For our feature this week, we will take a look at how to set up delivery charges in TransActPOS. For a detailed discussion, including step by step screenshots, refer to the TransActPOS Help Center.
How to Setup Delivery Charges
1. Set up the delivery item in the Inventory File.
2. Fields to be aware of on the general screen: Force Load Ticket is checked. Selling Unit and the Purchase Unit is identified as Mi with a unit that you desire. You can set the variable costing as you wish. You may want to create a class for just delivery and then set a report group for delivery in the sales by class report.
3. Next the pricing needs to be set up. Click on the Prices tab. Next click on the Qty Price button. Click the New button if you are adding a new price or the Properties to display the highlighted pricing. The Selling Unit will contain the Display Unit and the distance.
4. Next the selling units need to be set up in the Lookup By. You will first click on the Lookup By tab. To set this up in the lookup by tab, click the Add button on the right hand side of the screen (not the Add button along the bottom of the screen). To Modify an item that has already been set up, select the Edit button on the right hand side of the screen (not the Edit button along the bottom of the screen). To Delete an item that you no longer want, highlight the item and press the delete button on the right hand side of the screen (not the delete button along the bottom of the screen).
To add a new mileage item, (after pressing the Add button along the right hand side of the screen), enter the item number, select the correct price unit by clicking on the down arrow to the right of the Price unit field and then select the Short Barcode by clicking in the circle to the left of the words Short Barcode. Then click the OK button. You are done in the Inventory File. Close everything so that you get back to the main menu.
5. Next step is to Setup the delivery item in the Company Setup area. Go to the Main Menu and click on the System Module button. Next, select the Company Setup button. This is the first button in the right hand column. Select the Inventory Page 3 option in the left hand column and in the Delivery Item field. You will want to select the delivery item that you previously set up in the Inventory Field. If you click on the button with the 3 dots to the right of that field, you will be taken to the Find Item:1 screen. You can then enter the item that you are looking for. Press the Find Now button, then the Select button and the field will be filled in as shown in the image below.
Come back next week to hear about how to use Delivery Charges in the Ring Sale screen! |