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Point of Sale

Both the "order entry" module and the "point of sale" module in ProTrac™ are built around simple menu structures. These modules and their integration to the inventory module, the accounts receivable module and the purchase order module will give your operators the tool for unparalleled customer service.

Multiple tasks can be performed simultaneously by point of sale operators, as you create/edit an order:

• Searching for customer information
• Checking item(s) availability and prices
• Suspending orders for later retrieval and editing
• Creating "special" orders
• Recalling existing open orders for easy editing, etc.
  

Each module has a distinct functionality. Automation for your sales department has never been better...

Contact your sales representative for additional information.

Please take a look at the detailed features of this power packed module:
Point of Sale/Order Entry - Detailed Features

Some of the specific features that you will find in this Module are:

ORDER HEADER - DATA ENTRY

• Adding customers/ship to(s) on the fly
• Change terms per invoice (pop-up window)
• Clerk/salesperson fields (pop-up windows)
• Contact information field
• Customer lookup pop-up windows: Can search by name, phone #, account # and zip code. Can add a new customer on the fly
• Credit balance and limit amounts displayed in RED
• Date delivery field (appears in the browse utility)
• Date required field
• Delivery method field pop-up window: Multiple types by code
• Hold reason: To classify orders, when these orders are placed on hold
• Job field pop-up window
• Note fields: Special instructions and hold reason. Other notes pages available for private, non-point of sale-use
• Notes highlighted: First 60 characters from customer maintenance, page 3 are highlighted at point of sale header
• Purchase order number: An optional pop up screen can ask for a purchase order number if the customer has to have one
• Unlimited ship to addresses pop-up window. You can also add one on the fly
• Special order number tracking
• Tax codes by invoice: (3 levels) with pop-up windows
• Zip code database: Automatically populates city, state and zip code
• Bill to and ship to option(s)
• Ship date: Required date field available by invoice
  

ITEM ENTRY FLEXIBILITY:

• Add new item: To inventory records on the fly
• Alternate item search: For substitutions
• Back orders: Generate pick ticket for remaining items not shipped
• Select vendor on fly while entering an item: (For rush backorders) A default vendor for that price level will appear, user has option to override the vendor
• Bar coding
• Calculator: Function key while in price field
• Customer item cross reference
• Commissions: Calculated according to setup
• Item discounts: Automatically calculated according to setup
• Drop ship items - Can be added to the order using back order utility
• Edit item cost: Can be done on the fly after invoicing special order items
• Gross margin %: Running total by order (switch can turn this off)
• Handling charge
• Invoice printing: Options available
• Multiple location lookup
• Notes: Availability of notes in your orders
• Price lookup: As easy as typing a "?" at the price field will allow all options including contract price, custom pricing plans, and all quantity breaks
• Price lookup for another customer - Can be done on fly
• Restrict delivery ticket printer by user
• SCAC code definition (standard carrier alpha code): Delivery tickets, pick tickets, and packing slips can show the ship via SCAC code definition. This table is user defined. It can be set as a default by customer and can be changed by ticket and printed on invoice, etc.
• Sale of items tracking serial number(s)
• Shipment tracking utility: Track UPS, FedEx, etc. tracking #'s
• See all margins by each price for item
• Item search: By item number, description, manufacturer/OEM, UPC, class, or sub-class (six (6) methods). These flexible search features allow even the newest employee to accurately look up unfamiliar inventory, greatly reducing training time and costs
• Multiple transaction types on same ticket: Returns and sales
• Other charges fields: Freight, or miscellaneous charges
• Override(s): Manager override-accounts on credit hold or over credit limit
• Notes: Free form note line in invoice body
• Past due accounts "lock out": Accounts that are past due can be permanently locked out from being allowed to order through ProTrac™ point of sale module
• Price look up
• Reprint invoice(s)
• Returns: Multiple designations plus defective return tracking
• Split payments: Combination of cash, bankcard, A/R, or check allowed
• Ticket discount: Can recalculate ticket with a discount, 3 options:
  1. Recalculate ticket with a percentage off apply it to the transaction total
     (Example $50 - 10% off =$50-$5 - $45 total)
  2. Recalculate ticket with a dollar off and apply it to the transaction total
     (Example $50 - $5 =$45 total)
  3. Recalculate ticket with any of the above two options and apply it by recalculating the sales prices on every line item

Additional Point-of-Sale General Utilities

• Back order release module: Allows you to see all outstanding back orders, pick the ones where quantity is NOW available to ship, and double click on that order to take you right to point of sale to invoice it. User options available:
  1. Regenerate a pick ticket on remaining items on back order
  2. Ship complete or partial
  3. Continual status window of all orders available to be shipped
• Cash drawer
• Customer core bank
• Customer sales history: Item search utility/purchase verification
• Customized part number cross referenced by customer
• Item search utility/purchase verification (customer sales history)
• Lost sales tracking
• Multi-store lookup
• Order search utility: Can track down any order by item number, customer, sales representative, sales ID, item description, or date. You can control how many days you want to search back
• Order (or other Transaction) browse utility: Right at point of sale, user can view orders, quotes, work orders, transfers, invoices, back orders, holds, etc. using six different browsing parameters displayed at the bottom of the screen. A search key allows you to find a specific order
• Over fifteen search and sort modes exist: Order number, account number, sales ID, ship name, job number, and customer purchase order number. User can isolate the order search by the order status (open, ordered, all, backordered, hold, or invoiced only). User can also drill down to the actual order detail screen by double-clicking on the highlighted order, quote or invoice
• Print to practically any printer
• Remote order entry: Order from a computer outside your location
• Repair & service module
• Sales analysis and purchase history utility
• Search by items in a field (e.g. customer name)
• Serial # search and display utility
• Shipment tracking utility (track UPS, FedEx, etc. tracking #s)
• Shipping labels utility
• Special order control: Can be entered within a transaction with other non-special order. Can track special order items. Can add deposits. Can set deposit by inventory item, and can add cost and list of special order item on the fly
• Transfer orders
• Warnings: Pop up windows alert you of over credit limit, etc