Point of Purchase Module (POP) - Order Total Tab

General Information

This tab screen contains the payment information and billing and totals information for the order.

See Also

Order Entry - Overview

Point of Purchase Module - Overview

How to Use the Screen

Selecting or Reviewing Payment Method

Select the payment method and complete or review the fields as required. When a method is selected, the corresponding button remains highlighted indicating that it is "depressed" and it is the selected method of payment.

Credit Card

Note: If you have a credit card reader installed on the workstation, swipe the card through the reader as soon as you select Credit Card as the method of payment. All fields below are then completed for you. Note: When using a card reader, you must program the unit to read track 1 or track 2 of a credit card, and you must disable both header and terminator characters.

CREDIT CARD TYPE - enter the code for the card type. Press F2 for a list.

CARD # - enter the card number.

EXPIRATION - enter the expiration date.

Note: If the Interactive Credit Card Authorization System On-Line Module is installed, press the APPROVE NOW button to authorize/transact the card immediately.

Check or Money Order

CHECK NUMBER - enter the customer's check number.

CHECK AMOUNT - enter the amount of the check.

Note: If you have a cash drawer installed on your workstation, it opens when you move off of the payment field with the ENTER or TAB key.

ENTERED BY - displays the User ID for the person who entered the order.

POSTED - indicates if the payment has been posted using the Post A/R Journal option.

Cash

AMOUNT TENDERED - enter the amount of cash received.   If you have a cash drawer installed on your workstation, it opens when you move off of the above field with the ENTER or TAB key.

Note: Once cash has been entered into the system, the order cannot be cancelled by a cashier. Changing payment methods requires supervisor approval.

Invoice

TERMS -displays either the default terms established globally or the specific terms for that customer.

P.O. NUMBER - enter the customer's purchase order number.

Multiple Payment

A multiple payment combines other payment types allocating amounts to each payment in the payment list. To enter a multiple payment,

1. Select the button for the primary payment - Invoice, Cash or Credit Card. These three are available as primary payments because they can be "charged as necessary."   Note:  If Invoice is being used with Cash and/or Credit Card, then Invoice is the primary payment method.

2. Complete the information required for the payment method selected and press ADD to add the payment to the payment list. Note: Credit Card can be used in any combination and multiple payments can be added. Specific amounts can be defined for each payment.

3. To change information on a payment in the payment list, select the payment and press VIEW/EDIT.

4. To delete a payment in the payment list, select the payment and press DELETE. Note: You cannot delete credit cards that have already been approved. To delete a card that has been approved, you must first view the Journal Transactions for the order, and then delete the individual transaction ID using the Apply Customer Payments function.

Shipping a POP Order

Select the button to SHIP THIS ORDER

1. Enter the shipping method code in the SHIP VIA field. If you do not know the code, press F2 for lookup. If the Automatic Shipping Calculations Module is installed, M.O.M. displays the Comparative Shipping Costs screen to enable you to select a shipping method based on comparisons between costs.

2. After selecting a shipping method, check to see that the correct shipping charge for the customer has been entered in the SHIPPING field under "Billing & Totals." You can edit this figure when necessary.

3. Optionally, to bill the shipping charges to the customer or a consignee shipping address, select the 3RD PARTY BILLING button to display the 3rd Party Billing Options pop-up screen. The button is only available for certain shipping system interfaces, including UPS OnLine. For Freight Collect, select the check box and then select whether the collect charges are to be paid using a UPS account number of by credit card.

Note: If some items are back ordered and other items are in-stock, you can select to ship the in-stock items ahead of the back ordered items. Press to ship ahead and split the invoice charges accordingly.

Checking Totals

In review mode, use the SHOW pop-up menu to select to show figures for Unbilled Total, Billed Total, or Order Total.

Note: When the order is totalled, some item prices may be subject to recalculation based on any one or more of the following special pricing parameters established in the Maintain Stock Item function.

• Mix & Match - if mix and match pricing is in effect for items on the order, unit prices will change automatically when one or more "matching" line items are entered.

• Source Key - if a source key pricing scheme is in effect for an item, M.O.M. displays an advisement at the bottom of the screen and unit prices are calculated accordingly.

• Catalog Code - if a catalog code pricing scheme is in effect for an item, M.O.M. displays an advisement at the bottom of the screen and unit prices are calculated accordingly.