Invoicing Options - Prompt & Special

To select this screen start INSTALLATION Workshop and select from the main menu Install|Invoicing|Prompting & Special.

Prompt Salesperson

Select to instruct CAPITAL to prompt for the salesperson code when an invoice transaction is saved.

Prompt Freight

Select for CAPITAL to ask for a freight amount before totalling an invoice.

Prompt Copies to Print

Select to be prompted for the number of copies to print of each transaction as it is totalled. This will not occur, however, if the first invoice form name is left blank.

Fast Scan Input

If selected invoicing will position you on the Qty column immediately after entering a product code or description. This speeds up input when a bar code scanner is used or when you just need to enter product codes and quantities. Use the Enter key to move directly to the Qty column.

Fast Data Input

If selected invoicing will position you on the Qty column immediately after entering a product code or description. Then it moves directly to the Sell Price field. Use the Enter key to move directly to the Qty column and then the Sell Price column. This mode of operation is used when you just need to enter product codes, quantities and sell prices as quickly and as efficiently as possible.

Normal Keyboarding

Select this option if you do not wish the system to default to the special Fast Scan Input or Fast Data Input keyboarding modes.

5c Coin Rounding

Will round down or round up cash type invoices or invoices assigned to C.O.D. accounts to the nearest 5 cents if selected. 1, 2, 6 and 7 will be rounded down to the nearest 5 and 3, 4, 8 and 9 will be rounded up.

This setting does not apply to standard or internal accounts unless they are also C.O.D.

Don't Prompt for Clerk Code

Select if you are not using clerk codes.

Prompt Clerk Code for Each

Select to instruct CAPITAL to prompt for a clerk ID code at the start of each new invoice/point-of-sale transaction. Exiting the invoicing/point of sale screen or cancelling the transaction will re-activate the clerk code prompt.

Prompt Clerk Code at Start

Select to instruct CAPITAL to prompt for a clerk ID code at the start of invoicing. The user will need to exit from the invoicing/point of sale screen in order for the registered clerk code to be cleared.

For more information on clerk codes see: Clerk Code Management.

Local Default

This is similar to Prompt Clerk Code at Start except a default clerk code can be assigned here. If a valid default clerk code is assigned, CAPITAL does not prompt for the clerk code, as this is used as the default setting.

This setting is local to each computer. You must be running INSTALLATION Workshop on the computer you wish to assign the local setting to.