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Eagle Point of Sale (POS)

Quick Reference

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Eagle Point of Sale Quick Reference

Copyright © Epicor Software Corporation 2013.Eagle Point of Sale

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Table of Contents POS Posting Screen .................................................................................................................................................... 1

Online Help ................................................................................................................................................................ 2

Feedback ............................................................................................................................................................. 2

Basics ......................................................................................................................................................................... 3

About Security ..................................................................................................................................................... 4

Enter POS ............................................................................................................................................................ 4

Exit POS ............................................................................................................................................................... 4

Cash Sale ............................................................................................................................................................. 4

Check Sale ........................................................................................................................................................... 5

Bankcard Sale ...................................................................................................................................................... 5

Charge Sale.......................................................................................................................................................... 6

Credit Memo ....................................................................................................................................................... 6

ROA—Received on Account ................................................................................................................................ 7

Change Customer During a Transaction ............................................................................................................. 8

Enter Cash Customer Information ...................................................................................................................... 8

Posting ....................................................................................................................................................................... 9

Look Up Item Information ................................................................................................................................. 10

Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer ................................................................ 10

Look Up a SKU with QuickFind .......................................................................................................................... 10

Insert a Line—Comment or SKU ....................................................................................................................... 11

Insert a Comment Line .................................................................................................................................... 11

Insert a Comment or SKU Between Two Lines of a Transaction ..................................................................... 11

Sell Multiple Items from the Inventory Viewer ................................................................................................ 11

Display All Postings of a SKU ............................................................................................................................. 12

Discount or Promo an Item ............................................................................................................................... 12

Override a Price or Sell an Item at No Charge .................................................................................................. 12

Change the Tax Status of an Item ..................................................................................................................... 13

Charge tax on an item that is normally non‐tax .............................................................................................. 13

Do not charge tax on an item that is normally taxable ................................................................................... 13

Return an Item During a Sale Transaction ........................................................................................................ 13

Add Special Order Items to a Sale Transaction (“Mixer”) ................................................................................. 14

Calculate Subtotals ........................................................................................................................................... 14

Price an Item in Multiples (for example, 3 for $1.00) ....................................................................................... 15

Sell an Item with Multiple Selling Units (MSUs) ............................................................................................... 15

Sell Substitute Items ......................................................................................................................................... 15

Sell Serial Number Items ................................................................................................................................... 15

Total ......................................................................................................................................................................... 16

Discount a Transaction ...................................................................................................................................... 17

Split Tender/Accept Multiple Payment Types .................................................................................................. 17

Pay with an Alternate Tender (Gift Card, Store Credit, etc.) ............................................................................ 17

Issue a Store Voucher ....................................................................................................................................... 17




Voids ........................................................................................................................................................................ 18

Void an Item ...................................................................................................................................................... 19

Void a Transaction ............................................................................................................................................ 19

Reverse a Transaction / Post Void .................................................................................................................... 19

Reverse an ROA ................................................................................................................................................. 20

No Sales ................................................................................................................................................................... 21

Cash a Check ..................................................................................................................................................... 22

Print a Raincheck ............................................................................................................................................... 22

Print a Gift Receipt ............................................................................................................................................ 22

Open the Cash Drawer ...................................................................................................................................... 23

Enter a Paid In or Paid Out ................................................................................................................................ 23

Reprint an Invoice ............................................................................................................................................. 24

Test Form Alignment for Invoice....................................................................................................................... 24

Change Customer Display Message to Closed .................................................................................................. 24

Miscellaneous .......................................................................................................................................................... 25

Look Up a POS Transaction with Quick Recall .................................................................................................. 26

Suspend a Transaction ...................................................................................................................................... 26

Recall a Suspended Transaction ....................................................................................................................... 27

With a barcoded receipt .................................................................................................................................. 27

Without a barcoded receipt ............................................................................................................................ 27

Recover an Aborted Transaction ...................................................................................................................... 27

Offline POS ........................................................................................................................................................ 27

Enter offline POS ............................................................................................................................................. 27

Exit offline POS ................................................................................................................................................ 28

Credit cards in offline POS ............................................................................................................................... 28

Layaways .................................................................................................................................................................. 29

Create Layaways ............................................................................................................................................... 30

Recall Layaways ................................................................................................................................................. 30

Modify Layaways ............................................................................................................................................... 31

Take Payments on Layaways............................................................................................................................. 32

Take the Final Payment on Layaways ............................................................................................................... 32

Tally Items and Special SKUs ................................................................................................................................... 33

Tally Items ......................................................................................................................................................... 34

Tally 1 ............................................................................................................................................................... 34

Tally 2 ............................................................................................................................................................... 34

Tally 3 ............................................................................................................................................................... 36

Tally 4 ............................................................................................................................................................... 37

Special SKUs ...................................................................................................................................................... 37

Saved Transactions .................................................................................................................................................. 38

Recall an Order or Special Order ....................................................................................................................... 39

Don’t know the transaction number ............................................................................................................... 39

Do know the transaction number ................................................................................................................... 39

Receive an Additional Deposit on an Order or Special Order ........................................................................... 39




Invoice an Entire Order or Special Order .......................................................................................................... 40

Partially Invoice an Order or Special Order ...................................................................................................... 40

Refund a Deposit on an Order or Special Order ............................................................................................... 40

Recover “In Process” or “In Use” Orders or Special Orders ............................................................................. 40

Saved Rainchecks .............................................................................................................................................. 41

Create .............................................................................................................................................................. 41

Redeem ............................................................................................................................................................ 41

About Epicor ....................................................................................................................................................... 1

1




POS Posting Screen The following is an example of the POS Posting screen for a Sale transaction. The various sections of the

Posting screen are outlined and labeled. The sections of the Posting screen are referred to in the

procedures that you’ll follow in the tabbed sections of this manual.

2




Online Help For more detail about the procedures in this guide, along with other Point of Sale procedures, refer to

the online help topics.

1. From any Eagle for Microsoft® Windows® application, including the Point of Sale screens,

click the Help button on the toolbar. Or, from the menu bar, click Help and then select Help

topics.

2. From the Help Topics window, click the Contents tab.

3. Double‐click to open the Point of Sale book. Double‐click to open any of the other books

related to POS. Click to display a topic within a book.

On the left, POS books and topic titles.

On the right, a POS topic displays.

Feedback

Please e‐mail your comments or suggestions for this Eagle Point of Sale Quick Reference to

[email protected].

3




Basics The procedures in this tabbed section describe the basic procedures used at POS.

About Security ..................................................................................................................................................... 4

Enter POS ............................................................................................................................................................ 4

Exit POS ............................................................................................................................................................... 4

Cash Sale ............................................................................................................................................................. 4

Check Sale ........................................................................................................................................................... 5

Bankcard Sale ...................................................................................................................................................... 5

Charge Sale.......................................................................................................................................................... 6

Credit Memo ....................................................................................................................................................... 6

ROA ‐ Received on Account ................................................................................................................................ 7

Change Customer During a Transaction ............................................................................................................. 8

Enter Cash Customer During a Transaction ........................................................................................................ 8

4




Basics About Security

Access to the various functions and features of the Eagle system, including all POS procedures, can be

controlled by security. How security is set up for you determines if you are allowed to complete a

specific POS procedure. For example, you may be able to display the No Sale Menu, but you can’t select

the option for Open Cash Drawer. Check with your manager if you have questions about completing a

POS procedure due to security limitations.

Enter POS

1. From the Eagle Browser, select Point of Sale to open the POS window. The sign‐in

dialog displays.

2. At Clerk, type your clerk name. Press Tab, at Password, type your password. Press Enter for

OK. The sign‐in dialog closes.

3. Fill in any other dialogs that might display (such as the beginning cash drawer balance).

4. The Posting screen (or the Header screen) displays and you are ready to start.

Exit POS

You can’t exit POS if a transaction is in progress. You must first Total, Save, or Void the transaction. To

exit POS, do one of the following:

Press Alt+F4.

On the Posting screen, from the File menu, select Exit.

Click the [x] button in the upper‐right corner.

Cash Sale

Post items to a sale transaction and take cash as the payment.

1. POS Posting screen, check the Clerk field. To change the user/clerk nam, press User

(Shift+F3).

2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If

you need additional information about the SKU, press Display (KPad/).

3. At Quantity, type the quantity that you are selling. Press Enter. The item is posted to

the transaction.

4. Repeat steps 1 through 3 to sell additional items.

5. Press Total (KPad+). The Total Due dialog displays.

6. At Cash, type the amount of cash received from the customer. Press Enter.

7. If the cash taken is greater than the sale amount, the Change Due dialog displays. Give the

change amount to the customer and press Enter.

8. A receipt prints on the receipt printer. An invoice may also print or a dialog may display

asking if you want to print an invoice. Follow the prompts on the screen to complete

the transaction.

5




Check Sale

Post items to a sale transaction and take a check as the payment.

1. POS Posting screen, check the Clerk field. To change the user/clerk name, press User

(Shift+F3).

2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If

you need additional information about the SKU, press Display (KPad/).


the transaction.



6. Press Tab. At Check, type the amount of the check.

7. Press Tab. At Number, type the check number.

8. Press Tab. At ABA number, type the ABA number.

9. Press Enter. Your next steps depend on your store procedures. If your store does Check

Guarantee, then follow the prompts on the screen to enter additional customer

information and then receive a verification message. If your store policy is to endorse

checks, then follow the prompts on the screen to endorse the check.

10. A receipt may print on the receipt printer. An invoice may also print or a dialog may display


the transaction.

Bankcard Sale

Post items to a sale transaction and take a bankcard (Visa, Mastercard, etc.) as the payment.


(Shift+F3).

2. Position the cursor at Item (SKU). Type the SKU number for the item or scan the item. If you

need additional information about the SKU, press Display (KPad/).


the transaction.


5. Press Total (KPad+). The Total Due dialog displays. Press Tab twice to position the cursor

at Bankcard.

6. Your next steps depend on your store procedures. If your store does Credit Authorization,

swipe the bankcard. The purchase amount and card number are automatically entered.

Follow the prompts on the screen to enter additional customer information and then

receive a credit authorization message. If your store does not use Credit Authorization, at

Bankcard, enter the amount of the sale and press Tab. At Number, type the bankcard

number. Press Enter.



the transaction.

6




Charge Sale

Post items to a sale transaction and charge the transaction to the customer’s store charge account.


(Shift+F3). Position the cursor at Customer. Type the customer number and press Enter. If

you don’t know the customer account number, use either of the following methods to look

it up.

o Drop‐down list of customer numbers/names—On the right edge of the Customer field is

an arrow. Press Alt+down arrow to display the customer list in customer number order.

Scroll up or down this list using the arrow keys on the keyboard. Highlight the customer

you want to select and press Enter.

o Customer Viewer—Press Viewer (F9) to display the Customer Viewer. Press Lookup (F5)

to select from the View By list the lookup criteria (such as phone number). Use the

arrow keys to highlight your choice and press Enter for OK. Fill in the field for the criteria

you selected, press Enter, verify that the correct name is highlighted and press Enter.

Or, press Alt+down arrow key to display a list, scroll up or down this list using the arrow

keys on the keyboard, highlight the customer you want to select, and press Enter.

2. Respond to any dialogs that may display, such as the Customer Detail dialog.

3. To display a list of names authorized to charge to this customer account, position the cursor

at Customer and press Menu (KPad–) to display the Header Menu. Type 3 for Enter charge

authorization. From the list that displays, use the arrow keys to highlight the name. Press

Enter for OK.

4. Position the cursor at Item (SKU), type the SKU number for the item or scan the item. If you



the transaction.

6. Repeat steps 4 and 5 to sell additional items.

7. Press Total (KPad+). The Total Due dialog displays. Press Tab three times to position the

cursor at Charge.

8. Press Enter to charge the total due amount to the customer account.



the transaction.

Credit Memo

The customer is returning one or more items. This is a credit transaction only, not a mixed document

(which includes both returned items and purchased items on the same transaction).


(Shift+F3). Position the cursor at Customer. Type the customer number and press Credit

(KPad*). For how to look up a customer accountnumber, refer to step #1 in the previous

procedure, Charge Sale.

7




2. At Apply To, type the document number of the invoice transaction and press Enter. If you

don’t have the invoice number, leave the Apply To blank. Review any customer information

dialogs that might display.

3. At Item (SKU), type the SKU number for the item being returned or scan the item. If you


4. At Quantity, type the quantity being returned. Press Enter. At Price, enter a price for the

item or review the price that displays.

5. The Type of Return dialog displays. Type the reason code (R, D, or E) for the return of this

item. Use reason code R if the item will be placed back in stock. Use code D if the item is

defective and will not be placed back in stock. Use code E if the item being returned is

defective and the customer is taking another one of the exact same item.

6. Repeat steps 3 through 5 to return other items on this credit memo transaction.

7. Press Total (KPad+). The Refund Total dialog displays.

8. Press Tab to position the cursor at the appropriate refund type (cash, check bankcard,

charge) and type the refund amount. Press Enter.



the transaction.

ROA—Received on Account

Apply a payment to a customer account.


(Shift+F3). Position the cursor at Customer and press ROA (F7). The normal Posting screen

changes to the ROA format.

2. At Customer, type the customer number and press Enter. For how to look up a customer

account number, refer to step #1 in the Charge Sale procedure.

3. Review any customer information dialogs that display, such as the Customer Detail dialog.

The bottom of the screen provides balance information for the account.

4. Position the cursor at Payment. Type the amount the customer is giving you and press Tab.

5. At Discount, type a discount amount that you are allowing, or leave it blank. Press Tab.

6. At Reference, type a reference note for this payment, or leave it blank.

7. If this is an Open Item type of account, then the Apply To field displays on the screen below

the Payment field. Press Tab. At Apply To, type the invoice number that this payment

applies to, or leave it blank. Press Tab. At Apply To Store, type the store number that this

payment applies to, or leave it blank. Press Enter. The payment is posted to the screen. If

you didn’t enter an apply to number, the system prompts you to enter the number, or to

press Enter to post the payment as unapplied.

If this is a Balance Forward type of account, then the Apply To field doesn’t display. Press

Enter. The payment is posted to the screen.

8




8. Press Total (KPad+). The Total Due dialog displays. Position the cursor in the appropriate

tender type field (Cash, Check, Bankcard). Type the amount the customer is giving you and

complete the transaction.



the transaction.

Change Customer During a Transaction

Use this procedure to change the customer account number after items have been posted to

the transaction.

1. POS Posting screen, press Customer (F11).

2. Type the customer number and press Enter. If you don’t know the customer account

number, use either of the following methods to look it up.

o Drop‐down list of customer numbers/names—On the right edge of the Customer field is an arrow. Press Alt+down arrow to display the customer list in customer number order. Scroll up or down this list using the arrow keys on the keyboard. Highlight the customer you want to select and press Enter.

o Customer Viewer—Press Viewer (F9) to display the Customer Viewer. Press Lookup (F5) to select from the View by list the lookup criteria (such as phone number). Use the arrow keys to highlight your choice and press Enter for OK. Fill in the field for the criteria you selected, press Enter. Verify that the correct name is highlighted and press Enter. Or, press Alt+down arrow key to display a list, scroll up or down this list using the arrow keys on the keyboard, highlight the customer you want to select, and press Enter.

3. Continue with the transaction.

Enter Cash Customer Information

Display a dialog in which you can enter information about a Cash Customer that is normally not saved,

such as address or product serial number. This dialog may be set up to display automatically on

your system.

1. POS Posting screen, at Item (SKU), press Menu (KPad–) to display the Posting Menu. Or,

from the Totals screen, Menu (KPad–) to display the Totals Menu. Press 6 for Enter cash

customer information.

2. The Cash Customer Information dialog displays. Fill in any or all of the fields.

3. Press Enter for OK. The dialog closes.

9




Posting This tabbed section includes ways for looking up item information and other procedures to

a transaction.

Look Up Item Information ................................................................................................................................. 10

Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer ................................................................ 10

Look Up a SKU with QuickFind .......................................................................................................................... 10

Insert a Line—Comment or SKU ....................................................................................................................... 11

Sell Multiple Items from the Inventory Viewer ................................................................................................ 11

Display All Postings of a SKU ............................................................................................................................. 12

Discount or Promo an Item ............................................................................................................................... 12

Override a Price or Sell an Item at No Charge .................................................................................................. 12

Change the Tax Status of an Item ..................................................................................................................... 13

Return an Item During a Sale Transaction ........................................................................................................ 13

Add Special Order Items to a Sale Transaction (“Mixer”) ................................................................................. 14

Calculate Subtotals ........................................................................................................................................... 14

Price an Item in Multiples (for example, 3 for $1.00) ....................................................................................... 15

Sell an Item with Multiple Selling Units (MSUs) ............................................................................................... 15

Sell Substitute Items ......................................................................................................................................... 15

Sell Serial Number Items ................................................................................................................................... 15

10




Posting Look Up Item Information

1. POS Posting screen, position the cursor at Item (SKU).

2. Type the SKU number for the item or scan the item.

3. Press Display (KPad/). A small window displays with basic item information. Press Display

(KPad/) for more information, including recent promo prices, matrix prices, and quantity

break prices.

Look Up a SKU Using UPC, Mfg #, Serial #, or the Inventory Viewer

POS Posting screen, position the cursor at Item (SKU). Then do any of the following:

UPC: Type the UPC (barcode) number in the Item (SKU) field. Press UPC LU (Ctrl+U). The item information displays.

Mfg #: Type the manufacturer part number in the Item (SKU) field. Press MFG LU (Ctrl+L). The item information displays.

Serial #: Type the serial number in the Item (SKU) field. Press UPC LU (Ctrl+U).

The item information displays.

Inventory Viewer: With the cursor at Item (SKU), press Viewer (F9). The Inventory Viewer displays. Press Lookup (F5) to select from the View by list the lookup criteria (such as Description). Use the arrow keys to highlight your choice and press Enter for OK. Fill in the fields for the criteria you selected, press Enter. Or, press Alt+down arrow key to display a list, scroll up or down this list using the arrow keys on the keyboard, highlight your selection, press Enter, and press Enter again to display the items.

Look Up a SKU with QuickFind

QuickFind information displays in a grid. There are two types of grids, image and text.


2. Press Q.Find (F6) to display the QuickFind window.

3. From the window, press Tab to locate the main group of the item you are looking up.

Press Enter.

4. From the sub‐group list, press Tab to locate the sub‐group of the item. Press Enter.

5. From the list of items, press Tab to locate the SKU and press Enter.

6. The QuickFind window closes and the item is copied to the Item (SKU) field.

11




Insert a Line—Comment or SKU

Insert a Comment Line

Do the following to insert one or more comment lines immediately after posting an item.

1. POS Posting screen, at Item (SKU), press Comment (F3) to display the Comments and

Notes dialog.

2. Type your comments or leave it blank if you want to insert a blank line. To start a new line,

press Ctrl+Enter.

3. When done typing comments, press Enter for OK.

Insert a Comment or SKU Between Two Lines of a Transaction

Do the following to insert a line between two existing lines of a transaction. The line you insert can be a

comment line, or you can post a SKU.

1. POS Posting screen, at Item (SKU), press Menu (KPad–) to display the No Sale Menu.

2. Type 2 for Insert a line. A dialog displays, at Line Number, type the line number after which

you want the system to insert the new line.

3. Press Enter for OK. The dialog closes, the cursor is at Item (SKU), and message displays at

the bottom of the window that a line will be inserted.

4. At Item (SKU), post a new SKU as you normally would. Or, to post a comment line, press

Comment (F3) to display the Comments and Notes dialog.

Sell Multiple Items from the Inventory Viewer

Use this procedure to display a list of items in the Inventory viewer, enter the quantity in the viewer,

then automatically copy the items to the Posting screen.

1. POS Posting screen, position the cursor at Item (SKU). Press Viewer (F9) to display the

Inventory Viewer.

2. If the view that displays does not include the Posting Quantity column, then load the correct

view from the File menu.

3. Press Lookup (F5) to select from the View By list the lookup criteria you want to use to

display items in the viewer. Or, press Misc (KPad–) to display the Miscellaneous Menu and

then type 2 for Custom SKU List.

4. After displaying items in the viewer, locate the Posting Quantity column. For each item that

you want to post to POS, type the quantity to sell in this field.

5. After entering all posting quantities, Select (F4). The items are posted to the POS

transaction. If an item can’t be posted, a dialog will display for you to resolve the

posting issue.

12




Display All Postings of a SKU

Use this procedure to display all occurrences of a specific SKU posted to a transaction.

1. POS Posting screen, at Item (SKU), press Menu (KPad–) to display the Posting Menu.

2. Type S for Show all occurrences of SKU. In the Find SKU dialog, type the SKU and press Enter

for OK.

3. The posting screen changes to only display that SKU, all occurrences for this transaction.

4. Press Enter for OK to close the dialog. Review the SKU postings and then press Clear (F12).

All lines on the transaction are again displayed.

Discount or Promo an Item

Do the following to post an item with a discount price or promo (promotion) price. Promo an item only if

it isn’t currently on promotion in the system.

1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. If you need

additional information about the SKU, press Display (KPad/).

2. At Quantity, type the quantity. To discount the item, press Disc (Ctrl+D). To promo the item,

press Promo (Ctrl+P). A dialog displays. Enter one of the following:

Discount/Promotion Percent—To deduct a percent off the retail price, type the percent. The

system then calculates the price.

Discount/Promotion Price—To specify the discount/promo price, type the price.

Discount/Promotion Amount Off—To reduce the retail price by a specific amount, type the

amount. The system then calculates the price.

3. Press Enter for OK. The item is posted at the discount/promo price. For a discount price,

the letter D displays in the Codes column. For a promo price, the letter P displays in the

Codes column.

Override a Price or Sell an Item at No Charge

Do the following to override the system price for an item or to sell the item at no charge.



2. At Quantity, type the quantity.

3. To post the item at no charge, press Menu (KPad–) to display the No Sale Menu. Type 4 for

Sell item at no charge. The item posts with a price of 0.00 and a second line posts with the

description of NO CHARGE.

4. To override the system price, press Tab to move to the price field. At Price, type the price

that you want to use instead of the system price.

13




Change the Tax Status of an Item

Charge tax on an item that is normally non‐tax



2. At Quantity, type the letter T and then type the quantity. For example to sell three of the

item as taxable, type T3.

3. Press Enter to post the item.

Do not charge tax on an item that is normally taxable



2. At Quantity, type the quantity.

3. Press No Tax (Ctrl+T). The item is posted with an N in the Codes column to indicate non‐tax.

Return an Item During a Sale Transaction

If your store policy allows, you can mix credit items with sale items on the same transaction.

1. Start a Sale transaction and post all the items that are being sold.

2. At Item (SKU), type the SKU number for the item being returned or scan the item. If you


3. At Quantity, type the quantity being returned. At Price, enter a price for the item or review

the price that displays.

4. Press Credit (KPad*) twice. The Type of Return dialog displays.

5. Type the reason code (R, D, or E) for the return of this item. Use reason code R if the item

will be placed back in stock. Use code D if the item is defective and will not be placed back in

stock. Use code E if the item being returned is defective and the customer is taking another

one of the exact same item.

6. Repeat steps 2 through 5 to return other items on this transaction.

7. Press Total (KPad+). The Total Due or Refund Total dialog displays.

8. Press Tab to position the cursor at the appropriate type (cash, check bankcard, charge) and

type the amount. Press Enter.



the transaction.

14




Add Special Order Items to a Sale Transaction (“Mixer”)

Follow this procedure to add special order items to a sale transaction (also known as a “mixer”

transaction).

1. Create a sale transaction as you normally would. Then continue with the next step to add

special order items.

2. At Item (SKU), type the SKU number and press Special Order (F4). Change any of the item

information fields, then press Enter to post the item. The letters SO display in the

Description field.

3. Continue to post regular or special order items to the transaction, then press Total (KPad+).

Note: Once you press Total, you cannot go back to posting items. However, you can void the

transaction and start again.

4. In the Deposit Amount dialog, type a deposit amount or leave it blank. Press Enter for OK. If

a customer wants to split tender (i.e. they want to put the deposit on a bankcard but pay

cash for the sale items), then do the following. If not doing a split tender, continue with

step 5.

o Don’t enter a deposit amount in the Deposit dialog.

o Tender the payment due for the sale of the regular items to complete the transaction.

o Then recall the special order and press Total (KPad+). The Deposit dialog displays,type the amount of the deposit and complete the transaction.

5. In the Total Due (or Deposit + Sale Total) dialog, enter the amount tendered (the amount

the customer is giving you, including the deposit, if any). Press Enter. Note: You cannot use

alternate tender on a mixer transaction.

Calculate Subtotals

Complete the following to calculate and display subtotals for a range of lines that you specify.

1. POS Posting screen, at Item (SKU), press Menu (KPad–) to display the No Sale Menu.

2. Type 8 for Calculate and show range subtotal. The Subtotal Recap dialog displays.

3. At From #, type the line number from which to start the subtotal calculation. Press Tab.

4. At To #, type the line number at which to end the subtotal calculation. Press Enter for OK.

5. The subtotal amount displays in the dialog. Press Enter for OK.

6. To calculate subtotals for a different range of lines, repeat steps 3 through 5.

7. When done calculating subtotals, press Tab until Cancel is selected, and then press Enter.

15




Price an Item in Multiples (for example, 3 for $1.00)

Post an even quantity of an item that is priced in multiples. An even quantity is a multiple of the selling

quantity. For example, if the price is 3 for $1.00, then the selling quantity is 3, and even quantities are 3,

6, 9, etc. Another example, if the price is 4 for $1.79, then the selling quantity is 4, and even quantities

are 4, 8, 12, etc.



2. At Quantity, type the total quantity you are selling. For example, the price is 3 for $1.00, you

are selling 6, type 6 at Quantity. Press Tab.

3. At Price, type / (a forward slash) followed by the total price for this quantity. For example,

the price is 3 for $1.00, you are selling 6, so the total price is $2.00, type 2.00 at Price.


Sell an Item with Multiple Selling Units (MSUs)

1. POS Posting screen, at Item (SKU), type the SKU number for the item or scan the item.

2. At Quantity, type the quantity and press Enter.

3. A dialog displays with a list of the various selling units for this item. Use the arrow keys to

highlight the correct selling unit for this transaction. Press Enter for OK.

Sell Substitute Items

If set up on your system, use this procedure to sell a substitute item when an item is not available.

1. POS Posting screen, at Item (SKU), type the SKU number or scan the item that is

not available.

2. Press Menu (KPad–) to display the Posting Menu. Type X for Show Substitutes.

3. In the dialog that displays with a list of substitute items, use the arrow keys to highlight the

item to use. Press Enter for OK. The item is copied to the Posting screen.

Sell Serial Number Items

1. POS Posting screen, at Item (SKU), type the SKU number or scan the item.

2. At Quantity, type the quantity and press Enter.

3. A list displays with available serial numbers. Use the arrow keys to highlight the correct

serial number and press Enter for OK. If the correct serial number does not display in the

list, press Tab until Add is selected and then press Enter. Type the serial number and

press Enter.

16




Total The procedures in this tabbed section describe what you can do after posting items and then

totaling the transaction.

Discount a Transaction ...................................................................................................................................... 17

Split Tender/Accept Multiple Payment Types .................................................................................................. 17

Pay with an Alternate Tender (Gift Card, Store Credit, etc.) ............................................................................ 17

Issue a Store Voucher ....................................................................................................................................... 17

17




Total Discount a Transaction

1. Post all items to the transaction. Press Total (KPad+). The Total Due dialog displays.

2. Press Disc (Ctrl+D). The Trade Discount dialog displays. Enter one of the following:

Discount Percent—To deduct a percent off the subtotal price, type the percent. The system

then calculates the subtotal.

Dollars Off—To reduce the subtotal price by a specific amount, type the amount. The system

then calculates the subtotal.

3. Press Enter for OK. The new total due amount displays. The trade discount amount displays

(above the Sales Tax field at the bottom of the screen).

Split Tender/Accept Multiple Payment Types

1. Post all the items to the transaction.


3. Position the cursor at one of the tender types that the customer is using. Type the amount

that the customer is paying with that tender type. For example, if the customer is paying

$50 by check and the remaining in cash, type 50.00 at Check.

4. Press Enter. A message displays with the remaining amount that is due.

5. Position the cursor at the next tender type that the customer is using. Type the amount that

the customer is paying with that tender type.

6. Press Enter. If there is still an amount due, a message displays, repeat step 5.

7. Complete the transaction.

Pay with an Alternate Tender (Gift Card, Store Credit, etc.)

An alternate tender is a non‐standard form of payment that a customer may use to pay for a

transaction. The following steps assume the alternate payment types are already set up for your store.

1. After posting all items to the transaction, press Total (KPad+). The Total Due dialog displays.

2. Press Alt Tend (F2). The dialog displays with a list of alternate tenders.

3. Use the arrow keys to highlight the alternate tender type to use. Press Enter for OK.

4. Type the dollar amount for the alternate tender and press Enter for OK.

5. To enter additional tender types, repeat steps 2 through 4.

Issue a Store Voucher

This procedure uses an alternate tender type to issue a store voucher. The following steps assume the

alternate payment types are already set up for your store.

1. Post items to a credit memo transaction, or post returned items to a sale transaction.

2. Press Total (KPad+). The Refund Total dialog displays.

3. Press Alt Tend (F2). The dialog displays with a list of alternate tenders.

4. Use the arrow keys to highlight the store voucher alternate tender type. Press Enter for OK.

18




Voids

Void an Item ...................................................................................................................................................... 19

Void a Transaction ............................................................................................................................................ 19

Reverse a Transaction / Post Void .................................................................................................................... 19

Reverse an ROA ................................................................................................................................................. 20

19




Voids Void an Item

1. From the Posting screen, position the cursor at Item (SKU).

2. Press Void (F10) to display the Void item dialog.

3. At Void Line Number, type the line number of the item you want to void from the

transaction. Press Enter for OK. On the screen the Description changes to **Item Voided**.

4. To void other items on the transaction, repeat steps 1 through 3.

5. Continue to post any remaining items and total the transaction.

Void a Transaction

During a transaction, you can void the entire transaction at almost any time, even after you press Total.

But once you enter payment information, you can’t void the transaction. Instead, complete the

transaction and then use the Reverse a Transaction procedure.


2. Press Void Trx (Shift+F10) to display the Void Transaction dialog.

3. Type the number (1, 2, or 3) for the reason that corresponds to the void. The screen clears.

Reverse a Transaction / Post Void

Reverse (undo) a completed transaction, also called a “post void.” Requires the QuickRecall application.


2. Press Menu (KPad–) to display the No Sale Menu. Type R for Reverse Transaction and

display the Transaction Reversal dialog.

3. At Transaction Number, type the invoice number of the transaction to be reversed.

4. Press Enter for OK.

5. The transaction displays on the screen, verify that this is the correct transaction that you

want to reverse.

6. Press Total (KPad+). In the Refund Total dialog, fill in the amount in the correct tender type

and press Enter.

20




Reverse an ROA

Reverse (undo) an ROA (received on account) taken at POS. Not all ROA payments can be reversed using

this procedure.

1. From the Posting screen, position the cursor at Customer. At Customer, type the customer

number and press Enter. For how to look up a customer account number, refer to step #1 in

the Charge Sale procedure.

2. Review any customer information dialogs that display, such as the Customer Detail dialog.

3. Press Start Trx (F2). From the Start Transaction Menu, press 9 for ROA Reversal. The

Payment Selection dialog displays.

4. Use the arrow keys to move up and down the Payment list, highlight the payment to be

reversed. Press Enter for OK.

5. A dialog displays a message that the reversal was successful. Press Enter for OK.

6. Press Clear (F12) to clear the customer number field and display the default cash

customer number.

21




No Sales This tabbed section describes various “no sale” procedures.

Cash a Check ..................................................................................................................................................... 22

Print a Raincheck ............................................................................................................................................... 22

Print a Gift Receipt ............................................................................................................................................ 22

Open the Cash Drawer ...................................................................................................................................... 23

Enter a Paid In or Paid Out ................................................................................................................................ 23

Reprint an Invoice ............................................................................................................................................. 24

Test Form Alignment for Invoice....................................................................................................................... 24

Change Customer Display Message to Closed .................................................................................................. 24

22




No Sales Cash a Check


2. Press Menu (KPad–) to display the No Sale Menu. Type 4 for Cash a check and display

the dialog.

3. At Check Amount, type the amount of the check. Press Tab.

4. At Check Number, type the check number. Press Tab.

5. At ABA number, type the ABA number (if required by your store policy).


7. If prompted, complete the process to endorse the check.

8. The cash drawer opens. After dispensing the cash, close the cash drawer. Press Enter for OK

to close the dialog that displays.

Print a Raincheck

This is the procedure for a regular raincheck. Regular rainchecks are not saved by the system. For saved

rainchecks, refer to the Saved Transactions tabbed section.


2. Press Menu (KPad–) to display the No Sale Menu. Type 6 for Create raincheck.

3. Type the Customer number or press Enter. The Rain Check dialog displays.

4. At Good until, if you need to change the date, do one of the following:

o Type a new date, in the format of mmddyy.

o Click the down‐arrow to display a calendar and select a date from the calendar.

5. Press Tab. At Phone, type the customer phone number.

6. Press Tab. At Cust Name, type the customer name.

7. Press Enter for OK. The rain check prints on the receipt printer.

Print a Gift Receipt


2. Press Menu (KPad–) to display the No Sale Menu. Type G for Print gift receipt. The

dialog displays.

3. At Store, leave the store number that displays, or type another store number.

23




4. At Document, the most recent transaction number displays.

o If this is the correct transaction, continue with step 5.

o For a different transaction from today, press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field.

o If you have Quick Recall, you can also print a gift receipt from a previous day. Press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field.

5. If you want to view the document, press Tab until the Viewer button is selected and press

Enter. The Document Viewer displays the transaction. Press Esc to close the viewer. Repeat

steps 1 through 4.

6. At Number of copies, type the number of copies.

7. Press Enter for OK. The gift receipt prints.

Open the Cash Drawer


2. Press Menu (KPad–) to display the No Sale Menu. Type 1 for Open cash drawer.

3. The No Sale Menu closes and the cash drawer opens. The receipt printer prints a record of

the cash drawer opening.

Enter a Paid In or Paid Out


2. Press Menu (KPad–) to display the No Sale Menu.

o For a paid in, type 9 for Enter paid in.

o For a paid out, type 8 for Enter paid out.

3. A reason list displays. Type the number that corresponds to this paid in/out.

4. At Paid In/Out Amount, type the amount of this paid in/out.


6. The dialog displays the amount and the reason, press Enter for OK.

24




Reprint an Invoice


2. Press Menu (KPad–) to display the No Sale Menu. Type 2 for Reprint, view invoice.

3. At Store, leave the store number that displays, or type another store number.

4. At Document, the most recent transaction number displays.

o If this is the transaction you want to reprint, continue with step 5.

o For a different transaction from today, press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field.

o If you have Quick Recall, you can also reprint an invoice from a previous day. Press Tab until the Q.Recall button is selected and press Enter. Use the Quick Recall viewer to find and highlight the correct transaction, then press Select (F4). The viewer closes and the transaction number is copied to the Document field.

5. If you want to view the document, press Tab until the Viewer button is selected and press

Enter. The Document Viewer displays the transaction. Press Esc to close the viewer. Repeat

steps 1 through 4.

6. Press Tab. At Printer, type the printer number.

7. Press Enter for OK. A copy of the invoice prints.

Test Form Alignment for Invoice

1. Load the invoice forms in the printer. Verify that the printer is powered on and is online.


3. Press Menu (KPad–) to display the No Sale Menu. Type 3 for Test form alignment.

4. A test pattern prints on the invoice. Do not try to adjust the invoice form while it is printing.

When the test pattern is done printing, adjust the position of the form in the printer.

5. Repeat steps 2 through 4 until the invoice is aligned correctly.

Change Customer Display Message to Closed


2. Press Menu (KPad–) to display the No Sale Menu.

3. Type 5 for Open/Close Customer Display.

4. Press Enter for Yes to display the Closed message.

25




Miscellaneous This tabbed section describes other procedures that you can complete at POS.

Look Up a POS Transaction with Quick Recall .................................................................................................. 26

Suspend a Transaction ...................................................................................................................................... 26

Recall a Suspended Transaction ....................................................................................................................... 27

Recover an Aborted Transaction ...................................................................................................................... 27

Offline POS ........................................................................................................................................................ 27

26




Miscellaneous Look Up a POS Transaction with Quick Recall

From POS, use Quick Recall to display archived POS transactions. From Quick Recall, you can also print

archived POS transactions. Do not delete transactions from the Quick Recall viewer. Use the Post Void

procedure if you need to undo a transaction and refund the customer.


2. Press Q.Recall (Ctrl+R) to display the Quick Recall viewer. In the viewer window, the

transactions display with the most current at the top of the grid. Search and select the

archived transactions using any available grid search methods, including the following:

o Use the vertical and horizontal scroll bars to search for the transaction.

o Right‐click on any of the column headings and select how you want to view the data in

that column.

o Use the fields at the top of the viewer, (Cust #, Job #, SKU, Store, Short ID, Cutoff Date) to filter the search.

3. After locating and highlighting the transaction, do either of the following:

o To view the transaction, press Display (F6). Continue with step 4.

o To reprint, fax, or view the transaction, press Select (F4). Go to step 5.

4. After pressing Display (F6), the document displays in the Document viewer window. From

this viewer, you can:

o View detail information about a SKU. Use the arrow keys to highlight a SKU and then

press Display (F6).

o View customer account information. Press Drill (F3).

5. After pressing Select (F4), the Reprint or View this Invoice dialog displays.

o To view the document, press Tab until the Viewer button is selected and then

press Enter.

o To print the document, type a printer number at Printer. Press Enter for OK.

Suspend a Transaction

In the middle of a transaction, you can suspend a transaction. This saves the transaction and allows you

to start another transaction. Later that day, you can recall the transaction to complete it.

1. From a transaction already in progress, press Total (KPad+). The Total Due dialog displays.

2. Press Suspend (Ctrl+S) to display the Suspended dialog.

3. At Reference, type a unique reference ID (up to 20 characters) for this transaction. For

example, use the customer name as the reference ID.


5. The Document Number dialog displays the document number assigned to the transaction.

Press Enter for OK.

27




Recall a Suspended Transaction

In the middle of a transaction, you can suspend a transaction. This saves the transaction and allows you

to start another transaction. Later that day, you can recall the transaction to complete it.

With a barcoded receipt

1. Position the cursor at Customer.

2. Scan the barcode on the receipt to recall the suspended transaction.

3. Continue with the transaction as you normally would.

Without a barcoded receipt

1. From the Posting screen, press Suspend (Ctrl+S) to display a list of suspended transactions.

2. Press the arrow keys until the transaction you want to recall is highlighted.

3. Press Enter for OK. The transaction displays.

4. Continue with the transaction as you normally would.

Recover an Aborted Transaction

Follow this procedure to recover and continue a transaction that was aborted. For example, the POS

station was unexpectedly shutdown or restarted in the middle of a transaction (the transaction was not

yet totaled and completed). This procedure can only be used on the same day that the transaction

was aborted.


2. Press Menu (KPad–) to display the No Sale Menu. Type X for Recover ‘in

process’ transaction.

3. A dialog displays, type 2 for Recover Sale transaction ‘in process.’ This selection also applies

to credit memo transactions.

4. A dialog displays a list of transactions. Use the arrow keys to highlight the correct

transaction. Press Enter for OK. Or, at Trx #, type the transaction number and press Enter

for OK.

5. The dialog closes and the transaction displays. Complete the transaction as you

normally would.

Offline POS

If POS is not available (for example, the server is down), use offline POS to continue processing POS

transactions. The procedures in offline POS are the same as online POS. However, in offline POS, you

can’t access the QuickRecall viewer, credit card authorization, or maintain saved transactions.

Enter offline POS

1. From the Windows desktop, click the Start button, point to Programs, point to the Eagle,

and then click Offline Point‐of‐Sale. Review any messages that display.

2. Offline POS opens and the Sign‐In dialog displays. The background of the screen clearly

indicates that the system is in Offline mode.

3. Sign on with your Clerk and Password.

28




Exit offline POS

After completing a transaction, exit offline POS as you normally would online POS, using any of the

following methods:

Press Alt+F4.

On the Posting screen, from the File menu, select Exit.

Click the [x] button in the upper‐right corner.

Credit cards in offline POS

While credit card authorization is not available in offline POS, if you have ProtoBase level 4.81 or higher

installed and the setup steps for offline have been completed, you can enter credit card transactions.

Two methods are available, check with your store manager to find out which one to use.

Method #1—Upload offline charges and follow normal settlement procedures.

1. For a sale transaction, use an alternate method to obtain authorization. For example,

use other devices (such as verifone, omnipac, hypercom), or call the processor for

voice authorization.

2. In offline POS, swipe the card. At Authorization Code, type the code. For credit transactions,

leave this field blank. Press Enter.

3. If the card won’t swipe, type the credit card number and press Enter. Type the expiration

date and press Tab. At Authorization Code, type the code. For credit transactions, leave this

field blank. Press Enter.

4. After returning to online POS, clear the other device of the transactions. Do not use the

other device to settle the transactions. After returning to online POS, the offline

transactions are uploaded and the charge transactions will be processed during the normal

daily settlement procedures.

Method #2—Use an alternate device to settle offline charges.

1. To use this method, this option in Option Configuration must be set to No—Offline Credit

Authorization for ProtoBase.

2. In offline POS, ring up the transaction and tender the sale as a credit card.

3. Use the other device (such as verifone, omnipac, hypercom), to process the credit

card transaction.

4. After returning to online POS, the offline charge transactions are not uploaded for

processing during the daily settlement procedures. You must use the other device to settle

the offline POS charge transactions.

29




Layaways This tabbed section describes procedures for layaway transactions.

Create Layaways ............................................................................................................................................... 30

Recall Layaways ................................................................................................................................................. 30

Modify Layaways ............................................................................................................................................... 31

Take Payments on Layaways............................................................................................................................. 32

Take the Final Payment on Layaways ............................................................................................................... 32

30




Layaways Create Layaways

1. POS Posting screen, press Start Trx (F2), and type L for Layaway.

2. Enter or change customer, if necessary.

3. Press Enter. A dialog may display to enter Cash customer information. Fill in any needed

information and then press Enter for OK.

4. Post the items the customer is putting on layaway.

5. Press Total (KPad+). In the Finish Layaway dialog, do one of the following:

o To finish the transaction, type 2 for Save and Print or type 1 for Save without printing.

The Enter a Deposit dialog displays. Continue with step 6.

o To allow a trade discount, type 4 for Enter trade discount. In the dialog that displays, type a percent at Discount Percent or type an amount at Dollars Off. Press Enter for OK. The Finish Layaway dialog displays again.

o To void the layaway, type 5 to Void this layaway. Type the number that corresponds to the void reason.

o To fax, enter charge authorization, enter a reference, change the print sequence, or print labels, type T for Totals Menu. Follow the prompts. The Finish Layaway dialog displays again.

6. Review the deposit amount that displays, type a different deposit amount if necessary. Press

Enter for OK.

7. The Total Deposit Due dialog displays. Type the amount of the deposit in the appropriate

field (cash, check, bankcard, etc), and press Enter. The document number assigned to the

Layaway displays. Press Enter for OK.

Recall Layaways

Use the following procedure to recall and display a layaway transaction.

1. POS Posting screen, position the cursor at Customer.

2. Press Menu (KPad–) to display the Header Menu. Type 5 for View documents to display the

All Types Viewer.

3. At Type, select Layaway so only layaway transactions display. Further refine the search by

filling in any of the other fields.

4. Press Refresh (KPad+). Use the up or down arrow keys to highlight the transaction in

the grid.

5. Press Select (F4). The viewer window closes. The layaway transaction and the Layaway

Menu display.

31




Modify Layaways

Use the following procedure to add, change, or delete items on a layaway.

1. Recall the layaway transaction.

2. From the Layaway Menu, type 4 for Review layaway items.

3. Use the table below to modify the layaway. After modifying the layaway, press Total

(KPad+) to display the Finish Layaway dialog.

If you want to Do this

Change an item Press Change (F5).

Type the line number to change. Press Enter for OK.

Type over the fields you want to change. Press Tab to move between fields.

Press Enter.

Void an Item Press Void (F10).

Type the line number to void. Press Enter for OK.

Add an item At Item (SKU), type the SKU to add.

Press Display (KPad/) to verify the SKU. Follow the normal process to post

the SKU.

Display information about a

posted layaway item

Press Change (F5).

Type the line number to display. Press Enter for OK.

The item displays.

Press Display (KPad/) for more item information.

Discount a posted layaway item Press Change (F5).

Type the line number to display. Press Enter for OK.

The item displays.

Press Disc (Ctrl+D). Fill in the Discount Item dialog and press Enter

for OK

Enter a promotion price for a

posted layaway item

Press Change (F5).

Type the line number to change. Press Enter for OK. The item displays.

Press Promo (Ctrl+P). Fill in the Promotion Item dialog and press Enter for

OK.

Change the price, but retain the

promotion or discount flag for a

posted layaway item

Press Change (F5).

Type the line number to change. Press Enter for OK.

The item displays.

At Price, type the new price. Press Enter.

A message displays about retaining the promo/ discount. Press Enter for Yes.

32




Take Payments on Layaways


2. From the Layaway Menu, type 1 for Apply a payment.

3. In the dialog that displays, at Deposit Amount, type the amount of the deposit. Press Enter

for OK.

4. The Total Deposit Due dialog displays. Type the amount of the payment in the appropriate

fields (cash, check, etc.). and press Enter.

Take the Final Payment on Layaways


2. From the Layaway Menu, type 3 for Delete the layaway.

3. If there are no prior deposits, an “are you sure” message displays. Press Tab to select Yes

and press Enter. The Transaction Deleted dialog displays. Press Enter for OK.

4. If prior deposits exist, the Order Refund dialog displays. Type the refund amount in the

appropriate field (cash, bankcard, etc.) and press Enter. The layaway is now deleted.

33




Tally Items and Special SKUs This tabbed section is for selling the various types of tally items and special SKUs.

Tally Items ......................................................................................................................................................... 34

Special SKUs ...................................................................................................................................................... 37

34




Tally Items and Special SKUs Tally Items

Items can be coded in Inventory Maintenance as tally items. When you post a tally item, a dialog

displays in which you enter additional information needed to post the item.

Tally 1

Tally 1 items are sold in random lengths (such as rope, sold by the foot). Tip: If you make a mistake in

the dialog, post the item, then void the line, and start over.

1. POS Posting screen, at Item (SKU), type the SKU number or scan the item. A dialog displays

for you to enter more information about the Tally 1 item.

2. At Quantity, type the quantity of the pieces. For example, if you are selling 3 pieces of 10'

moulding, type 3 for quantity.

3. At Length, type the length of the pieces. For example, if you are selling 3 pieces of 10'

moulding, type 10 .for length.

4. Press Enter to complete the entry for that length.

5. Repeat steps 2 through 4 if selling other lengths.

6. Press Enter to post the item tallies.

Tally 2

Tally 2 items are usually lumber materials. In Inventory Maintenance the item is set up with a header

SKU to which individual component SKUs are linked. Sell Tally 2 items by entering the lengths, using the

auto‐fill feature, or letting the yard pick the pieces.

Tally 2—Entering Lengths

1. POS Posting screen, at Item (SKU), type the header SKU number or scan the item SKU. A

dialog displays for you to enter more information about the Tally 2 items.

2. At Quantity, type the quantity you are selling and press Tab. For example, selling 3 pieces of

2x4x8 Doug Fir, type 3 for quantity.

3. At Length, type the length of the piece. For example, selling 3 pieces of 2x4x8 Doug Fir, type

8 for length.

4. Press Enter for OK. The cumulative quantity displays at Pairs.

5. Repeat steps 2 through 4 to enter the quantity for additional lengths.

6. Press Enter for OK. The dialog closes and the item is posted.

35




Tally 2—Auto‐fill

1. POS Posting screen, at Item (SKU), type the header SKU number or scan the item SKU.

Press Tab.

2. At Quantity, type the total quantity (in feet) that the customer wants. Press Enter.

A dialog displays.

3. Type 1 if you want to auto‐fill and ignore Quantity Available. Type 2 if you want auto‐fill to

consider. Quantity Available.

4. A dialog displays with the auto‐fill lengths and quantities. If you agree, press Tab until Post is

selected, then press Enter. The dialog closes and the item is posted.

Or, you can modify the auto‐fill amounts. To add a new length to the auto‐fill amounts, fill in the

Quantity and Length fields. To change an auto‐fill, fill in the Quantity and Length fields with the values

that you want to change them to. To remove an auto‐fill amount, type 0 (zero) in the Quantity field and

type the corresponding length in the Length field.

After making changes to the auto‐fill amounts, press Tab until Post is selected, then press Enter. The

dialog closes and the item is posted.

Tally 2—Yard Fill

1. POS Posting screen, an Order transaction, at Item (SKU), type the header SKU number or

scan the item SKU. Press Tab.

2. At Quantity, type the total quantity (in feet) that the customer wants. Press Enter.

A dialog displays.

3. Type 3 for Yard fill. The header SKU is posted to the order transaction.

4. Complete the order transaction as you normally would. A copy of the order transaction

prints, and includes space for the yard person to enter quantity/lengths that are picked.

5. Once the yard has filled the order, at POS, recall the order transaction. See the tabbed

section, Saved Transactions, for recall steps.

6. Press Change (F5), type the line number of the tally 2 item, and press Enter for OK. The Tally

2 Change Menu displays.

7. If you want to change the quantity, price, cost, or description, press 1 for Change detail, and

then enter those changes.

8. If the yard picked specific quantities/lengths and you know what those are, press 2 for Add

pairs. In the dialog that displays, type the specific quantities/lengths.

9. If you don’t know the specific quantities/lengths that were picked and you want the system

to suggest the quantities/lengths, type 3 for Auto fill—ignore available or type 4 for Auto fill

with available.

36




Tally 3

Tally 3 items are usually hardwood materials.


2. At Price, type the price per unit of the item (for example, price per board foot, linear foot,

etc.). A dialog displays for you to enter more information about the Tally 3 item.

3. At Thickness, type the thickness of the piece and press Tab. For example, the piece is 2"

thick, type 2. Or if the piece is 2 3/4" thick, type 2 3/4.

4. At Width, type the width of the piece and press Tab. For example, the piece is 4", type 4.

5. At Length, type the length of the piece and press Tab. For example, the piece is 8', type 8.

6. At Quantity, type the quantity you are selling.


8. Repeat steps 3 through 7 to enter additional quantities of this item. Tip: If you make a

mistake in the dialog, post the item, then void the line, and start over.


37




Tally 4

Tally 4 items are usually sheets of material, such as paneling.


2. At Price, type the price per square foot. A dialog displays for you to enter more information

about the Tally 4 item.

3. At Width, type the width of the piece and press Tab. For example, the piece is 4', type 4.

4. At Length, type the length of the piece and press Tab. For example, the piece is 8', type 8.

5. At Quantity, type the quantity you are selling.


7. Repeat steps 3 through 6 to enter additional quantities of this item. Tip: If you make a

mistake in the dialog, post the item, then void the line, and start over.


Special SKUs

Items can be coded in Inventory Maintenance as special SKUs. When you sell one of these SKUs, you

are prompted to enter additional information. Fill in the requested information. Press Enter to post

the item.

If this is a sale to the cash customer, you may also be prompted at the end of the transaction to enter

information about the customer.

38




Saved Transactions This tabbed section is for transactions that are saved, such as orders, special orders, and rainchecks.

Recall an Order or Special Order ....................................................................................................................... 39

Receive an Additional Deposit on an Order or Special Order ........................................................................... 39

Invoice an Entire Order or Special Order .......................................................................................................... 40

Partially Invoice an Order or Special Order ...................................................................................................... 40

Refund a Deposit on an Order or Special Order ............................................................................................... 40

Recover “In Process” or “In Use” Orders or Special Orders ............................................................................. 40

Saved Rainchecks .............................................................................................................................................. 41

39




Saved Transactions Recall an Order or Special Order

Don’t know the transaction number

1. POS Posting screen, position the cursor at Customer.

2. Press Menu (KPad–) to display the No Sale Menu. Type 5 for View Documents.

3. In the All Types Viewer, use one or more of the following search methods:

o At Customer, select the customer.

o At Store, type a store in which to search for transactions.

o At Type, select O for orders or S for special orders.

o At SKU, type a SKU to view transactions containing that SKU.

o At Cutoff Date, select a date from which to search for transactions created before that date.

4. Press Refresh (KPad+). Use the up or down arrow keys to highlight the transaction in

the grid.

5. Press Select (F4). The transaction displays.

Do know the transaction number

1. POS Posting screen, press Header (F11).

2. From the Header screen, press Special Order (F4) or Order (F8).

3. At Order #, type the transaction number and press Enter.

4. Press Post (F11). The order or special order displays.

Receive an Additional Deposit on an Order or Special Order

1. Recall and display the transaction.

2. On the Posting screen, position the cursor at Item (SKU). Press Total (KPad+).

3. From the Finish Order menu, type 1 or 2 (to print, or not print an invoice).

4. A dialog displays. At Deposit Amount, type the amount of the deposit you are receiving

now. Press Enter for OK.

5. The Total Deposit Due dialog displays. Fill in the amount tendered in the appropriate fields.

40




Invoice an Entire Order or Special Order



3. In the Finish Order dialog, type 3 for Invoice this order. The Total Due dialog displays.

4. Complete the transaction as you normally would.

Partially Invoice an Order or Special Order


2. On the Posting screen, position the cursor at Item (SKU). Press Menu (KPad–).

3. From the Posting Menu, type 3 for Partially invoice order.

4. From the Invoice Line Selection dialog, type the number that corresponds to the option you

want to use. In the dialog that displays, type the line number(s) based on the option you

selected. Press Enter for OK.

5. Press Total (KPad+).

6. If there is a deposit, type the amount to be applied to the invoice and press Enter.

7. The Total Due dialog displays, complete the transaction as you normally would.

Refund a Deposit on an Order or Special Order



3. From the Finish Order menu, type 1 or 2 (to print, or not print an invoice).

4. A dialog displays. At Deposit Amount, type the refund amount of the deposit. Press Enter

for OK.

5. Press Tab until Refund is selected. Press Enter.

6. The Order Refund dialog displays. Fill in the refund amount in the appropriate fields.

Recover “In Process” or “In Use” Orders or Special Orders

Follow this procedure if a message displays that the transaction is “in use” or “in process” when recalling

an order or special order.

1. If this message displays:

This transaction is in use by terminal ###. Please try later.

Go to the terminal indicated by the message and see if the transaction is displayed. If it is,

wait until that terminal completes the transaction before you access it at another terminal.

2. If this message displays:

The transaction is in process of being updated. Please try later.

Wait a few minutes and then try to access the transaction again.

3. If either message still displays after checking the other terminal or waiting a few minutes,

then complete the following steps to access the transaction.

4. Press Enter to close the error message.

5. Press Clear (F12) to clear the screen.

6. Press Menu (KPad–) and type X to Recover ‘in process’ transactions.

41




7. A dialog displays, type 1 to Recover an Order/SO/Estimate transaction ‘in process.’

8. A dialog displays a list of transactions. Use the arrow keys to highlight the correct

transaction and press Enter for OK. Or, at Trx #, type the transaction number and press

Enter for OK.

9. The dialog closes and the transaction displays. Complete the transaction as you

normally would.

Saved Rainchecks

Create

Use the following procedure to create a raincheck and save the transaction. To print a raincheck without

saving it in the system, see the No Sales tabbed section.

1. POS Posting screen, press Start Trx (F2) and type R for Raincheck.

2. Enter or change customer information, if necessary.

3. Press Enter to display the Rain Check dialog. Review the date, phone, and name that

displays. Change any of the fields that need to be updated. Press Enter for OK. The

dialog closes.

4. On the Posting screen, post the raincheck items.

5. Press Total (KPad+). The document number assigned to the raincheck displays. Press Enter.

Redeem

Redeem a Saved Raincheck when a customer returns to purchase raincheck items. This procedure only

applies to Saved Rainchecks. Note: On Saved Rainchecks, RAINCK # is printed at the bottom of the

receipt. On a regular (not saved) raincheck, JRNL # is printed at the bottom of the receipt.

1. POS Posting screen, position the cursor at Item (SKU) and type the SKU of the

raincheck item.

2. Press Menu (KPad–) and type R for Sell raincheck item.

3. In the dialog that displays, enter the raincheck number or the customer phone number.

Press Enter for OK. The raincheck item and price displays.

Note: If a message displays that the raincheck has expired, select Yes to proceed,

or No to cancel.


5. Repeat steps 1 through 4 to post additional raincheck items.

6. Finish the sale as you normally would.


Point of Sale Quick Reference


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About Epicor

Epicor Software Corporation is a global leader delivering business software solutions to the

manufacturing, distribution, retail, and service industries. With more than 40 years of experience, Epicor

has more than 20,000 customers in over 150 countries. Epicor solutions enable companies to drive

increased efficiency and improve profitability. With a history of innovation, industry expertise and

passion for excellence, Epicor inspires customers to build lasting competitive advantage. Epicor provides

the single point of accountability that local, regional, and global businesses demand. For more

information, visit www.epicor.com.