This facility allows individual Point-of-Sale companies to have different discount routines without having to create a Sales Ledger (SL) account for each Point-of-Sale company. A Point-of-Sale operator with high priority can access the customer account details and amend the discounts rather than going into the Sales Ledger. Standard functionality exists that allows you to create and maintain records. There are up to four tabs to complete:
Note: The settings on the customer details file override the settings on the Sales Ledger account.
To access customer details:
The POINT OF SALE menu is displayed.
Select Miscellaneous options.
The SO MISCELLANEOUS OPTIONS menu is displayed.
Select the Edit customer details option.
The Customer details form is displayed.
The Customer details form is displayed when you select the Edit customer details option from the SO MISCELLANEOUS OPTIONS menu. From this form you can create and maintain customer details.
Account: Enter the Sales Ledger account number.
Tip: Click the Ellipsis button
to search for an account.
Customer's name: The customer name on the Sales Ledger account. This is defaulted into the field when you select the SL account number.
Discount code 1 and 2: The Sales Ledger discount code. In Discount code 1, enter the code to be used for sales of stock/parts. In Discount code 2, enter the code to be used for sales of stock/parts via the workshop.
Tip: Click the Ellipsis button
Analysis code 1 and 2: The Sales Ledger analysis code. In Analysis code 1, enter the code to be used for sales of stock/parts. In Analysis code 2, enter the code to be used for sales of stock/parts via the workshop.
Tip: Click the Ellipsis button
Sales rep 1 and 2: Enter the code of the sales representative. In the Sales Ledger, this code is held on the Other Details tab of the account record. In Sales rep 1 enter the Parts rep code. In Sales rep 2, any non-blank value tells the system that the customer has imprest stock or acts as a prompt for the sales rep to inform the customer of the imprest stock facility.
Pricing category: The method of contract pricing. Enter one of the following:
- P: Price
- D: Discount
- B: Both
Pricing table: Enter the pricing table.
Price/discount editable: Tick the check box to make the Selling price and Discount percent fields editable in the Price group box on the Part Details form.
POS priority to use: Enter the POS priority (0-9) to use this account on a WIP in Point-of-Sale.
Mandatory order no: Tick this check box to make the completion of an order number mandatory on the Order tab of the WIP in Point-of-Sale.
Discount printing: This field allows you to specify which discount value is printed on invoices. Enter one of the following:
- C: Prints the discount code from the parts record.
- P: Prints the discount percentage.
- V: Prints the discount value.
- B: Prints nothing at all (Blank).
Note: If this field is left empty, the system uses the value entered in the Discount print format field on the Printing tab of the Flags-Priorities POS parameters.
Invoice/credit note copies: The number of invoice/credit note copies to be produced.
Price picking slips: Tick this box to invoke priced picking slips.
Stop short order: Prevents orders from being invoiced if you have insufficient stock.
Default labour rate: The default labour rate.
Labour discount code: The labour discount code. This is the Customer Discount type (A-W) displayed in the left-hand column of the discount map.
Route: The parts van delivery route code or group route code applicable to this customer.
Tip: A list of valid route codes is available from the drop-down menu.
Route Sequence: The parts van delivery route sequence which is used as a reference-only field to inform the POS operator of the drop-off sequence. This overrides the sequence held on the Other details tab of the Sales Ledger account record.
Codes (part numbers) can be specified here that show the result of a calculation made on parts and/or labour lines of certain types according to percentage and maximum and minimum rules. These calculations can be available to Parts and/or Service departments.
Note: If the fields on this tab are completed, and the Sundries active flag is ticked on the Fastrack tab of the POS parameters, the system uses the calculation entered here. If the fields here are not completed, and the and the Sundries active flag is ticked, the system uses the calculation in the POS parameters.
Sundries calculation:
Code: The non-franchise part number used on the WIP to hold the value of the sundries charge.
T: The terminal type to which the sundry item applies. Enter one of the following:
- P: Parts
- S: Service
- B: Both
L: The type of sundry item (line type) used to calculate the total value of sundry charges. Enter one of the following:
- P: Parts
- L: Labour
- B: Both
Analysis code: The analysis codes to which the sundry items are charged. Products with the listed analysis codes (parts) or labour type codes are used to calculate the total value of the invoice.
Perc%: The percentage to be used for the calculation of the invoice total.
Minimum: Enter the minimum amount to be added to the invoice total.
Maximum: Enter the maximum amount to be added to the invoice total.
Budget to estimate: This uses the budget functionality based on a printed estimate. When an estimate is printed, the budget (for Estimates the initial budget value is set to zero) from the WIP header is automatically populated from the gross value of the WIP. Any new lines added are then checked against this populated budget value and refused if the operator does not have sufficient priority or WIP budget value. The Use budgets flag on the Header tab of the Flags-Priorities POS parameters controls the activation of the Budget functionality.
Delivery note format: The format used to print delivery notes (if different to the standard delivery note format identified in the SO system parameters).
Parts invoice format: The format used to print parts invoices (if different to the standard invoice format identified in the SO system parameters).
Service invoice format: The format used to print service invoices (if different to the standard invoice format identified in the SO system parameters).
Override invoice printer: The printer to which all formats are printed (if different to the standard printers identified in the Point-of-Sale Terminal Details).
Default backorder status: The status to which all parts are set in cases where zero stock is found on the system at the time of order. Backorder statuses are set up in the Discount categories option on the SO MISCELLANEOUS OPTIONS menu, and identified in the Back/back P Orders and Flag parts on status fields on the Main tab of the POS parameters.
Note: During the Intersystem Ordering process, this status is only used if the parameter Stock order terms is not ticked. If the Default backorder status is blank and the Stock order terms (below) is not set, then the parameter POS / System Parameters / Flags-Priorities / Parts 2 / Status if not will be used.
Superseded parts: Allows this customer to use superseded part numbers when the original part is no longer held in stock or available from the supplier.
Note: If this field is not ticked, no supersession information is offered. The original part must be considered to be the part number to be supplied irrespective of whether a supersession is applied to the part number in question.
Default measure unit: On the stock record it is possible to indicate the quantity in which the part is sold. This field determines whether the operator can split a pack (edit the Unit of Issue) on the Part Details form in Point-of-Sale for the customer, and can only take place if the selected unit is greater than that of the stock record. Set this field to one of the following:
- 0: Stops the POS operator from splitting a pack quantity
- 1: Allows the operator to split a pack quantity into individual items if required.
- 2: Sets the default in POS to the unit of stock from the stock file and allows further operator splitting
Note: The ability to split a pack is also determined by the priority specified in the Pack override field on the Parts 1 tab of the Flags-Priorities POS parameters.
Field to populate CUSTREF: Select the field from the Point-of-Sale WIP header that is to be used to populate the Customer reference field on the Transactions tab of the Sales Ledger account record. The Vehicle preparation field held on the Other details tab of the SL Customer Account Details form must be set to CUST.
Field to populate MISCREF: Select The field from the Point-of-Sale WIP header that is to be used to populate the Misc reference field on the on the Transactions tab of the Sales Ledger account record. The Vehicle preparation field held on the Other details tab of the SL Customer Account Details form must be set to CUST.
Allow fixed prices: Tick this box to automatically set this field held on the POS parts details form, when a part is loaded against an individual customer.
Note: The Allow fixed prices field on the Parts 1 tab of the Flags-Priorities POS parameters is no longer used, and has no effect within Point of Sale.
Update demand: The ability to decide whether parts are supplied to this customer is included in the update demand routine in Stock Management (to allow for abnormal demand of an individual part). In POS, it is possible to indicate whether the system should generate a sales history for the part, by ticking the Update demand field on the Part Details form, or the Update demand field on the Options tab of the WIP. If the field is ticked, the system updates the Demand since field, and the Requests and Units columns on the Demand tab of the stock record. If unticked, the sale does not affect the sales history/order demand. (This field is normally unticked for freak demands that are not part of the normal demand pattern.)
Note: There is also a field called Update demand on the Main tab of the POS parameters that determines whether the demand is updated on order or when the parts are sold to the customer.
Use VOR stock: The account can be set to override the VOR reserved flag on the Stock Management product group (if a reserve stock quantity has been agreed).
Stock order terms: The account can be set to give stock terms on all parts orders irrespective of discount category (backorder type). Stock orders terms are set up in the Discount Map/Tables which force a discount category onto the WIP.
Default stock order status: This flag is used in conjunction with the stock order terms flag to act as an agreed backorder status (S for Stock, for example).
Note: During the Intersystem Ordering process, this status is only used if the Stock order terms flag is set, and if set will take preference over the Default backorder status (above) at all times.
Round to issued in: Rounds any quantity input to the nearest issued-in multiple.
File transfer parameters:
These parameters relate to the file transfer of Inter System Orders (ISOs), in which separate Autoline systems and companies are used at different dealerships:
Order transfer ID: The Manufacturer Systems Generic File Transfer (GFT) type to use for inter system orders.
Advice note transfer ID: The Manufacturer Systems Generic File Transfer (GFT) type to use for inter system advice notes.
Default franchise: Parts are normally prefixed with a franchise letter, which is displayed in the Part number field on the Part Details form in Point-of-Sale. The customer from which you are importing dealer orders may use a different franchise letter to you. This franchise letter is replaced with the default franchise letter entered here when ISO parts are transferred. The default franchise letter is also used for parts transferred without a franchise letter.
Status if no part: The status at which parts lines are set if invalid parts are requested on transfer between companies.
Dealer Number: The manufacturer's dealer number.
This tab displays up to five print indicators which are set up on the Format Stationery Print Indicators tab of the SO System Parameters. The value of these fields is available to the format stationery derived fields, and can be used to modify or suppress the printing of certain values on POS documents. For example, to suppress printing of the mileage for certain customers. No other program logic is applied to these settings.
Note: The Print Indicators tab is only displayed if at least one of the print indicators is completed on the Format Stationery Print Indicators tab of the SO System Parameters.
Flexible print indicators:
The print indicators are displayed in a grid. Tick the indicators that you want to use for this customer when printing POS documents.
