Creating an Order part 1

Pressing Alt-N reveals the order window:

In our first example a customer name Bob Smith comes to cash and wants to buy a Delphinium along with four boxes of pansies. The first item of business is to find him in the database by typing his last name in “CustID”.

It is important to note that if you are typing into the field it auto-fills. With each subsequent letter you will get closer to the result you want unless you make an error in the spelling. As soon as you enter a letter that is not found in the index your auto-fill will be gone since the name does not exist in the list. At this point it is often helpful to press F4 (to drop-down the list) and browse the list to see if you find the customer with a slightly different spelling.

You type in “Smith”.  This takes you to Alan, the first Smith in the database:

Continuing to type in a comma followed by a space and then “B” and “O” brings you to Bob. Or you can press F4 to activate a client list and then arrow down to Bob:

Either way, once Bob makes it into the “CustID” field, you can then proceed to fill his order. It is important to note that once you start typing in this field and new order is created along with a unique order number that shows in the top left corner. Pressing Tab moves us to the Prod field where we type in “delph”, the first five letters of delphinium. This field is also attached to an indexed list, meaning that as you type you come closer and closer to the plant in a list of available plants. By now we have made it to Delphinium 3.5”. Pressing F4 will allow you to see other sized Delphiniums in the plant list.

He has brought you a five and a half inch pot so you select Delphinium 5.5” Black. Press down arrow to create a second line. Next type in pansy and then tab to Quantity and type the number 4. All Items for this order have now been entered. Ensure that you are the employee associated with this order by pressing Alt-E and entering your name under EmpID.  (Ideally you should set yourself as the Default employee at the beginning of a shift by going to “9 Common Toolbar>Defaults”)

The price can be changed if need be but normally you leave the default. Down the side you see a Running total followed by “w/disc” (with discount). Please note that these values are updated each time you tab off of the line thus completing a detail record. In this case both values are the same because Bob Smith hasn’t achieved a loyalty discount yet. “W/taxes” adds in taxes to show the total amount owing for the order.

At the bottom of the screen we see “Change”. If  “Change” is negative the customer owes us money. If “Change”  is positive then we owe the customer money. Bob is paying cash for this transaction. He gives a twenty. Since “PayMethod” (at midscreen on the right) defaults to Cash no modification is made in that field. Type $20 into “CDN$in”.

Press Tab to leave “CDN$in”. The “Change box adjusts to $6.49 which is what you give to Bob and send him on his way. A thin lined rectangle around “Ping” tells us that the button is active. Thus pressing Enter will push “Ping”, end the order and make it disappear off the screen. Alt-P is the alternative way to press “Ping” if the button doesn’t have focus.