Overview
The manual sales function is often used by the retailer when they have sales that are not present in the database. This allows the store to post the sales to the CAS without having to ring up the sales on the POS. The quantity is the units sold and not the finishing quantity.
To import manual sales details into the database it is a two step process. First the transaction number must be generated using the manual sales import and then the actual manual sales item details must be processed. This two step process will only initiate the manual sale, an authorized user must commit the manual sale to complete the process. Make sure that the item you are selling is in the store that the transaction is being applied to. A common error is to check the venue warehouse balances for the item but not confirm that is in the store.
The manual sales function is often used by the retailer when they has a special event or off site sales where they did not use a POS. This allows the temporary store to post the sales and inventory back after the event is completed. That is why the quantity is the units sold and not the finishing quantity.
Note: Once successfully completed, the manual sale will be initiated. The user must now complete the transaction by committing the manual sale using the CAS Transaction>Inventory>sales>commit Transaction>sales>commit manual sales. Commit Manual Sales
STEP ONE:
Manual Sales:Store
Date: MM/DD/YYYY (Effective date of the manual sale) (Mandatory)
Venue ID: This is the ID of the store Venue where the manual sale is taking place. (Mandatory) Venue
Store ID: This is the ID of the Venue store where the manual sale is taking place. (Mandatory)
RegisterID: This is the ID of the register where the manual sale is processed. (Mandatory)
Employee ID: This is the ID of the employee who is processing the manual sale. (Mandatory)
Customer Number: This is the Customer Number of the customer who is purchasing the items
Remark: This is where user enters the remarks/comments for the particular sale. (Mandatory)
TaxExempt: 0 is taxable, 1 is tax exempt (Mandatory)Date: MM/DD/YYYY (Effective date of the manual sale) (Mandatory)
Customer Number: This is the Customer Number of the customer who is purchasing the items
Actions performed on successful import:
On successful import of the manual sales details, a transaction number is generated and the user must note it down to proceed to the second step of the import.
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