How To: Changing a Detail Line on an Order (DI)

Overview

This tutorial describes how to make changes to the detail lines on an existing DD or SO transaction using the DI Transaction Type in POS.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

Scenario: A customer with an open Delayed Delivery calls to say they have found the same piece of merchandise for less at another store. Your store will match the price.

Click image to enlarge.

  1. In Point of Sale, select DI–Maintain Order from the Type of Sale drop-down menu and press Enter.

Click image to enlarge.

  1. The Order Maintenance screen appears. In the Order field, enter an existing order number.
    • Click the Search button or select “?” from the drop-down menu to perform an Order Number search.
    • Select [Exit] from the drop-down menu to exit Order Maintenance and return to Point of Sale entry.

  1. The Order information appears. Verify that this is the correct order.

  1. Before you can make changes to an order, you must lock it. Click the Lock button at the bottom of the screen.

Click image to enlarge.

  1. The Enter Employee Number box appears. Enter the number for the employee making the changes.

Click image to enlarge.

  1. The Reason Code box appears. Enter a 2-character reason code that is on file or type the full reason in the field.
    • Reason Codes are set up in Order Processing Preferences (02-08-90-04).

Click image to enlarge.

  1. If you used a reason code, when you press Enter the full description of the reason code populates in the field. If this is the correct reason, press Enter to continue.

Click image to enlarge.

  1. Click the Detail tab to view the detail lines for this order.

  1. Click the detail line that you want to change.

Click image to enlarge.

  1. The Line Maintenance box appears. At this point, make the necessary changes to the item information. In this example, the price is being changed, but all of the following fields can be modified:
    • Ordered
    • P/U
    • UM
    • Each Price
    • Disc%
    • Total Price
    • Room
    • Merch Type
    • Item Desc

  1. If the new price is lower than the original price and your system is set up to require a markdown code for price reductions, the Enter Markdown Code box appears. Enter the Markdown Code for this branch.

Click image to enlarge.

  1. When you finish making changes to the item information, click Close to exit the Line Maintenance box.

Click image to enlarge.

  1. The “Update Changes?” box appears. Click Yes to apply the changes.
    • Click No to disregard all changes and exit the Line Maintenance box.
    • Click Cancel to return to the Line Maintenance box to make additional changes.

Click image to enlarge.

  1. Verify that the item changes are reflected on the detail tab and/or the total tab.

  1. If you need to make more changes to this or other detail lines, repeat steps 9 through 13 until all items are added.

  1. If you are finished making changes, click OK then press Enter in the Order Processing field (which is empty) to return to the Point of Sale entry screen.
Tags: