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Point of Sale

This topic discusses various issues dealt with when invoicing to a Trade Club. Some key points to remember when you invoice a Trade Club member in Point-of-Sale (POS) are discussed below.

Note: This topic assumes that you are familiar with standard POS operation.

Invoicing to a Customer Account

When you invoice an account, the system picks up the Trade Club number from the first line of the address.

Cash Sale to a Trade Club Customer

By having the Trade Club number on the first line of the address, it produces a cash sale and still retains the Trade Club number on the invoices. When a cash sale takes place the Trade Club number is not automatically available.

In order to produce a cash sale and still retain the Trade Club number on the invoices, you must follow the steps outlined in the instructions listed below.

To invoice a cash sale to a Trade Club Customer:

  1. Open the WIP with the Sales Ledger account code selected to the customers account.

  2. Book out the parts as normal.

  3. Prior to invoicing, change the account code to the Cash Sales account (commonly C0002).

    4. The system prompts you whether or not to overwrite the customer details.

  4. Answer NO.

  5. Print the invoice.

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