Using the New Sale window

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Last updated: Oct 05, 2021 by Richard Kennedy (Unlicensed)

Use the New Sale window to:


 Opening the New Sale window

To open the New Sale window:

  1. Either:
    • when starting sales entry for the first time:
    • select Module > Sales > Sales Entry from the main menu
    • select the business unit, if prompted to do so.
    • from the Sales Entry window:
    • click Accept to complete the previous sale
    • click Hold Sale to put the previous sale on hold
    • click Delete Sale to delete the previous sale
    • click Customer to edit the customer's name and address if not a community member.
    The New Sale window is displayed.

    Note: If the Enter Customer BEFORE Processing Sale field is deselected on the Sales sub-tab of the Business Units tab of Synergetic Financial Configuration, the Sales Entry window is displayed instead, and the New Sale window appears after a sale is accepted. See Using the Sales Entry window. Also see Synergetic Financial Configuration - Business Units - Sales sub-tab in the Finance manual.


New Sale window - key fields and buttons
Fields

Field

Description

Customer ID / Barcode

Identifier for the customer when entering a sale. You can:

  • leave the field blank if this is a cash sale or you want to search through all records of the constituency selected
  • scan the customer's barcode to input the customer number
  • type in the customer's Synergetic identifier
  • type in part or all of the customer's surname then search for matching records of the constituency selected.

Note: See the buttons below for details of searching.

Customer Name

Customer's name if the customer is not a member of the Synergetic community.

Address

Customer's address if the customer is not a member of the Synergetic community.

Buttons

Button

Description

Search for a current student using the Student Search window.

To search for a student:

  1. Enter search criteria that you know about the student.
  2. Click .

  3. Select the student.
  4. Click .

    The Sales Entry window is displayed. See Using the Sales Entry window.

Search for a staff member using the Staff Search window.
To search for a staff member:

  1. Enter search criteria that you know about the staff member.
  2. Click .

  3. Select the staff member.
  4. Click .

    The Sales Entry window is displayed. See Using the Sales Entry window.

Search for a future student using the Future Student Search window.

To search for a future student:

  1. Enter search criteria that you know about the future student.
  2. Click .

  3. Select the student.
  4. Click .
    The Sales Entry window is displayed. See Using the Sales Entry window.

Search for a Synergetic community member using the Find Name on Community window.
To search for a community member:

  1. Enter search criteria that you know about the person.
  2. Click .

  3. Select the person.
  4. Click .
    The Sales Entry window is displayed. See Using the Sales Entry window.

Display a list of sales that have not yet been closed off by you or other operators. See Editing a previous sale.

Resume a sale previously put on hold. See Resuming a held sale.

Check the price and the stock on hand of an item, without interrupting the current sales process. See Performing a price enquiry.

Open the cash drawer.

Note: If you do not have a cash drawer, the button will not be displayed.

The following window is displayed requesting the password, if it has been set.

Note: The password is configured using the No Sale Password field on the Page 2 tab of Synergetic Financial Configuration - Business Units - Sales sub-tab in the System maintenance manual. This can be set independently for each business unit at your organisation.

Print the docket for the last sale processed.

Click if either:

  • entering a cash sale, without any values selected
  • a customer name and address is used, for customers not in the Synergetic community.

Click if either:

  • exiting from Sales Entry
  • refreshing the New Sale window.