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View Full Version : Over the counter sales, or "walk-in sales"


Rdexter
07-24-2001, 11:28 AM
I am still at a loss!! We have Peach Tree Classic Accounting 12.0. I cannot find how to set up to handle a walk in customer. I did set up a fictitious customer, RETAIL-01. How can I do an transaction with receipt right over the counter? What am I missing?

Baytek
07-25-2001, 10:26 AM
The best way to handle cash sales or walk-in customers is to set up a customer as you did, RETAIL, or CASH.

In the Invoicing/Order Entry module, select Processing Programs, then select Enter Invoice/Quote..., Add Document.

Enter the customer id you are using for your walk-ins
Enter SA (sale) transaction type for the first line item
Enter PA (payment) transaction for the second or last line item
(You can enter the check # or credit card information in the description.)
Press F10, document complete? Yes
Print document? Yes

The invoice will list the items bought as well as the payment.

For more information, email support@baytek.com.