Before you can use the Sale of non-stock non-franchise parts functionality, there are some conditions to be met:
Non-franchise part defaults parameters are completed
Make sure that the Back/back P/Orders field contains also an S in the POS Parameters.
What do you want to do?
To use the normal process of the system
Select from the Main menu the Point of Sale option, combined with the concerning company.
The POINT OF SALE menu is displayed.
Select from the POINT OF SALE menu, the Point-of-sale option.
Select if necessary the required department.
Select if necessary the required operator.
The Point Of Sale form is displayed.
Type the non-stock part number in the New product field and press Enter.
The message is displayed, that the part number is not found on the Stock file or Price file.
You have to create a stock record (add the part to the WIP), create a purchase order and receive the part in purchase control. Now you can pick the part from stock.
The Quick entry form is accessed, when the users enters the part number of a non-stock part and Quick entry is set for this part in the Non-franchise part defaults parameters.
The user can add non-stock parts to a WIP via the Quick entry form. The stock record and purchase order is automatically created. The user has to receive the parts manually in Purchase control and after this pick the parts and invoice the WIP in Point-of-Sale.
To use the quick entry without automatic receive
Select from the Main menu the Point of Sale option, combined with the concerning company.
The POINT OF SALE menu is displayed.
Select from the POINT OF SALE menu, the Point-of-sale option.
Select if necessary the required department.
Select if necessary the required operator.
The Point Of Sale form is displayed.
Type the non-stock part number in the New product field and press <Enter>.
The Quick entry form is displayed.
Note: As long as the user stays in this form there is no difference whether quick entry is set with or without automatic receive.
Type the GRN number and check the Supplier.
The fields GRN number and Supplier may be edited up to the point the Accept button is clicked.
The Accept button becomes available when the GRN number and Supplier are filled.
Click Accept
The displayed GRN number and the Supplier are used for all subsequently entered parts.
The fields in the Parts and Detail frame and the Save button will become available for editing.
If necessary enter the complete Part number, including the used part mask at least.
This field is filled the first time with the number which was entered on the WIP, after clicking save it is filled with the part mask, which has matched the first part number.
Type the Description of the concerning part.
Type the Quantity.
The Quantity cannot equal zero.
Type the Cost price.
The Cost price cannot equal zero.
The Save button becomes available when the Quantity and Cost price are filled.
Type the Selling price.
Click Save
Note: It is possible that the Selling price is checked if it is higher than the Cost price or that Profit margin is to low. These checks can be set in the POS parameters. If this is the case a message is displayed, the user can Continue (to confirm the values are right) or Cancel (to modify the values on the Quick entry form).
The Quick entry form is displayed.
Tip: The recently entered part is put on the WIP.
The user can enter the details of the next part, please return step 6.
This cycle may be executed any number of times in order to put several parts on the WIP with the same GRN number and Supplier.
The user can click Cancel to stop the process of entering new parts.
Click Cancel
A WIP number is allocated and the WIP is automatically saved.
Additionally records are created in the stock file for the entered parts and a purchase order is created using the specified GRN number.
The entered parts contain a status S in the WIP part line.
Now you can leave the WIP in Point-of-sale or add any other detail necessary.
The Quick entry process has stopped after saving the WIP, the receiving of the parts in Purchase control needs to be done manually.
To receive the created records manually
Select from the Main menu the Purchase control option, combined with the concerning company.
The PURCHASE CONTROL menu is displayed.
Select from the PURCHASE CONTROL menu, the Receive/delete order option.
Select if necessary the required operator.
The Mass Receive/Delete Order form is displayed.
Click on the By GRN number tab.
All GRN numbers are displayed in a list.
Select the concerning GRN number(s) by a left-click and click the Receive button.
A message is displayed that the update was successfully done.
Click OK
Now you can leave the Mass Receive/Delete Order form and return to the WIP in Point-of-Sale and invoice it.
Note: Receiving the parts has changed the status of the concerning part lines on the WIP from S to R. The part lines need to contain status P in order to have them invoiced.
The Quick entry form is accessed, when the users enters the part number of a non-stock part and Quick entry is set for this part in the Non-franchise part defaults parameters.
The user can add non-stock parts to a WIP via the Quick entry form. The stock record and purchase order is automatically created. Also the parts are received automatically on the Purchase order. After this the user can stay in the WIP to pick the parts and invoice the WIP.
To use the quick entry without automatic receive
Select from the Main menu the Point of Sale option, combined with the concerning company.
The POINT OF SALE menu is displayed.
Select from the POINT OF SALE menu, the Point-of-sale option.
Select if necessary the required department.
Select if necessary the required operator.
The Point Of Sale form is displayed.
Type the non-stock part number in the New product field and press <Enter>.
The Quick entry form is displayed.
Note: As long as the user stays in this form there is no difference whether quick entry is set with or without automatic receive.
Type the GRN number and check the Supplier.
The fields GRN number and Supplier may be edited up to the point the Accept button is clicked.
The Accept button becomes available when the GRN number and Supplier are filled.
Click Accept
The displayed GRN number and the Supplier are used for all subsequently entered parts.
The fields in the Parts and Detail frame and the Save button will become available for editing.
If necessary enter the complete Part number, including the used part mask at least.
This field is filled the first time with the number which was entered on the WIP, after clicking save it is filled with the part mask, which has matched the first part number.
Type the Description of the concerning part.
Type the Quantity.
The Quantity cannot equal zero.
Type the Cost price.
The Cost price cannot equal zero.
The Save button becomes available when the Quantity and Cost price are filled.
Type the Selling price.
Click Save
Note: It is possible that the Selling price is checked if it is higher than the Cost price or that Profit margin is to low. These checks can be set in the POS parameters. If this is the case a message is displayed, the user can Continue (to confirm the values are right) or Cancel (to modify the values on the Quick entry form).
The Quick entry form is displayed.
Tip: The recently entered part is put on the WIP.
The user can enter the details of the next part, please return step 6.
This cycle may be executed any number of times in order to put several parts on the WIP with the same GRN number and Supplier.
The user can click Cancel to stop the process of entering new parts.
Click Cancel
A WIP number is allocated and the WIP is automatically saved.
Additionally records are created in the stock file for the entered parts and a purchase order is created using the specified GRN number. The part lines on the purchase order are also automatically received.
The entered parts contain a status P in the WIP part line.
Now you can leave the WIP in Point-of-sale or add any other detail necessary.
Note: The part lines need to contain status P in order to have them invoiced.
