In this post, I am going to cover how to use the orders and Order details section of Digital Pocket Sales. If you haven’t already done so, please read the posts on Customers and Products. We will be assuming that you have added at least one inventory item and one customer.
The orders section is what Digital Pocket sales is all about. From the Orders menu, the user can add an order using a customer in the database. let’s create an order.
When the Orders form is opened, the last sale entered will be displayed. This sale belongs to Mr. Finley. From this page we can see there are 5 other orders or records and the customer Mr. Finley is customer number 17. We also see he purchased $75.26 worth products.
Just a side note, the question mark button will take you to Mr. Finley’s customer record.
Select the + or add button. A blank record is created and the shipping page of the form is displayed. From here, select the method of shipment to the customer. If you choose In Stock, this means you basically provided the product.
The current date of the record is entered in the Date of Sales field but can easily be changed by selecting the field.
Enter a date in the Customer request field. This is the date you hope to get the product out to the customer. The Actual Ship Date is when you actually get the product to the customer. This let’s you close the order.
Go ahead and select the Main Page.You will see there is now a drop down box available for you to select the customer that wants to place an order.
Once you find the customer, a dialog box will appear asking is you would like to add items to this order. Select Yes. The Order Details form opens (look at top left of screen for name) and now choose what category or group the item is in.
Any group or category you choose will update the Product dropdown. select a product and you will note that the cost will appear for this item. Switching between retail and wholesale will determine how much you will be selling the item for.
The Quantity field is how many of the products you will be selling. I added 2. So now we have an Extended price. If you want to add another item, select the + button on this form and a new blank record will be available to repeat the above.You will see that on this page, there is also a sales order number. This is used for filtering mode.
Select the shopping cart button. You will be provided a list of all the items placed in the order. If you need to modify a product, simply double click that product and the order Details will once again be displayed. Selecting the main Page button will return you to the current product.
Selecting the Tally $ button will create a message box asking if you want to continue to the checkout. Select Yes this time and the final part of the order will be displayed.
On the left side of the form are three drop down boxes: Shipping and Handling, Sales Tax, and Discount. Currently these are not user settable, but if there are enough requests, I can update them in the future. Currently the S/H and Sales Tax are maxed at 10%. The Discount is maxed at 25%.
Go ahead and select a Shipping and Handling % and a Sales Tax. The Discount drop down is a % given to a customer. This can be left at 0% or changed to provide a certain discount. If used, the text Discount will be highlighted red to signify a discount.
As you change the drop down percentages, you will see the amount reflects these changes.
Select Main Page. the Transaction Is Complete checkbox is when the order is complete, that is, the end of the sale. If selected, you will be returned to the shipping area to update the date.
On the bottom of the form are four menus. Select the List menu. You will see this is where you would filter depending if the or is still open or has been shipped.
You have just placed your first order! There are many other features in this form, too many to list in this post, but I will continue to add more posts on DPS since I believe it is a great program.
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