Ticket Footer

Financial Fields for ticket

This totals are automatically computed for the ticket by ProfitSystem©.

Sub-Total...The total of all the line items on the ticket, without taxes.

Tax...The total tax charged for all tax rates applied to sales transactions on the ticket.

Total...The total due, which is the sub-total plus tax.

Paid...The total of payments on this ticket.

Balance due...The total due minus payments.

Transaction Options

ProfitSystem® offers different transaction to enter payments, sales and adjustments to tickets. These transactions are found on the bottom left hand corner of the form.

Sale button...Ring up a new sale on this ticket. ProfitSystem® will lead you through all the fields for the sale. You must press either the Save Line Item button or Cancel Changes button to add the sale to the ticket.

Payment/Rtn. Check button...You use this to take payments and enter returned checks. It takes you to the Payments form to make a payment on this ticket. Note that when you take a payment the ticket form is closed automatically.

Adjust/Canc/Extra Chrg. button...This button is used to make adjustments to sales or payment transactions, cancel sales, add extra charges. First, click on the Sale, Payment, or Extra Charge you want to adjust or cancel, then click the Adjust/Canc/Extra Chrg button.

Security deposit button...This button is used to handle security deposits. If the customer currently has a security deposit it is shown at the top of the Ticket form. A security deposit is different than a partial payment or down payment. A partial payment is payments towards a balance due. A security deposit is money held by the store to insure that customer brings something back, or actually places an order, etc. A menu will be displayed with four buttons. Security is provided by ProfitSystem© on this specific function via the USESECDEP security code.

Add: Use this to take a security deposit. The Payments form will be displayed, with the notation “PAYMENTS WILL BE APPLIED TO SECURITY DEPOSIT.” Take a payment as usual, and the payment amount will be added to the customers security deposit.

Refund: Use this to return a security deposit to a customer. This button is only enabled if this ticket has a security deposit. The Payments form will be displayed, with the notation “REFUND OF SECURITY DEPOSIT.” Give a refund as usual, and the refund amount will be deducted from the customers security deposit.

Forfeit: Use this option when the customer is to forfeit the security deposit. The security deposit will become revenue for your store, and show on your revenue report according to the GL account number defined on the GL Accounts tab of the GL Account Setup form. You will be prompted for the SA ID clerk

Apply as payment: Use this option when the customer will be using their security deposit as a payment. The Payments form will be displayed, with the notation “MAKING PAYMENTS USING SECURITY DEPOSIT.” Click the Sec Dep tender button and enter the amount of payment. Process the payment as usual and the payment will be deducted from the customers security deposit. Security Deposit payments may exceed the balance owed. In this situation ProfitSystem© will automatically display the difference of the overpayment amount in the Payments form immediately following the entry of the Security Deposit payment allowing the user to process a Refund. A Store Credit will automatically be created for the customer and the ticket balance will be zero ($0.00) if the user Cancels the payment form not processing a refund to the customer.

Item Status button...This button lets you change an item’s status. A menu is displayed with up to six options. ProfitSystem retrieves the inventory item's cost & inserts the cost of sales onto the stored ticket transaction. The cost may vary depending on the costs entered onto the inventory record. A item SPECIAL ORDERED cost definition is: Quantity sold * the Inventory Reorder Cost. A item sold from STOCK cost definition is: Quantity sold * (Average unit cost less inventory Manufacturer discount * Cost Factor)

Pickup Now: Sets the item status to Taking, and when you save the ticket the status will change to Taken. This means that the customer is taking the item with them. You would use this on a sale where the customer is leaving with an item. You would al so use this if a customer is picking up an item from pickup inventory. It is important to mark items as picked up so that your Pickup Inventory will be up-to-date. Typically items should be paid for prior to them being Taken from the store. When the sy stem believes the item is not fully paid it will display a warning message to the user. The users can change the status to something else or continue the process of marking the item Taken.

Pickup Later: Sets the item status to In, meaning that the item is going to Layaway, or Pickup inventory. The item will be added to Pickup Inventory, and an item number will be generated for this item, which will identify it in Pickup Inventory. The item number is shown in the Ticket Details section of the Ticket form. You can view pickup inventory on the Pickup Inventory form, located at Main->Inventory->Pick Up Inventory.

Special Order: The items status will be Order, meaning this item is to be ordered. ProfitSystem® will automatically create a purchase order item number and add this item to the pending purchase order file. You can view pending (also known as un-issu ed) PO’s from the Un-issued Purchase Orders form. The PO item number will appear in the Ticket Details section of the Ticket form. If this option is chosen on a previously marked item for order then the special & private instructions may be edited at any time. If the Purchase Order was issued before the edits were made, a Ordering TO-DO is created so the person responsible may attempt to implement the change to the order. If the change cannot be done then the ordering person will reject the edits an d revert them back.

Special Instructions are free form and may print on the customer receipt (can be turned off in System Setup not to print on receipt) and will always print on the Purchase Order when issued. Private Instructions never print on the customer receipt, but will always print on the issued Purchase Order.

Return from Customer: Used if a customer has taken an item from Pickup Inventory and now wants to return it. For example, you may have a bride who wishes to take her gown from your store to have her portraits taken, then return the dress to your shop for final steaming, pressing and storage until the actual wedding. The items status is set to In, the item is automatically added into pickup inventory and the system prompts a user to re-print a pickup tag. The dates the item was taken & returned are shown on the form for Items that have been taken then returned from the customer.

Hint: Store styles that begin with the word RENTAL perform differently. These styles will not be re-inserted into pickup inventory. These type style numbers are most often used in shops that rental tuxedos from wholesalers and wish to track customers & orders without purchasing the optional WinTPOS rental point of sale module. The pickup and return dates will be created.

Customer Shipping: Allows the highlighted sales transaction to be tagged for shipping. This function creates a shipping record for the highlighted sales item. Shipping address, method and other shipping information may be entered in the record. Items tagged for shipping will display in the Shipping module.

Transfer In: Available with the optional Multi-Store module. You can create an Inventory Transfer to request that the item sold be transferred to this store. When you press this button an inventory transfer will be created for this item. You will then be prompted for the details (such as the store to acquire the item). The Inventory transfer does not affect retail Quantity on Hand totals. It will create an Pickup Inventory item record once the transfer has been received via the Transfer form. If the item is never received a user would be responsible for canceling the item sold on the ticket.

Refund button...You use this to give refunds. It takes the user to the Payments form and places it in REFUND MODE. Enter the refund amount Note that when you give the refund the ticket form is closed automatically.

No Sale button...If you have a cash drawer attached to this workstation this button will cause it to open. The cash drawer must be configured in Register Setup, located at Main->Housekeeping->General Setup->Register Setup (REGSETP)

Delete button...This button will let you delete an entire ticket, or delete a single ticket line item.

You will see a menu with two options, Delete line item and Delete ticket. If you choose to delete a line item, select the line item from the detail list before pressing the Delete button. You will be given a number of warnings and a final confirmation before the deletion occurs.

WARNING: If you delete an entire ticket, you lose it altogether. No record of it is left behind. You would only use this if the ticket has become corrupted or damaged somehow and is no longer meaningful. Also, your GL postings for the day will probably be off and your revenue report may not balance. You can also delete a single line item from a ticket. Again, you would only do this if the line item were damaged somehow. With this as well, your GL postings for the day will probably be off and your revenue report may not balance.

Print button...Prints the receipt for this ticket or with the optional email option allow you to email the receipt. You can use this button to print a receipt even if you’ve made no changes to the ticket. Receipts may be printed or emailed. The email feature is available via the optional marketing module. Make sure the email settings are configured on the Integration tab of System/Store setup. When the email option is selected the system prompts for email address and subject. A blank email body appears where information & instructions may be typed. A template may be set in Main-> Housekeeping-> Letters/Tags/Labels using the Source CUSTOMER and Printer/Type EMAIL. The template can be inserted into the body for any editing by selecting if from the Insert Template Drop down that appears on the editor. Once entered email will be sent with the receipt attached as a PDF file attachment. The customer must have an PDF file viewer/reader installed to read any PDF formatted document.

Four choices may be available when the print option is selected.

Print: Prints the receipt to your defined printer. If Main-> General Setup-> System Setup-> setup-tab-> Prompt for summary only receipt? is checked, the ProfitSystem system will stop and ask user to print a summary or standard receipt. A summary receipt will only print the receipt grand totals. It omits all line item details.

eMail: eMails the receipt.

eMail & Hold: eMails the receipt and marks the ticket held. Held is a status used to indicate that the order should not move forward until the hold is released. Often they'll use that when they're waiting on a signature. Tickets marked HELD will appear in the BM Follow-up and Bridal Follow-up with the words 'Ticket HELD' next to the customer name. Held Tickets will appear in the PO Un-Issued screen with a HELD code. This is a message to the operator that the PO should not be issued for the item. Once all is OK, the ticket HOLD can be released by entering the ticket and clicking the Un-Hold button found to the right of the item grid.

Fax: Receipts may be faxed when your hardware is properly configured with a fax modem. This option only appears once the hardware is configured. See the How I fax receipts topic for more information.

Hint: The receipt is automatically printed if you have made changes to the ticket when you press Save/Done with Ticket to close the Ticket form.

Recalculate button...There is a hidden button on the Ticket form, right above the Cancel Changes button on the right edge. If you click the mouse on this button ProfitSystem® will recalculate the total for this ticket. Use this function when the ticket totals at the bottom of the ticket do not add up correctly.

Total cust balance...If the customer has other tickets with balances, the total of all those tickets will be shown in red, just above the Save/Done with Ticket button.

Line Item (bottom Left, appear when a new transaction is added)

Save Line item button...Will temporarily save the newly created ticket transaction. Not permanently saved until the Save Done with Ticket button is clicked.

Cancel Changes button...Cancels eliminates the newly created line item and allows a user to re-enter..

Ticket (botton Right)

Cancel Changes button...Will cancel/eliminate all newly added ticket transaction during this session

Save Done with Ticket button...Permanently saves any edits & exits from the ticket. Also, auto updates the Customer Self Service web site information.