Loading Tally 5 Records

Tally 5 records are used for brick, block, and tile, which are sold at POS by the each (EA) or by the square foot (SF), but are stored in the yard by the cube and by the strap, and possibly by the EA. When you sell a Tally 5 item (brick, block, or tile) at POS, you'll enter the quantity sold in your selling unit of measure (i.e. EA or SF), and the system will automatically indicate on the invoice the number of cubes, straps, and EA's (if applicable) that the yard person needs to pick. This information will print as a descriptor line following the normal print line for the item (Note: the descriptor is not visible in the POS posting grid, nor in QuickRecall).

To print the descriptor line on invoices, you must either be using Flex Forms, or you must have your invoice form type defined as Alternate Contractor (form type N) in Device Configuration.

Loading Tally 5 Records

1. In Inventory Maintenance, add the item as you normally would (if it doesn't already exist in your inventory file).
2. Click the Codes tab. In the Tally field, enter 5.
3. Click Change on the toolbar. The Brick Block Tile Maintenance dialog displays.

In the Quantity fields, you can enter a number with up to four decimal places. If you use the Round up/Round down feature of tally 5 in POS, this accurately calculates the number of tally 5 units that most closely matches the number of stocking units ordered. This also allows for more accurate posting of quantity sold if the quantity ordered was not an exact match to the quantity of tally 5 units to load.

If you stock and sell tile by the square foot, click here for an example of how to set up and use the tally 5 Round up / Round down feature for more accurate posting of square feet sold.

4. Enter the quantity (stock units) per storage unit of measure, starting with the largest unit in the Quantity 1 field, and continuing in descending order in the Quantity 2 and Quantity 3 fields. For example, if there are 500 stock units in a cube, enter 500 in Quantity 1. If there are 100 stock units in a strap, enter 100 in Quantity 2. In the Quantity 3 field, enter 1 since there is 1 unit in an each. Note that the Quantities you enter should be based on the Stocking unit of measure (rather than selling or pricing units.)
5. In the Unit of Measure fields, enter the unit of measure that corresponds to the quantity you entered in the previous field. In this example, Quantity 1 is the number of units in a cube, so cube (CU) is the Unit of Measure, Quantity 2 is the number of units in a strap, so strap (ST) is the Unit of Measure, and Quantity 3 is the number of units in an each, so each (EA) is the Unit of Measure.

If you don't see the unit of measure you need (i.e. cube or strap) in the drop-down list of units of measure, add them in Unit of Measure Maintenance (MUM).

6. In the Breaks Allowed field, enter Y if you sell the item in any quantity. Enter N if you only sell the item in specified quantities, such as by the cube or by the strap. If you enter N, and a POS clerk attempts to sell a quantity that doesn't match any of the units of measure you offer, then the POS clerk will be prompted to round up, round down, or allow the break.
7. Click OK.

For information about selling Tally 5 items at POS, click here.