The list of unconfirmed documents makes it possible to continue editing documents.
DOCUMENT VAT DIRECTION
A document VAT direction:
- Cannot be changed in trade documents saved as unconfirmed (parked in the parking lot)
- Can be changed in a SO document if the option VAT Direction: Depending on customer status has been selected in the ERP system. Upon an attempt to change a customer in such an order, the application asks whether to recalculate the document.
While editing a saved document, discounts are not recalculated or updated. If the document is edited by an operator:
- Who has no permissions to a granted discount, the discount is presented with no changes
- Who may grant discounts, the operator may reduce a discount within the following ranges:
- Between 0 and the value of the granted discount – in the case of user discounts
- Between 0 and the value of the last saved discount – in the case of percentage header discounts
Bundle promotions are calculated according to a selected method of discount calculation (manually or upon document confirmation).
While saving a document as unconfirmed (parking it), the application does not verify whether attributes assigned to a given document type are required. The verification is performed upon document confirmation for attributes which are required within a POS workstation on which a given document is being confirmed.
A customer comes to a consultant in the section of food processors. On the free POS3 workstation, the operator issues a SO document and adds an item Hand mixer in it. Next, the operator prints the document for the customer and saves it as unconfirmed. The document is assigned the UPC number 54211618651307882572.
Apart from the mixer, the customer wants to buy a fan. After going to a relevant section in the store, she asks another consultant for advice. On the available POS2 workstation, the operator scans the document’s UPC number on the list of unconfirmed documents. Next, the operator selects the document and clicks [Continue]. The operator adds an item Box fan to the document, prints the document, and saves it as unconfirmed.
The customer is now ready to pay for the products and collect them from the warehouse. She goes to a workstation with a sign COUNTER (that is the POS1 workstation). The operator scans the document’s UPC number on the list of unconfirmed documents. Next, he selects the document and clicks [Continue]. While checking the document items’ attributes, the operator confirms that the items can be collected in the store. Therefore, he asks another consultant to hand the items over to the customer. Next, he confirms the SO document and generates a receipt from it.