Ticket Header

Action: none

Overview

The fields at the top of the Ticket form display the details of the highlighted item within the ticket grid. Selecting a transaction code will blank the detail and allow new information to be entered. The information will be saved to the ticket grid.

Review the Ticket Details topic for more information.

Field

Ticket...This is the unique ticket number automatically assigned to this ticket by ProfitSystem®. The first part of the number is your store number (as set in Main->Housekeeping->General Setup->System/Store Setup->Setup Tab) followed by a sequence number. You cannot change this number.

Customer...A ticket always belongs to one particular customer. You can change the customer for this ticket by pressing the binoculars and selecting another customer. You would only do this if the ticket was accidentally created for the wrong customer.

Event...A ticket can belong to an event. This field shows the event date followed by the event name for this ticket. A ticket does not have to belong to an event. You can change the event for this ticket by pressing the binoculars and selecting another event. You would only do this if the ticket was accidentally created for the wrong event, or was created with no event, and it really belongs to one.

Security deposit...Shows a security deposit if one has been placed on this ticket. 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. Security deposits are covered in more detail later.

Tax exempt ID...If this ticket is to be tax exempt, you can enter a tax exempt ID number here and all the items sold on this ticket will be tax exempt (marked non-taxable). If you enter the tax exempt ID after you have created the ticket, only items added after that will be tax exempt.

Buttons

Payment plan...Displays the Payment Plan for this ticket. A payment plan is a set of scheduled payments that will be automatically charged to saved credit card

Ticket Notes...Allows the user to view & edit the notes for the ticket. These notes are not used anywhere, they're for any use needed.

Event Notes... Allows the user to view & edit the notes for the event.

Camera... Will display inventory images of the selected sales transaction when they have been stored in inventory for the item.

Color Chart... Will display inventory color chart of the selected sales transaction when an color chart has been created with an image and assigned in inventory for the item.

Taxes...Allows a user to selectively add or remove taxes for the selected Sales transaction. These changes are reflected in the Taxes Report for the day's business. When setting up taxes in multi-store, you have to choose which tax rates are automatically applied for each store. These are the tax rates that are shown when you use the Taxes button the ticket. There is a 'Show all?' checkbox at the top of the Taxes selection dialog box. If checked, it will show all the tax rates for all the stores. You can then select any tax rate to apply to the ticket.

Extra...Displays a menu with the following buttons:

Add Fittings...Allows a user to review or add a fitting into the optional Custom Fitting module. When a sales transaction is selected and there are NO fitting records on file then the button will read ADD Fitting where when clicked will take a user to the Custom Fitting form with a new record created. When Fittings DO exist it will read SHOW fittings where when clicked take the user to the Custom Fitting form and select the first fitting for this item. Additional fittings may be added when needed.

Show Reg. Sales...This function will display all sales transactions that are marked Registered for this event. See Events Registration information within the Events Overview topic.

Ticket Log...Displays all the log entries related to this ticket. This might include things such as 'Ticket placed on hold', or 'SA changed after the sale'

Signed Documents...Displays a list of the receipts, pickup receipts, and other documents signed via Signature Capture. The documents can be viewed or printed.

+ Inventory Quick Add feature... Found next to the Store Style Lookup binoculars & designed to allow a new inventory item to be created & sold for SPECIAL ORDER.

The function becomes active once the ticket's SALE button is clicked.

The Inventory Quick Add form allows a inventory style to be created, quickly during ring out, within the inventory with minimum information, i.e. Vendor Style (real style #), Vendor code, Category, Sub-Category, Price (retail 1) and Cost. The item's wholesale cost is displayed as asterisks so curious customers cannot see it being typed. ProfitSystem will auto create a sequential store style number for the item when it is saved & then auto insert it into the Style code field of the ticket.

Enter a vendor code that does not exist and ProfitSystem will add the vendor to the vendor file automatically. Enter a category code that does not exist and ProfitSystem will add the category to the category file automatically. Enter a sub category code that does not exist and ProfitSystem will add the sub category to the category file automatically. No sizes or colors are created for the new item. Just enter the size & color onto the ticket to be special ordered.