How To: Sale Pending Method 1B – Entering the DD Transaction

Overview

This tutorial describes how to enter the Delayed Delivery transaction when using Sale Pending Work Orders Method 1B.

Step-by-Step

  1. Access POS Entry (02-02) and select a branch and transaction date.

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  1. Select ‘DD-Delayed Delivery’ from the Transaction Type drop-down list and enter the rest of the Header information using standard procedures.

  1. Enter the Customer information using standard procedures.

  1. Click the Detail tab.

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  1. Enter the items the customer is purchasing using standard procedures.

  1. In the Item Number field, enter the interface item for the pre-wire job. Remember that we named our item ‘PREWIRE.’

  1. In the ‘Extension’ field, enter the amount that you will charge the customer for all labor and parts associated with this job. Then click Accept.

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  1. In the Item Number field, enter the interface item for the installation job. Remember that we named our item ‘INSTALL.’

  1. In the ‘Extension’ field, enter the amount that you will charge the customer for all labor and parts associated with this job. Then click Accept.

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  1. In the Item Number field, enter the interface item for the cleanup job. Remember that we named our item ‘CLEANUP.’

  1. In the ‘Extension’ field, enter the amount that you will charge the customer for all labor and parts associated with the installation. Then click Accept.

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  1. Click the Instruction tab and enter any instructions for the installation (optional). These will write to the ‘WO Problem’ field of the corresponding work order.

  1. Click Done.

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  1. On the Tender Entry window, select a payment type.

  1. Enter the amount the customer owes for the merchandise and jobs that will be completed. The customer should understand that additional charges could incur.

  1. Enter any other required information for the payment type and click Accept.

  1. When you are finished collecting payment, click Done.

  1. If needed, more interface lines (PRE-WIRE, INSTALL, etc.) can be added to the order through Order Maintenance (02-08-02).
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