Troubleshooting: Setting Preferences in the Sales Module

SalesGuide > Sales > Setting Preferences in the Sales Module > Troubleshooting: Setting Preferences in the Sales Module

At times, problems or errors can occur that are simple to fix without contacting Customer Support. Here, we indicate some common problems and ways to correct them. If you do not find what you are looking for in this topic, refer to the help options in the Denali Help topic and/or check the Documentation section of our Customer Service Center before you contact Customer Support. If you would like to offer suggestions for additions to our Troubleshooting topic, please email us at documentation@cougarmtn.com.

To Fix This:	Try This:
I set up a field so my clerks can enter tracking information during sales entry, but it is not appearing in the entry window.	You have to set the field to appear in the entry window. Select Options > Customize the Order Entry Windows or Options > Customize the Register Windows to access the Sales Set Up Sales Entry Layout window. Select the layout that has the missing field, and click Edit. Then, select either the Header or Detail tab and be sure that there is both a width and number specified for the field (column) you want to appear. The Column Number must be set to a number greater than zero in order for it to appear.
I posted my sales transactions, but I am unable to see the stock item quantity changes reflected in Inventory.	Open the Sales Point of Sale Preferences and/or Sales Order Entry Preferences window(s) and make sure your integration to Inventory is set to either Batch Mode or Immediate - Commit Inventory.

To Fix This:

Try This:

I set up a field so my clerks can enter tracking information during sales entry, but it is not appearing in the entry window.

You have to set the field to appear in the entry window. Select Options > Customize the Order Entry Windows or Options > Customize the Register Windows to access the Sales Set Up Sales Entry Layout window. Select the layout that has the missing field, and click Edit. Then, select either the Header or Detail tab and be sure that there is both a width and number specified for the field (column) you want to appear.

The Column Number must be set to a number greater than zero in order for it to appear.

I posted my sales transactions, but I am unable to see the stock item quantity changes reflected in Inventory.

Open the Sales Point of Sale Preferences and/or Sales Order Entry Preferences window(s) and make sure your integration to Inventory is set to either Batch Mode or Immediate - Commit Inventory.

Published date: 12/21/2020