Point-of-Sale

Contents

Introduction to Point-of-Sale

Point-of-Sale Menu

Point-of-Sale Form

Menu bar and Toolbar

Guest User Restrictions

Service Details Tab

Search for WIP Number Form

Print Courtesy Car Agreements Form

Parts Point-of-Sale Operation

Operator Identification

Loading Customer and Vehicle Information

Customer Word Search Form

Customer Search Form

Existing Customers

Creating Parts Lines

Exchange Unit Surcharged Parts

Searching the Manufacturer Master Price File

Searching Parts or Service Menus

Part Details Form

Stock Card Group

Part Details Form Buttons

Displaying Route Code Details

Route Code Details Form

Carriage Charges

Carriage Value Form

Displaying Inter-Company Transfers

ICT Details Form

Displaying Availability of Parts

Stock Availability Form

Other Parts Activity

Customer Orders and Backorders

Partial Backorders

Supersessions/Alternatives

Reserving Parts for Customers

Selling Parts Kits in Point-of-Sale

Consignment Stock

Displaying the History of a WIP

History of WIP Form

Service Point-of-Sale Operation

Other Jobs Exist Form

Extended Vehicle Details Form

Vehicle Health Check

Creating WIP Labour Lines

Labour Details Form

Description Group

Labour Details Form Buttons

The W Code and Menu Code Facility

Warranty/Payment Code Form

Amending Warranty/Payment Codes

Amend Warranty Codes Form

Amending Menu Codes

Amend Menu Codes Form

Rules for Deleting Menus within the Amend Menu Codes Form

Discount Percent Manager

Discount Percent Manager Form

Loading Customer Notes as a Text Line

Customer Notes in Edit Mode Form

Displaying/Amending Text Lines

Extra Text Form

Negotiating the Price

Negotiate Price Form

Current Negotiations Group

Available Lines Group

Fixed Price Settings Group

Sundries Calculation Form

Converting Miscellaneous Lines

Convert Miscellaneous Labour Lines Form

Sending an SMS Message

SMS Message Form

Displaying a Full Valuation, Applying a Discount or Loading an Adjustment Part

Full Valuation Form

Actioning the WIP

Routine Parts Activities

Raising a Parts Invoice

Foreign Currency Invoicing

Raising a Credit (Goods Returned to Stock)

Raising a Credit (Invoice Reversal to be Recharged)

Partial Credits

Raising an Estimate

Issues to Workshop or Bodyshop Jobs

Returning Parts Issued to an Uninvoiced Job from the Workshop

Parts Picking Slips

Routine Service Activities

Raising a Job Card

Raising a Service Invoice

Split Invoicing

Tag Valuation Form

Payment Contributions

Taking Cash Payments

Deposits for Parts on Order

Invoicing Parts Against Which a Deposit is Paid

Payment Detail Form

Cash Allocations

Cash Allocations Form

Applying a Contribution, Excess Payment or VAT Reversal

Total Contribution Form

MOT Log Entries

MOT Report Form

Raising a Sublet Order

Receiving a Sublet Order

Unreceiving a Sublet Order

Deleting a Sublet Order

Sublet Details Form

Description Group

Labour Controls Group

Order Information Group

Deliver To Group

Order Controls Group

Vehicles Awaiting Preparation

Vehicles Awaiting Preparation Form

Document Re-printing

Point-of-Sale Integration with Workshop Loading

Integration with Point-of-Sale System

Daemon Monitor Form

Printing Job Cards

Print Batch of Jobcards Form

Confirming Picking Notes

Confirm Picking Notes Form

Batch Printing Documents

Clearing Backorders

Print Batch of Documents Form

Backorder Statuses Form

Batching Invoices or Credit notes

Print Batch of Invoices/Credits Form

Contract Pricing

Contract Pricing Menu

Adding/Modifying Contracts

Parts Fixed Price and Enhanced Discount Parts Contracts

Parts Fixed Price Contract

Enhanced Discount Parts Contract

Contract Pricing Form

Searching for a Contract

Creating a Contract

Cloning a Contract

Creating Multiple Contracts

Updating a Contract

Deleting a Contract

Find Contract Form

Creating a Batch of Contracts

Batch Create Contract Pricing Form

Main Details Tab

Amending a Batch of Contracts

Contract Price File Form

Contract Reminders

Contract Reminders (SO) Form

Marking Dead Contracts

Mark Dead Contracts (SO) Form

Consolidating Contracts

Parts Sales Analysis

SO Parts Sales Analysis Menu

Top 20 Customers

Top X Customers Form

Top 20 Products

Top X Discount Codes Form

Viewing the Sales Analysis

Parts Sales Analysis Form

Adding or Modifying Sales Analysis

Sales Analysis Form

Reports and Enquiries

Reports and Enquiries Menu

Parts Audit Stock Reports Introduction

Standard Autoline Expense Codes

Tracing Reported Variances

Opposite Variances

Expected Error Statements

PO Lines with No Headers

WIP Log Errors on End-of-Day

Summary of Reports

Purchase Control

Stock Management

Summary of Postings

Checking for NL Journal Entries

Checking for Withheld Postings in the NL Posting Buffer

SO Enquiries Menu

Parts Stock Audit Menu

Parts Stock Audit Menu

Parts Verified on a Date - Summary Report

Parts Verified on a Date Form

Parts Invoiced on a Date - Summary Report

Parts Invoiced on a Date Form

Parts Decarded on a Date - Summary Report

Parts Decarded on a Date Form

Parts Purchased on a Date - Summary Report

Parts Purchased on a Date Form

Parts Verified on a Date - Detailed Report

Parts Verified on a Date Form

Parts Invoiced on a Date - Detailed Report

Parts Invoiced on a Date Form

Parts Decarded on a Date - Detailed Report

Parts Decarded on a Date Form

Parts Purchased on a Date - Detailed Report

Parts Purchased on a Date Form

Mis-Posted Items (Current) Report

Mis-Posted Items (Current) Form

Find Yesterdays Buffer Entries Report

Find Yesterday's Buffer Entries Form

Transaction Enquiry for a Date

Trans Enquiry for a Date Form

Sublet Labour Invoiced - Report

Sublet Labour Invoiced Form

Sublet Labour Received - Report

Sublet Labour Received Form

Tidy Discount Tables

Tidy Up Parts Discount Tables Form

Transaction Enquiries

Transaction Enquiry Form

After Sales Daily Operational Controls (DOC)

Parts and Labour Report

Generate Daily Operating Controls Form

Aftersales Daily Operational Controls (DOC) - All branches

Work in Progress

Work in Progress (SO) Form

After Sales Statistics

Aftersales Statistics Form

Departments Tab

Sales Types Tab

Departments Tab

Labour Types Tab

Resource Line Summary

Menu Profitability

Detailed Menu Breakdown Form

Breakdown For Menu Form

Parts Status Report

Parts Status Report (SO) Form

Labour Status Report

Labour Status Report (SO) Form

Till Report Form

MOT (VT12) Report

MOT (VT12) Report Form

Printing Discount/Nominal Tables

Print Discount/Nominal Tables Form

Discount Tables Tab

Nominal Tables Tab

Rebuilding Generic RTS Code Times

Rebuild Generic RTS Code Times Form

Detailed Parts WIP

Detailed Parts WIP (SO) Form

Detailed Labour WIP

Detailed Labour WIP (SO) Form

Franchise Specifics

CS Point of Sale Reports Menu

Customer Orders

SO CUSTOMER ORDER IMPORTS Menu

Receiving Customer Orders

Errors with Customer Orders

Importing Dealer Orders

Dealer Order Imports Form

Exporting Advice Notes

SO MISCELLANEOUS OPTIONS Menu

Depots & Branches

Depots & Branches Form

Depot Details - 1 Tab

Buddy Branches Tab

Department Codes

Department Codes Form

Terminal Details

Terminal Details Form

Terminal Details Tab

User Defined Buttons Tab

Point-of-Sale Operators

Accessing Point-of-Sale Operators

Creating a New Point-of-Sale Operator

Operator File Form

SO Controls Tab

Other Controls Tab

Franchise Selection Form

Service Codes Form

Service Details Tab

Setting Up Labour Rates Via Franchise Z

Editing Labour Rates

Labour Rates Form

Payment Types Form

Payment Codes Tab

WIP (Labour) Statuses

WIP Statuses Form

Parts WIP Statuses

Parts WIP Statuses Form

Condition Codes

Condition Codes Form

Discount Map Form

Discount Tables

Discount Tables Form

Discount Table Tab

Discount Categories

Discount Categories Form

Nominal Permutations

Nominal Permutations Form

Parts Permutation Tab

Labour Permutation Tab

Nominal Codes Form

Clone Nominal Codes

Clone Nominal Codes Form

Invoice Numbers

Invoice Numbers Form

Invoice Numbers Tab

Other Documents Tab

Invoice Messages

Invoice Messages Form

Invoice Messages Tab

SMS Default Messages

SMS Messages Form

Route Details Form

Parts Route Code

Service Route Code

Carriage Table Form

Table Details Tab

Lost Sale Reasons

Lost Sale Reasons Form

Editing Customer Details

Customer Details Form

Account Defaults Tab

Print Indicators Tab

Upselling Records

Franchise Specific VSB Accounts

Franchise Specific VSB Accounts form

SO SYSTEM MAINTENANCE Menu

Preventing/Allowing Access

Prevent/Allow Access Form

Recovering Failed WIPs

Recover Failed WIPs Form

Lines with Delete Errors in the System Log

Stock Reconciliation

Stock Reconciliation Report Form

Updating Daybook Details

SO & PC Audit Update Form

Recording Sensitive Movements

Update labour WIP

Consolidating WIP Files

Consolidate WIP's

Consolidate WIP Files Form

Consolidate Import Log File Entries

Consolidating the Parts Log

Consolidate Parts Logfile Form

Nibbling Larch and Tarch Files

Consolidating the Labour Log

Consolidate Labour Logfile Form

Consolidating Dealer Backorders

Viewing the Transaction Log

View/Reprocess Transaction Log Form

Transaction Display Form

Viewing the Inter-Company Transaction Log

View Intercompany Transfer Log Lines Form

Inter Company Display Form

Sorting/Printing Discounts

Sort/Print Discounts Form

File Usage Statistics

File Usage Statistics Form

Resetting in-Use Flags

Reset in Use Flags Form

Verifying Files

Verify Files Form

POS Parameters 1 Form

POS Parameters 2 Form

Miscellaneous Tab

POS Parameters 3 Form

POS Parameters 4 Form

Document Titles Page 1 and 2 Tabs

System Parameters

SO System Parameters Form

System Parameters Tab

Format Stationeries Tab

Format Stationery Print Indicators Tab

SO/DISP Buttons Tab

System Controls

System Controls Form

System Controls Tab

Other Point-of-Sale Issues

Surcharge Procedures

Inter-Company/Branch Transfers

Parts Delivery Control

Processing a Picking Slip Document through to Printing an Invoice and a Deliver Document

Parts Delivery Control Form

Edit Order Form

Editing an Order Prior to Printing an Invoice and a Deliver Document

Viewing the Parts List

[Parts List] For Information Only Form

Updating Zones to Show All Parts are Picked

Picking Control

Updating Zones from the Point-of-Sale Form

Sales Ledger Accounts that Use Delivery Notes

Pick Control Maintenance Form

Pick Control Pickers Maintenance

Pick Control Pickers Form

Transferring Pushed Lines to Another POS Company. (If installed.)

Transfer Pushed Lines to...Form

Workshop Jobs Operator Filter (If installed.)

Workshop Jobs Operator Filter Form

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