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Using the New Sale window

Use the New Sale window to:

Opening the New Sale window

New Sale window - key fields and buttons

Fields

Field

Description

Customer ID / Barcode

Identifier for the customer when entering a sale. You can:

  • leave the field blank if this is a cash sale or you want to search through all records of the constituency selected
  • scan the customer's barcode to input the customer number
  • type in the customer's Synergetic identifier
  • type in part or all of the customer's surname then search for matching records of the constituency selected.

 

Note: See the buttons below for details of searching.

Customer Name

Customer's name if the customer is not a member of the Synergetic community.

Address

Customer's address if the customer is not a member of the Synergetic community.

Buttons

Button

Description

Student (F2)... button

Search for a current student using the Student Search window.

To search for a student:

  1. Enter search criteria that you know about the student.
  2. Click Refresh Grid button.

    Student Search window

  3. Select the student.
  4. Click OK button.

    The Sales Entry window is displayed. See Using the Sales Entry window.

 

Staff (F3)... button

Search for a staff member using the Staff Search window.

To search for a staff member:

  1. Enter search criteria that you know about the staff member.
  2. Click Refresh Grid button.

    Staff Search window

  3. Select the staff member.
  4. Click OK button.

    The Sales Entry window is displayed. See Using the Sales Entry window.

 

Future Stu (F4)... button

Search for a future student using the Future Student Search window.

To search for a future student:

  1. Enter search criteria that you know about the future student.
  2. Click Refresh Grid button.

    Future Student Search window

  3. Select the student.
  4. Click OK button.

    The Sales Entry window is displayed. See Using the Sales Entry window.

 

Community (F5) button

Search for a Synergetic community member using the Find Name on Community window.

To search for a community member:

  1. Enter search criteria that you know about the person.
  2. Click Find button.

    Find Name on Community window

  3. Select the person.
  4. Click OK button.

    The Sales Entry window is displayed. See Using the Sales Entry window.

Edit Previous Sale

Display a list of sales that have not yet been closed off by you or other operators. See Editing a previous sale.

Resume Sale button

Resume a sale previously put on hold. See Resuming a held sale.

Price enquiry button

Check the price and the stock on hand of an item, without interrupting the current sales process.

See Performing a price enquiry.

No sale button

Open the cash drawer.

Note: If you do not have a cash drawer, the button will not be displayed.

The following window is displayed requesting the password, if it has been set.

No Sale window

Note: The password is configured using the No Sale Password field on the Page 2 tab of Synergetic Financial Configuration - Business Units - Sales sub-tab in the System maintenance manual. This can be set independently for each business unit at your organisation.

Last docket button

Print the docket for the last sale processed.

OK button

Click if either:

  • entering a cash sale, without any values selected
  • a customer name and address is used, for customers not in the Synergetic community.

Cancel button

Click if either:

  • exiting from Sales Entry
  • refreshing the New Sale window.

Last modified: 3/06/2016 3:26:34 PM

See Also

Entering sales

Using the Sales Entry window

Selecting payment methods

© 2017 Synergetic Management Systems. Published 20 July 2017.

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