Resume Order Search Setup

Searching Suspended Orders.

Purpose of this document is to setup a search box prompt when you are resuming a transaction, for the purpose of eCommerce or Mail Order transaction resuming. The search will allow you to lookup orders without browsing through all of you open orders.
*if you wish to bypass this step you can press enter for the default option to scroll through all of you open or suspended orders.

This setup can replace scrolling through a long list of customer orders to find the desired order.

The search can be performed on suspended transactions on any one of the following items.
Phone Number format xxx-xxx-xxxx
First or Last name
Order confirmation number
Email address

prerequisite:
Mail Order Registers or Online Order Registers must be setup on the system you are resuming transactions on.
Applies only to host based registers or back-office connections.

Navigate to Menu Path POS-2-2

Select POS-2-2 Transaction Types

Select your Modifier code for resuming a transaction. The default is “RES” for Resume.

The “Cashier Prompt:” only needs to have information in it. For example the “Confirmation Number” is the example above. Keep in mind that this is a free form field record. You only need to have something in the Cashier Prompt to turn on this feature.

Resuming your orders

Select the resume feature or transaction type that you have setup. You should notice that you now have a search window that appears.
Input any portion of the web or suspended transaction.

Phone Number format xxx-xxx-xxxx
First or Last name
Order confirmation number
Email address

In the above example TOTAL is in the customers email address total-computing.com. All customers that meet that criteria will display in the search results with the orders that they have open.
Select the order that you wish to complete or view.

Print Pickslip

In POS.26.13 (Print Pickslips) the ‘Status’ has been modified to have a ?? button and a new option of O,E has been added that will print any un-printed orders regardless as to weather or not it has an ebook only.

Online Orders Resume Suspend and Modify

Resuming Online and Mail Order Transactions

Prerequisite

The employee resuming the transactions are setup as Cashiers.
The PC or Register has been setup to run “Back office” or Web orders.

Once you have received your online orders you will need to resume the transactions on the system to fulfill and complete the purchases. *note that the card used to purchase the items is not changed until the resume transaction has been complete at the store. Online orders and the credit cards used for them are only verified valid and are not charged until the online order is completed in the store.

Your register must be open for the day in order to complete web transactions. Referrer to the general cash register training for Opening your register.

Select the Transaction type Resume, Tap or Click the touch button, keyboard key or simple type |RES to bring up a listing of all pending orders on the system.
Select the order you are completing from the list of suspended transactions displayed.

3. Your order will be displayed on the screen with the items the customer purchased in their online order. Review the items and remove, add or adjust and verify the contents of the order. *note that freight will display on pickup orders as a $0.00 dollar amount.

* If you modify the Freight you must use the Frieght modify option. This will be setup when the webstore and registers for processing online orders were setup (MOF) **

*If you modify the any item in the webtransaction you must use modify buttons that were created during the setup procedures.(MOM)**

*(MOM) and (MOF) are specific modifiers for online orders. Don’t you keyboard shortcuts for modifying web orders. example |LIM (line item modify) this will not work on a web transactions.

4. Totaling the online order will auto populate the tender code and transaction amount. You don’t need to do any modifications to the tender code unless the customer is using a different payment method than the one they used online to make the purchase.

Press enter through the tender field.

5. When the transaction is completed you will be prompted to proceed to the Next Transaction or to Reprint the current transaction.

At this stage in the order fulfillment an email will be sent to the customer notifying them that there order has been completed. *these email setting are setup during the initial setup of the webstore

Mail Order & Online Order with Returns and Transaction Match Tender

Prerequisite

Original Transaction number, date and register. This can be in any form but all of the material is required to complete the return process.

On your back office, web register or any machine that has been setup to process web transactions go into the Cash Register function and select MORT, select the mail order return button or key that is setup to perform a mail order transaction.

2. Input the customer ID or preform a search using the ;user’s name or portion of name.

You will be prompted for the customer name or ID that preformed the original transaction that you are wanting returning items against.

If you searched using the ; keyword search, select the appropriate customer to proceed to return items.
If you input the customer ID the search results should not display and the process should move you past the lookup and allow scanning items for the return.

5. Once you have selected or input the correct customer all you will need to do is scan or type in the items that were on the original order into the sku field.

Once you have scanned or entered the items that you wish to return on the order and select Total you will be prompted for any shipping charges that you wish you apply to the return.
You can select a specific amount or select from a shipping table that you have setup or simple exit past this prompt.

Once you have scanned all of the items to be returned on the online order you will just need to Total the transaction and review the transaction total.
The Tender and amount should auto populate based off of the original transaction.
You will press “Enter” to proceed to the step

*note the system will not allow the tendered amount to be greater than the original purchase amount for the order.

**do not change the default tender code unless you are giving back cash or store credit. The tender determines what the cashier is prompted for.

After you have accepted the tender and amount you will be prompted on how you would like to accept the payment return method.
1. If the customer is present and has the credit card that they used to purchase the items you can have them swipe into your card reader their card when prompted.
2. If you choose to refund to the original card that was used for the transaction you would select the “Match” option. You can use the “Match” option even if the customer is present with the original purchase card and the customer will not need to do anything.

*note that not all web registers are equipt with a card terminal.

Input the transaction information is the only way to match a transaction against the original transaction. All of the inputs must match exactly.
It is important to note that even though you can have multiple Stations or Registers preforming web order usually all web registers utilize the same web register number.

If the system matches the original transaction you will be prompted to verify the last 4 digits of the original transaction.

*note you can find the last 4 from the email confirmations or by reprinting the original receipt. If you do not have access to that information you may run several sales reports or lookup the transaction under the Mail order Customer Maintenance.

If the transaction matches and the tender total does not exceed the original purchase amount you will be displayed a message that the adjustment to the customer’s card has been made and the funds will be set to return to their card.

The last prompt you will receive once the return has been completed is to move onto the next transaction.
The system should print-off a return transactions receipt.

Suspending & Resuming orders from your Web register

Any time that you are in a weborder transactions you can EXIT or ABORT to suspend the transaction or delete the transaction.
When you have selected a way to exit out of the web transaction you will be prompted to “Keep” or “Delete” the transaction. When you select the default option to “Keep” the transaction is restored to its original state so you can access the order at another time.
You can also select the “Delete” option when exiting your transactions and all of the information will be removed from the system and you will no longer be able to process that order.

*note that if you modify the online web transaction that those modifications will need to be added back as the “Keep” option restores the transaction prior to any of the users changes.

Declined Online Orders

When you receive a declined response from the transaction when you try to process a web online order you will need to reach out to the customer to inform them that their card has been declined.
You can use the ABORT, EXIT or SUSPEND options to leave the transaction. Make sure that when prompted to “Keep” or “Delete” the transaction that you select the Keep option until the issue has been resolved.

*Please note that credit cards are not charged until the online order has been fulfilled at your web register.

Web Order Returns

The steps below cover how to return a web order. It’s virtually identical to a regular return, with two exceptions; the transaction type and the tender.

These steps also include returning an ebook. That part of this process is the same for web and regular orders as well.

All web returns must be completed from a Host Connection or your regular web order machine.

Start by using the MORT transaction type or the return option under your web register
Look up the customer
Enter the items to return
1. For an ebook, enter the ebook SKU, or scan the ISBN and select the ebook option (if applicable)
2. Answer the prompts for the original transaction the ebook was purchased on
  1. This is so that the system can get the access codes and verify if they are valid for return
3. Confirm the access code is correct
  1. Repeat for any other ebooks
  2. Note that any access code that has already been activated is not a valid candidate for returns per Redshelf.
Total the transaction after all items have been returned
Select the appropriate shipping amount (if applicable)
The tender should default to the transaction amount + tender type
1. If not, enter the amount followed by the original tender type
2. e.g. 10.25AR 10.25CC 10.25EL 10.25BL 10.25BLM
If a Credit Card was used, select either the Match or Swipe option
1. Swipe allows the customer to return to a new card. This is rare for web transactions since the customer usually isn’t in the store with their card handy.
2. The Match option allows you to return the funds to the original card if a card was used on the original transaction.
  1. Answer the the original transaction prompts so the system can obtain the credit card token to use.
Press enter and the process is complete.

Campus Webstore Parameters

The following steps cover setting up the Campus Webstore parameters, email parameters, shipping and other settings in order to use the web store.

Email Parameters

The email parameters pertain to the email contents a customer receives when placing an order, which bookstore staff receive order notifications and what events trigger emails to be sent. These are found in POS-26-5.

The more technical fields will already be populated with the correct information (program file path, website url, SMTP settings, etc.). The only fields that a typical user needs to modify are listed below.

From Name: allows you to specify the name that appears on the email that customers receive. E.g. ABC Bookstore.
From Address: is where you would put an email address belonging to your organization. Typically whoever would interact with web customers and fulfill web orders.
Send CC to: allows you to specify multiple bookstore recipients who may wish to be notified when an order has been placed.
1. Multiple email addresses must be separated with a ; without any spaces
  - e.g. user1@bookstore.com;user2@bookstore.com
Subject: specifies what subject will appear on the order confirmation email that a customer receives.
Send email when user submits web order: Enter either a Y or N. Typically a Y
Send email when invoice is printed: When an order is fulfilled a Y will have the system email the customer that the order has been processed.
The “T-Mail Text” button goes to a second screen where the body of the email text can be manipulated. There is some code and variables that will appear in the default text. Those codes and variables should remain in the screen but specific parts can be changed.
1. For example the text may contain a line like “Your order #=CONFIRMATION has been processed. Expect it to ship within 24 hours.” Feel free to edit the regular verbiage or wording like the 24 hours but don’t remove the #=CONFIRMATION. This is a flag the system is looking for to inject the order confirmation number and could cause issues if removed.

Campus Webstore Parameters

The general parameters contain the bulk of the web store settings and are located in POS-26-4-1. This is where fee codes, shipping options, transaction types, tenders and other settings are maintained.

This setup presents a bit of a chicken or the egg paradox. Many of the fields prompt for entries like fee codes that may not be setup yet. If you would prefer to set those up first then they can be maintained in POS-22-3. Tax tables should already exist in POS-2-3-1. Shipping Tables (commonly referred to as Freight Tables) are covered in this document. Below are the points of interest for the different codes you will need.

Taxable freight code
Non-Taxable freight code (freight amount, not items, that is non-taxable)
Sales tax rate for pickup orders
- This should already exist for regular transactions. Reference POS-2-1 for the tax table currently in use for in store purchases.
A shipping table for each shipping method you may use.

We’ll start with the first, main screen and then progress from there.

Freight Taxable Fee Code: specifies what fee code to use when freight amount is taxed
Freight Non-Taxable Fee Code: specifies what fee code to use when freight amount is non-taxable
Pickup Order Tax State: enter the two character state code where items are being picked up.
1. For example, Utah would be UT, Arkansas is AK, etc.
Display ISBN Order Detail: enter a Y to display the ISBN in the order details.
Origination Zip Code: enter the zip code for the location shipping the order.
Encryption Type: will typically be ELEMENT
Default Tran Type: needs to be a web specific transaction type, typically MO
WebAR Tran Type: enter the transaction type used for AR tendered web orders, typically WEBAR.
Store #: should match the store entered at the top of the screen.
Register: must be set to WEB.
Default Tax Table: enter the default tax table to be used when processing web orders.
Tran Taxable: specify if web transactions should be taxable by default.
Use TotaLink: should be set to Y.
Taxable Merchandise table:
1. Enter the two character state code for any possible destination states. Tax rate used is based off of the billing address.
Taxable Freight table:
1. Enter the two character state code for any possible destination states. Tax rate used is based off of the billing address.
Shipping Tables table
1. These codes are maintained in POS-26-4-2 and are options that customers can select when checking out on the website.
Campus Integration
1. This is used for sites that integrate with a campus portal such as Black Board. Students can be directed from the campus portal to the website and automatically have their required books populated. This is not standard with the website but is available as a billable feature.
Tenders table:
1. This is typically already set with a CC tender and a description for each credit card network.

The Buyback screen – This is where you will setup your Online Buyback parameters.

Ratex screen is currently under development and is a special use case.
The Akademos screen is a special use case and is setup by TCS personnel.
The Faculty Adoption screen is covered in the faculty adoption process.

Below are instructions on how to utilize the GM, Text and Email parameter screens.

GM Webstore Parameters

This screen is reached by going to POS-26-4-1, then enter GM at the bottom of the screen.

Use Alternate Desc: a Y will tell the system to use the Alternate Description from the GM, MF web screen for an item as the items description on the website. A N will have the system use the regular description from the GM, MF record.
Use Web Flag: a Y will only allow GM items specifically flagged to show on the website to appear on the site. A N will allow ALL GM records to appear on the site.
Show Out of Stock: a Y will allow items to be purchased even if their quantity on hand is below the Out of Stock Qty level. A N will prevent items from selling on the website if their QoH is below the Out of Stock Qty level.
Multi Store Flag: should be a Y if you are a multi store environment.
Use Quantity on Order: flags the system to include the quantity on order in the quantity on hand calculations.
Allow Free Shipping: set to Y if you want to allow free shipping for GM specific items.
Image Path: is under development and should be left blank.
Low Stock Qty: set the quantity on hand amount where the system will display a Low Inventory message for items on the website.
Low Stock Msg: specify the message to display when an item meets the Low Stock Qty threshold.
Out of Stock Qty: set the quantity on hand level for when an item should be considered out of stock to the website.
1. This exists to prevent items that may be in a customer’s hands in the store from being sold by the website.
Out of Stock Msg: specify the message to display when an item meets the Out of Stock Qty threshold.
Default Weight: sets a default weight to be used for items that do not have a weight specified in their GM, MF web screen.
Override Store: can be used to specify which store’s inventory to pull quantity from in a multi store setup.
Block Purchases: will block the ability for all GM items to be purchased on the website. They will still be shown, but there will be no add to cart button.

TX Webstore Parameters

This screen is reached by going to POS-26-4-1, then enter TX at the bottom of the screen.

Honor MF Flag: a Y will only allow TX items specifically flagged to show on the website to appear on the site. A N will allow ALL TX records to appear on the site. This is typically a N for textbook items.
Image Path: Under development and should not be used.
Show Out of Stock Message: enter a Y to display the out of stock message or a N to not show the message once New and Used out of stock threshold has been reached.
Use Pending Return Qty: tells the system to use pending return quantities in the quantity on hand calculations. Typically a N.
Default Weight: specify a default weight to be used when weight has not be specified in the TX, MF record.
Allow Free Shipping: can be used to deny or allow free shipping for TX items.
New Low Stock Qty: set the NEW quantity on hand amount where the system will display a Low Inventory message for items on the website.
New Low Stock Message: specify the message to display when an item meets the NEW Low Stock Qty threshold.
New Out of Stock Qty: set the NEW quantity on hand level for when an item should be considered out of stock to the website.
1. This exists to prevent items that may be in a customer’s hands in the store from being sold by the website.
New Out of Stock Message: specify the message to display when an item meets the New Out of Stock Qty threshold.
Used Low Stock Qty: set the USED quantity on hand amount where the system will display a Low Inventory message for items on the website.
Used Low Stock Message: specify the message to display when an item meets the USED Low Stock Qty threshold.
Used Out of Stock Qty: set the USED quantity on hand level for when an item should be considered out of stock to the website.
1. This exists to prevent items that may be in a customer’s hands in the store from being sold by the website.
Used Out of Stock Message: specify the message to display when an item meets the Used Out of Stock Qty threshold.
Override Store: can be used to specify which store’s inventory to pull quantity from in a multi store setup.
Show New Prices: left empty or Y will display New textbook prices on the site. N will now show prices.
Show Used Prices: left empty or Y will display Used textbook prices on the site. N will now show prices.
Show Rentals: a Y will display rental items for purchase. N will block rentals from showing.
Show eBooks: a Y will display eBook items for purchase. N will block eBooks from showing.
Block Purchases: will block the ability for all TX items to be purchased on the website. They will still be shown, but there will be no add to cart button.

Buyback Parameters

Online Buyback Parameters

To enable the ‘Buyback’ option on your website menu, call support.

Log to POS.26.4.1, enter in your store number and then select BB=Buyback from the bottom options

Fill in each of the parameters below as you need for your store.

Store Credit %: This is where you can issue store credit for an item. Leave blank if you will not be issuing store credit but instead you will be issuing a check.
Retail %: This is the percentage of the retail selling price that will be displayed for the buyback, similar to the percentage parameter setup in Textbook buyback.
Retail Rounding: This is the rounding direction used for the Retail percentage. (‘U’p, ‘D’own)
Retail Coin: This is the rounding coin to use for online BB. (5, 10, 25, 50, 00)
Wholesale %: Same as retail but for wholesale pricing
Wholesale Rounding: Same as retail but for wholesale pricing
Wholesale Coin: Same as retail but for wholesale pricing
Retail Wording: This is where you can set the verbiage to display for Retail Pricing.
Wholesale Wording: This is where you can set the wholesale verbiage.
EBB Need Wording: Enter the verbiage to use to show what your need is.
Buying Wording: Enter the verbiage to use to display that you will be buying a title.

Not Buying Wording: Enter the verbiage to use for titles that you will not be buying.

Email Webstore Parameters

These parameters can be found in POS-26-4-1 and then enter E for Email Parameters

This screen allows you to list the staff email address(s) to send email notifications when an order has been placed. Simply enter one email per line.

Setting up Shipping Tables

Shipping tables, which are often times referred to as freight tables, are used to establish different price points to charge for freight based off of the total order amount. They can be found in POS-26-4-2 or by clicking the ?? button next to the Code field and then clicking on the Maint button at the bottom of the selection list found in POS-26-4-1.

Freight Code: is the code used to reference the freight table.
Web Description: is what the customer sees when selecting the shipping options when checking out.
Shipper Code: is a free form field for reference. Examples would be FedEx, UPS, USPS, etc.
Ship Method: is a free form field that should reference a shipping method supported by the shipping company. E.g. second day, over night, ground, etc.
Days to Ship: is a reference field where you can enter the average number of days in transit for this shipping method.
Live Freight: references a billable add on module to the website and is typically False
Free Shipping Subtotal: allows specifying a minimum order amount, that when met or surpassed, will trigger free shipping.
1. For example, if 100.00 is entered any order over $100.00 will not be charged shipping.
Additional Handling Fee: enter an amount to be charged to every order as a handling fee.
Calculation Method: left blank
Dollar Amount Freight Table
1. Any amount UP TO the amount entered will be charged the fee entered in the Shipping Fee Field
2. In the screenshot shown every order will be charged 9.21 in shipping
3. If multiple price points are desired then the lowest “cap” should be entered first with the next level cap being entered second and so on.
  1. Sub total of 100.00 with fee 9.00
  2. Sub total of 200.00 with fee 12.00
  3. Sub total of 500 with fee 15.00
  4. Sub Total of 99,999.99 with fee 20.00
  5. Would result in orders of $1 – 100 being charged $9 in shipping. Orders of $100.01 – $200.00 being charged $12 and $200.01 – $500.00 will be charged $15.00 with everything above that up to $99,999.99 being charged $20.00
Quantity Freight: charges specific fee amounts per item on the order.
1. First Item Fee: specifies the fee amount to charge for the first item.
2. Additional Item(s) Fee: the fee amount to charge for each additional item beyond the first item.

Adding GM Items to the Web

The following are instructions on how to add GM items to the website, create catalogs and assign images to an item.

Adding Items to Web

The primary way to display items is via a catalog. An example of some catalogs could be Electronics, Mens Apparel, Women’s Apparel, Prints and Frames, etc. all containing items that pertain to that theme.

An item can be assigned to as many catalogs as you would like. For example a Nike men’s t-shirt could belong to a Nike catalog, a t-shirt catalog and Men’s Apparel.

The only other way for items to appear on the website is via a search. If an item is flagged to show on the web, but does not appear on a catalog, then a search is the only way for that item to be accessible to your customers.

The recommended process is to first create your catalogs and then go to each item that will appear on the web and assign their image, alternate titles, special web pricing, etc.

Creating Catalogs

Catalogs are maintained in POS-26-2. Please note that many of the fields on the screen and their functions are under development and may not be functional or require a specific value.

The Catalog ID is the record ID for the catalog
Description is what will appear on the menu bar of the website
1. Catalogs will automatically show up on the website once they are created.
Sort sequence is the order in which catalogs are listed on the site menu
1. A catalog with Sort Sequence 1 will appear first, sequence 2 will be second, etc.
2. If two catalogs have the same sort sequence then the site will list them alphabetically
Start and Expire Date allow you to specify when the catalog should or should not appear on the site.
1. If you don’t want a catalog to appear on the site, but would like to keep it for reference or future use, then give it an expire date of -1 and it will no longer appear on the site.
Suppress Thumbnails is currently under development and should be left blank.
Columns on Page allows you to set the number of columns displayed when showing the catalog items.
1. This may be overwritten by site themes which will render it unusable.
Type is to set the type of catalog. The default normal catalog is ‘C’ but you can set a catalog to any type. The system will maintain certain catalogs ( BEST.SELLERS, SALE.ITEMS, NEW.ITEMS), if you wish to manually maintain these catalogs yourself then you will need to set the ‘Expire Date’ on these to an historical date and then create a new catalog with the correct description and set the ‘Type’ to correspond to catalog you are creating.
1. C=Catalog
2. H = Home Page
3. F = Featured Catalog
4. N = New Items Catalog
5. B = Best Sellers Catalog
6. S = Sale Items Catalog
7. R = Recommended Items Catalog
Restrict to Store is for multi store environments and allows you to restrict the catalog to the store number you enter.
Sale Discount allows you to apply a percentage discount to every item listed in the catalog.
1. It only applies to items current on the catalog. If you add items later then you will need to go back to the Sale Discount field, enter the percentage and press Enter to update the newly added items.

Adding Items to a Catalog

If items are already flagged to appear on the web then they can be added to the catalog through Catalog Maintenance by typing their SKU into the SKU field. This would be the process if the web product has been in use for some time and most items are already setup to display on the website.

New customers will need to change their GM items to appear on the web. By default all or no items are flagged to appear on the web (POS-26-4-1, GM, Use Web Flag field), so the next step is to flag the specific items you want to be available on the website. If there is a large group of items, such as all items in a particular class, then TCS staff can flag those in mass to appear on the web.

Adding an item, assigning images, customizing item page information and descriptions are all done through the GM, MF record of the item.

To get started log to the GM module and then enter MF at the menu, look up an item you would like to add and make note of the W=Web option. By choosing that we can get to the web maintenance part of the item record and add it to the website.

The include on Web field must be set to a Y or an A to flag it to appear on the website.
1. Y will have it appear as long as it meets the low and out of stock requirements. If it drops below the out of stock threshold then it will no longer appear.
2. A marks the item as always available for purchase, regardless of stock levels. This can be used for special orders and other scenarios.
3. N for Never would be used if, by default, all GM items are web enabled
4. NQ for No Zero QOH is under development and should not be used
Alternate Title: provides the option to specify a description other than the main description of the MF item. Whatever is entered here will override the GM description for the item when it displays on the web.
Graphic Link Name: maps the GM item to the image uploaded (image uploading covered below). The name entered must be exact including case and include the image file’s extension (common file types are .jpg, gif and .png)
1. Additional images may be added using a comma to separate the image names. The first image is the default image for the item, additional images will be in the order that they are arranged in the field but must all be separated with a comma.
Special Web Price: is an override price for the item if it is sold on the web vs. rung up at the register.
Out of Stock Qty and Low Stock Qty: are item specific overrides to the low and out of stock levels specified in the web general parameters (POS-26-4-1)
Targeted Item: allows you to weight the item more heavily in search results on the site.
Weight: can be used to specify a shipping weight.
Allow Free Freight: flag as Y for free freight.
Specific Freight Amt: will set a shipping cost for the item.
Override Freight Code: can be used to ship the item a specific way regardless of what is chosen by the customer at checkout.
Print Shipping Label: is for live fright customers only and is currently under development.
Web Comments: is used for additional product info and appear at the bottom of the page. HTML markup can be used for formatting as well.
Catalog ID: is a listing of catalogs that the item is currently assigned to. You can also assign the item to a catalog by entering the catalog ID in this field.

Save the record once all desired fields have been filled out. Please note that while changes are made live immediately, your browser session may have cached the catalog information and may take up to 10 minutes to update. You can typically force an update by pressing CTRL+F5 to request a non-cached version of the page.

Managing Images

Images must be uploaded for each item and the image name, including the file extension, must be included in the GM, MF, web screen shown above.

Points of Interest for Images

Supported image formats:
1. .jpg and .gif are supported on all versions of the website. .png is supported in version 3.x
Image sizes
1. When uploading an image the site will automatically generate scaled down medium and small versions for thumbnails and other views.
2. Images should not be much larger than 1024 pixels in width. Images that are too large may not upload or will take a considerable amount of time to load for your customers.
Use human friendly naming conventions.
1. Many cameras will name images with something like 01012017_0001.jpg which is a month, day, year and counter format. Rename your images to something more meaningful to make them easier to work with.
2. Avoid special characters in image names. A dash (-) or underscore (__) are the only special characters that should be used.

Uploading Images

Log into the site with an administrative account
1. Accounts can be elevated to admin status by going to POS-26-21, bring up the account and change the Account Type to A. If the account does not exist then you can create the user id here and set the account type to ‘A’. After you create the account you will need to go to the website and on the logon screen select the ‘Forgot Password’ option to have a temporary password sent to you.
2. The user will need to log out and back in on the website to apply that change.
Go to Site Administration on the landing page.
Click on the Upload Management icon
Here you can either select the option to Upload New Files or Manage Files in the table beneath.
1. Upload New Files
  1. Click on the Add files… button which will display a window to browse to and select your images.
  2. Multiple images can be uploaded by holding shift or ctrl when selecting images.
    - Click on the Open button once all items are selected.
  3. A list of images will appear similar to the image above.
    - Take a look at the size of each image. Anything in the KB range or low MB range (e.g. 1.05 MB) is fine. Anything over 10MB you will want to consider resizing to a smaller size.
    - All images can be uploaded by clicking on the Start upload button beneath the drop down.
    - Individual images can be uploaded by clicking on the Start button on their line.
  4. A progress bar will display for the entire upload along with a progress bar for each image being uploaded. Once each item is done uploading it will then have a Remove option in case you want to back out.

Manage Images

Images that have already been uploaded can be viewed by going to Account, Site Administration, Upload Management and then clicking on the Manage Files on the right hand side of the table.

Here you can view the image names, remove an image, download a copy or continue on to upload more images by using the Upload New Files on the top right.

Mail Orders & eCommerce also known as Web Order Processing

Fluency in basic POS functions is required. This document will not attempt to train basic POS functions, except as they will apply to MO and eCommerce

The primary difference between a Mail Order and an eCommerce order is that the eCommerce order is pre-loaded by the customer over the Internet and is stored in the Suspended Transactions File while awaiting store action.

From the POSiTrak Main Menu, choose 1 or MO or choose option 26 (and then 1). Some logins can be designed to skip this step and automatically log the user onto the Mail Order Menu.

The menu is divided into four parts; Order Entry & General Parameters, Maintenance & Inquiry, Reports, and Freight.

Sales are entered the same way that a regular walk-in customer is handled with only a few exceptions. The Sales Screen is divided into three parts.

The Upper portion of the Cash Register screen contains header information about the transaction. The Sales Clerk field defaults to the individual logging onto the register, the Tran Type field determines what type of transaction is being used and is either MO or MORT for Sales and Returns, the Tran Number field is a sequential counter for that specific register, the Store field defaults to the store number, the Date defaults to the current date, and the Register number is a unique identifying number for that register, Customer Name and Confirmation Number. All of these components are vital in identifying each individual transaction, and are printed on the Pick List and Invoice.
Main Sales Entry – This is where all of the individual items are entered into the register. Items can be scanned in using the register scanner or entered manually using the keyboard. Many of the programmable function keys of the keyboard will be used in this area. eCommerce and Suspended transactions will have this portion preloaded with the merchandise purchased.
Tender / Totals – This is where all your tenders will be entered. You will also see the sub-total, tax, and total amounts here.

Exiting

Use the ‘EXIT’ key to exit out of the Cash Register screen.

You may exit out of and return to the cash register screen as many times as you wish. Exiting does not close out your register or zero out any totals. When you return to your register screen, you will be able to continue with your normal sequence of transactions.

To get back to the Cash Register screen, follow the directions for ‘Logging On’.

Make sure you use the EXIT key only while the cursor is at the ‘TRAN TYPE’ field. If you use the EXIT key while in the middle of a transaction, it will act like the ‘TRANSACTION ABORT’ key and will nullify any information you have entered during your present transaction.

If you do not have a preprogrammed keyboard you can type |Exit. (The “|” (pipe) symbol is usually above the enter key).

Transaction Types

The following are available transaction types with a brief description.

Open

This will be used to Open the register. Until the register has been opened, no transactions can be run on the register.

This is used for most Sale transactions. Since this is usually set as the default Tran Type there is no function key setup. At the end of each transaction, the cursor will default back to the Tran Type field.

MORT

This is used for most Return type transactions. To use this Tran Type, either type in the MORT code or press the function key labeled MO Return. AR Returns will not use this Tran Type

The X is used to get an ‘X-REPORT’. This is used when you are ready to count and reconcile your drawer. The x-report will give you all totals for sales and tenders since the last time your drawer was set back to ‘zero’ through a z-close. The x-report will not zero out any amounts.

The CLOSE key is used to do a ‘Z-CLOSE’ when you are ready to close out the register and do a final reconciliation of the drawer. The z-close will close out the register and zero out any totals. The z-close report will give you all the same information that the x-report does.

Tender Codes

The Tender Code determines whether the transaction will be processed by credit card, debit card, cash, check or by other means. The most common tenders are listed below with a brief description. All of these tenders have a function key assigned to them.

Multiple tenders can be used until the total amount of the amount due is paid.

CHECK

Used in accepting either a personal or business check as a method of payment.

CREDIT CARD

Used in accepting credit cards as the method of payment. The system can be setup to accept Visa, Master Card, American Express, Diners Club, as well as others.

DEBIT CARD

Used in accepting debit cards as the method of payment. Unless a “Debit Card” system has been setup at the University, this will usually not be an option. Visa type debit cards will normally be processed as a credit card unless a ‘pin’ number is required. Special setup is required to accept cards using a pin number.

GIFT CERTIFICATE

Used in accepting system generated gift certificates as the method of payment.

ACCOUNTS RECEIVABLE

Used in most cases of Accounts Receivable / University Charge type transactions.

Entering Transactions

From the POSiTrak Main Menu, select the Cash Register option to get to the POSiTrak Sales Entry screen (POS-01). Some logins can be designed to skip this step and automatically logon to the Cash Register.

The Sales Clerk field is filled in automatically by the system with the name of the employee currently logged in.

In the Tran Type field, enter the transaction type that you would like to use. You can see a list of transaction types by entering “??”. Many of the registers will be defaulted to a transaction type of Sale. If you wish to close the register, enter the transaction type that is set up to close the register; if you wish to open it, enter the transaction type that is set up to do so. Upon first entering the register (anytime after the register has been closed), the transaction type of OPEN will automatically appear.

The Tran Number field is automatically filled in with a sequential transaction number. The Store field is automatically filled in with the store number from the register parameters. The Date field is automatically filled in with the register date. The Register field is automatically filled in with the register number from the register parameters.

In the Qty/Sku/Mod field, you can enter a SKU, an ISBN, or a modifier. To change the quantity, enter the new quantity then press the Quantity key. The Qty field should change to reflect the new quantity. You can select a SKU or ISBN by entering the item name, title, or other cross-reference term.

The Description field is filled in automatically. If the SKU or ISBN that you enter doesn’t have a price associated with it, you must fill in the Price field with the appropriate price. The Extended field is calculated by multiplying the value in the Price field with the value in the Qty field.

To move from the item entry section of the cash register screen to the tender entry section, press the Total key. When the Total modifier has been entered, the Sub Total, Sales Tax, and TOTAL fields are automatically filled in.

In the Modifier or Tender field, enter the tender amount followed by the tender code. For three dollars in cash, you would enter “3.00” and then press the key for the tender that you wish to use. You can also enter a modifier in this field to void an item or transaction, return to the item entry section, apply a discount to the transaction, and the like.

Once you have entered enough tenders to meet or exceed the total amount due, the system will tell you the amount of change that should be given to the customer. It then gives you the option to continue or reprint the receipt. Once you press [ENTER] to continue, you will be returned to the Tran Type field to begin a new transaction.

Scanning Items

Scan in the item with the hand-held scanners. You may scan a manufacturer’s bar code, or a system generated bar code. To scan, press trigger on scanner while holding over bar code. Try not to move the scanner around too much while scanning for better scanning results.

Manually Entering Items

By SKU

Enter in the item number. When you manually enter the number, the number must match exactly as it is in the Master File. The system will not accept only part of the number.

By Description

Enter in any part of the description of the item. The system will match exactly the description you tell it to. For example, if you type in “SHAM”, it will pick up ‘Shampoo’ as well as ‘Shamrock’, but will not pick up ‘Shmp’(as an abbreviation for Shampoo).

If a ‘List Box’ is displayed, you may scroll through the list until you find the item you are looking for. If you do not find the item, you may want to try under a different description. When you have located the item in a list box, choose the corresponding number to the left of the item.

Modifying Items / Transactions

Changing Quantities

Enter in the quantity amount of the item being purchased.

Press the ‘QUANTITY’ key to accept the amount entered.

Continue entering items or press Total to complete the transaction.

Applying Discounts

There are several different keys defined to apply a percentage discount or a dollar amount discount.

Changing Tax Status

Use the keys defined to modify the tax on an item or for the entire transaction.

Price Changing

Press the ‘PRICE CHANGE’ key if the price displayed is incorrect, or if there is a special sell price for the item.

Enter in the new price of the item as indicated by the prompt in the bottom left hand corner of the screen. When the new prompt displays, it will show as a markdown at the line item level, but will reflect the correct pricing at the sub-total line.

Complete the transaction as you would any other transaction.

The ‘PRICE CHANGE’ key will only work for the line item most recently entered. If you need to change the price of a line item other than the one that you have just entered, you will not be able to use this key.

Precautions should be used to password or set security levels on this key to prevent unauthorized use.

Canceling items

To cancel the last lined entered:

Press the ‘CANCEL LAST LINE’ key when you want to cancel the last line item entered in the sales entry screen.

Resume entering in items or press total to complete the transaction.

You may only cancel the last line item only once. Though you may use the ‘Cancel Last Line’ key multiple times throughout the transaction, you can only use it once per line.

To cancel any line:

Press the ‘CANCEL ANY LINE’ key.

Enter in the line number of the transaction you wish to cancel.

The ‘Cancel Any Line’ key may be used multiple times during any transaction.

e-Commerce

(These options will also work for Mail Order transactions.)

Resuming online Financial Aid Transactions

Split Tenders FA Transactions.

PosConnect/AR Split Tender

See details here http://tcs-training-wp.azurewebsites.net/dwkb/colleague-split-tender-checkout/

Setup

Please contact support to setup AR or POSCONNCECT Split Tender options.

Web Customer View

The change that you will see on the web is, as a customer, they will shop as normal. When they select the option to go to the cart the first thing they see will be the cart details and asking if the will pay with Financial Aid.

If they select ‘No I will NOT use Financial Aid’ then they will continue as normal

If they select ‘Yes I’d like to use Financial Aid’ as seen below.

The customer will get presented with their address information to confirm/edit as needed and at the bottom of the screen they will need to enter in their student ID and then click on the ‘Show Shipping Options’.

Now they will select their Shipping option from the list setup by the store.

Enter in any Order Comments that are needed and then click/check the checkout policy box then ‘Proceed To Payment’.

The customer will then need to enter in their credit card information, this will only be used if they order items that are not covered by the amount or type of aid the customer has.

And finally, if the customer will see a message thanking them for their order and then receive an email with the order information confirming that the order has been received.

Processing a Web Order

Your register must be open for the day in order to complete web transactions. Referrer to the general cash register training for Opening your register.

Select the Transaction type Resume, Tap or Click the touch button, keyboard key or simple type |RES to bring up a listing of all pending orders on the system.
Select the order you are completing from the list of suspended transactions displayed.

* If you modify the Freight you must use the Frieght modify option. This will be setup when the webstore and registers for processing online orders were setup (MOF) **

*If you modify the any item in the webtransaction you must use modify buttons that were created during the setup procedures.(MOM)**

*(MOM) and (MOF) are specific modifiers for online orders. Don’t you keyboard shortcuts for modifying web orders. example |LIM (line item modify) this will not work on a web transactions.

Press enter through the tender field.

5. When the transaction is completed you will be prompted to proceed to the Next Transaction or to Reprint the current transaction.

At this stage in the order fulfillment an email will be sent to the customer notifying them that there order has been completed. *these email setting are setup during the initial setup of the webstore

Mail Order & Online Order with Returns and Transaction Match Tender

Prerequisite

Original Transaction number, date and register. This can be in any form but all of the material is required to complete the return process.

On your back office, web register or any machine that has been setup to process web transactions go into the Cash Register function and select MORT, select the mail order return button or key that is setup to perform a mail order transaction.

2. Input the customer ID or preform a search using the ;user’s name or portion of name.

You will be prompted for the customer name or ID that preformed the original transaction that you are wanting returning items against.

If you searched using the ; keyword search, select the appropriate customer to proceed to return items.
If you input the customer ID the search results should not display and the process should move you past the lookup and allow scanning items for the return.

5. Once you have selected or input the correct customer all you will need to do is scan or type in the items that were on the original order into the sku field.

Once you have scanned or entered the items that you wish to return on the order and select Total you will be prompted for any shipping charges that you wish you apply to the return.
You can select a specific amount or select from a shipping table that you have setup or simple exit past this prompt.

Once you have scanned all of the items to be returned on the online order you will just need to Total the transaction and review the transaction total.
The Tender and amount should auto populate based off of the original transaction.
You will press “Enter” to proceed to the step

*note the system will not allow the tendered amount to be greater than the original purchase amount for the order.

**do not change the default tender code unless you are giving back cash or store credit. The tender determines what the cashier is prompted for.

After you have accepted the tender and amount you will be prompted on how you would like to accept the payment return method.
1. If the customer is present and has the credit card that they used to purchase the items you can have them swipe into your card reader their card when prompted.
2. If you choose to refund to the original card that was used for the transaction you would select the “Match” option. You can use the “Match” option even if the customer is present with the original purchase card and the customer will not need to do anything.

*note that not all web registers are equipt with a card terminal.

Input the transaction information is the only way to match a transaction against the original transaction. All of the inputs must match exactly.
It is important to note that even though you can have multiple Stations or Registers preforming web order usually all web registers utilize the same web register number.

If the system matches the original transaction you will be prompted to verify the last 4 digits of the original transaction.

If the transaction matches and the tender total does not exceed the original purchase amount you will be displayed a message that the adjustment to the customer’s card has been made and the funds will be set to return to their card.

The last prompt you will receive once the return has been completed is to move onto the next transaction.
The system should print-off a return transactions receipt.

Suspending & Resuming orders from your Web register

Any time that you are in a weborder transactions you can EXIT or ABORT to suspend the transaction or delete the transaction.
When you have selected a way to exit out of the web transaction you will be prompted to “Keep” or “Delete” the transaction. When you select the default option to “Keep” the transaction is restored to its original state so you can access the order at another time.
You can also select the “Delete” option when exiting your transactions and all of the information will be removed from the system and you will no longer be able to process that order.

*note that if you modify the online web transaction that those modifications will need to be added back as the “Keep” option restores the transaction prior to any of the users changes.

Declined Online Orders

When you receive a declined response from the transaction when you try to process a web online order you will need to reach out to the customer to inform them that their card has been declined.
You can use the ABORT, EXIT or SUSPEND options to leave the transaction. Make sure that when prompted to “Keep” or “Delete” the transaction that you select the Keep option until the issue has been resolved.

*Please note that credit cards are not charged until the online order has been fulfilled at your web register.

Store processing of Split Tender

The order will come to the store as a suspended transaction, just like a normal CC transaction. The store personnel will be able to run the pick slip reports (POS.26.10 or 13) and pending order reports the same as they do regular web transactions.

Bring up the suspended transaction the same as other web transactions

Since this will be treated as a POS Connect or FA order, you will get prompted to look up the customer the same as your existing POSCONNECT/FA transaction (POS Connect is used in the example).

The Account ID will be brought in from the transaction where the customer entered it on the web site.

Select the fund source that you wish to use for this transaction

The transaction will load each item and validate the customer has the funds to cover each item that was ordered. If the customer goes over their limit or has purchased something that is not covered by their fund source then a message will display that the SubClass limit has been exceeded or that the limit has been reached. Click on the ‘Yes’ button to add the item to the cart and to proceed, if you select ‘No’ then the item will not be added to the cart.

Once all of the items have been added to the transaction, the transaction will show the Total amount and also the Original fund amount, Available funds and the cash due that will be placed on to the credit card when the transaction is finalized.

After selecting the ‘TOTAL’ button, the transaction will automatically enter the amount of funds to be used by the FA/POS Connect transaction tender, the cashier will just hit the ‘Enter’ key on the keyboard.

The transaction will then apply the financial aid funds to the customers fund source and report if there were any issues. Once the financial aid amount has been successfully applied then any additional amount will be applied to the credit card that was entered on the website.

Adding a Memo

Use the MEMO modifier to add a memo to a line. If the memo is not for the current item that was entered/scanned then you can preface the command with the line number you want to add them memo to. For example: to add a memo to the current line just press the MEMO key. If you want to add a memo to line 2 enter a 2 followed by the MEMO key. If you don’t have a MEMO key then enter |MEMO (to add a memo to line 2 enter 2|MEMO).

Back Orders, Cancellations

To change the quantity of an item choose the MOModify key. If you don’t have one you can type |MOM. You will be prompted for the line number to modify – enter the line number. You will then be able to: 1) Change the Quantity Shipped, Change the item from New to Used (or Used to New), and specify a Back Order quantity, and you can add a memo to the line.

Override Freight Amount

To change the freight amount choose the ModifyFreight key. If you don’t have one you can type |MOF. This will allow you to modify the freight from the list of your freight options, enter a specific amount, or select a specific freight table.

Printing a Picking List

To print a Pick List choose the PickList key. If you don’t have one then you can type |PICK. This will print a pick list to use for gathering the merchandise. It is best to EXIT the e-Commerce transaction afterwards.

Other Register Functions

Global Inquiry

Press the ‘ITEM INQUIRY’ key to look up an item.

Scan or manually enter in the item in question.

Press enter to exit out of the item.

Press enter to return to the Cash Register screen.

The item inquiry key can be used at any time while in the cash register screen. When you return to the cash register screen, you will return to the point from where you left from. You may use the item inquiry key as many times during a transaction as you wish.

Gift Certificates

Purchasing a Gift Certificate:

Press the ‘Gift Cert Purchase’ key.
In the window that displays, enter in the information you need. (all the fields are optional except the value field – enter in the value of the gift cert) (it is recommended that you fill in the “Purchased By” and “Purchased For” fields)
When you fill in the amount of the gift certificate on the actual gift certificate, you must write down the voucher number on the gift certificate! The voucher number is automatically given to you when you press the ‘Purchase Gift Certificate’ key. The number is located towards the top left hand corner of your screen with the prompt of “Voucher Number:”
After you have filled in all the necessary information for the gift certificate, and only after you have written the amount and voucher number on the gift certificate, press “Enter” to ‘Save’ the gift certificate to the system.
Continue on with your transaction as you would any other transaction.

NOTE:

You may purchase multiple gift certificates per transaction (if they are buying 2 $20.00 gift certificates, you will be processing two different gift certificates in the system and they will have two separate ‘voucher numbers’.

Only sell a gift certificate during a “SALE” transaction since that is what you are doing – you are ‘selling’ an item to them.

Redeeming a Gift Certificate:

After entering in the items the customer is purchasing and you have pressed the total key, press the “Gift Certificate” tender key.
At the prompt “Enter Voucher Number”, enter in the voucher number written on the gift certificate.
Validate the gift certificate through the receipt printer.
Complete the transaction as you normally would.

Line Item Memo

After entering an item to purchase, you can press the “Memo” key to add a free form text message that pertains to that specific item. The text message will print on the receipt.

Suspend

You can suspend any SALE transaction as long as you have not placed a Tender (form of payment) towards the transaction.
1. Process the Sale transaction as you would any other transaction.
2. After all items have been entered into the register, press the Suspend key.
  1. The suspend key can be pressed while either in the sales entry screen or in the tender area.
3. At the prompt Enter the customer’s name, enter the name of the customer for whom you are suspending the transaction for.
  1. Once you enter the customer’s name and press enter, the system will move the transaction to a separate file and you will be returned to the Cash Register screen.
To get a report on your suspended transactions;
1. From the POS Master Menu, choose the RP option for the Report Menu.
2. Next choose option number 6 for Miscellaneous Reports, then option number 5 for the Suspended Transaction Report.
You can choose to print the report to your screen (terminal) or to the printer.

Resume

To resume a suspended transaction, press the Resume key when the cursor is at the Tran Type field.
Choose the transaction that you want to resume from the list of transactions.
Complete the transaction as you would any other transaction.

Item Exchange

While in the ‘POSiTrak Sales Entry’ screen, press “Enter” to accept the default tender of “SA” for a sale transaction.
Enter items as you would a normal sale transaction.
To enter a ‘return’ item:
1. Press the “ITEM EXCHANGE” button
  1. (if you have more than one of the same item being returned, enter in the amount being returned then press the item exchange button — if two items are being returned, press “2” then “ITEM EXCHANGE”)
2. Enter the item by scanning, manually entering the SKU number, or by description.
When you are through entering in items being sold or returned, press the “TOTAL” key.
Complete the transaction by entering the amount tendered

Store Credit

Issuing a Store Credit

A store credit can be issued any time the balance owed (the total) is a negative balance (whether through a return or exchange). If you have a negative balance after you have pressed the ‘Total” key, press the “Store Credit” key.
A small window will display where you must fill in the name, address, and phone.
All the fields in the window are required fields. It is recommended that you enter their name, their ‘company’ or ‘squadron’ for the address, “WP” (for West Point) for City, ST Zip, and then a phone number (any phone number will do)
Press “Enter” to save the store credit to the system.
Make sure you give the customer the receipt. The receipt will have the voucher number on it, and they must provide the receipt in order to redeem their store credit.

Redeeming a Store Credit

After entering in the items the customer is purchasing and pressing the total key, press the “Redeem Credit” key.
At the prompt “Enter Voucher Number”, enter the voucher number that is on their original receipt.
Complete the transaction as you normally would.

Aborting (Voiding) a Transaction

Press the ‘TRAN ABORT’ key when you want to cancel any transaction.

The Tran Abort key can be used any time during the transaction to cancel it out. A transaction is not completed until a Tender amount and Key have been entered. Once a Tender Key has been pressed you must complete the transaction you are on. You must then use the ‘Post Void’ key to cancel out the transaction.

Special Orders

Overview

Special Orders are used when an item that is not in stock is placed on order by a customer. The order can then be added to another PO going to the same vendor, or created specifically for that customer. When the order arrives, the customer will then be notified to pick up the item. The following document shows how Special Orders work with the TCS Retail software.

Special Orders are used for items not in stock. Three major processes are involved: Placing the Special Order, Receiving the Special Order, and Picking up the Special Order by the customer.

Placing Special Orders

In Cash Register Screen in POS, enter a regular Sale transaction type.
Hit the Special Orders function key you have set up.
Enter the information to go on the Special Order. If a deposit is entered, this amount will be added to the Balance Due.

Special Order Maintenance

There are two ways to get to the Special Order Entry screen (POS-24-1). If you wish to enter a new special order, you must access the screen by selecting the Cash Register option from the POSiTrak Main Menu and then entering “SPO” as the transaction type. For more information on the cash register, see page XYZ. If you are going to modify an existing special order, you can access the screen from the POSiTrak Main Menu by selecting the Special Orders option followed by the Maintenance option.

In the Special Order ID field, enter a period to assign the next available ID number to the new special order. If you are modifying an existing order, enter the ID number assigned to that order, the name of the customer, or enter “??” to see a list of existing orders.

In the Customer Name field, enter the name of the customer who is placing the order. If the customer is representing an organization, enter the name of that organization in the Organization field.

In the Primary Phone field, enter the primary phone number where the customer can be reached.

In the Secondary Phone field, enter any other phone number where the customer might be reached.

In the Address fields, enter the customer’s address.

The Date of Request field is automatically filled in with the current date. If the customer requested the items earlier, you can modify it.

In the Deposit Field, enter any deposit amount that the customer will pay on the items.

You can enter up to three lines of notes in the Call Notes field.

In the SKU field, enter the SKU of the item that is being ordered. The Description field is filled in automatically.

In the QTY field, enter the quantity that the customer wishes to order.

In the Special Instructions field, enter any special instructions on the handling of the item.

If the customer picks up the items, enter the number of items picked up in the Picked Up field. The Date Picked Up field is automatically filled in with the current date, but it can be modified.

Repeat steps 10 through 13 for each item you would like to order.

Press [ENTER] twice to save the order.

If you want to create Pending Orders for the items, enter “Y.” Otherwise, enter “N.”

Optional Step:: For GM or TRADE create a Pending Order. For Text items, add them to a Manual PO.

Finish the Sales transaction.

Print off a copy of the receipt for the customer and a copy for ordering personnel.

Log to the module where the item exists (GM, TRADE or TEXT).

Place the Order. (Cancel if you discover an order is not necessary).

Receiving Special Orders

Enter a receiving log as normal.
If there are any outstanding Special Orders in the master file, a comment will be automatically be added to each line item with special order quantities.
Optional: Print special order tags to tag items with person’s
Optional Step: For GM or TRADE name, phone, address, title, author, special order number, date. You must have a Special Order tag code setup (SPO tag type).
Optional: Place special order tags on items.
Notify customer that item has arrived.

Picking up Special Orders

Customer picks up special order items.
Customer takes items to the cashier.
Do a regular Sale transaction.
For the line items enter the Special Order Pickup Modifier. (To set this up go to Special Order Pickup Modifier.
This will take you into Special Order maintenance. Put in the quantity being picked up.
The program will automatically add these items to the current transaction.
Total the transaction.
At the tender code entry, if a deposit was made on the special order, enter the amount of the deposit. For the tender type use the Special Order tender.
You will be prompted once more for the special order id, enter it.
Use any other tender type to pay for the remaining portion of the sales transaction. When all items are picked up, the special order will be flagged with a “P” status as “Picked up”.