Detail Tab

This displays the contract number and customer name.

This allows you to quickly edit details for multiple items.

This displays all items on their order and their corresponding details.

Enter an item by typing the item ID or scanning the barcode. You can search for an item and use the other available functions as in Ring Sale.  When items are added to a sales order, they are allocated to that order until they are paid for, at which point they are removed from inventory.

You can utilize the same functions as in Ring Sale to modify an entered item.  For detailed information on these functions, see  POS | Ring Sale | Basic Functions and Additional Functions.

This displays detailed information for the item currently highlighted in the Item Listing.

You can enter a block PO number in the PO# field if applicable.  Check the PO box to place the current item on the specified PO.  If the items are to be drop shipped, check Drp Shp.  The vendor ID and vendor name are filled in upon entering the PO number.  If you wish to order a different quantity of an item than is included in the sales order, you can enter it in PO Qty. 

 

Alternatively, POs can be created via SO | Main Tab | Options Tab 2 | Create POs.  If POs are created this way, the PO number is automatically filled in for its respective item.

Additional information from the item inventory file is shown.  Click Price Book to view the price book.  Click Item Screen to view the item inventory file.

You can utilize the same functions as in Ring Sale to modify an entered item.  Clicking Save Ticket saves the sales order.

This displays the total savings resulting from discounting and sales. 

 

Clicking % changes the item listing to include costs and gross profit percentages.

The totals for the order are displayed.

You can open the Ring Sale grid from which to select items to enter on the sales order.

If any items are hidden, this displays all items in the item listing, regardless of shipping status. 

 

Upon being clicked, this button changes to Hide Shipped, which hides items that have shipped and displays only open items.

You can import items into a sales order from a spreadsheet, an item assembly, other companies, such as Maestro Construction or Simpson S-T, or from past purchases.

This ensures the prices and costs used are the most current.

This marks the highlighted item as a special order item in the case that you do not wish to stock the item in your store.