There are several different transaction types that can be used when ringing through a customer. Most transaction types CANNOT be used with the **THANK YOU** customer, the only two that can be used (and will appear as an option under the **THANK YOU** customer as an option) are Invoice and Park.
Layaway transactions are setup to allow a customer to pay off an item over time, or to pay it all off at once on a later date. When an item is on a layaway transaction, it will be taken out of Quantity on Hand, and put into Committed/OnHold. Once a layaway has been paid off, it can be converted to an invoice, and the items on the layaway will be removed from committed.
Special Orders are set up to allow an item that isn’t normally sold in the store or is out of stock, to be ordered and then sold to a customer. Special Orders can receive payments before the item is received, without invoicing the transaction. Items on a special order will not be taken out of Quantity on Hand until after the transaction has been invoiced.
Parked transactions put a transaction on hold while a customer leaves, with the intention of return the same day. Parked Transactions do not allow you to take payments on them, and will only allow you to turn the parked transaction into an invoice once it is recalled. After doing your day end, if you have any outstanding parked transactions, a prompt will appear asking if you would like to delete all of your parked transactions. If you select yes, it will delete all the parked transactions in the system. If you choose no, it will carry the parked transactions over to the next day. Carrying parked transactions is not recommended, please use Quotation or Layaway instead.
A Quotation allows a customer to see, and have a printout, of what an invoice would look like, without creating an invoice, taking a payment, or taking items out of inventory. You can recall a Quotation and either convert it to an invoice or update to reflect price changes/quantity changes.
A gift registry adds an item to the gift registry for that customer. If a gift registry has not been set up for that customer, it will automatically create a new one. Payments cannot be made on a gift registry, and the only way to edit a gift registry is to go into the gift registry menu.
Work Orders function the same as a layaway, except they were designed to be used for services, which generally do not have inventory. If an item with inventory (manage stock) is placed on a Work Order, the item will be taken out of inventory, and be listed as committed/on-hold until the Work Order is Invoiced.
Service Quote function the same as a Quotation, except they were designed to be used for services