How To: Sale Pending Method 2 – Entering the DD Transaction

Overview

This tutorial describes how to enter a Delayed Delivery transaction when using Sale Pending Work Orders Method 2.

Step-by-Step

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

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

3. Enter the Customer information using standard procedures.

4. Click the Detail tab.

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

6. In the Item Number field, enter an interface item number (e.g. PREWIRE, INSTALL, CLEANUP) for the purpose of attaching the work order to this transaction.

7. Since, with this method, you will be adding the parts and labor lines from the work order to the DD transaction, you do not need to enter a price in the ‘Extension’ field of the interface item to account for those costs. We recommend setting this field to ‘0.00.’
• If you do enter a price on this interface line, do not add the parts and labor lines (corresponding to those costs) from the work order to the DD transaction. Doing so would cause the customer to be charged twice.

8. 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.

9. Click Done.

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

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

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

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

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