Starting a transaction

To start a transaction, you must select a transaction type and a customer number. The default transaction type is a sale and the default customer number is the one specified in Options Configuration.

If you want to perform a different transaction type, you’ll need to select it before beginning the sale.

The following transaction types are available:

• Sale

• Credit Memo

• Order

• Estimate

• Bid

• Quote

• Open Quote

• Special Order

• ROA

To start a transaction

• On the Action menu, choose Start Transaction. On the Start Transaction menu, press the number that corresponds to the transaction you want to start.

or

• Press the key on your keyboard that corresponds to the transaction you want to start, such as credit to create a credit memo.

After selecting a transaction type, you must select the customer number. The default cash customer number is usually *5. The default cash customer number for your store is displayed in the Customer box.