Order Payment

The Order Payment window is where you confirm an order's total, indicate the order's method of payment and supply additional values required for the chosen method.  For verification purposes, the current order's ship-to customer id and name are shown at the top of the window below the window title.

The window title indicates if a sales order or a credit order is being processed.  The word "Sale" appears at the end of the window title for a sales order.  The word "Credit" appears at the end of the window title for a credit order.

If printing capabilities are available, the Order Payment window also allows you to optionally print a receipt for an order.

For sales orders DPS PocketFlash™ supports 3 types of payments:

1. Cash or Check
2. Credit Card
3. On Account
    
   Not all payment types are suitable for all customers.  Some customers may not be permitted to place orders on account.  All customers may pay by cash, check or credit card except when the order is a Deliver Later order and pricing has been turned off in your preference settings.  When pricing is turned off for Deliver Later orders, the orders can only be placed on account.

For credit orders DPS PocketFlash™ supports 2 types of payments:

1. Cash
2. On Account
    
   Not all payment types are suitable for all customers.  Some customers may not be permitted to have credits placed on their on account.  All customers are permitted to receive cash refunds.

Data Fields

• Order total
  Displays the total of all line items on the order.
• Payment type
  Required.  Dropdown selection.
  Select the method of payment for the order.
  • When a payment type is selected, the data fields displayed for the remainder of the window change accordingly.

Data Fields - Cash or Check

• Cash received
  (for sales orders only)
  Required.  9 numbers max.
  Enter the amount of cash you received from the customer, including any check amount.  Only numbers and a decimal point are allowed (no commas or negative signs, etc.).
  • As an amount is entered, Change due is automatically calculated and updated.
  • The amount entered must at least equal the Order total.  Partial payments are not allowed.
  • When a Check number is entered, the amount received cannot exceed the Order total.
• Cash refunded
  (for credit orders only)
  Required.  9 numbers max.
  Enter the amount of cash you gave to the customer.  Only numbers and a decimal point are allowed (no commas or negative signs, etc.).
  • As an amount is entered, Change due is automatically calculated and updated.
  • The amount entered must at least equal the Order total.  Partial refunds are not allowed.
• Change due
  For a sales order, displays the amount of change due to the customer.  For a credit order, displays the amount of change due from the customer.
• Check number
  (for sales orders only)
  Optional.  8 characters max.
  If the customer is paying by check, enter the check number.

Data Fields - Credit Card

• Card type
  Required.  Dropdown selection.
  Select the type of card the customer is using to pay for the order.
• Card number
  Required.  16 characters max.
  Enter the credit card number (no spaces or punctuation).
• Valid through
  Required.  Dropdown selection.
  Select the month and year for the credit card's expiration.
• Cardholder
  Required.  50 characters max.
  Enter the cardholder's name as it appears on the credit card.
• Cardholder zip
  Required.  5 characters max.
  Enter the zip code for the cardholder's billing address.

Data Fields - On Account

• Available credit
  Displays the customer's available credit amount.  The amount displayed does not include the current order.
• Override limit
  Optional.  Checkbox.
  When Available credit is less than Order total, a message is displayed indicating that the customer's credit limit has been exceeded.  To proceed, you must acknowledge the message by placing a checkmark in the checkbox.
  • Not all customers may be subject to credit checking.  When credit checking is not in effect for a customer, the Available credit and Override limit fields are not displayed.

Actions
Note that because this window can be displayed in a variety of contexts, not all actions are available at all times.

• Tap to return to the window that was displayed prior to this window.
• Tap to save the current order and its information to the database.  Note that this save action does not perform any printing.  If you wish to save the order and also print a receipt, choose the next action below.
  • If you are entering a new order, the actual order is created when this save action is performed.
  • If you are editing an existing order, changes made to the order are applied when this save action is performed.
• Tap to save the current order and its information to the database and to also print a receipt.  If no printer is defined for your device on the Set Printer Model window, receipt printing is not permitted and this action is disabled.
  • If you are entering a new order, the actual order is created when this save action is performed.
  • If you are editing an existing order, changes made to the order are applied when this save action is performed.
• Tap to cancel the current order.
  • If you are entering a new order, the order is not created.  Prior to actually canceling, you are asked to confirm the cancel request; at which time, you may choose to continue or stop the cancel action.
  • If you are editing an existing order, all information for the order remains as it was before editing was started.  Prior to actually canceling, you are asked to confirm the cancel request; at which time, you may choose to continue or stop the cancel action.
  • If you are viewing an existing order, selecting this action simply means you have completed your review.

After processing for the above actions has finished:

• If you were entering a new order, the next window displayed will either be the Customer Selection window or the Customer Information, depending on your preference settings.
• If you were editing or viewing an existing order, you are returned to the Order Selection window.

See Also
Contents By Function
Contents By Window

 

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