455 GATES GAT 7500 GATES ANC 31 18 WIPER BLADES KWIK ANC 31 20 WIPER BLADES KWIK LCT 27140 THRDLCKR JET J325 SILICONE SPRAY GUN L616 WHT LITH GRESE PBP 16PB PENETRATIG C H 9245 GAT 28401 ee eee Secooocooooogn _ Nm wWUN BW NOOO sa The report will show each part number description tax status unit price core price labor and miscellaneous amounts quantity sold gross profit margin percentage and the extended price Press the lt F11 gt Exit key to return to the workspace 3 11 15 Inserting A Long Description For The Last Part Accessed Users have the ability to append long descriptions of part numbers that have long descriptions setup onto the workspace Within an open workspace and with the cursor positioned under the MFR PART NO prompt enter the part number to have the long description appended from and press lt Return gt When the part number s pricing and quantity information is displayed enter the quantity to sell and extend the line or just press the lt F16 gt Delete Line key to delete the part number currently displayed The program now remembers the last part number entered With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Long Description Current Part menu option and press lt Return gt or enter the corresponding number to
50. NDOR NAME quantity on order QTY and the type of open purchase order TYPE as shown SEARCH PURCHASE ORDERS PART NUMBER FRM CA327 DATE PO VENDOR NAME QTY TYPE 01 10 00 240 ANYBODY S WAREHOUSE 3 PURCHASE Press the lt F11 gt key to return to the workspace Autologue User s Manual Point Of Sale Page 53 3 11 6 Viewing Open Workspaces With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Print Open Workspaces menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Report Processing Print Open Order Workspace Report section of the user s manual for complete instructions on its use 3 11 7 Selecting A Ship To Address Users have the ability to select a ship to address for customers that have multiple ship to addresses setup With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Select Ship To Address menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Multiple Ship To Selecting A Ship To Address From Point Of Sale section of the user s manual for complete instructions on its use 3 11 8 View The Last Part Record Within The Inventory File Users have the ability to view record informatio
51. NO enter a part number and press lt Return gt The screen will display on hand on order and back order quantities for the part number entered and the cursor will be positioned in the QTY column Press the lt F16 gt key to delete the part currently displayed Press the lt F11 gt key to return to the COUNTERMAN CODE prompt Autologue User s Manual Point Of Sale Page 40 3 9 1 Part Scrolling In A Workspace Users have the ability to scroll forward and backward through part numbers within a workspace after calling up the part in a workspace e With the cursor positioned under the column MFR PART NO enter a part number and press lt Return gt The screen will display the on hand on order and back order quantities for the part number entered and the cursor will be positioned in the QTY column e Press the W arrow key to automatically scroll forward to the next part number e Press the arrow key to automatically scroll backward to the previous part number 3 9 2 Part Number Searching When the user is unsure of how a part number is entered within the Inventory file or what the manufacturer code is they can perform a search on the inventory index file To search for a part number follow the steps listed below e From the COUNTERMAN CODE prompt enter a counterman code and press lt Return gt e Enter a customer number and press lt Return gt e Enter the part number and press lt Return gt Note The partial part
52. NO prompt press the lt F16 gt key and a SELECT OPTION pop up window will now be displayed as shown CNTAM A CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHS MFR PART NO LIST CORE UNIT COD QTY EXTENDED SELECT OPTION Part Select Catalogue Search Open Purchase Orders Long Description Current Part Search By Part Description Search Parts By Part Number Search Parts By MFG Code Search Workspaces A Part Search Workspaces A Like Part Instant Recall Tracking Query Customer Information Print Open Workspaces Calculate Weight Creation 10 15 00 Doc GPM 8 08 SUB TOTAL 8 00 AX 8 00 OPEN BALANCE 0 00 CREDIT LIMIT 0 00 TOTAL 0 00 e Using the or V arrow keys highlight the menu selection desired and press lt Return gt or enter the corresponding number to the left of the menu selection desired and press lt Return gt The lt F8 gt and lt F9 gt keys can be used to scroll forward backward through the available menu options one page at a time when there is more that twelve menu selections setup 3 11 1 Accessing Cataloging e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the PartExpert or Wrenchead Catalogue menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the PartExpert Cataloging or Wrenchead Cataloging sections of the user s manual for complete ins
53. P O BOX 1442 ANAHEIN CA 90680 PHONE 714 524 5888 PO Press Cr to continue J Autologue User s Manual Point Of Sale Page 52 With the cursor positioned at the Press Cr to continue prompt press lt Return gt to return to the workspace 3 11 5 Searching For A Part Within Purchase Orders Users have the ability to search for a part number that has quantity on order within all open purchase orders within point of sale Within an open workspace and with the cursor positioned under the MFR PART NO prompt enter the part number to be searched for and press lt Return gt When the part number s pricing and quantity information is displayed enter the quantity to sell and extend the line or just press the lt F16 gt Delete Line key to delete the part number currently displayed The program now remembers the last part number entered With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Search Open Purchase Orders menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The Search Purchase Orders screen will displayed for the last part number called up If the part number is currently on an open purchase order a window is displayed showing all open purchase orders this part number was found within It displays the creation date DATE purchase order number PO vendor name VE
54. PARTS 8 AUTOLOGUE DEMONSTRATION SOFTWARE 252 CHUCK amp SAMS AUTOMOTIVE 308 D D AUTO PARTS CK F5 257 DUNCAN AUTOMOTIVE 258 FRIENDLY AUTO REPAIR 265 LES AUTOMOTIVE Se aa AUTO F1 NORMAL INVOICING F8 SCROLL FORWARD F9 SCROLL BACKWARD F2 APPLY RECEIPTS Fd CREATE NEW CUSTOMER F10 LAYAWAYS FS CALCULATOR Fil EXIT 2 HELP Example Entering AUTO will display a pop up selection window of all customers with the word AUTO in any part of its customer name Use the f and arrow keys to move the highlighted bar to the desired customer and press lt Return gt The user can also enter the customer s number that is beside the customer s name If there are several customers matching the name entered the lt F8 gt key can be used to scroll forward and the lt F9 gt key can be used to scroll backward one page at a time An open workspace will be instantly opened for the customer unless the customer number already has open workspaces under other counterman codes Autologue User s Manual Point Of Sale 3 2 2 Accessing Open Workspaces Under Other Counterman Codes Page 6 When there are open workspaces for the entered customer number under other counterman codes a pop up window will be displayed showing all open workspaces for the customer as shown WORKSPACE FOR COUNTERMAN ALVIN CUST Name Document ID Cust PO Num Create Date Labor Total Knt m CUST Name Document ID
55. RCH ELECTRONIC PRICE SHEET FILE Creation 10 14 00 Doc OPEN BALANCE 21 54 GPM 0 00 SUB TOTAL TAX CREDIT LIMIT 10000 00 TOTAL QTY CHARGE EXTENDED 0 00 8 00 8 00 The user can then perform one of the five options listed Autologue User s Manual Point Of Sale Page 17 3 3 1 Try Again F11 Select the 1 TRY AGAIN F11 menu option and the cursor will again be positioned under the MFR PART NO heading The user can then re enter a part number 3 3 2 Recording A Lost Sale Select the 2 RECORD LOST SALE menu option and the screen will display a LOST SALE QUANTITY prompt Enter the number of units to record as a lost sale and press lt Return gt The lost sale part number information can be reviewed through the Lost Sales File menu option from the Autologue Main Menu See the Lost Sales Update section of the user s manual 3 3 3 Creating A Special Order Select the 3 CREATE SPECIAL ORDER menu option and the cursor will then move to the description field Enter a description and press lt Return gt The screen will display a UNIT COST prompt Enter the unit cost and press lt Return gt The cursor will then move to the list core and unit price fields Enter all prices and press lt Return gt With the cursor positioned within the QTY field enter the sell quantity and press the gt or lt Return gt key to extend the part A part number record is automatically inserted into the In
56. TAM A CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHS DESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 CHAMPION CSP J11 2 60 0 00 Zot lt A 5 00 10 00 GPM 25 60 SUB TOTAL 5 00 4 59 TAX 8 41 OPEN BALANCE 8 00 CREDIT LIMIT 0 00 TOTAL 5 41 CASH SALE e The screen will display the change due to the customer based upon the invoice total and amount paid Enter Y to the prompt OK press lt Return gt and the invoice will begin printing e Ifthe amount paid was entered incorrectly enter N at the OK prompt press lt Return gt and reenter the amount paid By pressing lt Return gt twice at the AMOUNT PAID prompt the amount paid will automatically be the total of the invoice and the change amount will be zero This is useful when the customer gives the exact tendering amount 3 8 1 2 Prompting For Specific Cash Tender Types When the PROMPT FOR CASH TENDERED ON ALL CASH SALES point of sale setup option is set along with the NEW_TENDER uservar option a Tender Type pop up window will be displayed before printing the invoice The window will have headings of Tender Type Number and Amount e Using the M and arrow keys highlight the correct Tender Type s and press lt Return gt Autologue User s Manual Point Of Sale Page 36 Depending on the tender type selected the user will be prompted for either a number and or amount A Cash tender type will only prompt for an amount An Identification tender type will only
57. USE 65 SALE PRICE AS COST IF COST IS ZERO GPMFLOOR uservar option Globally save all open workspaces as estimates instead of normal workspaces HOLD _IS_EST uservar option Using Indiana manufactured cash drawers IndianaCD uservar option Print column headers on interim invoices printed InterimHdrs uservar option Note This only works for the standard Autologue formatted invoice Set an invoice number ceiling default is 65535 that controls when invoice numbers are restarted over at 1 INVCEILING uservar option Have a separate form type for Credit invoices InvT ypeCredit uservar option Have a separate form type for Interim invoices InvTypeInterinm uservar option Setup a taxable sales ceiling KenaiCeil amp KenaiTax uservar option Have the master kit part inserted into the workspace when selling a kit LeaveMaster uservar option Setup a user defined manufacturer code which when entered with a part number will automatically search the part index file and bypassing the PART NOT FOUND pop up window MAGIC_MFRCD uservar option Set a limit on the maximum number of line items on an invoice MAXLINES uservar option Disallow price overriding the sell price below cost MINSELL_IS_COST uservar option Prompt for tender type information when finalizing a cash sale NEW_TENDER uservar option Have the customer Ship To Address provided that one exists print within the Bill To printing area on the invoice NOBILLADR uservar option Au
58. ample Standard Autologue Invoice PAGE 1 OF 1 ABC GARAGE Inve 65071 123 ANY ST CUST ead BUENA PARK CA 92601 DATE MM DD YY Doc 85 P O 58693 CHARGE SALE Fri Apr 29 10 03 45 YYYY CORE UNIT ITEM moen a a a AC SPARK PLUGS ACD R45T DIST ROTOR FKO FO 99 DIST CAP FRKO FO 1 HD LIFTERS JTT 817 REGROUND CAM CAM CV12 TIMING CHAINS LIN 499 TIMING CHAIN SPROCKETS LIN S398 egg SIRER ete TS LIN S391 NON TAXABLE CORE TAXABLE TOTAL SALE 170 54 25 aa 8 penesa 8 99 170 54 Eg PLEASE PAY THIS AMOUNT Thank Yau Autologue User s Manual Point Of Sale Page 98 3 25 2 Sample Autologue Laser Invoice 3 25 3 Sample Triad Retail Invoice PAGE 1 OF 1 INV 25036 CUST 250 DATE MM DD YY CHARGE SALE TEST SHIPPING ADDR SHIP CITY SHIP ST a BILLS GARAGE 12345 MAIN ST BUENA PARK CA 91999 Wed May 11 11 02 08 YYY PART NUMBER LINE QUANTITY DESCRIPTION YOUR COST EXTENSION 1 REB 3250 STARTER 25 00 ey 8 ACP 45S SPARK PLUG 2 20 3 05 1 77 14 16 T 5 VAL 159 SAE 30 aa 2 i 1 66 8 30 T 2 WAL S7 MINI LAMP 2 2a 63 43 86 T 1 VTF 4234 AIR FILTER 2 aa 6 31 4 75 4 75 T 1 GaT 9698 BELT a 22 228 55 15 70 15 70 T 100 57 a8 PAY THIS AMOUNT Autologue User s Manual Point Of Sale 3 25 4 Sample Tr
59. and charge or cash status will be displayed On the bottom line of the invoicing screen the customers open balance and credit limit will be displayed By default an OVERDUE message is displayed when the customer has an outstanding balance of 60 days or older The period of days can be configured for 30 60 or 90 days through the OverDuePeriod uservar option 3 2 5 Selling Parts With the cursor positioned under the MFR PART NO heading enter a part number and press lt Return gt Autologue User s Manual Point Of Sale Page 9 The system allows for part numbers to be called up using two different methods The first is to enter in the part number with the manufacturer code and the part number all run together An example would be FRA PH8A The second way is to enter in just the part number without the manufacturer code An example would be PHBA The program will look up all parts that match the entered part number When there is only one matching part number found the part will automatically be called up When there are multiple matching part numbers found a pop up selection window will be displayed will all the matching entries and their descriptions as shown CNTRM A ABBACAR REPAIRS 718 327 3779 T CUST 406 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED GTX 30 MOTOR OIL OIL 30 30 UT OIL PNZ 30 HD SOUT OIL ROY 30 USE EXT DESC Creation 05 08 07 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 106 86
60. and is 0 the lt F16 gt Delete Line key is pressed and a stockout quantity of 1 is then recorded when the AutoRecSO uservar option is enabled e Apart is called up and the quantity on hand is 0 the user enters a quantity and press lt Return gt then presses the lt F16 gt Delete Line key and a stockout is recorded for the entered quantity when the AutoRecSO uservar option is enabled e When Y is entered within the WARNING Quantity Exceeds QOH Override Y N window to extend a part number and then is later deleted using the lt F16 gt Delete Line key a stockout will now be automatically recorded for the entered quantity when the AutoRecSO uservar option is enabled 3 2 17 Recording Lost Sales Lost sales are requests for part numbers not stocked within the Inventory file when entered through point of sale When an entered part number is not found within the inventory file or was entered incorrectly a PART NOT FOUND pop up window would be displayed e Select the 2 RECORD LOST SALE option and the screen will display a LOST SALE QUANTITY prompt Enter the number of units to record as a lost sale and press lt Return gt The lost sale part number information can be reviewed through the 9 Lost Sales File menu option from the Autologue Main Menu See the Lost Sales Update section of the user s manual 3 2 18 Displaying Stocking Non Stocking amp Popularity Codes When a part number is found within the inventory file price
61. art number s pricing and quantity information is displayed enter the quantity to sell and extend the line or just press the lt F16 gt Delete Line key to delete the part number currently displayed The program now remembers the last part number entered With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the View Source Parts Current Part menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The screen will display source parts as shown PRI VENDOR PART VENDOR_NANE _NO0 G amp H WAREHOUSE 1 CHP PH25 D amp D WAREHOUSE 4 20 No Date 2 WIX 51069 D A B INDUSTRIE 5 00 No Date COST DATE Press the lt F11 gt Exit key to return to the workspace 3 11 14 Showing The Workspace For The Current Customer Counterman With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Show Workspaces This Cust Ctr menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt Autologue User s Manual Point Of Sale Page 60 The screen will display an Open Workspaces Report for the current workspace as shown Open Workspaces Report Wed Feb 2 12 20 25 2000 Regular Workspaces Customer Nane Document ID JOH
62. arts Tax Status To Non Taxable With the cursor positioned within the QTY column press the lt F8 gt Non Taxable key and the tax status of this line item will now be coded with an N for non taxable under the COD column Enter the quantity to sell press lt Return gt and press the extend key Autologue User s Manual Point Of Sale Page 26 3 4 6 Entering A Ship To Address A ship to address can be entered onto any invoice workspace to print on a finalized invoice or interim invoice A counterman can add up to three lines with 30 characters per line e With the cursor positioned under the column MFR PART NO and after the last line item press the lt F13 gt Ship To key A pop up Ship To window will appear prompting for the ship to address information as shown CNTAM A AMERICAN ACRYLIC 714 524 5888 CUST 250 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED SHIP TO AMERICAN ACRYLIC BODY SHOP 112 SOUTH MAIN STREET RIVERSIDE CA 925018 Creation 10 14 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 8 00 OPEN BALANCE 21 54 CREDIT LIMIT 10000 00 TOTAL 8 00 If there is a shipping address stored within the customers record the shipping information will be placed within the window automatically To modify the information displayed just type over the existing information and it will be saved If the window is empty perform the following e Enter the first line of the ship to address and press l
63. arts matched the entered sub string press the lt Page gt Forward or lt Shift gt lt Page gt Backward keys to scroll forward and backward through the selection list of parts displayed or press the lt F11 gt Exit key to exit the selection list window If less than a page of parts matched the entered sub string and with the cursor positioned at the Type Item Number And Press lt Return gt prompt enter the item number next to the desired part number to be called up and press lt Return gt The selected part will be automatically called up within the workspace and is ready to be sold Autologue User s Manual Point Of Sale Page 63 3 11 19 Searching For A Part By Part Number Users have the ability to search for part numbers within the Inventory file by a part number sub string With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Search Parts By Part Number menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt With the cursor positioned at the Type The Part Number To Search For And Press lt Enter gt prompt enter the part number sub string to search for and press lt Return gt A window will pop up displaying a selection list of the parts within the Inventory file that contain the part number sub string entered as shown 1 FRMN CA340A FRAM FILTER 2 FRM CA342 FRAM
64. ay Profit Percent With Alternates system setup option is enabled e Use the and arrow keys to position the highlighted bar on the desired alternate part number and press lt Return gt The selected alternate part number will appear on the line item just entered Optionally the original part number entered can be inserted into the description field of the alternate part number selected by pressing the lt F12 gt Part key while viewing the alternates selection window and before pressing lt Return gt Optionally the original part number s description can be inserted into the description field of the alternate part number selected by pressing the lt F13 gt Descpt key while viewing the alternates selection window and before pressing lt Return gt Pressing the lt F11 gt Exit key will allow the original part number to be extended e Enter the quantity to sell press lt Return gt and then extend the line item A maximum of 12 alternate part numbers can be linked to one another 3 12 3 Displaying Supersessions Supersession information is only displayed when the superseded part has a quantity on hand of zero This allows the counterman to sell out all remaining stock of the old number before using the new part number e With the cursor positioned under the column MFR PART NO enter in the part number and press lt Return gt If a window appears displaying the message SEE SUPERSESSION Y N the part number entered has
65. being paid e With the cursor positioned under the CHECK prompt enter a check number and press lt Return gt The check number entered will be recorded within the customer s payment detail and will printed on the customer statement The check number can refer to the last 5 digits of the customer s check number the invoice being paid or an internal code such as 55555 for all cash payments The check number field will allow up to 13 alphanumeric characters to be entered e With the cursor positioned under the REFERENCE prompt enter a reference number and press lt Return gt The reference number entered will be recorded within the customer s payment detail The reference number field can be used to enter a driver s license number or any text information the user wishes The reference number field will allow up to 13 alphanumeric characters to be entered e With the cursor positioned under the AMOUNT prompt enter the amount of the payment being applied in this transaction and press lt Return gt The receipts field will accept a positive or negative value from 0 to 999 999 99 Note The decimal point between the dollar and cents must be entered The cursor now be positioned under the CUST prompt When all the entered information is correct press the lt F10 gt Record Receipt key to finalize this transaction If not correct the improper entries and then press the lt F10 gt Record Receipt key The cursor will now
66. ber A third workspace can also be created by entering two 00 zeroes before the customer s number i e 312 0312 00312 3 6 Estimate Workspaces Users have the option to save an open workspace as an estimate instead of a normal workspace Estimate workspaces are useful for storing estimates without affecting an extended part numbers quantity on hand unlike normal workspaces that do affect an extended part numbers quantity on hand This can be a system wide option when the HOLD_IS_EST uservar option is enabled which means that all saved workspaces will be saved as estimates or can be saved as an individual workspace by the user Individual workspaces can be toggled switched back and forth between an estimate and a normal workspace by pressing the lt F4 gt key within the workspace and selecting the 3 TO ESTIMATE or 3 TO WORKSPACE option Estimate workspaces have the following characteristics After parts are extended and the estimate workspace is saved lt F1 gt the extended quantities are not taken out of stock for the part numbers Only saves the part numbers extended their unit price overrides amp extended quantities and lt F12 gt Entered Text information PO Document numbers Ship To address etc do not get saved The Workspace For Counterman screen only displays the customer s number and name information and does not display the creation date workspace amp labor totals or PO Document numbers
67. ce Reverting A Payment To revert a payment for all invoices that have been previously selected as paid press the lt F12 gt Revert key This automatically unpays or zeroes out the TO APPLY column for all invoices and will put the original payment amount within the BALANCE field Continue paying the desired invoices as normal 3 23 Limited Invoice Creation Management has the ability to specify a counterman code TRANS_KNTM uservar that can only create invoices for a specific customer number TRANS_CUST uservar on up No other counterman codes can create invoices for the customer number and above defined Example Counterman Code Setup W Customer Number Setup 9000 Autologue User s Manual Point Of Sale Page 93 Counterman W can only create invoices for customers 9000 and above This is useful when in house Shop Expense and Truck Maintenance accounts are as setup as customers above 9000 and parts are sold at cost to these accounts using counterman W Be sure not to include counterman W on the Daily Sales Analysis because it will deflate the gross profit percentage When a counterman code other than W tries to access a customer account above 9000 a TRANS CUST MUST USE COUNTERMAN W error message will be displayed on the bottom of the screen and will not allow access to a workspace for the customer number entered 3 24 Point Of Sale Setup Options eff e HHH HHH HHH OH SO The Point of Sale
68. change prices before and after a line item is extended Prices that are changed are considered price overrides All price overrides are tracked by the Transaction Register report This allows management to review all price overrides by counterman code invoice part number and customer account Price overrides are also noted on the actual printed invoice with an asterisk character printed under the CODES column of the part whose prices were changed and also within the Counterman file see the Counterman Update user manual section Optionally management can enable options that disallow users from price overriding the selling price below cost or below a specific price level except by password entry See the System Commands Specify System Setup Options section of the user s manual e With a part called up and with the cursor positioned within the QTY column press the lt F5 gt Price Override key Autologue User s Manual Point Of Sale Page 23 If the F5PRICES uservar option is enabled a window will pop up showing the different selling prices within each level for the line item currently being processed as shown CNTAM A AMERICAN ACRYLIC 714 524 5888 CUST 250 CHARGE LIST CORE UNIT COD QTY EXTENDED 1 FRAM FILTE FRM PH38 0 00 29a N 0 00 3 18 1 3 98 2 5 76 d 5 76 5 7 74CC 0 00CS 0 00 Creation 10 14 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 21 54 CREDIT LIMIT 10000 00 TOTAL 8 0
69. d quantity is less than the actual inventory quantity the user can press the extend key and a window will pop up with the message WARNING quantity exceeds QOH Override Y N To override enter Y or just press lt Return gt and the line item will be extended in order to complete the sale This situation normally occurs when a purchase order is created and the merchandise is placed on the shelves before the purchase order has been received Selling a quantity greater than the quantity on hand will reduce the quantity on hand of the part number to a negative number A line items quantity sold can be changed within an open workspace by pressing the lt F3 gt Inventory Override key Using the f and arrow keys position the cursor on the line item to be changed Autologue User s Manual Point Of Sale Page 22 e Press the lt F3 gt Inventory Override key and the cursor will move below the QTY column If the display min max setup option is enabled DISPLAYMM uservar a window will pop up displaying the quantity on hand min max 1 and min max 2 values e Enter the new quantity to be sold and press lt Return gt The extended dollar amount and workspace total fields will be automatically recalculated Note Parts extended as returns or core sales cannot be changed using the lt F3 gt key These parts must be line deleted lt F16 gt and resold with the new quantity 3 4 3 Price Overrides The user has the ability to
70. e QTY field simply press the lt Return gt or the gt arrow key to extend the line using the default selling quantity If the number of units to be sold is not equal to the preset quantity enter the quantity to be sold press lt Return gt and then press the lt Return gt or the arrow key to extend the part number Upon extending the part number both the line item and invoice totals will be automatically adjusted The cursor will again be positioned below the MFR PART NO column ready for the next part number to be entered Continue extending part numbers until the invoice has been completed The maximum number of line items in an invoice workspace is 499 at the time of this printing but only 16 items can be displayed on the screen at one time After entering all part numbers requested one of four options can be performed on the open workspace Finalize the invoice as a cash sale Finalize the invoice as a charge sale Save the open workspace Print an interim pick ticket invoice and save the open workspace Autologue User s Manual Point Of Sale Page 11 3 2 6 Manufacturer Code Repeat When entering part numbers with identical manufacturer codes pressing the gt arrow key after extending the previous line item will automatically re enter the manufacturer code of the previous line item This feature reduces the number of keystrokes required when selling many parts with the same manufacturer code 3 2 7 Finalizing The Inv
71. e return quantity will be put into the QTY field With the cursor positioned under the QTY field the program will now prompt Enter the QUANTITY to return against this invoice Enter the quantity to be applied against this invoice and press lt Return gt A new line will automatically come up with the next invoice number flagged and put into the description field With the cursor positioned under the QTY field the program again prompt Enter the QUANTITY to return against this invoice Enter the quantity to be applied against this invoice and press lt Return gt Continue this procedure until all invoices flagged are completed The line and invoice totals will be adjusted accordingly Autologue User s Manual Point Of Sale Page 45 If the extended value of this line is 0 00 and the description is NOT ELIG BANK point of sale has determined that this customer is not eligible to receive core credit based upon the customer s core eligibility and banking file See Core Banking And Eligibility section of the user s manual If the part number being returned does not have a core value a CORE COST prompt will be displayed Enter the core cost value including decimal and press lt Return gt to extend the line 3 10 2 Inventory Returns Inventory returns are issued when a customer returns an item purchased Inventory returns increase quantity on hand and reduce current quarter and current period unit sales within the part number
72. e screen will change and display the ENTER CUSTOMER NAME OR NUMBER prompt The next available customer number will be displayed in the field and the lower right of screen will display the range of allowable layaway customer numbers which can be used The layaway customer range is setup during system initialization and is generally the last 50 customer records Press the lt F4 gt Create New Customer key to select the assigned customer number displayed or enter in another customer number within the allowable range and press lt Return gt If the entered customer number already has customer name information press the lt F1 gt key and enter another customer number With the customer record displayed and the cursor positioned within the NAME field enter the customer s name and address information telephone state tax code and credit limit only After all information has been entered press the lt F10 gt key to save the new customer record and be automatically within an open workspace for the entered customer Continue creating the layaway order 3 21 3 Layaway Deposits Layaway deposits are entered through the Apply Receipts Mode lt F2 gt of point of sale All deposits received are printed on the Receipts page of the Daily Sales Analysis report 3 21 4 Additional Notes On Layaway Orders Entering a non stocked part number to a layaway order workspace does not create an inventory or purchasing record of the part on layawa
73. e section of the user s manual for complete instructions on its use 3 12 Kits Alternates amp Supersessions The display of complete kits or alternate supersession part numbers can increase the performance of any individual selling merchandise To setup a kit alternate or supersession see the Kits Alternates amp Supersessions section of the user s manual 3 12 1 Selling A Kit e With the cursor positioned under the MFR PART NO column enter the master kit part number and press lt Return gt The part number will be displayed and a window will be displayed prompting for the available ways to display the kit as shown CNTRM A CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHS MFR PART NO LIST CORE UNIT COD EXTENDED 1 CHY 350CK 8 00 0 00 8 00 1 8 00 SELECT OPTION 1 TRAY AGAI 2 3 DISPLAY ALL COMPONENTS Creation 10 15 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 0 00 CREDIT LIMIT 0 00 TOTAL 0 00 e To not display the kit and exit select the 1 TRY AGAIN F11 menu option by pressing lt Return gt or by entering 1 and pressing lt Return gt The cursor will again be positioned under the MFR PART NO column Autologue User s Manual Point Of Sale Page 72 3 12 1 1 Displaying Kits Single Components To display the kit part by part select the 2 DISPLAY SINGLE COMPONENTS menu option by pressing the arrow key until the option is highlighted and pressing lt Return gt or by
74. ed in the inventory file special orders and quantity on hand information is not relieved for open layaway workspaces until the invoice is finalized This differs from the Regular Invoicing mode where quantity on hands is relieved on open workspaces This chapter of the user s manual will aid and instruct in the correct method of creating invoices applying receipts and using all of the unique features available in POS 3 1 Accessing Point Of Sale e From the Autologue Main Menu enter 1 Point of Sale and press lt Return gt Autologue User s Manual Point Of Sale Page 2 The following screen will now be displayed COUNTERNAN CODER Enter A Z a z or Q 9 Fi NORMAL INVOICING F2 APPLY RECEIPTS F10 LAYAUVAYS F5 CALCULATOR F11 EXIT HELP e With the cursor positioned at the COUNTERMAN CODE prompt enter a counterman code A Z a z 0 9 and press lt Return gt Counterman codes names and printer assignments are setup through the 4 Counterman File menu option off the Autologue Main Menu Note Specific terminals can be setup to print invoices and receipts to a specific printer regardless of the printer assignment setup within the Counterman Update program To have this functionality contact the Customer Service Department for assistance Autologue User s Manual Point Of Sale Page 3 The screen will now display the name assigned to the counterman code entered and any of its open workspac
75. entering 2 and pressing lt Return gt The first item in the kit will be displayed with the quantity preset based upon the quantity required for this kit A kit quantity can be entered for each part number when the kit is created through the Kits Alternates amp Supersessions program Pressing the extend key will extend the part and display the next part within the kit Continue extending all part numbers until the entire kit has been listed out The preset kit quantity can be changed by entering the quantity desired and pressing lt Return gt before pressing the extend key Other special functions such as returns and price overrides may also be performed on a part number in a kit Once the display on a kit is started the entire kit must be displayed before the workspace can be exited Do not press the lt F16 gt Delete Line until all the parts within the entire kit have been extended Note Kit master part numbers cannot be used for a Kit Price The kit price is based upon the total selling prices of all parts within the kit 3 12 1 2 Displaying Kits All Components To display the kit part by part select the 3 DISPLAY ALL COMPONENTS menu option by pressing the W arrow key until the option is highlighted and pressing lt Return gt or by entering 3 and pressing lt Return gt A selection window that contains all the linked kit parts as well as their associated alternates will be displayed as shown CNTAM A
76. er s manual Autologue User s Manual Point Of Sale Page 76 3 15 Labor Sales Using the Lab Misc code field in the Inventory file part numbers can be designated as labor thus allowing sales totals to be maintained for merchandise and labor Using a Lab Misc code of A creates a fixed rate labor part number The standard price for the customer is automatically displayed when using a fixed rate labor part number Exception pricing and percentage discounts are taken into effect when displaying the sell price Using a Lab Misc code of B creates a blank rate labor part number The user is prompted to enter labor prices within the list and unit fields for the labor service being performed Using a Lab Misc code of G creates a non taxable fixed rate labor part number The standard prices are automatically displayed and the tax status will always be non taxable regardless of the customer s normal taxing status Exception pricing and percentage discounts are taken into effect when displaying the sell price On hand on order and back order quantity information is not displayed for labor part numbers For additional information refer to Inventory Update Labor Miscellaneous Codes section of the user s manual 3 16 Miscellaneous Freight Sales Using the Lab Misc code field in the Inventory file part numbers can be designated as miscellaneous thus allowing sales totals to be broken down by merchandise labor and miscellane
77. es invoices started but not yet finalized as a cash or charge sale The following screen will now be displayed WORKSPACE FOR COUNTERMAN ALVIN CUST Name Document ID Cust PO Num Create Date Labor Total 250 AMERICAN ACRYLIC 154A 115487 10 12 00 100 00 124 50 ENTER CUSTOMER NAME OR NUMBER i F1 NORMAL INVOICING F3 SCROLL FORWARD F9 SCROLL BACKWARD F2 APPLY RECEIPTS F4 CREATE NEW CUSTOMER F10 LAYAWAYS F5 CALCULATOR Fil EXIT HELP After the open workspaces for the entered counterman code are displayed the user can now perform one of the nine options listed below Create A New Invoice Enter the customer s name or number and press lt Return gt Display An Open Workspace Enter the customer s account number of the open workspace and press lt Return gt Scroll Forward Backward Through Open Workspaces Press the lt F8 gt Scroll Forward or lt F9 gt Scroll Backward keys when more than 1 page of open workspaces is displayed Display A Calculator Press the lt F 5 gt Calculator key Create A New Customer Press the lt F 4 gt Create New Customer key Apply Receipts Press the lt F2 gt key enter the customer s name or number and press lt Return gt Display A Different Counterman s Workspaces Press the lt F1 gt key enter the counterman code and press lt Return gt Create A Layaway Press the lt F10 gt key enter the counterman code and press
78. eses 82 3 22 1 2 Payments Against A Current Balance esessorererereseesoseseseseseseseseseosososesee 82 3 22 1 3 Balance Forward Discounts sessesesesesesesesesesrorososeserereeeosseseosorosososerereeeesesee 83 3 22 1 4 Canceling Service Charges e esesesesesesesesossssesosesososessesosesososesesesessssessseseses 83 3 22 1 5 Layaway DepoSitS sesesesessrseseseseseserereceesesososeesesesesesererereeresesosenseseseseserereeeee 83 3 22 1 6 Accounts Payable Transactions sessssosererescesososeseseseseososesesesesesesessosososesee 83 PARAOA a a E E TE 83 3 22 21 S lect Detail sis sisi ssccsstgtsseesktentavstsasndendanascoosss sseushsenteostessedacteasscusnesantestaueteeansiss 83 3 22 2 2 Partial PAV Ments cise ia nsoni s r a EE E teeta E ieee 83 3 22 2 3 Open Item Discounts eseseseserereseeseresesosseseseseserererereesesososerseseseseeererereesesesesee 83 3 22 24 Create CELE eariyises sci tccess ores c wiesneetia otal dats stants eeisantensnedbevEss Gals ondestoetes aaieens 84 3 22 2 9 Auto Pay rietser eeose iroonia o ane rP AE S Sees E S Eo aN eeri Sia oers eS 84 3 22 2 6 Cancel Service CHArseS ninien a ai 84 3 22 2 7 Pay Service Charges issis essas a iais 84 3 22 2 8 Reverting A PA VIM OI Gc ccccidsnvsossssecieus savetoviesgenesvdversuisteresusdecesdontes denceedunteuesonee 84 3 223 Applying Receipts cise cosccsd cn tehiee soceacdsotian casschlecdetslavessudetaebensvalces tstadsasutusces Ceuieues 84 3 22 39 1 Balance Forward oc
79. esesesserereseseseseseseosesesee 25 3 4 6 Entering A Ship To Address eseseseseseoserereseseseseseseorosososeserereosososeresesesesesesrososososee 26 3 4 7 Entering A Comment Line sesesesesererereesesesesossesesesesesereroeeeeesesosonseseseseseseroeeeeesesesesee 26 3 4 8 Entering A Purchase Order Document Number ssssssseresesessosoreseseseseseseesesesesesee 27 3 4 9 Entering Write In Text On An Invoice Line eesseseseseseseresosorseseseseseeeroeeeeesesesesee 28 3 5 Open WOKS Paes cascsstsessiicdhceucuseses caicedecsenstaaieniececessiunsicrss seed ESER le 29 Revision 5 07 Linux Version 7 1 Autologue User s Manual Point Of Sale Page ii 3 5 1 Saving An Open Workspace acissecssecccisesdasdsdesccotecsecenscsoudsaiessedovessebivesasoncansdseuctosevees 30 3 5 2 Displaying Open Workspaces For A Counterman Code esesesessorererererceseses 30 3 6 Estimate W rksp es iani ssns si RE Er S u is 31 3 6 1 Saving An Open Workspace As An Estimate cssscscssssssssssscssesssesssssseseses 32 3 6 2 Displaying Open Estimate Workspaces For A Counterman Code 0 32 3 7 Interim INVOICES ac cicasiscnsessvasnses sisiceausuncas toxsactyaaverdanseasleceaavivaanieasatdrasencas SPEO r NiS a EEko Ni Vara e 34 3 8 Finalizing An Open Workspace esesesessesorereseseesosoreseseseseseseerosososeserereeeososeseseseseseseesesoseses 34 3 9 1 Finalizing A Cash Sale sicccciscecsecsssseseuscresssssuvurcssvssnpuvedoassscvceisecudsdensoitwacesevesse
80. exact amount of the invoice and with the cursor now positioned in the Amount field just press the lt Return gt key and the amount of the invoice will automatically be entered at the Amount prompt Press the lt F10 gt key and the invoice will now begin printing 3 8 2 Finalizing A Cash Sale To A Charge Customer e When the lt F6 gt Cash Sale key is pressed and the customer has a credit limit greater than 0 the screen will pop up a window prompting CASH SALE Y N This prompt is displayed because the customer is setup as a charge account e Enter Y and press lt Return gt to finalize the invoice as a cash sale e Enter N and press lt Return gt to not finalize the invoice as a cash sale The cursor will return to the open workspace Autologue User s Manual Point Of Sale Page 39 3 8 3 Finalizing A Charge Sale With the open workspace displayed on the screen press the lt F7 gt Charge Sale key and the invoice will begin printing as a CHARGE SALE When the amount of the current invoice plus the customer s open balance is greater than the customer s credit limit the charge sale invoice finalization will not be allowed An OVER CREDIT message will be displayed in the lower right corner of the screen Optionally when the CustDaysOverDue uservar option is enabled and there are any outstanding invoices that are older than the number set within the DAYS field of the open item customer s record the charge sale i
81. gibility status The line and invoice totals will be adjusted accordingly If there is eligibility available for the return a window will pop up showing each counterman code invoice number date available return units and cores quantity of units originally purchased on the invoice and the core and sell price of the item on that invoice e Using the and arrow keys arrow down to the invoice number to apply the return against and press lt Return gt If returning items against 2 or more invoices pressing lt Return gt on a highlighted invoice number will put an asterisk character to the left of the invoice number thus flagging this invoice number to have a return applied against it Pressing lt Return gt again while on the same invoice number will remove the asterisk character thus unflagging it e Once all invoice numbers have been flagged press the lt F11 gt key and the invoice number flagged will be put into the description field and the return quantity will be put into the QTY field With the cursor positioned under the QTY field the program will now prompt Enter the QUANTITY to return against this invoice e Enter the quantity to be applied against this invoice and press lt Return gt A new line will automatically come up with the next invoice number flagged and put into the description field With the cursor positioned under the QTY field the program again prompt Enter the QUANTITY to return against thi
82. handise CREDIT _AUTH passwd db option 2 Allowing a counterperson to charge out merchandise to a customer who is Over Credit Limit without having to call up the customer s record and manually increasing their Credit Limit to enable the charge sale to be completed OVERIDE_CREDIT passwd db option 3 Restricting a counterperson from entering the Apply Receipts mode of Point of Sale ALLOW_APREC passwd db option 4 Restricting a counterperson from using a specific Counterman code KNTM passwd db option with being the code 5 Allowing a counterperson to charge out merchandise to a customer who is Overdue with a balance of 60 day or older balance OVERIDE_CREDIT passwd db option 6 Restrict the ability for a counterperson to create special order part numbers through the Part Not Found pop up window within Point of Sale SOCREATE passwd db option Set specific terminals to print invoices and receipts to a specific printer regardless of the printer assignment setup within the Counterman Update program 1p dat option Have quantity ordered shipped and backorder columns displayed on the workspace screen and print on a W D type invoice Ability to have extended descriptions automatically inserted under the extended item within the workspace screen Contact Customer Service to enable Note This feature will NOT work when used with cataloging Ability to access PPG paint formula retrieval software and have the selected pa
83. he estimate is then stored under the counterman code as an open estimate Pressing the lt F11 gt key stores the estimate workspace and returns the user back to the COUNTERMAN CODE prompt Only entered Write In Text information and the extended parts with prices and quantities are stored in the estimate workspace Note Open estimate workspaces should not have extended customer backorders because they are NOT saved 3 6 2 Displaying Open Estimate Workspaces For A Counterman Code A listing of all open estimate workspaces for a counterman can be displayed by entering a counterman code and pressing lt Return gt A listing of all normal open workspaces will appear for the entered counterman code Autologue User s Manual Point Of Sale Page 33 Press the lt F6 gt key and a listing of all estimate workspaces will be displayed for the entered counterman code as shown WORKSPACE FOR COUNTERMAN ALVIN CUST Name Document ID Cust PO Num Create Date Labor Total 252 CHUCK amp SAMS AUTOMOTIVE ENTER CUSTOMER NAME OR NUMBERE F1 NORMAL INVOICING F8 SCROLL FORWARD F9 SCROLL BACKWARD F2 APPLY RECEIPTS F4 CREATE NEW CUSTOMER F10 LAYAWAYS FS CALCULATOR Fil EXIT HELP ESTIMATE Pressing the lt F6 gt key will toggle the screen display between normal and estimate workspaces Note When estimates are saved system wide the lt F6 gt key toggle between all open estimate and normal workspaces will not funct
84. iad WD Invoice Page 99 REFERENCE CERTIFIED APPLIANCE soo 12765 BEACH BLVD TO BUENA PARK CA 91775 ii 101 481 0 99 222222222 TOTAL UNITS SHIPPED 2 Autofil osue Demonstration Software CONDITIONS OF A 15 PERCENT CHARGE TO TO COVER COMES INSOLVENT R IS SUED PRICES ARE SUBJECT TO CHANGE Wi COLLECTION OF month ANNUAL PERCENTAGE RATE OF 18 applied to ALL PAST DUE Minimum charge of 5 00 MM DD YY 5107 CUSTOMER P O NO CUSTOMER NO SHIP TO INVOICE TOTAL GOODS WILL BE ACCEPTED fares CREDIT UNLESS RETURNED WITH OUR PERMISSION AND INVOICE HANDLING WILL BE MADE ON ALL Su BECOMES DUE M MMEDATCEYIE THE ON ACCU OF PENG ERROR ON OUR PART MACHINED TO ORDER A NOT RETURNABLE THIS BILL BECOMI L HASER i NT OR rf Pr by UT NOTICE IN iy BL ACCOUNT IS TURNED OVER TO AN NON PAYMENT tf FULL OR IN PART I WE AGREE TO PAY boy GOULECTION Costs INCU ASONABLE ATTORNEY S FEE A finance plaki bi 1 Fw pat per EXTENSION 6 50 7 00 6 95 31 90 161 84 0 00 161 84 ee ts SDR DATE Fears GOODS SPENDS PAYMENT REMOVES Pee adh oe RECEIVED BY 3 26 Invoice Messages A different invoice message can be assigned for each invoice pick ticket and tape receipt printer The invoice message has a maximum size of five lines 70 characters per line and prints at the top of each invoice pick ticket and at the bottom of the tape receipt
85. ina aa eisi as 84 3 22 32 Open temnou iasoer iess ao rare iEn Sias eses TaN TRS EE Eoia as 87 3 23 Limited Inyoi ce Creation sasissscisieisstschtestusateasecotas aceite aseushsasteoatonse candeassconsehasoeddseadeosedaus 92 3 24 Point Of Sale Setup Options iessicvececsavivecasicsccessesisesaotsettacsoviver atcsiestsaviestiadassiestusivessoiseees 93 3 24 1 Additional Point Of Sale Setup OptionS ssesesesessosososercscscosososeseseseseseseseesososesee 93 3 25 Invoice Types ssc sps eee pcedintn ok Lakbvs Sasa cetagSeatao lactis sacle iva seat Serova testone esin ov ldeenesvinonegctusvens 97 Revision 5 07 Linux Version 7 1 Autologue User s Manual Point Of Sale Page iv 3 25 1 Sample Standard Autologue Invoice esessssososerereseosororeseseseseseseseososososerercesesesese 97 3 25 2 Sample Autologue Laser Invoice cccsccsssrcecsessscecesssseeresvecsceesessecsseesesserse 98 3 25 35 Sample Triad Retail Invoice cnaissi iisen ni 98 9 25 4 Sample Triad WD Invoice sisecticavedisscescescecevsssesvelascieeces nn R i s 99 3 26 Invoic VIESSAR C6 isc stcceastasecdacetsuncaedsasticacsuisnd des slenanceluvecasoinel ehcsusvatelsWesnenslvssarstaceseaesdsoads 99 3 27 Formatting The Workspace Screen amp INvoOiCe esesesesesesesesesesessorososeserereesososesesesesesese 100 3 27 1 Printing A Control Number After The Invoice NUMDbeL ssssssesseeeees 100 3 28 PUMCELO MAING YS 5 sc leusdabscovtindsncstsdersuscussahensiseshovaneeocsdbuewsvesu
86. ing the lt F11 gt key This is sometimes necessary when a credit card purchase is not authorized or more items need to be added to the invoice Note Once tender information is entered be sure to press the lt F10 gt key to complete the cash sale The tendering information entered would then have to be re entered Autologue User s Manual Point Of Sale Page 37 The Daily Sales Analysis Report will print Daily and Monthly Tender Receipt pages The daily receipt information will be details broken down by each tender type such as Cash Check and Credit Card Each check will print the check number amount of the check invoice number and optionally the Identification number if one was entered Each credit card type will print the number of the credit card amount and the invoice number Each type will be subtotaled and a grand total will be printed for all the tender types See the Daily Sales Analysis section of the user s manual for complete details Note Management has the ability to setup user definable tender types that will be displayed within the pop up tendering window These are useful when coupons are used during promotional periods Contact the Customer Service Department for assistance in setting up other tendering types Autologue User s Manual Point Of Sale Page 38 Example 1 The total cash sale amount is 106 49 The customer is paying 80 00 dollars cash 26 49 is being paid using check 4231 and the customer
87. int parts automatically transferred back into the workspace Define a specific number of days for the system to use when calculating the due date on a finalized invoice when printing Mexico government specific promissory note information at the bottom of invoices Ability to set the line spacing used between line items printed on interim pick ticket invoices PickTicketSpacing uservar option Autologue User s Manual Point Of Sale Page 97 Ability to disabled the automatic part number search functionality by UseMfrCode uservar option Ability to have all finalized invoices and or delivery invoices automatically uploaded into the ePaperless Office eDelivery Tracking System AC_Epart_Office uservar option 3 25 Invoice Types The Autologue software currently supports four different invoice formats These invoice formats are the Autologue Standard Invoice Autologue Laser Invoice Triad Retail Invoice and the Triad WD Invoice To use a specific type of invoice on the system refer to the System Commands Install Program Updates section within the user s manual Invoices can optionally have each item s current quantity on hand or zone bin location printed on interim finalized invoices To setup the quantity on hand or zone bin field for printing on invoices as well as on the workspace screen for viewing refer to the System Commands Format Point of Sale Screen amp Invoice section within the user s manual 3 25 1 S
88. inted and press lt Return gt The labels will be printed and the screen will return back to the workspace screen 3 11 27 Search For A Part Within Open Workspaces Users have the ability to search all open workspaces for the last part number called up within a workspace e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Search Workspaces A Part menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt Autologue User s Manual Point Of Sale Page 69 A screen view report window will now appear displaying all open workspaces the part is currently extended on as shown Show Part Number On Open Workspaces Part REB 3250 Type Counterman Workspace Document Regular A WO 110 Regular A WO 120 Regular B WO 119 Total On Regular Workspaces 3 Total On Layaway Workspaces The type of workspace Type counterman code Counterman workspace number Workspace document number Document purchase order number PO creation date Date the quantity extended Qty and the total units on regular and layaway workspaces will be displayed e Press the lt F11 gt Exit key to exit back to the workspace screen 3 11 28 Search For A Like Part Within Open Workspaces Users have the ability to search all open workspaces for a like part number called up within a workspace A
89. ion The open estimate workspace screen will appear displaying the Customer Names and Numbers for all open estimate workspaces When an asterisk character is displayed to the left of the customer number this indicates there are open estimate workspaces for this customer under other counterman codes To retrieve an open estimate workspace enter the customer name or number of the workspace and press lt Return gt Each part number that is stored within the estimate is called up individually with the overridden unit price if one and the previously extended within the QTY field Each part called up must then be extended Once all parts on the estimate workspace are extended the cursor will be positioned on a dashed line after the last item within the estimate workspace A counterman can create more than one estimate workspace for a customer by entering a 0 zero before the customer s number A third workspace can also be created by entering two 00 zeroes before the customer s number i e 312 0312 00312 Autologue User s Manual Point Of Sale Page 34 3 7 Interim Invoices Open workspaces can be printed as interim invoices pick ticket including line item prices or with zone bin location beside each line item This is useful as a picking ticket or as a price quote e Within an open workspace press the lt F15 gt key Interim Invoice and a PRINT PRICES Y N window prompt will now appear e Enter Y and press lt
90. ion is enabled a cost factor will be automatically calculated when the part is extended The cost factor is printed on the Transaction Register and Daily Sales Analysis reports Note The cost factoring percentage can be setup to a value other than the default value of 65 using the GPMFLOOR uservar option 3 2 12 Extending A Part As A Buy Out When the Extend Without Updating Quantity On Hand EXTWOUPDQOB uservar option is set to 1 user s have the ability to extend a part number without updating reducing the part numbers quantity on hand by pressing the lt F10 gt Buyout key instead of the arrow or lt Return gt extend line keys The current quarter sales history is updated but the current period sales are NOT When the EXTWOUPDQOH is set to 2 the part numbers quantity on hand is updated by pressing the lt F10 gt Buyout key and the current quarter sales and current period history are both updated When a part number is extended using the lt F10 gt Buyout key a UNIT COST prompt will automatically be displayed The user has the option to enter a cost factor including a decimal point or just press lt Return gt to use the default cost set within the parts inventory record Autologue User s Manual Point Of Sale Page 14 The entered cost will not update the parts inventory record and is strictly used for gross profit calculation on the Transaction Register and Daily Sales Analysis reports When the part is extended
91. key SHIP4COM uservar option Printed interim invoices sorted by report code The code it sorts off is position sensitive because it uses character position 1 4 within the REPORT CODES field SortByRepCode uservar option Only allow parts with a specific manufacturer code to be created as special order parts SO_MFRCD uservar option Autologue User s Manual Point Of Sale Page 96 Have interim invoices sorted by zone bin default or by report code field when the SortByRepCode uservar option is enabled SORTWS uservar option Have a calculated tax amount broken out for paid open item invoices on the printed receipt when the SplitARTax amp SplitARTaxRate uservar options are enabled Mexico specific option Print cash tendering information along with the amount tendered and change on the invoice or tape cash receipt TenderOnInv uservar option Set a specific counterman code to only create invoices for a specific customer number on up TRANS_KNTM amp TRANS_CUST uservar options Prohibit a part with zero quantity on hand or below from being sold ZeroQtyNoSel11 uservar option Have the Gross Profit Margin display to the left of the SUB TOTAL field on the workspace screen The DISPLAY PROFIT PERCENT WITH ALTERNATES standard Point of Sale setup option must be enabled to use this feature Set passwords for the different Overrides Authorizations such as 1 Restricting a counterperson from returning merc
92. lance Forward From the COUNTERMAN CODE prompt or an open workspace press the lt F2 gt Apply Receipts key to enter the Apply Receipts Mode If the lt F2 gt key is pressed from COUNTERMAN CODE enter in a counterman code and press lt Return gt Enter the customer s number and press lt Return gt Autologue User s Manual Point Of Sale Page 85 The Apply Receipts screen will be displayed as shown aoe APPLY RECEIPTS NAME CHUCK amp SAMS AUTOMOTIVE LAST PAYMENT DATE LAST AMOUNT 08 20 00 50 00 OPEN BALANCE 872 65 CURR BAL 30 DAYS 60 DAYS 90 DAYS SRV CHG RECEIPTS 0 00 872 65 8 00 8 00 0 00 0 00 CTAN CUST DATE CHECK REFERENCE AMOUNT TYPE A 252 10 19 00 E TYPE DESCRIPTION APPLY TO OLD BALANCE APPLY TO CURRENT BALANCE APPLY STATEMENT DISCOUNT CANCEL SERVICE CHARGE PAY SERVICE CHARGE SPECIAL ORDER DEPOSIT ouonnwnN NORMAL INVOICING RESTART RECORD RECEIPT EXIT The customer s name current 30 day 60 day and 90 day balances plus service charge totals will appear In addition the date and amount of this customer s last payment will be displayed When the lt F2 gt Apply Receipt key is pressed within an open workspace the APPLY RECEIPTS screen will be automatically displayed and the cursor will appear below the TYPE prompt Receipts will be posted against the customer account which an open workspace had been initially started for To post receipts against a different customer
93. leted lt F16 gt and resold with the new prices When performing a price override press the lt F5 gt key to load the calculator Enter a calculation and when the lt F11 gt key is pressed to exit the last result will automatically be entered into the price field the cursor is currently in This works for all price fields 3 4 3 1 Disallowing Price Overrides Below Cost Management has the ability to enable the MINSELL_IS_COST uservar option that disallows users from price overriding the selling price below the cost of the part number e When the user enters a sell price that is below the part number s cost the screen will beep and an INVALID PRICE error message will be displayed on the bottom of the screen The cursor will return back into the sell price field and wait for a larger sell amount to be entered 3 4 3 2 Disallowing Price Overrides Below A Specific Price Level Management has the ability to enable the Sel1Lv1Floor uservar option that disallows users from price overriding the selling price below a specific price level except by password entry e When the user enters a sell price that is below a part number s specific price level the screen will beep and a Minimum Price is N error message will be displayed on the bottom of the screen with N being the minimum price The cursor will return back to the sell price field and wait for a larger sell amount to be entered When a password entry is setup to override
94. like part would be the beginning sub string of the part number body For example searching for parts such as REB 32 would search for all parts that have the beginning of the part number body with 32 such as REB 3207 REB 3210 REB 3250 FKO 3252 e With the cursor positioned under the MFR PART NO heading enter the like part number string including the manufacturer code and press lt Return gt The entered part number will not be found within the inventory file and a PART NOT FOUND pop up window would be displayed e Select the 1 TRY AGAIN F11 menu option and the cursor will again be positioned under the MFR PART NO heading The program now remembers the like part number entered e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Search Workspaces A Like Part menu option Autologue User s Manual Point Of Sale Page 70 and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt A screen view report window will now appear displaying all open workspaces the like parts are currently extended on as shown Show Part Number On Open Workspaces Part REB 32 Counterman Workspace Docunent WO 110 WO 120 WO 120 260 WO 119 Total On Regular Workspaces Total On Layaway Workspaces The type of workspace Type counterman code Counterman workspace number Wo
95. ly apply the payment received against the oldest outstanding invoices This option allows payments to be quickly applied against an account s outstanding balance Note Caution should be taken when using this feature because it will start paying the oldest outstanding invoices on forward This includes both debit and credit invoices If a credit invoice is paid the payment balance increases and may pay invoices that should not have been paid 3 22 2 6 Cancel Service Charges This option allows a customer s service total to be canceled by simply pressing the lt F6 gt key Canceled service charges will be printed on the Daily Sales Analysis page with a code of 4 All canceled service charges will be reported by customer on the A R Adjustment report 3 22 2 7 Pay Service Charges Payment of an open item account s service charge is different from the payment of a balance forward account s service charge In an open item account the service charge is paid by press the lt F7 gt key rather than posting the payment to the account s old balance 3 22 2 8 Reverting A Payment This option when pressed will revert all invoices that have been paid on the screen back to their original state of being unpaid This can be useful for situations when an invoice has been erroneously paid The TO APPLY column will be zeroed out for each invoice listed and the BALANCE will increase by the amount of the payment 3 22 3 Applying Receipts 3 22 3 1 Ba
96. matically pay the oldest outstanding invoices first Continue applying payments until the BALANCE field shows 0 00 Press lt F11 gt Exit after all payments are applied A SAVE YOUR RECEIPT CHANGES Y N prompt will appear Enter Y to actually save the changes to the receipts or N to not save the changes A PRINT RECEIPT Y N prompt will appear Enter Y to print a receipt of this transaction on the counterman s invoice printer or N to not print a receipt Autologue User s Manual Point Of Sale Page 91 e When Y is entered at the PRINT RECEIPT Y N prompt a PRINT OPEN BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed e With the cursor positioned at the CUST prompt enter a new customer number to apply a receipt to or press the lt F11 gt Exit key to return to the open workspace Automatically Pay Oldest Outstanding Invoices e To auto pay an account s oldest outstanding invoices enter the payment amount at the PAYMENT AMT field e Press the lt F5 gt Auto Pay key to automatically apply the payment against the oldest outstanding invoices Note Caution should be taken when the auto pay feature is used because if a credit invoice happens to be one of the older invoices the system will pay the credit which increases the amount being paid and may pay some invoices that should not have been paid e Press lt F11 gt Exi
97. mber to add the part to and press lt Return gt The program will display a CHECKING PO NUMBER message as it s validating the entered purchase order number The screen will then display whether the purchase order was valid or invalid as shown ENTER PO NUMBER TO ADD TO 1088 CHECKING PO NUMBER PO 1088 IS VALID ENTER QTY OF BCA A 1 TO ORDER Autologue User s Manual Point Of Sale Page 57 e With the cursor positioned at the ENTER QTY OF MFR PART TO ORDER prompt with the MFR PART being the part number being ordered enter the quantity to order and press lt Return gt ENTER PO NUMBER TO ADD TO 1088 CHECKING PO NUMBER PO 1088 IS VALID ENTER QTY OF BCA A 1 TO ORDER 2 PRINT PO Y N e With the cursor positioned at the PRINT PO Y N prompt enter Y or N and press lt Return gt Autologue User s Manual Point Of Sale Page 58 The part will be automatically appended to the purchase order number entered An information line that contains the quantity ordered part ordered and the purchase order number it was added to will be automatically transferred onto the end of the workspace as an lt F12 gt Text Write In information line as shown CNTR A 1346 AMOCO STATION 718 471 1487 C CUST 400 CASHSS DESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 2 BCA A 1 WERE ADDED TO PO 1088 Creation 08 28 01 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 0 00 CREDIT LIMIT 0 00 TOTAL 0 0
98. n GST tax and have it displayed within a workspace and print on invoices AUTODEBIT uservar option Automatically display notes from customer shipping address information when an open workspace is accessed AUTONOTES uservar option eff gt Autologue User s Manual Point Of Sale Page 94 Automatically record stock outs when a part number is called up and not enough quantity on hand AutoRecSo uservar option Have a tape receipts printed in the Mexican Boleta format BoletaTape uservar option Have a pop up window displaying min max values displayed when performing an inventory override on a part number DISPLAYMM uservar option Have the popularity code of a part number called up within Point of Sale displayed to the left of the Stocking Code Flag DISPLAYPOP uservar option Have a foreign currency exchange rate invoice and tax totaled and printed on the bottom of the invoice EXCH_RATE uservar option Extend a part number lt F10 gt key with or without updating the quantity on hand and optionally recording a stock out EXTWOUPDQOH amp REC_SO_F10 uservar options Note Autologue does not recommend using this feature because it can obstruct the value of your inventory Careful consideration should be taken before setting this feature Have all or only a few price levels be displayed when performing an lt F5 gt price override FSPRICES uservar option Set a percentage factor when using the standard point of sale setup option
99. n within the Inventory file for the last part number called up in the workspace Within an open workspace and with the cursor positioned under the MFR PART NO prompt enter the part number to be viewed and press lt Return gt When the part number s pricing and quantity information is displayed enter the quantity to sell and extend the line or just press the lt F16 gt Delete Line key to delete the part number currently displayed The program now remembers the last part number entered With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Inventory File menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The screen will now display the record information within the Inventory Update screen Press the lt F11 gt Exit key to return to the workspace Note Autologue recommends setting up the IU_EDIT password option from the System Commands Menu 9 Specify System Setup Options to restrict users from editing any of the inventory record information Autologue User s Manual Point Of Sale Page 54 3 11 9 Adding A Part Number Onto A New P O Users have the ability to create a new purchase order for the last part number called up in the workspace Within an open workspace and with the cursor positioned under the MFR PART NO prompt enter the part number to be viewed and press lt Return
100. nditioning Parts Are Discounted 5 20 3 27 1 Printing A Control Number After The Invoice Number Invoices have the ability to print a control number 0 99 after the invoice number on finalized invoices The control number is set from the System Commands Menu 4 System Status When invoices are rolled over usually after the invoice number 65535 or whatever the INVCEILING uservar option is set to the control number is automatically incremented to the next number If the control number is a negative value the control number will not automatically increment on invoice rollover To enable this setup option set the UseCtr1Num uservar from the System Commands Menu 9 Specify System Setup Options Autologue User s Manual Point Of Sale 3 28 Function Keys a F10 Page 101 Returns to the counterman prompt of ENTER CUSTOMER NAME OR NUMBER Enters the Apply Receipts mode to post all payments received Performs an automatic core or warranty exchange Allows quantity on hand to be overridden to complete a sale Optionally will pop up window displaying the quantity on hand and min max 1 amp 2 values for a part number Allows three different types of returns Core Inventory Warranty to be issued during point of sale invoicing Allows the entry of a P O or Document Number Allows the creation of a new customer account overridden Displays a pop up calculator when credit is available non taxable Changes the status of
101. number entered should not include the manufacturer code because the program only searches on the body of a part number e When the Part Not Found window is displayed select the 4 SEARCH INDEX FILE option by number or with the highlight bar and the program will automatically search for every Like Part within the Inventory file Autologue User s Manual Point Of Sale Page 41 A Search PART INDEX file window will pop up displaying a selection list of the 10 parts within the Inventory file that matched as closely to the part number entered as shown CNTAM A AMERICAN ACRYLIC MFR PART NO 817 Creation 10 14 00 Doc OPEN BALANCE 21 54 FS FORWARD 714 524 5888 CUST 250 CORE LIST UNIT COD Search PART INDEX File 1 JTT 817 LIFTERS 2 FEL 8171PT 1 FEL PRO GASKETS 3 FEL 8172PT FEL PRO GASKETS 4 SWC 817499 SHAFT 5 SWC 817550 SHAFT 6 SWO 817552 SHAFT 7 SWC 817759 TIP 8 SWC 817767 TIP 9 SWC 817769 TIP 10 SWC 817769 F TIP Select Part i F9 BACKWARD F11 EXIT GPM 0 00 SUB TOTAL TAX CREDIT LIMIT 10000 00 TOTAL CHARGE QTY EXTENDED Enter the corresponding number next to the part number to be sold and press lt Return gt Press the lt F8 gt Forward or lt F9 gt Backward keys to scroll forward and backward through the selection list displayed Press the lt F11 gt Exit key to exit the window without selecting a part number from the selection list
102. nvoice finalization will not be allowed An OVER CREDIT message will be displayed in the lower right corner of the screen The charge sale can only be allowed using the OVERIDE_OVERDUE Password Authorization Override option This functionality differs from the OVERDUE_ON_HOLD amp OverDuePeriod uservars which are global options This option is controlled by customer account Another caveat with this uservar being enabled is that early discounts will no longer be printed on the customer s statement When this occurs management should establish a procedure for the counterman to follow Listed below are five of the more common procedures that are taken Inform the customer that they have exceeded their credit limit and must pay cash for this invoice Delete line items from the open workspace to decrease the amount of the invoice and thus not exceed their credit limit Receive and apply a payment to the customer s account through the lt F2 gt Apply Receipts Request management to increase the customer s credit limit to allow the charge sale invoice to be finalized When the Password Authorization Override option is enabled and management is notified that the customer is over their credit limit enter the password and allow the charge sale invoice to be finalized 3 9 Performing A Quick Stock Check To perform a quick stock check on a part number follow the steps listed below With the cursor positioned under the column MFR PART
103. nvoices printed in 17 characters per inch instead of the usual 10 characters per inch Print17Cpi uservar option Have invoices print prices and totals with a decimal between the dollars and cents PR_DECIMALS uservar option Have the invoice message heading print first instead of the default of last PR_HDR_LAST uservar option Have total line headings printed above the totals lines PR_TOT_HDRS uservar option Have list price totals and the difference between total list price and invoice totals printed on the bottom of an invoice PR_TOT_LIST uservar option Print an accumulated item total quantity on the Store Name line of the invoice A TOTAL UNITS SHIPPED heading precedes the unit value printed PR_TOT_UNIT uservar option Automatically record a stock out when a part is extended using the lt F10 gt key to sell without updating the QOH REC_SO_F10 uservar option Set the tax rounding up to point for tax calculations RndUpTo uservar option Have open workspaces saved in the sorted order by zone bin default or by report code field when the SortByRepCode uservar option is enabled SaveWsSorted uservar option Disallow price overriding the sell price below a specific price level except by password override SellLv1Floor uservar amp MIN_PRICE password options Allow 4 lines of lt F13 gt Ship To address information instead of the default of 3 lines Also disables the usage of the lt F14 gt Comment Line
104. ograms Menu Selections sesesesseseseresesesesesesessosososererereesososesesesesesessesesesesesess 49 3 11 1 Accessing Cataloging sictccstssiscieccesicsatesnecisdacsd cosstinsen cl band coatcanediebieascoaspinscnsbtaadcbatubae 50 Ds LULZ Reprinting Invoices cctvac icasecenewunaatise en ivdeluvniadesavactedeveconsconnntusstavtaasassansteomeeaascound 51 3 11 3 Instantly Recalling Tracking Information sssesesesesesesesessorososesesessosososeserereesosese 51 3 11 4 Customer Information s esesessereeseseseosescosesessescoresesroseoreseseesesroseseososeosesesreseeeesess 51 3 11 5 Searching For A Part Within Purchase Orders esesesesesessorosereresrosososeserersesesese 52 3 11 6 Viewing Open WorkSpaceS esesesrerererescseecososeseseseseseseseesosososesereecesososesesesesesesee 53 3 11 7 Selecting A Ship To AddreSS e esesesesesesessororosererercososeresesesesesesrsresorososesercesesesese 53 3 11 8 View The Last Part Record Within The Inventory File ssesesesessosorereseseosesese 53 3 11 9 Adding A Part Number Onto A New P O nsssseseresessorereseseseseseseseosososeseseesesososese 54 3 11 10 Adding A Part Number Onto An Existing P O sesesesesessososesesercesosoreseseseseosese 55 3 11 11 Accessing The Driver Log Menu sesesesrerorerererercosososeseseseseseseseososososeserersesesese 58 3 11 12 Accessing The Quick Phone Book Menu ssesesesessososereseseseseseseorosososesereesosesese 58 3 11 13 Viewing Source Parts For The Last Part Acces
105. oice e With the cursor positioned under the column MFR PART NO and after the last line item press the lt F4 gt P O Document key Autologue User s Manual Point Of Sale Page 28 A Change Document pop up window will appear prompting for a PO Number Document Number or To Estimate selection as shown CNTAM A AMERICAN ACRYLIC 7149524 5888 CUST 250 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED CHANGE DOCUMENT E 2 DOC NUMBER 3 TO ESTIMATE Creation 10 14 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 8 00 OPEN BALANCE 21 54 CREDIT LIMIT 10000 00 TOTAL 8 00 To enter a PO number select 1 PO NUMBER A counterman can enter one line of up to 30 characters as a PO number noting that no special characters are allowed except a slash or dash To enter a Document number select 2 DOC NUMBER to generate or change the document number A document number will automatically be generated and the cursor will be positioned at the start of the document number Users can enter their own document number or use the generated number by simply pressing lt Return gt The cursor will appear under the column MFR PART NO The PO number Document number information is stored when creating an open workspace 3 4 9 Entering Write In Text On An Invoice Line With the cursor positioned below the MFR PART NO column the user has the ability to enter up to seventy five characters of write in text on an invoice line
106. oice As A Cash Sale e Press the lt F6 gt Cash Sale key and the invoice will begin printing 3 2 7 1 Prompting For Cash Tendered When the PROMPT FOR CASH TENDERED ON ALL CASH SALES point of sale setup option is set an AMOUNT PAID prompt will be displayed before printing the invoice Enter in the cash tender amount including the decimal and the change amount will automatically be displayed on the screen as shown CNTAM A CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHS DESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 CHAMPION CSP J11 2 60 0 00 or bel A 5 00 10 00 GPM 25 60 SUB TOTAL 4 59 OK Y N OPEN BALANCE 8 08 CREDIT LIMIT 0 00 TOTAL 5 41 CASH SALE e With the cursor positioned at the OK prompt enter y and the invoice will print Entering n will move the cursor back under MFR PART NO 3 2 7 2 Prompting For Specific Cash Tender Types When the PROMPT FOR CASH TENDERED ON ALL CASH SALES point of sale setup option is set along with the NEW_TENDER uservar option a tender type pop up window will be displayed before printing the invoice e Using the or arrow keys position the cursor on the specific tender type and press lt Return gt Autologue User s Manual Point Of Sale Page 12 Enter in the information under the Number and Amount including the decimal column headings for each applicable tender type The change amount will automatically be displayed on the screen as shown
107. on and press lt Return gt See the Utility Menu Screen View Reports section of the user s manual for complete instructions on its use Autologue User s Manual Point Of Sale Page 62 3 11 18 Searching For A Part By Description Users have the ability to search for part numbers within the Inventory file by a description sub string With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Search By Part Description menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt With the cursor positioned at the Type The Description To Search For And Press lt Enter gt prompt enter the description sub string to search for and press lt Return gt A window will pop up displaying a selection list of the parts within the Inventory file that contain the description sub string entered as shown Feb 02 13 52 2000 Search By Part Description Page 1 BEN D31 BEN D43 BEN DSO BEN DS2 BEN DS2 BEN D 6 BEN D84 BEN D96 BEN D103 BEN D104 BEN D112 BEN D115 BEN D130 BEN D136 BEN D136S BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS BENDIX DISC PADS D O JOU hwy If more than a page of p
108. on the workspace Note When the LeaveMaster uservar option is enabled through the System Commands Menu 9 Specify System Setup Options the master kit part will be included on the workspace Otherwise it is not included 3 12 2 Selling Alternate Part Numbers When a part number with linked alternate part numbers is called up within an open workspace a pop up selection list will be displayed Users can then choose which part to be sold e With the cursor positioned under the column MFR PART NO enter a part number and press lt Return gt If the entered part number is linked as an alternate part a window will pop up displaying all the alternate parts descriptions quantity on hand and unit prices as shown CNTRM A CASH WALK IN CUSTOMER 714 522 3551 CUST 1 CASHSS MFR PART NO LIST CORE UNIT COD QTY EXTENDED SAF396STD PART NUMBER DESCRIPT 10N Q0H SELL PRICE GM SAF 396STD SAFEGUARD PISTON o 15 25 3 2 SAF 396 30 SAFEGUARD PISTON 32 15 25 59 73 3 SAF 396 40 SAFEGUARD PISTON 40 15 25 59 73 4 SAF 396 60 SAFEGUARD PISTON 48 15 25 59 73 5 SAF 396 80 SAFEGUARD PISTON 48 15 25 59 73 Creation 10 19 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 0 00 CREDIT LIMIT 0 00 TOTAL 0 00 F12 CPART F13 CDESCPT F11 CEXITD Autologue User s Manual Point Of Sale Page 74 Optionally the gross profit margin percentage can be displayed when the Displ
109. ous freight Using a Lab Misc code of E creates a blank rate miscellaneous part number This code is useful for creating freight and non merchandise part numbers When a part coded with E is entered up within a workspace the screen will prompt for the unit cost list price and unit price Using a Lab Misc code of H creates a blank rate non taxable miscellaneous part number This code is useful for creating freight and non merchandise part numbers When a part coded with H is entered up within a workspace the screen will prompt for the unit cost list price and unit price The tax status for the part number will be non taxable regardless of the customer s normal tax status A flat rate percentage charge can be given by entering a part number with a Lab Misc code of K The flat rate charge calculated is based upon all items extended above the current line excluding core and tax charges The unit price will be the flat rate percentage This works exactly like a part coded with a Lab Misc code of C except that it is a debit instead of a credit For additional information refer to Inventory Update Labor Miscellaneous Codes section of the user s manual Autologue User s Manual Point Of Sale Page 77 3 17 Delivery Charge Management has the ability to have a flat rate delivery charge automatically added to invoices e To setup a delivery charge enter a part number of DEL 1 within the Inventory file When this part numbe
110. ppear Enter Y to actually save the changes to the receipts or N to not save the changes A PRINT RECEIPT Y N prompt will appear Enter Y to print a receipt of this transaction on the counterman s invoice printer or N to not print a receipt Wher Y is entered at the PRINT RECEIPT Y N prompt a PRINT OPEN BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed With the cursor positioned at the CUST prompt enter a new customer number to apply a receipt to or press the lt F11 gt Exit key to return to the open workspace Creating A Credit To apply credits against outstanding invoices enter 0 00 within the PAYMENT AMT field Using the or arrow keys position the highlighted bar on the invoice to be paid The lt F8 gt Forward and lt F9 gt Backward keys can also be used to scroll forward and backwards through screens of detail When the correct credit detail to be taken is highlighted press the lt F1 gt Select Detail key The amount of the credit invoice is now displayed under the TO APPLY column and the BALANCE payment total will be added to the remaining payment balance Continue paying all credit invoices When a credit invoice is paid the remaining payment balance will is increased by the paid credit amount After paying all credit invoices apply the payment balance to specific invoices or use the Auto Pay option to auto
111. program allows several options to be enabled or disabled based upon the needs of the user s particular business and industry The following features can be enabled or disabled Prompt for cash tendered on all cash sales Print time of day on invoices Print invoices in the background Print customer balance on the point of sale screen Print customer credit limit on point of sale screen Charge tax on cores upon sale Credit tax on cores upon return Display profit percent with alternates Display cost in serial tracking window Use 65 sale price as cost if cost is zero Allow remote part look up Allow remote part transfer Update inventory sales history on all inter store transfers Enable background printing spooling on all reports Use average cost for all cost calculations For additional information on changing the point of sale options refer to the System Commands Specify System Setup Options section within the user s manual 3 24 1 Additional Point Of Sale Setup Options Listed below are additional setup options that can be set through the uservar editor or with the help of an Autologue Customer Service Representative Allow users to override the tax using the lt F8 gt Non Taxable key on line items when selling to taxable customer accounts Al lowNoTax uservar option Prompt the counterman for the invoice type and printer number when an invoice is printed ASK_PRINTER amp ASK_LPNUM uservar options Calculate a Canadia
112. r exists within the Inventory file and the lt F6 gt Cash Sale or lt F7 gt Charge Sale key is pressed to finalize an invoice a window will pop up and prompt DELIVERY Y N e Enter Y and the part number DEL 1 is automatically added to the end of the invoice and then printed e Enter N to print the invoice without a delivery charge 3 18 Password Authorizations Overrides Management has the ability to enforce password authorization for all counterpeople when performing one of the following functions Using a specific counterman code Entering the Apply Receipts lt F2 gt mode of Point of Sale Returning a part number lt F4 gt Overriding a charge sale to a customer who is Over Credit Limit Creating special order part numbers through the Part Not Found pop up window gt o o When a password has been setup for any one of these options a window will pop up prompting to enter a password to perform the function requested The format for entering a password is as follows MM lt password gt DD The MM being the 2 digit month and DD being the 2 digit day for the current system date Example If a password of SAM were setup and today was July 16th the user would enter 07SAM16 and press lt Return gt As each letter is entered an will be displayed for every character entered Note The MM and DD fields must be 2 digits If necessary add a leading 0 to a month or day between 1 and 9 3 19 Help Screens
113. re value Core banking is not in effect during this mode of point of sale 3 11 External Programs Menu Selections ef fC OHH E E OH HoH FH OH SO Users have the ability to setup a customized external programs selection window that can be used to perform a variety of different functions within point of sale Listed below are the various external program menu options available Cataloging PartExpert amp Interchange Wrenchead Wrenchead Reprint Invoices Instant Recall Tracking Query Customer Information Search Open Purchase Orders Print Open Workspaces Select Ship To Address Inventory File Add Current Part New P O Driver Log Add Current Part Existing P O View Source Parts Current Part Quick Phone Book Long Description Current Part Show Workspaces This Cust Ctr Screen View Reports Purchasing Activity Report Search Parts By Part Number Search By Part Description Search Parts By MFG Code Search Parts By Description Customer Notes Direct Connect Calculate Weight Part Notes Ship To Labels Bill To Labels Autologue User s Manual Point Of Sale Page 50 Search Workspaces A Like Part Search Workspaces A Part Certain functions have the ability to import part numbers or other useful information back into the current workspace To access the external programs selection window perform the following e Within an open workspace and with the cursor positioned under the MFR PART
114. ride press lt F5 gt to load the calculator Perform the calculation and when the lt F11 gt key is pressed to exit the last calculation result will be thrown into the field in which the cursor is currently positioned within This works for all price fields To perform addition subtraction multiplication or division follow the steps below Enter a first number a operator math sign and a second number and press lt Return gt The answer will be displayed right above the entered expression Outlined below is a step by step example of adding two numbers 6 50 and 4 50 and multiplying the sum by 7 With the cursor positioned at the COUNTERMAN CODE prompt press lt F5 gt key to display the calculator Enter 6 50 4 50 7 and press lt Return gt The calculated answer will be displayed right above the equation entered Autologue User s Manual Point Of Sale Page 79 Enter equations Fll to exit AUTOMTIVE FUNCTIONS OPERATORS PI LCI CGPM SIN 2 CMARKUP 8 9 cos 5 6 TAN A 2 a ATAN oo Help F1 NORMAL INVOICING F2 APPLY RECEIPTS F10 LAYAWAYS F5 CALCULATOR FEISEXTI HELP e To exit from the calculator simply press the lt F11 gt key 3 21 Layaway Invoicing Layaway invoicing differs from normal invoicing in several ways Part numbers can be sold without residing in the inventory file In addition parts extended within layaway workspaces do not deduc
115. rkspace document number Document purchase order number PO creation date Date part number Part Number the quantity extended Qty and the total units on regular and layaway workspaces will be displayed Press the lt F11 gt Exit key to exit back to the workspace screen 3 11 29 Accessing Paint Logic Users have the ability to access Paint Logic programs setup on the system Formulas and parts are automatically imported back into the workspace to be sold With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Formula For XXX Paint menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The XXX would be replace with a specific paint manufacturer Refer to the documentation provided from Paint Logic for complete instructions on its use and capabilities Autologue User s Manual Point Of Sale 3 11 30 Accessing The Parts Genie Users have the ability to access Parts Genie manufacturer prices and interchange information contained on a CD ROM mounted on the system e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Parts Genie or Parts Genie On Current Part menu options and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Parts Geni
116. s invoice e Enter the quantity to be applied against this invoice and press lt Return gt Continue this procedure until all invoices flagged are completed The line and invoice totals will be adjusted accordingly 3 10 4 Vendor Returns Vendor returns are issued when a customer returns an item purchased and you want the part to be returned back to the vendor Vendor returns increase the new returns and quantity on hand fields and reduce the current quarter and current period unit sales within the part numbers record Autologue User s Manual Point Of Sale Page 48 e With the open workspace displayed on the screen and the cursor positioned below the MFR PART NO column enter in the part number to be returned and press lt Return gt Inventory and pricing information will be displayed for this part number and the cursor will appear within the QTY column e Press the lt F4 gt Returns key and a window will be displayed showing the types of returns available e Enter 4 Vendor and press lt Return gt The cursor will now appear below the QTY column again Vendor returns are coded with a 4 under the COD column heading e Enter the quantity being returned press lt Return gt and then extend the part number The system will then display a CHK ELIG message at the bottom of the screen If there is no eligibility available for the core return a window will pop up displaying a NO RETURNS AVAILABLE F5 to override message
117. s quantity information stocking non stocking part code and optionally the popularity code can be displayed An S stocking or N non stocking code will be displayed according to whether the part number meets the stocking part criteria or not The popularity code is based upon the value stored within the inventory record A part is considered stocking S when the following criteria is met quantity on hand gt 0 or min1 max1 gt 0 Autologue User s Manual Point Of Sale Page 16 CNTRM A CHUCK amp SANS AUTOMOTIVE 7143527 4784 CUST 252 CHARGE DESC MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 AC SPARK P ACD R45TS 2 24 0 00 1 66 N 0 00 AS ON HAND 1 ON ORDER O BACK ORDER 0 9 WIRE SETS Stocking Non Stocking Part Code Popularity Code Creation 09 26 01 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 1345 65 CREDIT LIMIT 15000 00 TOTAL 0 00 When the DISPLAYPOP uservar option is enabled the popularity code of the part number will be displayed to the left of the stocking part code 3 3 Processing Parts Not Found When an entered part number is not found within the inventory file or was entered incorrectly a PART NOT FOUND pop up window would be displayed as shown 714 524 5888 CUST 250 LIST CNTAM A AMERICAN ACRYLIC DESC MFR PART NO 3570 CORE UNIT COD PART NOT FOUND 1 TRY AGAIN F11 2 3 4 5 RECORD LOST SALE CREATE SPECIAL ORDER SEARCH INVENTORY FILE SEA
118. s 0 00 e Press lt F11 gt Exit after all payments are applied e A SAVE YOUR RECEIPT CHANGES Y N prompt will appear Enter Y to actually save the changes to the receipts or N to not save the changes e APRINT RECEIPT Y N prompt will appear Enter Y to print a receipt of this transaction on the counterman s invoice printer or N to not print a receipt e When Y is entered at the PRINT RECEIPT Y N prompt a PRINT OPEN BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed e With the cursor positioned at the CUST prompt enter a new customer number to apply a receipt to or press the lt F11 gt Exit key to return to the open workspace Applying A Statement Discount e To apply a statement discount to an open item account enter the statement discount amount as the payment amount at the PAYMENT AMT field Autologue User s Manual Point Of Sale Page 90 Using the or arrow keys position the highlighted bar on the invoice to be paid The lt F8 gt Forward and lt F9 gt Backward keys can also be used to scroll forward and backwards through screens of detail When the correct detail is highlighted press the lt F3 gt Discount key The invoice s TO APPLY field and the BALANCE payment total will be adjusted accordingly Press lt F11 gt Exit after all payments are applied A SAVE YOUR RECEIPT CHANGES Y N prompt will a
119. s record e With the open workspace displayed on the screen and the cursor positioned below the MFR PART NO column enter in the part number to be returned and press lt Return gt Inventory and pricing information will be displayed for this part number and the cursor will appear within the QTY column e Press the lt F4 gt Returns key and a window will be displayed showing the types of returns available e Enter 2 Inventory and press lt Return gt The cursor will now appear below the QTY column again Inventory returns are coded with a 2 under the COD column heading e Enter the quantity being returned press lt Return gt and then extend the part number The system will then display a CHK ELIG message at the bottom of the screen If there is no eligibility available for the core return a window will pop up displaying a NO RETURNS AVAILABLE F5 to override message within it e Pressing lt Return gt will clear the line and will not give any credit to the customer e The user can allow the return by pressing the lt F5 gt key and thus overriding the no eligibility status The line and invoice totals will be adjusted accordingly If there is eligibility available for the return a window will pop up showing each counterman code invoice number date available return units and cores quantity of units originally purchased on the invoice and the core and sell price of the item on that invoice e Using the and
120. section of the user s manual for detailed instructions on using the EPS file 3 4 Editing Features Users have the ability to edit change line item information on an open workspace using a variety of features fe o gt fe Autologue User s Manual Point Of Sale Page 21 These features include Deleting a line item from an open workspace Changing a line items quantity sold Changing a price Changing a description Changing a line items tax status Users also have the option to add the following items onto a workspace for printing A Shipping Address A Comment Line A Purchase Order Document Number Write In Text On An Invoice Line 3 4 1 Deleting Line Items Line items can be deleted from an open workspace by pressing the lt F16 gt Delete Line key With the workspace displayed on the screen use the f or W arrow keys to position the cursor on the line item to be deleted The M and arrow keys can only be used when the cursor is positioned under the MFR PART NO column Press the lt F16 gt Delete Line key and the line item will be deleted from the invoice All line items below the deleted line item are automatically renumbered and the invoice totals are instantly adjusted To add additional line items use the V arrow key to position the cursor at the bottom of the invoice below the last part number extended 3 4 2 Changing A Line Items Quantity Sold In situations where the displayed on han
121. sed sssseserereressosoresesercesesese 59 3 11 14 Showing The Workspace For The Current Customer Counterman 59 3 11 15 Inserting A Long Description For The Last Part Accessed ssesseeeeee 60 3 11 16 Accessing The Purchasing Activity Report esesesesesesesesroroserererceeososesesesesesesee 61 3 11 17 Screen Viewing Reports e esssseseseseseserereceesesesosossesesesesesererereesesososeeseseseseeerereeeee 61 3 11 18 Searching For A Part By Description sessesesereresesesesesessorososeresercesososerereeeesesee 62 3 11 19 Searching For A Part By Part Number ssesssseseseseressososesesesesesesererereososesesesesesesee 63 3 11 20 Searching For A Part By Manufacturer Code sesessssesesesesesesesesesrorososerereeeesosese 64 3 11 21 Direct Connect Part Inquiry seseseseserereeeesesesososseseseseseserceeeeesesososenseseseseeesereeeee 65 3 11 22 Viewing Customer Notes e esseseseresossssesesesesererosossesesesesesereeeeeeeesososeeseseseseeesereeeee 65 3 11 23 Viewing Part NOES c sccsscsesssastlasdeeastnsncvedtecscestoesesactcsadenstostncestecsedensobascesttonseashcase 66 3 11 24 Calculating And Appending The Total Weight ssssssssssssssseeseeseeseees 67 3 11 25 Printing Bill To Address Labels esesesessosoreresesesesesesessorososesessososososesereesesosese 67 3 11 26 Printing Ship To Address Labels eseseseososeresesesesesesessesesesesessorososesesereeeososese 68 Revision 5 07 Linux Version 7 1
122. ssesousdveutoetvavcsdiadecousdeovetuncvavenduusuaie 101 3 29 Design Key Srs cucovvesyscsvinsaescstccncsevcvysusonseuen si uv ab gsnevdun napas tourneo Siroo SESE osto eira E Sr era ESS 102 Revision 5 07 Linux Version 7 1 Autologue User s Manual Point Of Sale Page 1 3 Introduction Point Of Sale The Point of Sale POS program provides the functions necessary for creating and finalizing invoices plus applying payments received on account Within POS countermen are supplied with accurate inventory and pricing information thus allowing them to better service the customer While invoice transactions are occurring the customer inventory product line counterman and sales tracking files are all being updated instantaneously To accomplish all of the tasks required POS utilizes three different modes for specific functions Regular Invoicing Apply Receipts and Layaway Invoicing Regular Invoicing supplies all functions required for normal invoicing activity plus several unique features such as the displaying of kits alternates and supersession part numbers the creation of customer backorders part return authorization for cores warranties charge customer validation of credit limits and the tracking of lost sales stockouts Apply Receipts provides all functions necessary for posting payments received and maintaining accurate Accounts Receivable records Layaway Invoicing provides the ability to invoice part numbers not stock
123. stomer s open balance All canceled service charges will be reported by customer on the A R Adjustment report 3 22 1 5 Layaway Deposits Layaway deposits can be accepted and tracked by customer and immediately update a customer s open balance Any deposit posted during the day will print out on the Daily Sales Analysis report within the receipts page 3 22 1 6 Accounts Payable Transactions Accounts payable transactions can be entered by using a negative value when posting payable to a vendor record 3 22 2 Open Item 3 22 2 1 Select Detail This option allows individual outstanding invoices to be paid 3 22 2 2 Partial Payments This option allows a portion of the payment amount to be distributed to a specific invoice 3 22 2 3 Open Item Discounts Applying a statement discount to an open item account is very similar to applying a statement discount to a balance forward account with one exception the discount issued is applied against a specific invoice rather than the old or current balance Autologue User s Manual Point Of Sale Page 84 3 22 2 4 Create Credit This option allows the user to create a credit detail for the balance of a payment This usually occurs when a customer overpays on their account or they have only specified certain invoices to be paid and there is money left over and the user doesn t have a specific invoice to apply it against 3 22 2 5 Auto Pay The Auto Pay payment option will automatical
124. stossuvien 34 3 8 1 1 Prompting For Cash Tendered esesessosorereresersososerereseseseseseseorosososesereeeesoses 35 3 8 1 2 Prompting For Specific Cash Tender TYypeS ssesesereseseseereresesesesesesessesosesee 35 3 8 2 Finalizing A Cash Sale To A Charge Customer cscsscssssssssssssssssssssssesesseees 38 3 8 3 Finalizing A Charge Sale sesesesessssesesesosossssesosososorsssesesosososesesssssossesosososososessesesese 39 3 9 Performing A Quick Stock Check sesesesessoseseseseesososeseseseseseseseseososososeserereososesesesesesesese 39 3 9 1 Part Scrolling In A Workspace sesesessoseseseseseesososerereecosososeseseseseseseseosorososesereesesosese 40 3 9 2 Part Number Searching eseseesosereseseseseseseseorosoroserereecososesesesesesesesesrororosesererersesesese 40 3 10 Returning Parts e casscccsccsactesecvacepresventsddessucsnrsteeuetuteacensseveseudvavesvacsiscassvncaavevineieinaaseateie 41 C LOST COS a T a a E AARE 42 3 10 2 Inventory IS CUMIN S so sede acisvex ch gk siensia ssion s goes acevacesnuss eats astro daio so ostis pesni 45 3 10 3 Warranty Returns a ccisisetecvvesecaicdanidousasveneudessetovcenpecavsdenvavivusseneudeaptivevesesasddvavaviedivs 46 3 10 4 Vendor Returns is csssasis socucsteains shies os dussssotsasa anes coleessa tava ancescearssudecpevsslesdensh tants caucvins 47 3 10 5 C re Banking cies ccc car eatcancuatetesasasccan ati casutoheudsteutesesnealccanbuldesesscabcosstiiistadmuslecdes 49 3 11 External Pr
125. t after all payments are applied e ASAVE YOUR RECEIPT CHANGES Y N prompt will appear Enter Y to actually save the changes to the receipts or N to not save the changes e APRINT RECEIPT Y N prompt will appear Enter Y to print a receipt of this transaction on the counterman s invoice printer or N to not print a receipt e When Y is entered at the PRINT RECEIPT Y N prompt a PRINT OPEN BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed e With the cursor positioned at the CUST prompt enter a new customer number to apply a receipt to or press the lt F11 gt Exit key to return to the open workspace Cancel Service Charges e To cancel a service total on an open item account press the lt F6 gt Cancel Srvc Chg key and an AMOUNT prompt will now be displayed below the listing of invoices e With the cursor positioned at the AMOUNT prompt enter in the amount to be canceled and press lt Return gt The SRV CHG field will be adjusted accordingly e Press lt F11 gt Exit after all payments are applied e ASAVE YOUR RECEIPT CHANGES Y N prompt will appear Enter Y to actually save the changes to the receipts or N to not save the changes e APRINT RECEIPT Y N prompt will appear Enter Y to print a receipt of this transaction on the counterman s invoice printer or N to not print a receipt e When Yis entered at the PRINT
126. t Return gt e Enter the second line of the ship to address and press lt Return gt e Enter the third line of the ship to address and press lt Return gt The cursor will appear under the column MFR PART NO The ship to address information is stored when creating an open workspace 3 4 7 Entering A Comment Line A comment line can be entered onto any invoice workspace to print on a finalized invoice or interim invoice A counterman can add one line of 30 characters to an invoice workspace Autologue User s Manual Point Of Sale Page 27 e With the cursor positioned under the column MFR PART NO and after the last line item press the lt F14 gt Comment Line key A pop up Comment Line window will appear prompting for the comment line information as shown CNTRM A AMERICAN ACRYLIC MFR PART NO Creation 10 14 00 Doc OPEN BALANCE 21 54 714 524 5888 CUST 250 LIST COMMENT LINE PICK UP ENGINE BLOCK amp CRANK CREDIT LIMIT CORE UNIT COD GPM 0 00 SUB TOTAL 10000 00 TAX TOTAL QTY CHARGE EXTENDED e Enter the comment line information and press lt Return gt The cursor will appear under the column MFR PART NO The comment line information is stored when creating an open workspace 3 4 8 Entering A Purchase Order Document Number A Purchase Order Number or Document Number can be added to any open invoice workspace to print on a finalized invoice or interim inv
127. t Write In information line as shown CNIRM A AMERICAN ACRYLIC 714 524 5888 CUST 250 CHARGE DESCRIPTION _MFR PART NO LIST CORE UNIT COD QTY EXTENDED 1 2 FRM PH8A a a ON PO 241 FROM VEND 152 Creation 01 31 00 Doc GPM 0 00 SUB TOTAL 0 00 TAX 0 00 OPEN BALANCE 4017 54 CREDIT LIMIT 10000 00 TOTAL 0 00 OVERDUE 3 11 10 Adding A Part Number Onto An Existing P O Users have the ability to append the last part number called up within a workspace onto an existing purchase order e Within an open workspace and with the cursor positioned under the MFR PART NO prompt enter the part number to be viewed and press lt Return gt e When the part number s pricing and quantity information is displayed enter the quantity to sell and extend the line or just press the lt F16 gt Delete Line key to delete the part number currently displayed The program now remembers the last part number entered e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Add Current Part Existing P O menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt Autologue User s Manual Point Of Sale Page 56 The screen will now display the following ENTER PO NUMBER TO ADD TO e With the cursor positioned at the ENTER PO NUMBER TO ADD TO prompt enter the purchase order nu
128. t from a part records quantity on hand within the Inventory file until the workspace is finalized as a cash or charge sale In layaway orders the following normal invoicing functions are not in effect customer backorders core banking and lost sales 3 21 1 Creating A Layaway e From the COUNTERMAN CODE prompt or from an open workspace press the lt F10 gt Layaways key to enter the Layaway Invoicing Mode e Enter a counterman code and press lt Return gt Autologue User s Manual Point Of Sale Page 80 The screen will now display LAYAWAY across the top of the screen along with the counterman code s name and any open layaway workspaces as shown WORKSPACE FOR COUNTERMAN ALVIN kkk LAY AWAY Hkk CUST Name Document ID Cust PO Num Create Date Labor Total 251 CERTIFIED APPLIANCE 10 19 00 0 00 9 94 ENTER CUSTOMER NAME OR NUMBERM F1 NORMAL INVOICING F8 SCROLL FORWARD F9 SCROLL BACKWARD F2 APPLY RECEIPTS F4 CREATE NEW CUSTOMER F10 LAYAWAYS F5 CALCULATOR FI EXIT HELP LAYAWAY The cursor will appear at the ENTER CUSTOMER NAME OR NUMBER prompt If a layaway is being created for a new customer who does not presently have a customer number assigned within the Customer Vendor file press the lt F4 gt Create New Customer key to create a layaway customer number See the Creating New Customer Records section for additional information e Enter the customer number and press lt Return gt The
129. this option a password entry window will pop up prompting for a password When the correct password is entered the entered price will be allowed 3 4 4 Description Overrides Users have the ability to override a description thus allowing a more detailed or appropriate description to be entered during the extending of a part Using the lt F12 gt Description Override key up to 14 characters can be entered to describe the part being sold e With a part called up and with the cursor positioned within the QTY column press the lt F12 gt Description Override key e With the cursor positioned within the DESCRIPTION column enter a new description and press lt Return gt Up to 14 characters can be entered during Point of Sale versus 25 characters that can be entered within the Inventory Update program e With the cursor positioned within the QTY column enter the quantity to sell press lt Return gt and then extend the line Autologue User s Manual Point Of Sale Page 25 The user also has the ability to change the description on items already extended Using the arrow key position the cursor on the part to be overridden and press the lt F12 gt Description Override key Enter in the description and press lt Return gt Note Parts extended as returns or core sales cannot be changed using the lt F12 gt key These parts must be line deleted lt F16 gt and resold with the new description 3 4 5 Tax Overrides
130. tically come up with the next invoice number flagged and put into the description field With the cursor positioned under the QTY field the Autologue User s Manual Point Of Sale Page 49 program again prompt Enter the QUANTITY to return against this invoice Enter the quantity to be applied against this invoice and press lt Return gt Continue this procedure until all invoices flagged are completed The line and invoice totals will be adjusted accordingly 3 10 5 Core Banking Autologue s core banking and eligibility system is interactive with point of sale to prevent customers from receiving core credit without sufficient core eligibility available When returning parts with a core value the customer s core eligibility for the product line of the item being returned will be reviewed When sufficient units and dollars of core eligibility exist the customer will receive full credit for the part being returned When insufficient eligibility exists the value of the cores being returned and the description of the line item will read as NOT ELIG BANK and will be banked Core eligibility and banking are only activated for those customers designated under the Miscellaneous Functions Menu Core Banking See the Core Banking amp Eligibility section of the user s manual for complete details Core inventory and warranty returns should not be issued to core banking customers in Layaway invoicing mode with part numbers having a co
131. tically deleted upon exiting by enabling the NO_OPEN_WS uservar option This is a system wide feature that s useful for cash retail users When the open workspace is exited each extended part numbers quantity on hand is automatically put back into its inventory record An open workspace is limited to a maximum of 499 line items and each counterman code to a maximum of 60 open workspaces estimates and 60 open layaway workspaces Autologue User s Manual Point Of Sale Page 30 3 5 1 Saving An Open Workspace e Within an open workspace press the lt F1 gt Hold Invoice key The screen will return to the ENTER CUSTOMER NAME OR NUMBER prompt and the invoice is then stored under the counterman code as an open workspace Pressing the lt F11 gt key stores the workspace and returns the user back to the COUNTERMAN CODE prompt All entered information such as Ship To Comment Line P O Document Number and Write In Text information is stored within the open workspace Note An open workspace is only saved when at least one line item exists on a workspace It there are no line items extended the workspace is NOT saved 3 5 2 Displaying Open Workspaces For A Counterman Code e A listing of all open workspaces for a counterman can be displayed by entering a counterman code and pressing lt Return gt The counterman s open workspaces will appear as shown WORKSPACE FOR COUNTERMAN ALVIN CUST Name Document ID Cust PO Num
132. to the left of the menu selection and press lt Return gt With the cursor positioned at the Type MFG Code To Search For And Press lt Enter gt prompt enter the three character manufacturer code to search for and press lt Return gt A window will pop up displaying a selection list of the parts within the Inventory file that contain the three character manufacturer code entered as shown Feb 02 14 39 2000 Page 1 JTT 817A JTT JTT 708 JTT 761 JTT 770 JTT 812 JTT 817 JTT 817R JTT 846 JTT 855 JTT 872 JTT 874 JTT 879 JTT 886 JTT 887 LIFTERS INV 6 2 82 T B LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS LIFTERS D O JOU hwy If more than a page of parts matched the entered three character manufacturer code press the lt Page gt Forward or lt Shift gt lt Page gt Backward keys to scroll forward and backward through the selection list of parts displayed or press the lt F11 gt Exit key to exit the selection list window If less than a page of parts matched the entered three character manufacturer code and with the cursor positioned at the Type Item Number And Press lt Return gt prompt enter the item number next to the desired part number to be called up and press lt Return gt The selected part will be automatically called up within the workspace and is ready to be sold Autologue User s Manual Point Of Sale Page 65 3 11 21
133. tomatically remove open workspaces when exiting from an open workspace NO_OPEN_WS uservar option Use the current inventory price of an item being returned instead of the original tracked sell price Tracking software NTINV_PRIC_RET uservar option Autologue User s Manual Point Of Sale Page 95 Disallow charge sales to overdue customer s with an optional password authorization OVERDUE_ON_HOLD uservar amp OVERIDE_OVERDUE password options Print Mexico government specific promissory note information at the bottom of invoices Pnote_MEX uservar option Define a specific number of days for the system to use when calculating the due date on a finalized invoice when printing Mexico government specific promissory note information at the bottom of invoices PnoteDays uservar option Define a specific number of lines to form feed between the invoice totals line and the start of the promissory note information when printing Mexico government specific promissory note information at the bottom of invoices PnoteLines uservar option Have separate pages printed for items by zone bin PgBrkZnBn uservar option Have the P O number print beneath the last Bill To Address line on an invoice to the left rather than the default printing position within the middle on the same line PO_ON_LEFT uservar option Have more than one terminal access a particular counterman code at one time POS_MULTI_KCODE uservar option Have i
134. transaction on the counterman s invoice printer or N to not print a receipt e When Yis entered at the PRINT RECEIPT Y N prompt a PRINT OPEN BALANCE Y N prompt will appear Enter Y to print the customer s remaining open balance on the receipt or N to not have it printed e With the cursor positioned at the CUST prompt enter a new customer number to apply a receipt to or press the lt F11 gt Exit key to return to the open workspace Select Detail For Partial Payment e Using the or arrow keys position the highlighted bar on the invoice to be paid The lt F8 gt Forward and lt F9 gt Backward keys can also be used to scroll forward and backwards through screens of detail e When the correct detail to be paid is highlighted press the lt F2 gt Partial Paymt key and an AMOUNT prompt will now be displayed below the listing of invoices e With the cursor positioned at the AMOUNT field enter in the amount to be applied to the invoice and press lt Return gt The invoice s TO APPLY field and the BALANCE payment total will be adjusted accordingly Note Pressing the lt F11 gt key before entering in an amount will cancel the partial payment Note Pressing the lt F1 gt Select Detail key again on a partial paid invoice will unpay the selected detail Thus zeroing out the TO APPLY column and adjusting the BALANCE field accordingly Continue applying payments until the BALANCE field show
135. tructions on their use Autologue User s Manual Point Of Sale Page 51 3 11 2 Reprinting Invoices e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the or V arrow keys to highlight the Reprint Invoices menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Miscellaneous Functions Reprinting An Invoice section of the user s manual for complete instructions on its use 3 11 3 Instantly Recalling Tracking Information e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Instant Recall Tracking Query menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt See the Serial Tracking Performing A Query Lookup section of the user s manual for complete instructions on its use 3 11 4 Customer Information e With the lt F16 gt SELECT OPTION pop up window currently being displayed use the M or V arrow keys to highlight the Customer Information menu option and press lt Return gt or enter the corresponding number to the left of the menu selection and press lt Return gt The screen will display the bill to ship to and phone number information as shown CUSTOMER 250 BILL TO ANERICAN ACRYLIC 1257 ORANGE THORPE FULLERTON CA 91775 2555 SHIP TO ANERICAN ACRYLIC
136. u item STANDARD MATRIX is selected point of sale will calculate prices based upon the customers standard pricing If the second menu item ALTERNATE MATRIX is selected point of sale will calculate prices based upon the customers alternate matrix number setup Autologue User s Manual Point Of Sale Page 8 3 2 4 Displaying Customer Notes Information When accessing a workspace for a customer and the option to display notes is enabled AUTONOTES uservar a SHIP TO window will pop up displaying the 3 lines of notes information as shown CNTRM A CHUCK amp SAMS AUTOMOTIVE 7149527 4784 CUST 252 CHARGE MFR PART NO LIST CORE UNIT COD QTY EXTENDED SHIP TO MONLY CHARGE SALES ARE AUTHORIZED THROUGH BILL OR SANDY ALL OTHERS NEED TO PAY CASH Creation 10 12 00 Doc GPM 0 00 SUB TOTAL 8 00 TAX 8 00 OPEN BALANCE 872 65 CREDIT LIMIT 15000 00 TOTAL 8 00 Notes information is setup within each customer record by entering an asterisk character in the first character position and no space right next to the asterisk character on the first SHIP address line See the Customer Vendor Update section of the user s manual for full details on setting up Press the lt F11 gt Exit key to remove the pop up notes window Note The pop up notes information will not be printed on the invoice On the first line of the invoicing screen the counterman s code customers name telephone number account number
137. ventory file at the beginning of product line 0 with the entered description cost unit and list prices that were entered The unit price is copied into price levels 1 4 and the popularity code set to S special order Autologue User s Manual Point Of Sale Page 18 3 3 3 1 Limited Special Order Part Creation Management has the ability to limit the special order part created by setting up a user defined manufacturer code i e XXX Point of sale will only allow part s with this specific manufacturer code to be entered as special order part numbers through the PART NOT FOUND pop up window 3 CREATE SPECIAL ORDER menu option Example If a part number such as GAT 23 was not found and the user tried to create a special order part an ONLY MFR XXX ALLOWED FOR SPEC ORD error message would be displayed on the bottom of the screen and the cursor would return under the MFR PART NO heading column Only entered parts with XXX as a manufacturer code would be allowed to be entered as special order parts The SO_MFRCD uservar option defines the specific manufacturer code allowed 3 3 4 Searching The Inventory File e Select the 4 SEARCH INVENTORY FILE menu option and the program will automatically search and pop up a Search PART INDEX File window A selection list of the 10 part numbers within the Inventory file that matched as closely to the part number entered will be displayed as shown CNTAM A AMERI
138. weapssoncenonens 75 3 15 Labor Seal OS seis vec ceatvag adessoxseusevnn ct inaa oE E KESEN ESE Sa 76 3 16 Miscellaneous Freight Sales cssscssscssesscssssssssssscsssssssssssssssessssssssssssssssssssssseseses 76 3 17 Delivery Charpennes iieii aa e E a E a a S 77 3 18 Password Authorizations OverrideS sseesoeseesoesecssesocssesoossessossessoesosseesoesocsoesocsseeoes 77 3 19 Help Sree hS onsas eadiindeseuce neces seresa toisistaa ESEESE ESES TE S E ES 77 3 20 Pop Up Cale tlator sivccdictesscisecsiiscrstecscsssvstiveres ecsevdeseulodses suputedeessodvcudsscedscsniodtudgesevessestessvits 78 3 21 Lay w y EVO LCINE s caicesescats cess cetosd uetiiendedescucateedevenscolesdes sbivacantesseastesdascnvceladeetetivecestesssees 79 3 21 1 Creating A Layaway se csscdiessetcassscsssiccooettie cosvsetenesnensvst cusssacesetads dutevetcaiseteisetecnsdtevies 79 3 21 2 Creating New Customer Records cscssesssscscsscsscsssssscssssssessssesessssessssesseseees 81 3 21 3 LAV AWAY Deposits iicicccccscsitcssatentos sdevetsescecdeesecusasansscbonsdasasvatececkssdecsnavaseesesecdeeseaaee 81 3 21 4 Additional Notes On Layaway Orders sesesesesesesessororosesescscososeresesesesesesesresososesee 81 DeLay N CCE LP EG E E E E E T A E EE EE 82 3 22 1 Balance Forward seseseeseseosescesesessoscoresessoseoeeseseosesroseseesescoresesroseeresesresesrosesesseseese 82 3 22 1 1 Payments Against An Old Balance ssesesesesessososeserescosososeseseseseseseseososos
139. y To maintain accurate inventory and vendor accounts payable layaway part numbers should be added to an existing purchase order or to a new special purchase order Sales and profit totals of non stocked layaway part numbers are maintained within product line 0 based on the unit cost and price entered during layaway creation Autologue User s Manual Point Of Sale Page 82 All outstanding layaways appear on the 5th page of the Daily Sales Analysis Report 3 22 Receipts o o o ff oo o o The Apply Receipts mode of point of sale allows posting of payments to either balance forward or open item customer types For balance forward type customers the following functions can be performed Post payments toward a customer s old current balance Apply statement discounts Cancel Pay service charges Post special order deposits Post accounts payable transactions For open item type customers the following functions can be performed Post full payments against an open item invoice Post partial payments against an open item invoices Apply invoice discounts Create a credit Automatically post payments against open item invoices Post payments to or cancel service charges All transactions conducted through apply receipts will be listed on the 3rd page of the Daily Sales Analysis report It lists the date transaction code type check number amount of the transaction customer number and name Applied payments immediately
140. y on hand and press lt Return gt If the customer is setup for backordering the prompt BACKORDER REMAINDER Y N will appear Enter Y and press lt Return gt to backorder the unavailable quantity for this customer Two lines will be extended in the workspace The first line will be the quantity shipped and the second line will be the quantity backordered The description of the second line will be BACKORDERED Entering N and pressing lt Return gt will extend only one line and record the unavailable quantity requested as a stock out Use the Customer Backorder Report program to review and print the backorder information 3 14 Invoice Discounts Discounts can be issued within a workspace for coupons manufacturer rebates charge customer s paying cash etc Two different types of discounts can be issued percentage discounts and blank discounts A percentage discount can be given by entering a part number with a Lab Misc code of C The discount calculated is based upon all items extended above the current line excluding core and tax charges The unit price will be the percentage discount given It can also be used for charging a return to stock fee A blank discount allows the value of the discount to be entered during the display of the discount part number Blank discounts use a Lab Misc code of D within the Inventory file For additional information refer to Inventory Update Labor Miscellaneous Codes section of the us

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