How to checkout orders?
To checkout orders, select the Checkout option from the main menu. Lookup customer or select the invoice# field and scan/type the invoice#. If the customer info is used during lookup, all of the customer’s orders will be displayed on the checkout screen. If the invoice# is used, only that invoice is shown. Highlight the invoice(s) from the Invoice List that is being checked out. You may press the Select All option to select all invoices. All items from selected invoices will be displayed on the Pickup List. If a particular item from an invoice is not ready, you may remove the check mark for that item. That means the item will be picked up later. Press the OK button to finish the checkout. Press yes to confirm this and select the appropriate tender type from the Tender Screen. If this is a charge customer, the Charge option will be the only default payment type.
For additional info on how to use the Tender Screen, see this section. Please note, you can’t do partial checkout on multiple items on the same line (e.g. 4 Pants) unless you update the invoice and break the line. To do this, press the Update button.
How to use the Tender Screen for payments?
When the Tender Screen is displayed during checkin, checkout, invoice utilities, or the customer account payment process, use the following method to apply payments. The system would choose the customer’s default payment settings as is specified in the Customer Profile.
If the customer is paying by cash, enter the amount of the payment in the Current Credit section. Press the OK button.
If the customer requires change, it appears in red in the Change section. If the customer is paying by anything other than cash, press the appropriate button under Payment Type. If your system is equipped with an online credit card authorization system, swipe the card, and the system would call the credit card processor to authorize the credit card.
For checks, enter the check number and press OK. Press OK again to finalize payment. Press Yes if you want to print a receipt. Press OK to exit.
If multiple payments are used, after the 1st payment is applied, select the 2nd payment method and press the Next button. The system will show the remaining balance in the balance field. Enter the amount of 2nd payment or press Exact if the payment is exact. If you made a mistake, select the payment from the Transaction List and press the Delete option. Press OK when done with customer payment.
Use the on screen Keypad or $button to apply payments (i.e. Press $20 when you receive a $20.00 bill or press 2 and 0 from numeric keypad screen).
If the customer is a Charge customer, the tender screen will be prompted during the pre-pay option (checkin). However, the tender screen will popup with only the Charge option available during the checkout process just as a reminder that it is a Charge customer transaction. If the pre-pay option is enabled, and the customer wishes to pay later, just select the Charge option. That means the customer will pay at checkout. If the partial pre-pay option is enabled, and the customer is making a deposit, use the above process. Please note a deposit is not allowed, if the partial pre-pay option is not enabled. During the checkout process, if non charge customers don’t have enough funds to pay the balance, you may make a partial payment if this option is enabled.
For more information on how to enable/disable the above options, please see the Management section.
How to update ticket during checkout?
To update the invoice during checkout process, select the desire invoice and press the Update button.
How print rack/conveyor location during checkout?
To print the rack/conveyor location during checkout, Press the P/U Location button. Conveyor locations are also displayed under the loc column on the pickup list.