• Sales
  • Setting Up the Sales Module
    • Basic Setup of the Sales Module
      • Sales Relationship with Other Modules
      • Order Entry (OE) Preferences
        • Setting Up the General Order Entry Options
        • Setting Order Entry Defaults
        • Setting the Order Entry Print Options
      • Point of Sale (POS) Preferences
        • Setting Up the Point of Sale Options
        • Setting Point of Sale Defaults
        • Setting the Point of Sale Print Options
    • Tracking User-Defined Sales Information
      • Setting Up User-Defined Fields
      • Using the User-Defined Fields After Setup
    • Setting Up Gift Cards
    • Settings Specific to Layaway
      • Setting Up General Layaway Preferences
      • Defining Minimum Payments and Down Payments
      • Defining Restocking Fees
    • Setting Up AvaTax Integration
    • Setting Up 3dCart Integration
    • Defining Sales Codes and Formats
      • Setting Up Your Salespeople (Salesperson Codes)
      • Setting Up Your Departments (Sales Department Codes)
        • Planning Your Sales Departments
        • Adding Sales Department Codes
      • Working with Sales Tax (Sales Tax Codes)
      • Working with Credit Cards (Credit Card Codes)
      • Tracking Custom Information (CC Codes)
      • Handling Non-Inventory Items (Non-Inventory Codes)
        • Defining Non-Inventory Items
        • Accepting Alternate Tender
        • Paid Out Non-Inventory Codes
      • Working with Shipping Options (Ship Via Codes)
      • Defining Printing Options (Printer Codes)
      • Grouping Recurring Orders (Frequency Codes)
      • Setting Up Invoice and Receipt Formats
        • Format Invoices/Receipts for Specialty Shop
      • Modifying or Deleting Codes
    • Implementing Special Pricing
      • Setting Up Special Pricing for a Customer
      • Setting Up Price Level Codes
      • Setting Up Discount Codes
      • Setting Up Markup/Margin Codes
    • Establishing Recurring Comments
      • Planning Comment Codes
    • Tracking and Handling Checks with Insufficient Funds
    • Customizing the Sales Entry Window
      • Changing or Creating a Sales Entry Layout
      • Setting Up Stock Item Buttons for the Register Window
    • Troubleshooting: Setting Up the Sales Module
  • Setting Up Your Hardware and Registers
    • Setting Up Your Hardware
      • Defining Your Devices
        • Bar Code Scanner Device
        • Card Reader Device
        • Cash Drawer Device
        • Check Franker Device
        • Customer Display Device
        • Weight Scale Device
      • Setting Up Hardware Using the Manufacturer’s Settings
      • Setting Up Hardware Using the Hardware Wizard
    • Setting Up Your Registers
    • Troubleshooting: Setting Up Your Hardware and Registers
  • Order Entry and Point of Sale Manager Tasks
    • Order Entry Tasks
      • Working with Batches
        • Selecting a Batch
        • Setting Up a Batch
      • Setting the Active Batch Transaction Type
      • Repairing a Batch
      • Setting up Recurring Orders
        • Modifying Recurring Order Templates
      • Generating Recurring Orders
      • Generating Transactions from External Files
        • Finding Errors in Imported Transactions Before Posting
        • Correcting Errors in Imported Transactions
      • Generating Orders from 3dCart
      • Clearing Orders
      • Changing the Local Transaction Date in Order Entry
      • Printing Daily Reports
      • Correcting Errors in Unposted Orders
      • Posting Invoices
    • Point of Sale Tasks
      • Viewing the Register Status
      • Printing Point of Sale Edit Reports
        • Point of Sale Edit Report
        • Point of Sale X-Report
      • Clearing Sales
      • Printing Daily Register Reports
        • Viewing the Daily Register Total Information
        • Viewing Posted Sales Activity (Z Report)
        • Viewing Daily Sales Activity
      • Balancing Registers Before You Post
        • Notes on Posting Registers
      • Printing the Balance Register Report
      • Working with Discrepancies in Register Totals
      • Posting Sales Transactions
    • Troubleshooting: Additional Tasks in the Sales Module
  • Sales Reports
    • Reporting Overview
      • Denali Reports Available
        • Financial Statements
        • History Reports
        • Control Reports
      • Reporting Options in Denali
        • Options for Report Type
        • Standard Report Sort Options
        • Report Query Options
        • Using the Search Feature in Lookups
        • Selecting Dates from the Online Calendar
        • Working with Date Ranges
        • Filter Ranges and Filter Methods
    • Reporting in the Sales Module
      • Sales Transaction Reports
        • Sales by Salesperson Report
        • Sales by Department Report
        • Pure Product Sales Report
        • Sales by Item Report
        • Sales by Register Report
        • Sales by State Report
      • Cash/Credit Card Receipts Report
      • TSYS Transactions Report
      • Price Variance Report
      • Sales Tax Report
      • Profit Margin Report
      • Coupon/Buy Down Report
      • Promotional Sales Report
      • Sales History Report
      • Sales Labels
      • Invoice/Receipt Tracking Report
      • Reprinting Invoices or Receipts from History
      • Back Order Tracking Report
      • Back Order Fulfillment Report
      • Deposit Journal Report
      • Gift Card Report
      • Recurring Invoice Report
      • Layaway Reports
        • Layaway History Report
        • Layaway by Item Report
        • Layaway By Salesperson Report
        • Layaway by Register Report
        • Delinquent Layaways Report
        • Layaway Schedule Report
    • Troubleshooting: Sales Reports
  • Sales Period End and Maintenance
    • Sales Period End
      • How to Reset Credit Card Totals
      • Purging the Deposit Journal
      • Purging Sales History
      • Purging Settled Checks
      • Purging Hold or Quote Transactions
      • Purging Closed Layaways
    • Sales Maintenance
      • Viewing Table Information in Sales
    • Troubleshooting: Sales Period End and Maintenance
  • Entering Transactions as the Salesperson
    • Accessing the Entry Windows
      • Selecting an Order Entry Batch / Window / User
      • Selecting a Point of Sale Register / User
    • Entering Information Using a Keyboard, Scanner, or Touch Screen
      • Entering Items with the Keyboard/Mouse
      • Entering Items Using a Scanner
      • Entering Items Using a Touch Screen
    • Entering Sales Transactions
      • Invoice Transaction
        • Voiding an Invoice Transaction
      • Hold or Quote Transactions
        • Completing a Hold or Quote
        • Canceling a Hold or Quote
      • Including Lot Numbered or Serialized Items
      • Working with Layaways
        • Entering Scheduled Layaway Payments
        • Picking Up Layaways
        • Canceling Layaways
        • Voiding a Layaway Transaction
      • Work Order Transactions
        • Completing a Work Order
        • Voiding a Work Order Transaction
        • Returning a Deposit on a Work Order
      • Job Cost Invoices
      • Working with Customer Information for Sales Transactions
        • Selecting a Customer
        • Viewing Customer Notes
        • Viewing Financial Information
        • Viewing Transaction History Information
          • Adding Items from the Customer’s Sales History to the Current Transaction
        • Changing the Customer’s Billing Address
        • Working with Shipping Addresses
          • Creating Multiple Shipping Addresses for the Customer
          • Selecting the Correct Shipping Address from Multiple Addresses
      • Weighing a Stock Item at the Time of Sale
      • Creating Inventory Items Not Showing in the Lookup Window
      • Rearranging Items in a Sales Transaction
      • Entering a Special Order Item
      • Choosing a Stock Item Variant
      • Including Non-Inventory Items in a Sale
        • Selling an Existing Non-Inventory Item
        • Creating a New Non-Inventory Item to Use in the Sale
      • Changing or Deleting an Item in a Transaction
        • Editing a Kit
      • Including Comments on Sales Transactions
        • One-Time Comments
        • Comments that are Used Regularly
        • Editing Or Deleting Comments in the Transaction
        • Attaching Assembly/Usage/Safety Information Comments
      • Handling Discounts on Sales Transactions
        • Discounting the Current Line Item
        • Discounting Items Added to the Sale Since the Last Discount
        • Discounting the Entire Invoice
      • Entering a Return
      • Retrieving an Unposted Transaction
      • Retrieving an Order Entry Invoice in Point of Sale
      • Completing a Paid Out Transaction
      • Fulfilling Back Orders
      • Clearing a Sale and Starting Over
    • Entering Expedited Order Entry Transactions
    • Creating Purchase Orders from the Entry Window
    • Selling Inventory from Multiple Locations
      • Entering Orders
      • Entering Sales
    • Selling Stock Items with Specialty Shop
      • Multi-Pack Sales
      • Buy 1, Get 1 Sales
      • Coupon Sales
      • Buy Down Sales
      • Working with Age Verification
    • Working with Gift Cards
      • Activating a Gift Card
      • Gift Card Balance Inquiry
      • Transferring a Balance from One Gift Card to Another
      • Adjusting the Balance of a Gift Card
      • Adding Value to (Incrementing) a Gift Card
      • Voiding a Gift Card Transaction
    • Tendering a Sale
      • Accepting Cash
      • Accepting Credit Cards and Debit Cards Using Authorization Software
        • Preauthorizing a Transaction
      • Accepting a Credit Card or Debit Card Without Using Authorization Software
      • Accepting Checks
      • Accepting Gift Cards
      • Accepting Coupons
      • Charging a Customer Account
    • Tendering a Return
    • Making a Payment on a Customer Account
    • Troubleshooting: Entering Transactions as the Salesperson
  • Printing Tasks for the Salesperson
    • Printing Invoices
    • Printing Picking Lists
    • Printing Packing Slips
    • Printing Transactions
      • Printing Saved, Closed, or Unposted Transactions
      • Printing Hold Sales
      • Printing Invoices/Receipts from History
    • Troubleshooting: Printing Tasks for the Salesperson
  • Sales Entry Shortcuts
    • Transaction Entry
      • Entry Shortcuts
      • Right-click Menu
    • Tender Transactions
    • Quick Access Bar
      • Options
      • History
      • Notes
      • Picture
      • Layaway
      • Gift Card

Sales

Gift Card