Enter Transaction - File

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Enter Transaction - File - Print Docket

Customers may pay fully at the time they place an order, or they may pay an initial deposit and make subsequent payments. You use this option to process both these types of payments, including payments by gift voucher.

Technical Tip

When customers make the final payment on an order (including payments by gift voucher), you should enter this as a final payment and finalise the order – see "Enter Transaction - File - Finalise Order".
When customers make the initial payment on a layby, you should enter this as a layby payment – see "Enter Transaction - File - Print Layby".

This procedure also prints the:

sales docket (tax invoice) detailing the items being supplied
order confirmation detailing all items on the order
any purchase order(s) for items not in stock.

Reference

To process a Tyro EFTPOS payment when:

the terminal is offline or not working, see "Processing Tyro EFTPOS Payments when the Terminal is Offline or Not Working"
POS is unavailable, see "Processing Tyro EFTPOS Payments when POS is Unavailable".

To process a payment and print a sales docket / tax invoice:

Process the order to completion stage.

Refer to "Docket Creation Overview" for the steps involved.

Select FILE | PRINT DOCKET.

Technical Tip

You can also select the Pay button on the Item Details screen – see "Item Details - Pay".

2.8 Feature

If Micronet has been configured to prevent stock from going negative and the quantity of an item on the docket has resulted in a negative stock on hand quantity, the List of Items Causing Negative Stock screen displays – see "Dealing with Negative Stock (v2.8)".

Micronet displays the Order Confirmation Pay screen.

This screen displays any previous payments made for this sale.

Complete the following fields:

	Field	Value
	Sales Person	Micronet displays the salesperson entered when the order was created. You can change this if required by entering your own salesperson ID, or by deleting the salesperson displayed and pressing Enter to select from a list.
	This Payment	Enter the amount the customer is paying now.

Technical Tip

You can enter a $0 amount in the This Payment field to correct a payment method that was entered incorrectly. For example, if the original payment method was entered as CASH but it should have been EFTPOS, you can enter This Payment as $0, enter the CASH value as negative and the EFTPOS value as positive.

	Field	Value
	Sales Person	Micronet displays the salesperson entered when the order was created. You can change this if required by entering your own salesperson ID, or by deleting the salesperson displayed and pressing Enter to select from a list.
	This Payment	Enter the amount the customer is paying now.
	[Payment Methods]	If you want to pay the amount received from the customer against a single payment type, Tab to the field for the required payment type then select the Pay All button. Otherwise, enter the amount received from the customer against the appropriate payment type. You can dissect the amount across several payment types if required, e.g. if the customer pays partly by cash and partly by credit card. Options may include: CASH – enter the full amount or enter more than the full amount for change to be given CHEQUE – enter the amount to be paid by cheque. Micronet displays the Enter Banking Details screen where you should enter the cheque details then choose the OK button. EFTPOS – for EFTPOS and card payments: If the customer is paying by EFTPOS or credit card using Tyro, enter the payment amount as an EFTPOS payment type. If the customer wants cash out, increase the amount entered in the EFTPOS payment type field by the amount of cash out required. The cash out is indicated by the value in the Change field. If you just want to generate a cash out, create a zero dollar invoice with a payment amount. AMEX – see the instructions for EFTPOS DIRECT DEPOSIT GIFT VOUCHER – see "Order Confirmation Pay - Voucher" REBATE – this payment type is only displayed if your customer has rebates activated. You can enter the amount to be redeemed as all or part of the payment. You may need to check the Available Rebates first by performing a debtor rebate inquiry – see "Sales Desk Inquiries - Debtor". The payment types displayed are setup in your company configuration – see "Edit Company - Edit - Payment Types".
	Sub Total	Micronet displays the subtotal of all lines on the order, excluding additional amounts such as freight, levies, surcharges and GST.
	WET+Duty	Micronet displays any Wine Equalisation Tax that applies to items on the order (liquor industry items only), plus any duty or excise that applies to the order.
	GST/Sales Tax	Micronet displays the amount of GST or sales tax applicable on the order.
	Total	Micronet displays the order total, taking into account all additional amounts entered on this screen.
	Paid Previously	Micronet displays the total amount of payments already paid against this order.
	Amount Remaining	Micronet displays the current amount owing on the order.
	Rounding	Micronet displays any rounding amount on the order total, e.g. if payments are rounded to the nearest 5 cents or 10 cents. Rounding is set in the Rounding on Payments field on the Invoicing Configuration screen – see "Edit - Program - Invoicing".
	Min Amount Required	Micronet displays the minimum amount the customer must pay.
	Allocated	Micronet displays any amounts allocated to finance companies – see "Order Confirmation Pay - Allocate".
	Tendered	Micronet displays the total amount of the current payment entered against all payment types. When you have finished entering payment amounts, the amount in this field should equal the amount in the This Payment field.
	Change	If the customer is paying by cash, Micronet displays any change owed.

If you want to allocate an amount of the payment to a finance company, see "Order Confirmation Pay - Allocate".

If you use PDAs to capture customer signatures as proof of delivery, see "Applications - Proof of Delivery" in the Micronet 2.8 Mobile Applications manual.

When you have finished entering the payment amounts and details, select the Accept button.

Technical Tip

If the amount entered for a payment method exceeds the This Payment amount and the customer is an account customer, Micronet displays a message asking if you want to give change or update the debtors account.

Select one of the following options:

Update – opens the Debtors Payment - Open Item screen so you can allocate the amount against an invoice – see "Debtor Payments - Open Item Debtors" in the Distribution System manual
Change – give the customer change in cash
Cancel – return to the payment screen and change the payment amounts entered.

Micronet calculates the minimum deposit required for the order. This is based on the deposit percentages setup in your company configuration – see "Edit - Applications - POS - POS Enhanced".

If you have not entered the full amount, Micronet displays the following message.

Select Yes to override the minimum amount, or select No and correct the amount entered.

Technical Tip

You may need supervisor authorisation to override the minimum amount.

Micronet displays the Select Report screen.

Select a format for the sales docket / tax invoice you are printing then select Ok.

Micronet displays the Select Output Device screen.

Select whether you want your tax invoice displayed on screen, printed, saved to a specific type of file, faxed, or emailed in a specific format.

Reference

For more details on these options, refer to "Selecting the Output for Inquiries and Reports".

Repeat these steps to print the order confirmation detailing all items on the order, and any purchase orders for items not in stock.

When you have finished, Micronet redisplays the Enter Transaction screen.

If Micronet is configured to send invoices automatically in electronic DDO format (via the Inventory Configuration screen – see "Edit - Program - Invoicing"), Micronet opens a new email message in your default email program and attaches the electronic invoice to it. (If the invoice format belongs to the DDOINV group, the invoice will be attached in both PDF and DDO formats.) Enter the email recipient(s) and enter any message details before sending the invoice. You can resend the invoice if required using the Invoice Reprint program in MDS – see "Invoice Reprint - Edit - Recreate DDO Invoice Format" or "Invoice Reprint - Print - Recreate DDO Invoice Format (v2.8)".