Synergetic Financial Configuration - Business Units - Sales sub-tab

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Last updated: Sept 10, 2021 by Richard Kennedy (Unlicensed)
3 min read

Use the Sales sub-tab of the Business Units tab to configure the default settings for the way that sales are processed.
The Sales sub-tab consists of the following sub-tabs:


 Opening the Sales sub-tab

To open the Sales sub-tab:

  1. Select Module > System > Finance Configuration Maintenance from the main menu.
    The General tab of the Synergetic Financial Configuration window is displayed.
  2. Click the Business Units tab.
    The Business Units tab of the Synergetic Financial Configuration window is displayed.
    Tip: You can also open the Business Units tab by selecting System > Business Unit Maintenance from the main menu.
  3. Click the Sales sub-tab.
    The Sales sub-tab of the Synergetic Financial Configuration window is displayed.

    Note: There are three sub-tabs of the Sales sub-tab, Page 1, Page 2 and Page 3.
    The Page 1 sub-tab allows you to configure the default settings for the way sales are processed.


Synergetic Financial Configuration - Business Units - Sales - Page 1 sub-tab key fields

Field

Description

Allow Sale of Zero Stock Items

Select to allow a zero sale to be processed. You can select to:

  • be given a warning
  • process the sale without a warning
  • reject the sale entirely.

Customers Authorised for G/L Sales

Specify which types of customers can have a sale processed directly through the general ledger. General ledger sales are usually sales that are internal sales between departments in your organisation and are tax exclusive. You can permit:

  • Any customer who is a member of an authorised constituency.
  • Only staff members who have been granted permission on the Other tab of Staff Maintenance. See Staff Maintenance - Other tab in the Human resources manual.
  • Only staff members who have been authorised for that general ledger on the Security tab of General Ledger Maintenance. See General Ledger Maintenance - Security tab in the General ledger manual.

Require Customer to be Entered

Select if you require the customer to be entered when processing a sale.
For example, you elect not to enter the customer for a cash sale.

Require Credit Card Type

Select to force the operator to enter the credit card type.

Require Credit Card Number

Select to force the operator to enter the credit card number.

Require Credit Card Expiry

Select to force the operator to enter the credit card expiry date.

Require EFT Reference

Select if the business unit requires a reference for EFT operations.

Require Drivers License Number

Select if the business unit requires the customer to show their driving license when paying by cheque.

Require Order Number

Select:

  • Yes to always require an order number in sales
  • No to disable order numbers in sales
  • Optional to permit but not require an order number in sales.


Flags area fields

Field

Description

Advanced Point of Sale

Select if you want to use an advanced point of sale functionality for this business unit. This option is licensed separately.
This includes integration with cash drawers, customer display units, printers, discounting and (in a future release), EFT machines.

Scanner Enabled for Sales

Select if the business unit has a barcode scanner.
This affects the search functionality. Items are searched by barcode then item code.

Copy Last Sale Date when processing Sale

Use a copy of the previous sale date used when starting a new sale.

Adjust Quantity for Same Sale Item

If a customer purchases more than one of the same item, either:

  • clear this setting to display each item purchased on a different line on the sales docket

  • select it to display the items on the same line with the total quantity being bought.


    This can be set independently for each business unit at your organisation.

Allow Sales when Stocktake in process

Whether to allow sales entry while a stocktake is in progress for the selected business unit.

Clear to prevent sales entry while a stocktake is in progress. This avoids the stock being sold and disrupting the stock being counted.
The following window is displayed if this option is enabled and a user selects the business unit from sales entry that has a stocktake in progress.

Enter Customer BEFORE Processing Sale

Select this if you want to force the operator to enter the customer before processing the sale. If this is not selected, you are prompted to enter the customer after you accept the sale.
Note: If you make extensive use of price groups, it is recommended that you select this field, as prices are dependent on the constituencies and security permissions of each customer.

Prompt for GL sale (where authorised)

Select to prompt whether a sale should be a general ledger sale when the customer is authorised to make general ledger sales.

Show Consignment Stock in Blue

Select to display consignment stock in blue in the Item Selector.

Use default price for Consignment Stock

Select to use the default price group for consignment stock.