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This section outlines changes to the Sales manual arising from changes made to Synergetic (versions 64.13-65.19).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 65 and pre-65 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
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New notification for price changes when a new customer is selected. |
If you choose a new customer that belongs to a different price group, a warning label is displayed in the Sales Entry window.
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New grid fields in the Purchase Order and Receipts tabs of the Item Maintenance window. |
The Delivery Date and Delivery Docket No fields are now available on the Purchase Order tab. The Invoice Number and Delivery Docket No fields are now available on the Receipts tab.
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New button in Stock tab of Item Maintenance window. |
You can print barcodes immediately from the Stock tab of the Item Maintenance window.
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Regular sale replaces Normal sale. |
To prevent confusion with an item's Normal price, Normal sales are referred to as Regular sales. |
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Multiple date formats supported. |
Synergetic supports dates being entered in formats that do not match the regional settings. |
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Print Barcodes available from Item Maintenance selector. |
You can print the item barcode queue from the Item Maintenance selector window.
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Synergetic Financial Configuration - Business Units - Sales sub-tab - Page 4 sub-tab in the Finance manual. |
New staff barcode for sales entry. |
If your organisation does not use the Advanced Point Of Sale, you can scan a barcode to select a staff member in the Staff Search window.
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Finance Configuration Maintenance - Business Units - Sales sub-tab in the Finance manual. |
Last modified: 26/08/2013 11:43:57 AM
This section outlines changes to the Sales manual arising from changes made to Synergetic (versions 63.18-64.13).
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New Suppliers tab in Item Maintenance. |
Information about creditors that supply items is now located on the Suppliers tab of Item Maintenance.
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New Stock Movement tab in Item Maintenance. |
You can view information about the movement of stock for by period and transaction type on the Stock Movement tab of Item Maintenance.
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New grid area on the Stock tab of Item Maintenance. |
You can set differing unit prices for an item based on the price group that customers belong to on the Stock tab of Item Maintenance.
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New look in the Sales Entry window. |
The Sales Entry window has a new look.
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New grid field and display option when searching for items. |
When using the Stock Item Search window, you can now choose to display:
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New Stock Summary window. |
You can view detailed information about the amount and movement of stock in the Stock Summary window.
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New barcode label print queue. |
You can add barcodes or labels for items with barcode printing enabled to a print queue, to print labels for several items at once. |
Last modified: 26/08/2013 11:43:57 AM
This section outlines changes to the Sales manual arising from changes made to Synergetic (versions 62.46-63.18).
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New DocMan tab in Item Maintenance. |
You can store documents relating to items in the DocMan tab of Item Maintenance.
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New payment method in Sales Entry. |
You can select to process a sale using funds from a student's My Student Account on the Select Payment Method window.
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Last modified: 26/08/2013 11:43:57 AM
This section outlines the changes to the Sales manual arising from changes made to Synergetic (version 61.35-62.45).
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New tab in Item Maintenance. |
The User Forms tab of Item Maintenance can be used to access user-defined tabs or programs within Synergetic.
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Changes to sale date. |
If you change the Sale Date in the Sales Entry window, you can now apply this to all sales in the current session.
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Multiple sales items can now be sold together as a kit. |
Individual sales items can be linked together as a kit under a placeholder item code.
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Selecting stock items for sale luItemKitComponents lookup table in the System maintenance manual. |
New sort order in the Item Stocktake window. |
The stocktake records are sorted by default according to the item's Lookup then its Code.
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Closed off stocktakes can now be restored. |
You can restore closed off stocktakes to modify or abandon them in the Create New Stocktake window.
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Last modified: 26/08/2013 11:43:57 AM
This section outlines the changes to the Sales manual arising from changes made to Synergetic (version 61.00-61.35).
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Details shown in delete sale confirmation. |
When you delete a sale, the customer name and sale amount are now shown in the delete confirmation window.
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Stocktake progress indication in Sales Entry window. |
A warning now displays at the top of the Sales Entry window if a stocktake is in progress when you attempt to enter a sale.
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Import stocktake merge file. |
You can now import stocktake data from a text file.
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Stocktaking using a merge file
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This section outlines the changes to the Sales manual arising from changes made to Synergetic (version 59.15-v60.37).
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New stocktaking function. |
A new section has been written to provide information on how to perform stocktakes with the new stocktake function.
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Consignment stock selection available when searching for stock items. Active stock selection available when searching for stock items. |
The Set Item Search Criteria window now includes:
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Item can be flagged as a consignment stock item. |
The Item tab of Item Maintenance has been updated to include the Consignment Item flag.
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Add an active flag to stock items. |
The Stock tab of Item Maintenance has been updated to include the The active flag is also included as a searchable option on the Set Item Search Criteria window. Inactive items are excluded from the Stock Item Search window and are no longer available for sale. |
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Security on deleting a sale. |
The information about the |
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The Stock on hand field on the Stock tab can no longer be adjusted from this tab. |
The descriptions of the |
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New topic - Processing a general ledger or "own use" sale. |
A new topic has been added to provide more information on processing a general ledger or "own use" sale. |
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New Item Stock Levels as at Date report. |
A description of the new Item Stock Levels as at Date report has been included.
The topic was also updated to include information on all of the standard Sales reports. |
This section outlines the changes to the Sales manual arising from changes made to Synergetic (version 58.09-v59.14).
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Item search now allows a partial search for item code and barcode fields. |
Additional information has been provided for wildcard searching for the following fields on the Set Item Search Criteria window:
For example, you can return items with item codes such as 001001A, using the 00% wildcard.
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Allow the user to type the Creditor ID on item maintenance-related windows. |
You can now either:
This applies to the:
The topics have been updated to reflect the new operation of the field, and the way the related |
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Sales Entry - launch into Community Maintenance. |
A new
The documentation has been updated to:
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Sales Entry - Allow scans of the same item to be summarised into one line. |
If the customer purchases more than one of the same item, they appear as either:
The Adjust Quantity for Same Sale Item field on the Finance Configuration Maintenance - Business Units - Sales sub-tab is used to configure this option. This can be set independently for each business unit at your organisation. |
Finance Configuration Maintenance - Business Units - Sales sub-tab in the System maintenance manual |
Sales Entry - Stock Item Search allows inclusion/exclusion of consignment stock items. |
The Stock Item Search window has been updated to allow consignment stock items to be included or excluded in the search, using the Include Consignment Stock field.
A new topic Selecting stock items for sale has been added - this details all of the fields and buttons on the Stock Item Search window. |
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Sales Entry - Show customer photo on screen. |
New screen captures of the Sales Entry and Select Payment Method windows show examples of customer photos during sales entry and payment, respectively, if the customer has been selected from the community database and their photo is available. For example, a student's photo is displayed when they are buying items from the uniform shop.
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Sales Entry - New |
A new |
Finance Configuration Maintenance - Business Units - Sales sub-tab in the System maintenance manual |
Sales Entry - New |
A new
A description of the button has been included along with a new topic that shows a typical price enquiry. |
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Sales Close Off - Allow workstation selection. |
The new Workstation field has added on the Sales Close Off - Close Off Type window. A description of the field has been included in the topic about the window. The Opening the Sales Close Off - Close Off Type window drop-down hotspot has also been updated to reflect the new Workstation field.
The Workstation field is used if you want to close off sales for one workstation only. If this field is left blank, then all workstations is processed for the selected business unit. |
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Editing or Resuming a sale - filtering available on Workstation. |
When resuming a sale, you can now filter based on the Workstation that the sale was originally processed on.
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Allow Debtor and non-Debtor sales at the same time. |
Synergetic has been updated to allow sale payments to be split between any combination of cash, cheque, credit card and debtor charges. Previously, you could not split between debtor charges as well.
The following topics have been updated with information and examples on this change:
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Sales entry - docket shows how payment was split. |
Two topics have been updated to include information about split payments being displayed on the sales docket.
Note: The payment splits are only displayed on dockets created using the printer port rather than Crystal Reports unless your Crystal Reports docket report has been modified. The topics have also been updated to provide an example of how payments involving debtor charges work. |
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Change Required window available in Sales. |
The Change Required window has been included in two topics. This is an existing Sales feature that was not previously documented.
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More information on credit card sales |
Additional information has been included on how credit cards are used on the Payment Methods window and configured on the Sale Payments sub-tab.
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Finance Configuration Maintenance - Business Units - Sale Payments sub-tab in the System maintenance manual |
Sales Close Off - configure the close off definitions depending on when close offs are planned for. |
Additional information is provided about reconciling payments and close off types. For example, the Individual close off type.
Information about the Select Close Off Type to Process field on the Close Off Type window has been updated to include a tip to display the payment methods that typically apply for each close off type.
A new topic has been added about reconciling different payment methods during close off.
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Sales Close Off - Individual window |
New field on Consignment Stock Payments - Debtors window |
A description has been added for the new Allow Debtors to go into Credit field on the Consignment Stock Payments - Debtors window.
The existing notes have been updated and incorporated into the description. |
Last modified: 26/08/2013 11:43:57 AM
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© 2013 Synergetic Management Systems. Published 15 October 2013.
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