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:

• Item Code
• Barcode.

For example, you can return items with item codes such as 001001A, using the 00% wildcard.

Searching for items

Allow the user to type the Creditor ID on item maintenance-related windows.

You can now either:

• type in the Creditor ID, if known
• click to select the supplier using the Creditor Search window.

This applies to the:

• Stock tab of Item Maintenance

  

• Receive Item Stock window

  

• Create New Item - Business Units window used when adding a new item.

  

The topics have been updated to reflect the new operation of the field, and the way the related and buttons are used.

Item Maintenance - Stock tab

Manually receipting stock

Create New Item - Business Units window

Sales Entry - launch into Community Maintenance.

A new button has been added to the Sales Entry window to enable you to launch into Community Maintenance, if the customer is selected before processing the sale.

The documentation has been updated to:

• provide an example of updating the community member's details from the Sales Entry window
• provide screen captures to help differentiate between the two launch buttons - the new button for Community Maintenance and the existing button for Item Maintenance.

Using the Sales Entry window

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:

• separate line items

  

• one line item with the quantity reflecting the number being purchased.

  

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.

Using the Sales Entry window

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.

Selecting stock items for sale

Using the Sales Entry window

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.

Using the Sales Entry window

Selecting payment methods

Sales Entry - New button.

A new button has been added to the Sales Entry window. A description of the button has been included along with information about how to secure this function.

Using the Sales Entry window

Finance Configuration Maintenance - Business Units - Sales sub-tab in the System maintenance manual

Sales Entry - New button.

A new button has been added to the:

• New Sale window
• Sales Entry window.

A description of the button has been included along with a new topic that shows a typical price enquiry.

Using the New Sale window

Using the Sales Entry window

Performing a price enquiry

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.

Sales Close Off - Close Off Type window

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.

Editing a previous sale

Resuming a held sale

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:

• Selecting payment methods - steps 6 and 8
• Closing off sales - Debtor splits section.

Selecting payment methods

Closing off sales

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.

Processing a normal sale

Selecting payment methods

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.

Processing a normal sale

Selecting payment methods

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.

Selecting payment methods

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.

Closing off sales

Understanding close off types

Sales Close Off - Individual window

Sales Close Off - Close Off Type window

Reconciling sales close offs

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.

Consignment Stock Payments - Debtors window