The Counter Sales Orders page provides a listing of existing counter sales orders and allows the user to update existing orders or create new orders.
To update an existing counter sales order from the list simply click on the No. field to open the Counter Sales Order page. To create a new order click the New action button or use the Take Order Wizard discussed in the previous section.
The Counter Sales Order page is tailored towards users operating in a point of sale environment. The page is like the base Business Central Sales Order page to provide consistency in the application however it offers a simplified layout and additional features to improve the order entry experience.
The Counter Sales Order page consists of several FastTabs, FactBoxes, and action buttons:
The Sales Order FastTab captures standard information on the customer, contact, and salesperson.
The Lines FastTab contains details on the items to be sold to the customer and includes totals for the order, sales taxes, payments, deposits, and amount owing.
To display additional billing information, click the Billing Details action button found under the View menu in the ribbon. The action will display, or hide if already displayed, the Billing Details FastTab. The Billing Details FastTab captures standard billing information on the bill-to customer, sales taxes, and currency.
To display additional shipping information, click the Shipping Details action button found under the View menu in the ribbon. The action will display, or hide if already displayed, the Shipping Details FastTab. The Shipping Details FastTab captures standard shipping information such as the ship-to address, shipment method, and shipping agent.
The Item Availability by My Locations FactBox displays the inventory on-hand for the user defined My Locations for the item on the currently selected line.
The Related Items FactBox displays related items for the item on the currently selected line. From this FactBox the user can easily inform the customer of related items and then quickly add any of the related items to the order.
The Quick Scan action found under the Process menu in the ribbon opens the Quick Scan page where users can scan valid item number barcodes to quickly add them to the order. More information on the Quick Scan page can be found later in this guide.
The Payments action found under the Process menu opens the Payment Processing page where users can record customer payments. More information on payment processing can be found later in this guide.
The Take Deposit and Show Deposits actions found under the Process menu opens the Deposits Processing and Deposits pages respectively. More information on deposits can be found later in this guide.
The Payment Processing page allows the order processor to record payment accepted from the customer immediately prior to transferring, or shipping, the product to the customer. Multiple payment types per order can be entered, such as cash for a portion of the amount owing and credit card for the remaining amount. Click the Payments action on the Counter Sales Order page to access the Payment Processing page.
To capture payments in the Payment Processing page simply enter the Payment Method Code and the Amount. If required, record the Authorization No. to complete the entry. Once an entry is completed the totals found at the bottom of the page will update to indicate the remaining amount owing for the shipment and order.
For counter sales orders to cash customers the amount owing must be zero before the order processor can post the order. Cash customers are defined by the Payment Terms Code on the Counter Sales Order page matching the Cash Payment Terms Code on the Counter Sales Setup page.
If the Enable Cash Payment Rounding is set to yes in the Counter Sales Setup page and all payment entries in the Payment Processing page are cash payments the amount owing (cash only) total will be used to determine the remaining amount owing. Cash payment rounding handles the scenario where cash only transactions are subject to rounding to settle the amount owing. For example, if the cash payment rounding is configured to round to the nearest $0.05 and the amount owing before rounding is $95.02, the amount owing (cash only) will be $95.00 and if the customer provides only cash payment the $95.00 will be the final amount owing.
If the Cash Back Payment Method Code is defined in the Counter Sales Setup page, click the Calculate Cash Change action in the ribbon on the Payment Processing page to record a cash back entry. Cash back entries capture the scenario where the customer provides payment exceeding the amount owing and change is returned. For example, if the amount owing is $95.00 and the customer provides payment totalling $100.00 the action will result in a cash back entry representing the $5.00 returned to the customer.
The Deposits Processing page allows the order processor to record payment accepted from the customer as a form of deposit or prepayment. Click the Take Deposit action on the Counter Sales Order page to access the Deposits Processing page. Deposits can then be applied to future shipments in the Payment Processing page.
To capture deposits in the Deposits Processing page simply enter the Payment Method Code and the Amount. If required, record the Authorization No. to complete the entry. Click the Post (or Register) action in the ribbon to post (or register) the deposit to the customer’s account. Alternatively clicking the OK button when closing the page will check for unposted deposits and prompt the user if they want to post the deposits. Click the Post And Print (or Post And Register) action in the ribbon to post (or register) the deposit and then print a receipt to provide to the customer.
To apply deposits in the Payment Processing page, select the posted deposit and click the Apply Deposit action. The Applies-to ID will update with the current user ID to indicate the application. When the counter sales order is invoiced the applied deposits will be processed with the order.
Chick the Show Deposits action on the Counter Sales Order page to open the Deposits page where the order processor can:
View previous deposits related to the order
Print the deposit receipt report for previous deposits
Undo previously posted (or registered) deposits
To post the order click the Post or Post and Print actions found under the Posting menu in the ribbon. When you post an order for a cash customer the Payment Processing page will open and require payment is entered for the entire shipment prior to posting. If insufficient payment is entered the order will be prevented from posting.