How To: Selling Take With Merchandise (TW)

Overview

This tutorial describes how to sell merchandise to a customer that will be taken with them immediately.

Video

Step-by-Step

Scenario: A customer comes into your store and selects a piece of merchandise that he will be taking with him today.

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1. In the Type of Sale field, select TW–Take With from the drop-down menu.

2. In the Salesperson #1 field, enter the employee number of the salesperson receiving commission for this sale.
• If two salespeople are involved in the sale, enter the second salesperson’s employee number in the Salesperson #2 field. Next, enter the corresponding commission percentage for Salesperson 2 in the % field.

3. In the BillTo# field, enter a valid customer number. The corresponding customer information appears.
• If the customer number is not on file, the Customer Maintenance box appears, allowing you to set up the new customer.
• To search the system for an existing customer number, click the search button.

4. Select the Detail tab.

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5. In the Item Number field, enter a valid item number and the corresponding item information appears.
• To search for an item number, click the Search button.

6. In the Quantity field, accept or modify the quantity that the customer is purchasing.

7. Press Tab to move through the P/U Loc, Type, Each Price, Disc%, and Extension fields, or press Enter to skip those fields.
• You can modify the information in any of these fields.

8. In the Serial # field, enter the serial number of the item.
• If the item does not require entry of an A-Flag or B-Flag serial number, this field does not appear on the screen.

9. Click Accept or press Enter to add the line to the transaction.
• If the system requires additional information, the cursor will move to the field where the additional information needs to be entered.

10. Add more items to the transaction by repeating steps 5-9, or click Done to move to the Tender Entry box to enter payment information.
• You can also enter “-” in the Item Number field and press Enter to move to the Tender Entry box.

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11. In the Tender Entry box, select the Payment Type from the drop-down menu.

12. In the Amount field, accept or modify the payment amount for the selected payment type.

13. Enter the required information for the payment type. In the above example, the payment is being made with the customer’s credit card. The card type, last 4 digits of the credit card and the authorization number must be entered.

14. Click Accept and the payment appears in the register. For more information on the Tender Entry Box, see the “Entering Payment Information” section of this document.

15. When you finish entering all payment information, click Done.

16. Depending on your how your Invoice Preferences (02-18-01, Field 8) are set up, one of the following now occurs:
• The invoice is automatically printed
• Invoice print is automatically skipped
• You can choose to print or not print the invoice