I. Click on Sales Person to change employee making sale. Helpful hint: Having correct employee is important if sales are commission-based.

Transcription

1 SELL TAB Chapter 4

2 I. Click on Sales Person to change employee making sale. Helpful hint: Having correct employee is important if sales are commission-based. II. Create Record of Customers. Customer name not required to make sale, however. 1. Click after Customer on (none) if you are entering or searching for customer name. 2. View Customers window appears. Search here for existing customers or add new ones. pg. 1

3 3. Click Add for Customer Editor, enter customer data here. Click Save when finished. III. Create a Sale 1. Cursor will be focused in Search box this only searches for barcodes. Scan product barcode. pg. 2

4 2. If no barcode, leave Search box empty, click Search. Item Explorer window appears. Type in key words in search box; the tree to the left also has products listed under Items. 3. Check pricing and quantity are correct. If incorrect, double click to get Transaction Item Editor. Make changes or add notes, click Save. 4. Serial Numbers. Prompt will appear with a list, choose the one that matches sale product s serial number. pg. 3

5 5. Discounts. Highlight an item, right click, choose Apply Discount. In Apply Discount window, set percentage and apply to single item or entire transaction. 6. Selling Gift Card to customer. A. Press F9 key or click Gift Card. B. Choose Activate. C. Enter Gift Card Number manually OR leave cursor in Gift Card Number box and swipe card through reader. pg. 4

6 D. Enter $ amount. 7. If the product is out of stock at the time of sale, LinkEdge will prompt you to place the item on backorder. This creates a message in the alert bar reminding you to order the item. See Options, Chapter 10 to set this automatic prompt in LinkEdge. IV. Work Orders (usually for services). Same procedure for adding products to a sale as above. 1. Need part/product associated with the service (i.e. bow string, peep site). In Sell tab window, scan in product used in the servicing or click Search. 2. Add Transaction Items window appears. 3. Click Search Tab. 4. Go to Services on tree under Items. 5. Add Transaction Items window lists available services. Click on one to select or search by entering key words in box. Click OK. 6. Right click anywhere in body of sale. Choose Work Order To Be Scheduled. 7. Click CLOSE to keep sale open. (Caution: If Finish is selected after receiving payment, the work order cannot be scheduled.) 8. Go to Schedule tab. Select Employee. Click Add. Enter date, time, description (use drop down list). Click alert and select work order to schedule (select by customer). 9. Work Order finished. A. In tree, go to Customers Work Order, double click selected customer to open. B. In schedule, click on work order associated by customer to highlight, select Click here for transaction to open. C. When finished, right click anywhere, select Work Order Work Completed. Prompt appears to send to customer, if needed. Click Close. This is still a Pending Sale found on red alert bar. V. Payment Methods 1. Cash. Click F6 or Cash. Enter denominations using buttons, or type in exact amount paid. Click Save. 2. Check. Click F7 or Check. Record amount paid and check number. Click Save. 3. Credit Card. A. If Integrated with LinkEdge, Click F8 or Credit Card. Swipe card in card number field. Click Process Card. Helpful hint: Card information can be entered manually if, for whatever reason, the card is un-swipeable. pg. 5

7 B. Stand-alone terminal (no communication between LinkEdge and the credit card reader). a) Click F10 or Other Payment. b) Click Add to make new payment type called External Credit Card Payment. Click Save (payment type will now be available the next time you need it). c) Swipe Card. Once approved, click Save. 4. Gift Card. A. Click F9 or Gift Card. Gift Card Payment windows appears (balance can be checked here; clicking on balance also shows gift card history). B. Swipe card or enter card number manually. Enter emount paid if different from the auto-filed amount due. 5. Other Payment. A. Create your own by clicking Add button. B. Accounts Receivable. A customer MUST be selected! Once you select a customer, AR Balance appears in the alert banner. C. Double click AR Balance. You may add the balance due to the customer s account or make a payment on the account. D. In Accounts Receivable window, verify amount due in the sale and the balance are equal. Click Save. 6. Finish Transaction. pg. 6

8 A. Check any other options available, such as printing or ing receipt. Answer, Would you like to finish the transactions? B. Click Yes to finish transaction. C. Click No to leave sale open for later editing or to create a layaway. a) Layaway. A layaway is considered an open, unfinished sale. b) View pending sales on the top red alert bar. A list of incomplete, unfinished sales appears. VI. Thoughts on Unfinished Sales, Invoices, and Accounts Receivable: It is strongly suggested that all unfinished sales that are NOT open jobs being worked on, downpayments, or layaways should be paid for and finished at the end of the day or else moved to Accounts Receivable. A. Accounts Receivable: Move an open/unfinished/pending sale to AR by choosing Pending Sales on red alert bar. Open sale, right click anywhere in body of sale and choose print receipt to make copy of itemized sale with current balance (this is the invoice). After printing invoice, double click on AR Balance. Need screenshot to finish, further instructions, bug needs to be fixed here. B. Customer Statements: A list of all Accounts Receivable. Click the Send Statements Icon on the Home Tab to view. C. Paying a customer s Accounts Receivable. a) Click Receive Payment Icon. b) Select Customer. c) To pay invoice, click transaction item, enter amount paid to Applied column. d) Click Save. VII. Changing A Finished Sale 1. Possible reasons for changing a finished sale: incorrect sales tax rate, incorrect discount, or perhaps forgot to apply. 2. Go to Home Tab, open My Business, Click on Sales. pg. 7

9 3. Double click the transaction to open, Unlock for modification. The following information will appear. Choose Yes to continue. 4. Make the necessary changes to the sale. Use Notes to record any information relevant to the changes, if needed. Click Finish, select print options as applicable, click Yes to finalize. VIII. Changing Transaction Dates 1. Find Sale to change transaction date within under Home Tab, My Business, Sales. Open sale, right click anywhere in the body of the sale and choose Change Transaction Date. Save to record new transaction date. 2. Things to consider when changing a transaction date: At the time a Sale is finished, the inventory is adjusted and DateFinished is set. A Sale does not show up on the Sales Tax Report until Date Finished is set. pg. 8

10 Line items within sales (including payments) have DateCreated. Usually, this value is exactly what it was when added to the sale. This DateCreated is the date that determines where the payments shows up on reports. If a Sale is Finished and you Change Transaction Date, this will change the DateFinished of the Sale. If a Sale is still open (not finished), and you Change Transaction Date, doing this will change the DateCreated of the Sale. If a Sale has payments later than the newly set DateFinished, the payments will be pushed back in time to the new DateFinished value. Caution: Use of the Change Transaction Date feature will affect the Reports if the Reports include the date range that the Sale was shifted in or out of. Use of Change Transaction Date is logged and available on the Red Flag Details report. pg. 9