Page Comparison

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The POS module is a versatile screen that will allow you to complete point of sale walkup transactions, take payments, deposits and will call on regular sales orders and invoices and in some cases create drop ship sales orders.

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• Order Number – the order number will default in if you have chosen to have TRX automatically number your orders.

• Order Date – This is the date of the order and has to be the current date. Unlike sales orders where you can change the date the POS system date has to be the current date.

• Salesperson – This is the salesperson that will get credit for the order, depending on your set up this could be the customers default sales person or the register user. Whether or not the sales person can be changed is also set up specific.

• Customer – You can choose the customer for the sale or you can tab through the field and the default cash customer from the register set up screen

• Order Guide - The customer order guide is a mini module that appears in many modules throughout TRX including order entry, POS and AR. As with all blue screens in TRX it is a query only screen and serves the purpose of giving an interactive overview of the customer's order history. There are robust filter options that allow you to quickly navigate through the history of items; and as added bonus in the POS and Order entry modules you have the option of picking items directly from the history screen and populating them to your orders. The line items in in this screen have color-coding to alert you to when there was a price change from the last customer purchase. When yellow you are alerted that there was a price change and if red you know the price shown is actually below the cost.

• New – this is a set up specific icon, if the create new customers at POS is turned on by having a template in the New customer field in POS set up then you will have the ability to create a customer account on the spot, quickly and easily by filling out the pop up box that appears. You must press the new icon before adding a customer in the customer field.

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1. Fill out fields to isolate item(s) to return

   1. Leave field blank to search all

   2. Make sure “Reason for Return” is correct

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2. Hit Enter to load screen

3. To connect to existing Orders and Invoices

   1. Make sure Set the “Returned Qty” is set

   2. Make sure “Reason for Return” is correct

   3. Double-Click on the Line to Add

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   4. Go to #5 to Save or Add More

4. To Return Item without an Order or Invoice

   1. Enter Item to return in Returned Item field

   2. Make sure the “Returned Qty” is set

   3. Make sure “Reason for Return” is correct

   4. Hit “No Order/Invoice” Button

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5. Answer Prompt - Use b. to enter multiple

   1. Yes - This will add your selection to the Order

   2. Yes. Enter Another - This will allow you to select another item to return

   3. No - This will cancel your selection

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1. 1. next to the items to return

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   2. Hit the Add Selections button

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   3. Hit Done

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Detail Continued

• Quantity – this is the quantity of the items you will be purchasing must be entered by the key board or multiple scanning.

• UOM – The unit of measure of the item you are selling, this will default in as the items default-selling unit of measure but can be changed by typing a new one or pressing the F9 key to choose another.

• Description – this is the default description of the item that is set up in Item setup, this cannot be changed.

• Pick – If you need to print a picking ticket you will check this box. Picking tickets are chosen on an item-by-item basis.

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