This is the date of the transaction. This is a required field and will default to the current system date.

This is the number of the current receipt, and is based on the default set on the Defaults tab of the Sales Point of Sale Preferences window.

This is a number assigned by the system, which will increment by one for each transaction entered in the current batch.

This is the order number or purchase order number the customer provides to you and is sometimes used to assist the customer in tracking this invoice for their business. This is an optional field.

This is the date that the items in the transaction were shipped to the customer. This field is optional, but will default to the current system date.

This is an optional field and will show the Discount Code that was entered in the Discount field on the Credit/Collection tab of the AR Customers window for the selected customer. The entry in this field is combined with the entry in the Discount field on the Sales Info tab of the IN Stock window for each stock item purchased. The combination of the two codes is compared to the Discount that have been created in the Sales module to arrive at a discounted price for the customer for each stock item.

Depending on how it is set up in the Sales Set Up Sales Entry Layout window, the clerk may be able to change this code at the time of the transaction.

These are the first and second shared Header Order Entry and Point of Sale User-Defined Fields and are defined in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab. You can enter up to 50 characters.

These are the third and fourth shared Header Order Entry and Point of Sale User-Defined Fields and are defined in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab. These fields are numeric and accept up to 11 digits to the left of the decimal and 4 digits to the right of the decimal.

This is the fifth shared Header Order Entry and Point of Sale User-Defined Field, which is a date field, and is defined in the Sales Point of Sale Preferences window on the OE & POS User-Defined Fields tab and/or in the Sales Order Entry Preferences window on the OE & POS User-Defined Fields tab.

This is the date the order is placed. This is an optional field and will default to the current system date. For information see The Software Default Date.

These are the first and second Header Point of Sale User-Defined Fields which are defined in the Sales Point of Sale Preferences window on the POS User-Defined Fields tab. You can enter up to 50 characters.

These are the third and fourth Header Point of Sale User-Defined Fields. They are defined in the Sales Point of Sale Preferences window on the POS User-Defined Fields tab. These fields are numeric and accept up to 11 digits to the left of the decimal and 4 digits to the right of the decimal

This is the fifth Header Point of Sale User-Defined Field, which is a date field, and is defined in the Sales Point of Sale Preferences window on the POS User-Defined Fields tab.

These are the Accounts Receivable User-Defined fields that are set up in Accounts Receivable Module Preferences and defined in the AR Customers window.

This is an optional field and can be used to indicate the Sales Department Code associated with the entire transaction. The default for this field is determined by the Module Preferences settings. You might have a Sales Department Code listed for the sale overall, and also a Sales Department Code listed for each individual detail line.

The Sales Department Code determines the ledger account that will be used and depending on your settings, can also determine the Inventory and Non-Inventory accounts.

This is an optional field and can be used to indicate the Salesperson Code associated with the entire transaction. You might have a Salesperson Code listed for the sale overall, and also a Salesperson Code listed for each individual detail line.

The Salesperson Code can determine the types of activities that can be done, such as voids and refunds, or allowable payment methods. If there is a Salesperson Code in the Salesperson box of the AR Customers window for the selected customer, it appears here by default.

This is an optional field and is used to indicate the Sales Tax Code that applies to the entire transaction. If you have a code in the Sales Tax field of the AR Customers window for the selected customer, it appears here by default.

You can elect to have this Sales Tax Code apply to the entire transaction, or you can have a separate Sales Tax Code for each detail line in the transaction based on the Sales Tax Code associated with each inventory and non-inventory item.

If you enforce the use of AvaTax, the AVATAX Tax Code is used and you cannot edit it.

This is an optional field and is used to indicate the shipping method for this transaction. If you have a Ship Via Code entered in the Ship Via field of the AR Customers window for the selected customer, it will appear here by default.

This is the Terms Code that applies to the transaction and is an optional field. If you have a code in the Terms field of the selected customer’s AR Customers window, it appears here by default.

Click this button to immediately log off the current salesperson. A window will appear that will require a salesperson to log onto the system to enter transactions.

You can activate this option on the Security tab in the Sales POS Register Codes window.

If there is a transaction already in process when you click the button, the transaction will be cleared before the salesperson is logged off. This means all current transaction will have to be entered again when the salesperson logs back onto the system.