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Entering
Payments |
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When payments are activated, press the
+/- button to enter a payment. (The +/- screen is used for all
charges and credits - such as sales tax, payments, invoice
discounts, shipping charges, and delivery charges.
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The ENTER +/- screen can include an option for
either one or two payments. You would only setup the second
payment option if your customers sometimes pay with two tenders
- for example, both cash and a check.
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When either of the PAY buttons is pressed, the
Operator chooses whether the payment is being made by cash,
check, or card. You can setup the system so that some
payment types (such as credit card) are not used at your
company.
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Cash, check, and credit card payments are
entered on their own screens. Several types of credit card
payments, such as MasterCard, VISA, and American Express, can be
defined. The ENTER +/- screen displays all payments.
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Payment
Options |
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MESSAGE: In case
the order is changed after the payment has been entered, or the
payment amount is not correct, the system warns the Operator
that the payment is not fully paying the order.
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OPTION: Payment
terms can be defined so that a customer must pay for product
that is delivered. For example, a term CODCASH can even
required that a customer pay cash.
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OPTION: Sales Order Status can
be used to assure that printed orders cannot be changed.
For example, to keep fraud from occurring where an order is
printed with a payment, and then the order is deleted.
With this option activated, an order cannot be changed after
being printed.
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OPTION: Sales Order
Status can be also be used to assure that printed orders cannot
be changed. For example, to keep fraud from occurring
where an order is printed with a payment, and then the order is
deleted. With this option activated, an order cannot be
changed after being printed.
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Payment
Reconciliation |
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Payments can be reconciled for a particular day, or for a period
of time (such as a full week).
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The SUMMARY PAYMENT screen displays total figures for 'On
account' credit orders, as well as CASH, CHECK and CREDIT CARD
summary figures. Press the PRINT button to print a detailed
Payment Reconciliation report that the Operator can use to .
Press the CREDIT, CASH, CHECK, or CARD buttons to view this
information on the handheld, rather than in a report.
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The SUMMARY screens display details for every order that was
sold on credit terms (on account), as well as cash, check, and
credit card payments. These screens offer an 'online'
alternative to the printed Payment Reconciliation report. |
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Exporting
Payments to Host Accounting System |
ALO Information Manager includes several options for exporting
payments to the home office accounting system. Each order
contains payment information. Or, a unique file of payment
information can be generated - only orders with payments will be
included. This payments file can have its own name, such as
‘PAYMENTS’, which can then be processed by the home office
accounting system. |
