Use the following setup guidelines if you use a cashier to process the majority of your counter sales and the customer will pick up the items on the order.
Following are the control maintenance records and authorization keys used with counter sales, along with additional setup requirements.
Assign the following authorization keys, as needed:
Create a ship via code of PU Pick Up.
In the Ignore Cash Required field, enter Yes. This prompts for cash from a COD customer order using this ship via.
In the Print Status field, enter Q. This sends the invoice to the Invoice Preview Queue.
Create a G/L Sales Source Description of Counter Sales.
In Terminal Setup, assign Pick Up as the default ship via value and Counter Sales as the sales source for any users assigned only to counter sales.
In Control Maintenance, set Auto UET Enabled to Yes for each affected branch.
In UET Code Maintenance, create a code and set the Auto Group to SCKQU. This will track short-ship quantities due to inventory discrepancies and canceled orders.
See Also
Entering Counter or Will Call Sales Orders