Counter Sales Setup

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Counter Sales Setup

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To configure Insight Works Counter Sales manually or for advanced functionality, navigate to the Counter Sales Setup page. One the page, you can specify:

Payment Posting

  • Payment General Journal Batch Name specifies the name of the general journal batch to use for posting payments. It is strongly recommended users do not manually enter journal lines in the specified batch otherwise it may result in errors during posting.
  • Source Code specifics the code linked to posted payment entries.

Documents

  • Counter Sales Order Nos. specifies the number series that will be used to assign numbers to counter sales orders.
  • Counter Sales Return Order Nos. specifies the number series that will be used to assign numbers to counter sales return orders.
  • Default Posting Date specifies how to set the posting date on counter sales documents.

Cash Sales

  • Cash Payment Terms Code specifies the code for the payment terms that will indicate if the counter sales document is a cash sale. When the counter sales document has the same payment terms code as the cash payment terms code the user will be required to process the customer payment prior to posting the transaction.
  • Default Cash Customer specifies the customer account that will be used on cash sales orders created from the take order wizard.
  • Default Cash Customer External Document No. specifies the code that will be used for the external document number on cash sales orders created from the take order wizard.
  • Enable Cash Payment Rounding specifies if rounding rules will be applied when processing cash only payments on the same counter sales document. For example, set this to yes if you require cash only payments to round to the nearest 0.05 value.
  • Cash Payment Rounding Type specifies the type of rules to be used when rounding cash only payment amounts. For example, set this to nearest if you require cash only payments to round to the nearest 0.05 value.
  • Cash Payment Rounding Precision specifies the size of the interval to be used when rounding cash only payment amounts. For example, set this to 0.05 if you require cash only payments to round to the nearest 0.05 value.
  • Cash Payment Rounding G/L Account specifies the general ledger account to post cash rounding adjustments.
  • Cash Back Payment Method specifies the code for the payment method that will be used when providing cash back payment amounts, such as cash change, when processing customer payments.

Price Override

  • Price Override Behavior specifies how the price override is handled when users adjust the default pricing on sales lines. When the setting is set to:
    • ‘No Code Required’ there are no restrictions or change in standard behavior when users adjust the unit price, line discount, or line amount.
    • ‘User Code Required’ the price override page will open when users adjust the unit price, line discount, or line amount. If the current user is set up with a Price Override Code in the Counter Sales Users page it will open the price override page unlocked and the user can record the reason for the price override and confirm the adjustment. If the current user does not have a Price Override Code then a valid code for another user will need to be entered to unlock the price override page in order to record the reason and confirm the adjustment.

Special Order Items

Special order items are items requested by customers but are not currently carried by the company however can be purchased from vendors when requested. Functionality exists in Insight Works Counter Sales for users to easily create special order items and add them to the customer’s sales order. The following fields specify the default configuration when creating special order items:

  • Special Order Item Nos. specifies the number series that will be used to assign numbers to special order items.
  • Special Order Item Template specifies the configuration template that will be used when creating special order items.

Enhanced Item Search

  • Maximum Item Search Results specifies the maximum number of search results that will be returned on the enhanced item search. Setting the value to zero will result in all matches returned. If you are experiencing performance issues when performing searches in the enhanced item search, consider adjusting this setting to a value between 1 and a reasonable value based on the size of your item list and business needs.

Enhanced Contact Search

  • Maximum Contact Search Results specifies the maximum number of search results that will be returned on the enhanced contact search. Setting the value to zero will result in all matches returned. If you are experiencing performance issues when performing searches in the enhanced contact search, consider adjusting this setting to a value between 1 and a reasonable value based on the size of your contact list and business needs.

Quick Scan

The Quick Scan page in Insight Works Counter Sales provides users functionality to quickly add items to the sales order by scanning barcodes. The following fields specify the rules for reading barcodes when they are scanned:

  • Barcode Rules specifies the barcode rules to be used when scanning barcodes on the Quick Scan page. Currently only the base counter sales rules are available. These rules require the barcode to consist of only the Item No. or Item Cross-Reference No. to find and add the item to the sales order.
  • Barcode Rules Custom Codeunit specifies the custom codeunit to be used when scanning barcodes on the Quick Scan page. Currently this field is not available.
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