Express Checkout allows printing all applicable customer documents and possibly job costing in one quick step. It is possible to specify a different printer for each document. For example, print the Invoice at front desk workstation, then print the Picking Ticket to the warehouse where the customer will pick up the material, then print the job cost sheet to the accounting desk.
This is useful for Cash and Carry sales with no labor, and also for use in the warehouse for supplies.
Express Checkout produces the following documents:
Invoice/Acknowledgement
An invoice can be printed from the Express Checkout screen if the following conditions exist:
All lines are in a Cut or Delivered Status
The order is paid in full (or the 'Job cost without Full Payment' switch is set on)
All inventories is costed (or the 'Job cost 'Not Costed' Inventory' switch is set on)
If the 'Integrate Provider's Earnings' switch is set on but there are NO service lines on the order.
If the job meets the criteria above for job costing, choosing to print an Acknowledgment will not job cost the job.
If any of the above conditions are false, only an acknowledgment can be printed as Express Checkout is designed for a true Point of Sale environment.
Copies: default is set as 1 copy. Click the arrows to increase or decrease.
Destination: click to select a different printer than the one set as your default.
Preview Invoice: click in this box to be able to view of copy of the invoice on the screen before printing to the printer. See Parameters, Public, Invoice, Invoice Name Print Order to control how names print.
Custom: click to enter custom notes for this customer order that will print on the invoice or acknowledgment.
It it is possible just to print a copy of a customer order without changing the line status from cut to delivered or job costing the order.
1. Un-check the process picking ticket box. (Note just changing the number of copies to 0, does not print a picking ticket but does change cut lines to delivered.
2. Choose print acknowledgement rather than invoice. (Choosing invoice and just changing the number of job cost sheets to 0 does not print a job cost sheet but does job cost the order.)
Picking Ticket
Check to Process Picking Ticket. Not checking will mean that lines in a cut status will not be delivered.
Copies: default is set as 1 copy. Click the arrows to increase or decrease. Setting to zero will still change lines in a cut status to delivered.
Print Picking Ticket Line Notes: click here to print the notes entered on the lines on the order.
Print Picking Ticket Notes: click here to enter notes to be entered on the picking ticket.
Edit Picking Ticket Instructions: click here to add/edit/delete notes (could be used for instructions to the warehouse, Provider, etc.). These notes can be entered right before printing.
Print by Shipping Order: if specific Ship-To information is entered on the customer order lines, the picking ticket can be printed using a sort of those lines going to the same ship to address.
Preview Picking Ticket: click here to view a copy of the picking ticket before sending it to the printer.
Destination: click to select a different printer than the one set as your default.
Job Cost Sheet
If the order has service lines, job costing is not available through express checkout. Click Acknowledge rather than Invoice to skip job costing at this time. If the order has all lines in a cut status, a job cost sheet can be printed during express checkout.
Copies: to not print a sheet a copy, enter zero, the job will still be job costed unless Acknowledgement is chosen rather than invoice.
Unit to Print: choices are either Unit Gross Cost or Total Unit Cost. Selecting Gross cost will print the Product PER UNIT cost on the line detail section of the job cost sheet. Selecting Total Gross cost will print the total unit cost for the line (per unit cost multiplied by the quantity sold.)
Preview Job cost Sheet: click here to view a copy of the job cost sheet before sending it to the printer.
Destination: click to select a different printer than the one set as your default
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