Chapter 3. “Go Live” Tracks
2. Point of Sale (computer-generated invoices)
Point of Sale allows you to enter invoices, returns, quotes, and orders through the
Transaction Entry system using individual inventory items. A printed ticket will
be generated for each transaction with either a computer-generated number or a
transaction number you provide. This is different from invoice posting because it
keeps quotes and orders by customer, which can be recalled and changed into
sales. Point of Sale replaces invoice posting. You will be getting sales analysis
and history information by item. You will also be getting the same sales
information by assigned salesman, written by salesman, sales tax, and addons.
Costs and prices are tracked but quantities are not. The quantity on-hand, on-
reserve, and on-order will be meaningless until you take a physical count.
What needs to be done before going live?
1. All steps from A/R invoice posting must be done. Or if you are already
processing A/R invoices, just complete the following steps.
2. Enter all inventory items. This can be done through a conversion from a
previous computer system, the commodity list provided by Dimensions, or
entering each item through file maintenance.
3. Enter and check all prices and costs. Print a price book if desired.
4. The corresponding Variable File entries must be set up:
A. Sales, Entry Options, POS Enter Detail Screen
z 8. Verify On-Hand Exceeded
Should be N until quantities on-hand in inventory are used.
B. Sales, Print Options
z Double check the print programs used for different tickets. Use
plain paper print programs if you have not received your pre-
printed forms yet.
C. Sales, Descriptions (if saving sales totals)
z Truck
z Delivered By
z Loaded By
z Checked By
D. Sales, Messages
z Messages printed on tickets
58 Dimensions 14
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