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Import (F12)
Suspended Sales, Sales Orders, Service Tickets, PartSmart Files, and Spreadsheets (if XLS Importing is enabled in Company Setup) can be imported directly into the Ring Sale screen by clicking Import (F12) or pressing the F12 key and selecting the source to import.
Suspended Sale
This opens a window showing all currently suspended sales.
For information on suspending a sale, see Suspend Sale.
Select the correct suspended sale, and click Select. The sale is imported into the Ring Sale screen with all the previously entered items, along with any additional settings that were previously applied, like customer information.
Note that in this example, the total shown for the original sale was $271.33, and the total of the imported sale is $211.97. A promotion was enacted in the period between suspending the sale and importing, and discounts were applied to items included in the promotion.
If an item on the suspended sale is no longer in the store inventory, an error message is displayed, and an invoice comment is automatically created regarding the missing item.
This opens the Find Sales Order screen. You can search for a sales order using any information available.
Once you find the correct sales order and click Select, a window opens with a list of items on this sales order. Select the items to invoice to the customer, and click Invoice.
To invoice all items at once, check Ship without regard for Available in System | Company Setup | Sales Orders 2.
A service ticket can be invoiced through the Service module or through POS. This opens the Service Ticket screen. You can search for a service ticket using any information available, and click Select. The service ticket must have a status of Completed in order to appear in the search results.
A spreadsheet must be arranged with item number, quantity, and price in columns A, B, and C, respectively, and there should be no header. The sheet must be saved as a Microsoft Excel 5.0/95 Workbook (.xls).
Find the sheet to import, and click Select.
A window opens asking if you want to use current retail prices. Click No to use the prices from the spreadsheet.
If any item is not recognized by the item number entered, an inventory lookup window opens for each item. You can search for the item or click Advanced Search and Add Item.
The items on the spreadsheet are entered into the Ring Sale Item Listing.
