Stop Delivery Details for Normal Sales / Enable Delivery Details for Account Customers
With the 3.0.9 update, we added the Dispatch Management functionality and a re-work to the setting for Delivery Details.
Disable Delivery Details for non-account sales
To disable the screen from appearing for normal sales processes through the subtotal screen or when quick tender buttons are used and not attached to a customer's account:
- From the main screen of Retailer, go to Setup -> Point of Sale.
- Inside the Point of Sale Setup, go to Terminals -> Other.
- Untick Allow Delivery Address Entry in Payment Details (Sub Total) and Save.
- Restart Retailer for it to take effect.
This will need to be done on all terminals.
Enable Delivery Details for account customers
- From the main screen of Retailer, go to Setup -> System -> Other
- Tick Prompt for invoice address details when processing sale to all customers and Save.
This only needs to be done on one terminal.
After changing both these options, you will still be able to manually cause the delivery details window to appear by ticking the checkbox in the Subtotal screen.
Skip Delivery Details for account customers
By using the Quick End Sale [END] shortcut, you can skip the delivery address window from opening for account customers who do not need to have a delivery address filled in or order number noted in the invoice.
Click
HERE to learn more about how to adjust your POS buttons
Related Articles
Entering Additional Details for Customer Invoice Sales Made Through POS Screen
Entering Additional Details for Customer Invoice Sales The Invoice Address Details screen allows you to change the details of an invoice including adding an order number and notes. In the Point of Sale screen, click on the Invoice Customer button. ...
Understanding Account Customers
With an account customer, you can perform the following: Perform invoice sales to their account, to which they can pay at a later date. Send statements to show their outstanding account balance/debts. (Newsagencies) Create delivery/putaway orders for ...
Add Banking Details for Customer Statements / Invoices / Receipts
On the top menu bar of Retailer, click on Setup -> System. Click on the Accounting tab. In Banking Details, type in your bank account details. Click Save and Close. The banking details should now show up on Customer statements / invoices / receipts. ...
Stops & Starts - Temporarily Stop a Customer's Delivery or Putaway Orders
This is for Newsagencies Only Sometimes customers will not want their regular orders delivered for a set period of time - most commonly because they will be away on holiday. Stops & Starts allows you to temporarily stop a customer's delivery or ...
Disable Automatic Receipt Printing
Retailer allows you to control if and when receipts are printed. To disable receipts printing automatically or control when they do print, follow the steps below. From the main screen of Retailer, navigate to Setup -> System, then select the Receipts ...