Thursday, May 24, 2018

LS NAV - Sales Types - Suspend to large format Pick Ticket or Quote


  • From the POS, it may be necessary to suspend a transaction to print a pick ticket or quote.
  • Pick Ticket
    • After the order has been picked, the suspend is retrieved, and cashed out
  • Quote
    • If a customer returns to accept the quote, the suspend is retrieved and cashed out

To achieve this, Sales Types are used

  • Pick Ticket using Sales Order
    • When the transaction is suspended, the data will be temporarily stored as a sales order to allow you to use the pick ticket print from sales orders
      • It is possible to modify the Sales Order and this will be reflected when the order is recovered from suspension on the pos
      • When the transaction is cashed out and completed, it is removed from the sales orders
      • This setup will suppress the regular suspend slip print
    • Go to Report Selections>Set 214 as Pick instruction
    • Navigate to Departments/LS Retail/Point Of Sale/Design/Functionality/Sales Types
    • Create a Sales Type of PICK
      • Set Suspend Type to Sales Order
      • Tick Request>Description to allow user to capture a name (This will not print by default on 214, it must be added, stored in T36 SalesHeader.POS Comment)
      • Set print options to Sales Report ID, Set report id to 214
    • In POS, find the suspend button or make one
      • Right click>Button properties
      • Command = Suspend
      • Parameter = PICK (This triggers the creation of the sales order, and print of 214)
  • Quote using Sales Quote
    • When the transaction is suspended, the data will be temporarily stored as a sales quote to allow you to use the quote print from sales quotes
      • It is possible to modify the Sales Quote and this will be reflected when the Quote is recovered from suspension on the pos
      • When the transaction is cashed out and completed, it is removed from the sales quotes
      • This setup will suppress the regular suspend slip print
    • Navigate to Departments/LS Retail/Point Of Sale/Design/Functionality/Sales Types
    • Create a Sales Type of QUOTE
      • Set Suspend Type to Sales Quote
      • *****NOTE: YOU CANNOT RETRIEVE QUOTES FROM SUSPEND USING GETORDER*****
      • *****Create all transactions as orders, and just display the sales type in the datatable*****
      • Tick Request>Description to allow user to capture a name (This will not print by default on 204, it must be added, stored in T36 SalesHeader.POS Comment)
      • Set print options to Sales Report ID, Set report id to 204
    • In POS, find the suspend button or make one
      • Right click>Button properties
      • Command = Suspend
      • Parameter = QUOTE (This triggers the creation of the sales order, and print of 204)
  • To Retrieve the Orders, you cannot use the regular SUSPEND command, you must use the GETORDER command instead, and update the datatable and menu buttons to make the display list functional (copy the retrieve and cancel from the suspend menu)
  • To Retrieve the Quote
    • Add Parameter "QUOTE" in the GETORDER button
    • However, this will only allow you to retrieve quotes from the lookup
    • You can create separate buttons to retrieve quote, and retrieve order, but they will use the same datatable lookup
    • A complete fix is to add additional commands to GETQUOTE and DataTables for the Quotes
    • C99001570 POS Transaction>GetOrderPressed
      • Create a new command for GETQUOTEPRESSED

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