Topic outline

  • General

  • Accessing Workspaces Under Other Counterman Codes

    Demonstrates how to access an open workspace that is currently under other counterman codes for a customer within point of sale. 

  • Calling Up Parts

    Demonstrates how to call up a part number within point of sale.

  • Core Return

    Demonstrates how to perform a core return within point of sale.

  • Creating A Special Order

    Demonstrates how to create and sell a special order part number within point of sale.

  • Customer Name Searching

    Demonstration of how to perform a customer name search in point of sale.

  • Customer Notes

    Demonstration of customer notes information being displayed in a pop up window for a customer that has notes information setup within point of sale.

  • Delivery Charge

    Demonstration of how to add a delivery charge when finalizing an invoice within point of sale.

  • Displaying A Superceded Part

    Demonstrates hot to display a superceded part number within point of sale.

  • Editing Features

    Demonstration of how to perform the following editing features within point of sale:

    • Deleting line items from the workspace
    • Changing a line items quantity sold
    • Performing price overrides
    • Description overrides
    • Tax overrides
    • Entering a ship to address
    • Entering a comment line
    • Entering a purchase order/document number
    • Entering write in text information on an invoice line

  • Extending A Part As A Buyout

    Demonstrates how to extend a part as a buyout within point of sale.

  • Finalizing A Cash Sale

    Demonstration of how to finalize a cash sale with and without cash tendering options enabled within point of sale.

  • Finalizing A Charge Sale

    Demonstration of how to finalize an invoice as a charge sale and how to password override when over credit limits within point of sale.

  • Inventory Return

    Demonstration of how to perform an inventory return for a part number within point of sale.

  • Invoice Discounts

    Demonstration of how to add percentage and flat rate invoice discounts within point of sale.

  • Open Workspace Information Screen

    Demonstrates an overview of the various fields of information that is contained within the Open Workspace screen within point of sale.

  • Part Number Information Fields

    Demonstration of the various fields of information that gets displayed when a part number is called up within an open workspace within point of sale.

  • Part Scrolling In A Workspace

    Demonstration of how to scroll through parts within the workspace screen within point of sale.

  • Printing An Interim Invoice

    Demonstration of how to print an interim (pick ticket) invoice within point of sale.

  • Recording A Lost Sale

    Demonstration of how to record a lost sale within point of sale.

  • Recording A Stock Out

    Demonstrates how to record a stock out for a part number within point of sale.

  • Saving An Open Workspace

    Demonstrates how to save an open workspace within point of sale.

  • Searching The Electronic Price Sheet

    Demonstrates how to search the electronic price sheet file within point of sale.

  • Searching The Inventory File

    Demonstrates how to search the inventory file within point of sale.

  • Selling A Core Exchange

    Demonstrates how to sell a part number with a core exchange within point of sale.

  • Selling A Core Only

    Demonstrates how to sell a core only for a part number within point of sale.

  • Selling A Kit

    Demonstrates how to sell a kit within point of sale.

  • Selling Alternate Parts

    Demonstrates to sell alternate parts within point of sale.

  • Vendor Return

    Demonstrates how to perform a vendor return within point of sale.

  • Warranty Return

    Demonstrates how to perform a warranty return within point of sale.