NOTE
1: The currency symbol displayed is based on your computer's current
Regional Settings, accessible from the Microsoft Windows
NOTE
2: If you change the currency once transactions (whether from the
Internet or from your Point of Sale) have been processed, changing the
currency will change the currency symbol
ONLY in all existing transactions.
The value
of the existing transactions will NOT be changed. Therefore
it is important that you DO NOT change currencies once your business has
begun processing sales through Y.E.S.!
If you have arrived at the Customers - Transactions screen from Y.E.S.! Point of Sale™ you will see the following instead of the above:
The left side of the tab screen lists the transactions that have been completed for the selected customer, listed by and displaying the "Date/Time" of the transaction, the transaction's "Total", and the "Order I.D." number for the transaction. By clicking on the column heading, the transactions can be sorted in ascending or descending order for each column.
By selecting from the View By Type list box, you can view all transactions by the following types:
ALL (the default) - All Transactions
Credit Memo - All credit memo's issued to the customer
Invoice - All invoices issued to the customer
Payment - All payments made by the customer
Return - All returns performed for the customer
Sales - All sales completed
The right side of the screen displays all information regarding the highlighted transaction including:
Shipping - The shipping charge applied to this transaction
Tax - the amount of tax applied to this transaction
Approval Code - If this order was placed using a secure payment gateway (credit card), this number is provided as a reference number that the order has been approved by the order processing system. Note: This number will be automatically generated by your transaction provider.
Transaction ID - If this order was placed using a secure payment gateway (credit card), this number is provided as a reference number for this specific transaction. Note: This number will be automatically generated by your transaction provider.
Total Paid - The total amount of the transaction
Sold By - the employee's name who conducted the transaction
Payment Type - This is the type of payment for the original transaction (Cash Sale, Invoice, Credit Card, etc.)
The items in the selected transaction including the selected options (if applicable), price, quantity, and subtotal for each, will be displayed in the list box in the bottom right of the screen. To adjust the width of each column, click and hold on the column separator and move it left or right accordingly.
On the Transaction tab screen, you can also:
Return Item(s) - This button will return the selected item in the selected sale. To select more than one item from this sale to return, hold the "Ctrl" key and select the desired line items. The selected items will appear in blue. Clicking the "Return Items" button displays a window asking you to confirm that you wish to return the selected item in the sale. Clicking the "Yes" button will display another window asking you whether you wish to return the Shipping Charges as well. Clicking the "Yes" button on this screen will return the selected item in the sale and remove the item price, taxes, and shipping charges (if applicable) from the customer's account balance. If you wish to provide your customer with verification of this return, highlight the return transaction created and click the "Print Receipt" button.
A message confirming that the item has been returned and added to your inventory will appear.
NOTES:
This function is most useful when you wish to provide your customer with cash back for the returned items.
Selecting a Sale or Invoice, and clicking the "Return Item" button will not remove the sale or invoice from the listing, but will create an additional transaction under the "Returns" category.
Return Entire Sale - This button will return all items in the selected sale. Clicking the "Return Entire Sale" button displays a window asking you to confirm that you wish to return all items in the selected sale. Clicking the "Yes" button will display another window asking you whether you wish to return the Shipping Charges as well. Clicking the "Yes" button on this screen will return all of the items in the selected sale and remove the item(s) price, taxes, and shipping charges (if applicable) from the customer's account balance. A message confirming that the item has been returned and added to your inventory will appear. If you wish to provide your customer with verification of this return, highlight the return transaction created and click the "Print Receipt" button.
NOTES:
This function is most useful when you wish to provide your customer with cash back for the entire sale.
Selecting a Sale or Invoice, and clicking the "Return Entire Sale" button will not remove the sale or invoice from the listing, but will create an additional transaction under the "Returns" category.
View Notes - This button opens the following screen, which displays the customers notes to you as well as the internal memo you have entered regarding this specific transaction.
Make Payment - This button will display a window where you are to enter the amount of payment to be credited toward the customer's account. Entering the payment amount and clicking the "OK" button updates the customer's Balance to reflect the payment.
Issue Credit Memo - This button will return the selected transaction (sale or invoice) and issue the resulting credit amount to the customer's account balance. To select more than one item to credit, hold the "Ctrl" key and select the desired line items. The selected items will appear in blue. Clicking the "Issue Credit Memo" button displays a window asking you to confirm that you wish to issue credit towards the selected items in the sale. Clicking the "Yes" button will display another window asking whether you wish to credit the Shipping Charges as well. Clicking the "Yes" button on this screen will return the selected item(s) in the sale and credit the customer's account with the item(s) price, taxes, and shipping charges (if applicable). A message confirming that the item or items have been returned and added to your inventory will appear. If you wish to provide your customer with verification of this credit, highlight the credit memo transaction created and click the "Print Receipt" button.
NOTES:
This function is most useful when you wish to provide your customer with credit towards future purchases, without providing cash back.
Selecting a Sale or Invoice, and clicking the "Issue Credit Memo" button will not remove the sale or invoice from the listing, but will create an additional transaction under the "Credit Memo" category.
Make Adjustment - This button allows you to make a CREDIT or DEBIT adjustment to the selected customer's account. Clicking this button displays the following screen.
The "Make Adjustment" screen displays the Customer's Current Balance and a field where you enter the Adjustment Amount. You are also able to select whether the adjustment is a CREDIT or DEBIT by selecting the respective bullet box.
For a CREDIT, the choices listed in the drop down field are:
Credit Adjustment - such as crediting the customer's account for a non-inventory item or service
Advance Payment - useful when customers are required to pay in advance, or for an escrow account
Credit Forwarded - such as entering a credit that was issued from other accounting systems
For a DEBIT, the choices listed in the corresponding drop down field are:
Debit Adjustment - useful for reconciling/correcting accounting errors
Pay Out to Customer - useful for issuing funds to a customer with a positive account balance
Debit Forwarded - such as entering a debit that was issued from other accounting systems
The bottom of the "Make Adjustment" screen is a Memo field into which you may type a memo regarding this adjustment.
NOTE: This memo will be displayed on the Customer's Account Statement
Print Receipt - This button prints a receipt for the selected transaction. If installed, the receipt will be printed from the Label Printer. If the Label Printer is not installed, the receipt will print from your default printer.
Print Invoice - This button prints an invoice for the selected transaction.
NOTE: This will NOT create a new invoice for the customer.
Print Packing List - This button prints a packing list for the selected transaction.
Print Statement - This button prints a current statement for this customer. This statement is ready to be mailed to your customer, and shows the customer's account information, payment terms, transaction history, and current balance due.