Thanks for downloading the Point of Sale demo. This system of five databases (including this HELP file) does some simple and complicated FileMaker Pro functions. One of the most interesting is ACTIVE, REAL-TI6789 123456789 123456789 123456789 123456789 123456789 123456789 12345
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E+Click on the Information you want to review
Point of Sale
Point of Sale allows you to have an invoice with up to SIX products or services on it. There is a database for CLIENTS, INVENTORY and the GRAPHICS used to built on screen buttons.
To add or review Clients clB
ick on <Clients> on any screen.
To add, review or adjust inventory click <Inventory> on any screen. Be sure that information is entered in this database BEFORE you start making invoices.
To get into the GR
APHICS template select OPEN Graphics from the Scripts menu of POS.FM. NEVER delete or change any of the graphics in this database.
Creating a NEW invoice
Click New Invoice on any screen it appears on.
ConD
firm your action at the dialog box or cancel.
If you know the Buyer's code number, enter it or leave the field blank.
In Clerk type in your initials. This field is REQUIRED.
Change the Date if needed. T
he default date is TODAY's.
In Item enter the code of the item or service. If you do not know the code and want to make a selection from a PICK LIST click <Pick List>. A selection list within INVENTOR.FM wiF
ll be created. Follow the on screen instructions. The code you select will be copied to the clipboard for pasting onto the Item field desired.
Qty is initially filled with the CURRENT amount in stock for th
e item selected. If NO MORE are available, "0" units is entered and "SORRY...NONE LEFT!" appears in the Description field. Select another product if desired.
If a particular line needs to be cleared, clickH
the X below Clr on the same line. This clears all entries on that line.
If an error occurred while entering data, or any fields have not yet been completed, the warning below appears. Review your entries a
nd make corrections!
ERROR! CHECK ORDER
BEFORE PROCESSING!
Once you are finished entering items click <CliJ
ck If Done> at the bottom right.
On the next screen review your selection(s). To make any changes or additions click the + button next to "Click To Add Item before final processing". This will return you to
the entry screen.
There are THREE payment lines. In Payment source select the type of payment from the pick list. To add additional information after highlighting your selection press the <enter> key. ThenL
add the check# or charge card information, unless CASH is used.
When the invoice is FULLY paid you can print a statement. The appropriate button will appear at the lower right hand corner.
Finding a previou
s invoice/Printing previous invoice
From the Main Menu click <Find or Re-Print>. The screen changes to the invoice review screen AND you are put into FIND MODE with the cursor in the Invoice# field. If needN
be you can <tab> into the Name and Address field. DO NOT use the mouse. If you do you will returned to BROWSE mode. Click on Find if this happens or to re-try.
To re-print this found invoice click the <ReO6-print> button.
NO CHANGES CAN BE MADE TO THE INVOICE.
A Inventory
To create a NEW entry:
Click the New button and confirm your action at the dialog box.
Enter the Code for the product or service. It MUST be unique.
Enter the Charge and Description.
# In Stock can be B
changed if the file was opened with the master password. To change this number , click on # In Stock. On the Inventory screen change the inventory amount. This method is used to prevent accidental or intentio
nal changes in inventory items. Click Entry when done.
The Notes field is for any additional information.
How does this module work?
When an invoice is finalized in POS.FM each lineitem's product is found iD
n this module AND the # In Stock is debited by the number of units sold on the invoice. A unique method of doing this in ONE PASS is used. A special "look-up" code is used to find the product and from this co
de the number of units sold is calculated and used to debit the amount in stock.
Can items be inventoried more than once from a completed invoice?
I am happy to say NO. Once an invoice has gone through the F:inventory adjustment scripts it CANNOT be re-inventoried!
Client entry
The client database has the name and address of anyone who may do repeat business.
To enter a new client click New and confirm your action.
Enter the name, address and an additional information.
To make
B4 an invoice for the current client click <Make Inv.>
Point of Sale Demo
Thanks for downloading the Point of Sale demo. This system of five databases (including this HELP file) does some simple and complicated FileMaker Pro functions. One of the most interesting is ACTIVE, REAL-TI
ur templates.
If you have any questions, please do not hesitate to let me know.
Medical and Eye Databases MAC (A Claris Solutions Alliance member!)
Scott R. Zeigen, M.D.
130 Almshouse Road, Suite 202B
RichboGIro, PA 18954
Voice (215)364-8822
Fax (215) 357-7781
Compuserve 70017,100
ent inventory has 24 UNITS. After you have played around see how many units are let. Try selling 3 units and see how it t
akes only ONE pass to do the correct find and debiting.
This version is password protected. By now you know the password is demo. The shareware fee to unlock these databases is $25.00. Send a check or moneyE
order to the address below and I will send you a disk with the latest version and the password to unlock the templates. I will also send you information on how these templates function so you can use it in yo
ME inventory control. You no longer have to do special export and imports. Just follow all on screen instructions and do not change layouts manually. One script finds the item(s) in inventory, debits any numC
ber of purchased units and returns to the invoice for printing.
Each item in the current inventory has 24 UNITS. After you have played around see how many units are let. Try selling 3 units and see how it t
Graphics file
Graphics file
The graphics file holds the artwork needed for the buttons that appear on screen. The password that comes with the demo does not allow you to change any of the records. If you get the unlocked version do not delete any of these records.
(.txt)