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Enter Confirm Numbers

Action: CONF

Overview

This form is only available when the Require confirmation numbers for orders? option is checked on System/Store Setup - Rentals Tab.

This form is used to quickly assign confirmation numbers tor rental orders. It is used by shop's that receive their orders from wholesalers (this feature is not used when the optional WinTPS is installed). Confirmation numbers are provided by the wholesaler when a rental order is placed.

This form can be used as an electronic worksheet. A user may enter confirmation numbers and wholesale cost for each order directly within the grid as each order is placed with the wholesaler. Alternatively, the user may selectively print orders to be confirmed to use as a hard copy worksheet to place orders. Some shops find it helpful to fax the hard copy worksheet to the wholesaler and let them fax it back with confirmation and costs, then use the Bulk Entry feature to quickly entered the confirmation numbers/costs into the WinTPOS system.

A confirmation number may also be entered form the Rental Orders Form - Orders Tab for each order, a much slower, but effective method.

Filter

A filter will limit the orders displayed within the grid. The available filter options are:

Unconfirmed or Confirmed... Check only one. Confirmed orders have a confirmation number assigned. Unconfirmed DO NOT have a confirmation number assigned.

Pickup Date Range... Enter the date range of when orders are to be picked up by the customer. Leave both dates blank to include all pickup dates.

Created date range... Enter the date range of when orders where created. Leave both dates blank to include any created dates.

Limit button... Click this button to execute the filter. Only orders that match the filter will display in the grid.

Clear button... Click this button to quickly clear the filter.

The Search for field will search thru the orders displayed within the grid. The data entered into the search field will look within the leftmost column. By default the Customer name (last name) is the searchable column. Double click the Event column heading or the Order Number column heading (both are bolded) to search by either of those columns.

Grid

The grid lists the order number, customer name, event name (if any), order pickup date, confirmation number, cost and PRINT status.

A user may quickly work the grid and enter confirmation numbers, vendor and wholesale cost for each order as the wholesaler provides you the information, example when the order is being phoned in.. Just click the confirmation number or cost cell of each order and type the value. WinTPOS will prompt for the vendor as each order's confirmation number is entered.

The user may select orders to print onto a hard copy worksheet (suitable for faxing to the wholesaler). Click into the Print? cell of each order to mark it for printing. It will display the word YES when properly marked for printing.

Buttons

Bulk Entry... This function displays a form, where the user supplies a order number, cost (optional, used when tracking cost is important), Vendor (optional, used when tracking vendor purchase volume is important) and confirmation number (required for order to change to a CONFIRMED status). Vendor is selected from vendors entered into the system via Housekeeping-> Inventory Setup-> Vendors. The grid data has no effect on this function.

Print All... Marks ALL orders within the grid for printing.

Print none...Clears ALL orders within the grid from printing.

View Ticket... Displays the customer ticket the rental order is linked to.

View Customer... Displays the customer card the rental order is linked to.

View Event... Displays the event registration the rental order is linked to (if any).

View Order... Displays the selected rental order details, including styles and sizes.

Print... Will print all orders marked for printing (PRINT? column contains a YES). Suitable for hard copy worksheet or as a fax to the wholesaler. Click Print, and WinTPOS will ask for a vendor selection. This vendor will be assigned to the printed worksheet. The vendor is selected from vendors entered into the system via Housekeeping-> Inventory Setup-> Vendors. The report includes the order's quantity rented, store style, vendor style (as entered in inventory), size and any size notes for all items on the order.

This report may be ran for CONFIRMED orders by selecting that mode in the filter. This report would display the confirmation numbers and costs.

OK... Exits the form and returns to the previous form. It will discard edits if those edits have not been saved. It will provide a warning prior to discarding edits.

Save button...Save all edits to all orders. Any orders with new confirmation numbers entered will be changed to status Confirmed, and the confirmation number will be saved to the order.