Using the New Sale window

Modified on Sun, 19 Apr at 11:20 PM

Use the New Sale window to:

Select a customer. See Searching for a customer.
Search for a previous sale. See Editing a previous sale.
Search for a sale temporarily put on hold. See Resuming a held sale.

Opening the New Sale window

To open the New Sale window:

Either:
• when starting sales entry for the first time:
• select Module > Sales > Sales Entry from the main menu
• select the business unit, if prompted to do so.
• from the Sales Entry window:
• click Accept to complete the previous sale
• click Hold Sale to put the previous sale on hold
• click Delete Sale to delete the previous sale
• click Customer to edit the customer's name and address if not a community member.
The New Sale window is displayed.

Note: If the Enter Customer BEFORE Processing Sale field is deselected on the Sales sub-tab of the Business Units tab of Synergetic Financial Configuration, the Sales Entry window is displayed instead, and the New Sale window appears after a sale is accepted. See Using the Sales Entry window. Also see Synergetic Financial Configuration - Business Units - Sales sub-tab in the Finance manual.

New Sale window - key fields and buttons
Fields

Field	Description
Customer ID / Barcode	Identifier for the customer when entering a sale. You can: leave the field blank if this is a cash sale or you want to search through all records of the constituency selected scan the customer's barcode to input the customer number type in the customer's Synergetic identifier type in part or all of the customer's surname then search for matching records of the constituency selected. Note: See the buttons below for details of searching.
Customer Name	Customer's name if the customer is not a member of the Synergetic community.
Address	Customer's address if the customer is not a member of the Synergetic community.

Field

Description

Customer ID / Barcode

Identifier for the customer when entering a sale. You can:

leave the field blank if this is a cash sale or you want to search through all records of the constituency selected
scan the customer's barcode to input the customer number
type in the customer's Synergetic identifier
type in part or all of the customer's surname then search for matching records of the constituency selected.

Note: See the buttons below for details of searching.

Customer Name

Customer's name if the customer is not a member of the Synergetic community.

Address

Customer's address if the customer is not a member of the Synergetic community.

Buttons

Button	Description
	Search for a current student using the Student Search window. To search for a student: Enter search criteria that you know about the student. Click . Select the student. Click . The Sales Entry window is displayed. See Using the Sales Entry window.
	Search for a staff member using the Staff Search window. To search for a staff member: Enter search criteria that you know about the staff member. Click . Select the staff member. Click . The Sales Entry window is displayed. See Using the Sales Entry window.
	Search for a future student using the Future Student Search window. To search for a future student: Enter search criteria that you know about the future student. Click . Select the student. Click . The Sales Entry window is displayed. See Using the Sales Entry window.
	Search for a Synergetic community member using the Find Name on Community window. To search for a community member: Enter search criteria that you know about the person. Click . Select the person. Click . The Sales Entry window is displayed. See Using the Sales Entry window.
	Display a list of sales that have not yet been closed off by you or other operators. See Editing a previous sale.
	Resume a sale previously put on hold. See Resuming a held sale.
	Check the price and the stock on hand of an item, without interrupting the current sales process. See Performing a price enquiry.
	Open the cash drawer. Note: If you do not have a cash drawer, the button will not be displayed. The following window is displayed requesting the password, if it has been set. Note: The password is configured using the No Sale Password field on the Page 2 tab of Synergetic Financial Configuration - Business Units - Sales sub-tab in the System maintenance manual. This can be set independently for each business unit at your organisation.
	Print the docket for the last sale processed.
	Click if either: entering a cash sale, without any values selected a customer name and address is used, for customers not in the Synergetic community.
	Click if either: exiting from Sales Entry refreshing the New Sale window.