(Pick/Pack/Ship and Customer Order Management users only)
Totals Streamlining makes Order Entry quicker and easier by minimizing the number of keystrokes required to complete a transaction. For example, you can create a transaction without having to select the type of transaction first, automatically place the amount due in the Cash tender field, simplify the process of voiding a transaction, etc.
Totals Streamlining is controlled by a series of options in Options Configuration; this topic explains each of these options (plus one required security bit), and describes how to use the Totals Streamlining feature in Order Entry.
The option "Return to Header Screen After Each POS Transaction" (ID# 102) must be set to O (Order) to use Totals Streamlining.
Set up the following options in Options Configuration.
"Go to tenders screen when totaling an Order" (ID# 8203). Set this option to Yes so that after you press Total, you can immediately invoice the transaction by entering the amount tendered, or save the transaction as an Order, Quote, or Suspended transaction.
"Does Total's <Quote> button print or not print?" (ID# 5164). Use this option to determine if quotes created by pressing Quote from the Totals screen print or not.
"Does Total's <Order> button print or not print?" (ID# 5165). Use this option to determine if orders created by pressing Order from the Totals screen print or not.
"Default for the Print field in the Total's <Save As> dialog?" (ID# 5166). Use this option to set the default for the Print field located in the dialog that displays when you press Save As from the Totals screen.
"When to check for required PO on an order?" (ID# 8257) Use this option to determine whether the "PO Required" dialog displays at the start or end of transactions that require a PO number. This option defaults to S (start), but can be set to E (end) to require the PO at the end of the transaction.
"Default Cash tendered to amount due for cash customer transactions?" (ID# 8258). Set this option to Yes if you want the system to automatically place the amount due in the Cash tender field for cash accounts (accounts with the Charge Allowed field set to N in Customer Maintenance). Otherwise, leave this option set to No. Note: this option does not affect transactions for accounts whose Charge Allowed field is set to Yes.
"Type of prompt given when the clerk presses the Void Transaction button" (ID# 5167). If desired, set this option to determine what happens when a clerk voids a transaction. 1 = Prompt the clerk with a set of 3 reasons to choose from for why they are voiding the transaction (this is the traditional Eagle behavior when voiding a transaction), 2 = Display an "Are you sure?" warning to the clerk, 3 = The transaction is voided without any prompt or warning.
Set up the following security bit in Security Maintenance.
Bit 779 "Ability to take deposits on demand for order/special order/service order." If you don't want selected clerks to be prompted to take a deposit every time they save an order or special order, set this security bit (779) to Yes for those users, and set security bit 539 "Prompt for deposits on special orders or orders" to No for those same users.
In Order Entry, enter the items being sold, as you normally would.
Press Total.
Do one of the following:
Immediately invoice the transaction by entering the amount tendered in the Totals dialog.
Press Suspend , Quote, or Order to save the transaction for invoicing at a later time.
Press Save As. In the dialog that displays,
select Order, Quote, or Suspended transaction.
set the Print Yes/No field to the desired setting
set the Accept Deposit Yes/No field to the desired setting (if bit 779 is Yes). .
(Note: If an error or warning message displays when you press Total, then instead of the Tenders screen displaying after acting upon the message, the regular Finish Order Menu displays.)