Software Support
Frequently Asked Questions

A: You should first verify that this customer or sales order is not open on another computer or screen. Once that has been verified it is apparent that this customer or sales order has been exited improperly and is now locked. To access this customer or sales order, ensure that the error message is displayed on the screen and then press & hold <SHIFT> and depress the ^ (number 6 on the top of your keyboard). A message will then indicate that you may press <S> if you are absolutely positive no one else is modifying this customer. You may then proceed with viewing or editing the sales order.

A: You should first verify no one else is accessing the information on another computer or screen. To access this file ensure that the error message is displayed on the screen and then press & hold <SHIFT> and depress the ^ (number 6 on the top of your keyboard). A message will then indicate that you may press <S> if you are absolutely positive no one else is modifying this file. You may now proceed with accessing the voucher or regular check file.

A: The vendor ID field is considered a “key inventory field” and thus it is highly recommended that you prevent any accidental editing of it. To change the vendor ID on a sku, you must first go to the system control file (O-4) and page down to screen 2 and change question 3 to V for Vendor ID. You may now return to the sku and make your changes. When finished, remember to return to the system control file and revert back to the original settings.

A: The refund may only be issued from the sales order reflecting the negative balance due. To locate this sales order pull up any sale for the customer and press <ESC> <ESC> <V> to View; now choose option 4 View Credit Amount and the sales order number and credit amount will be listed for you. Proceed to that sales order and issue the refund.

A: A return cannot be removed. Instead you will need to resell the merchandise to the customer in the same manner as it was returned and perform the return again correctly.

A: The most common reason associated with sales not posting arises from purchase orders not being completed. In order for a PO to post, it must have been completely arrived and vouchered. If a voucher was created for the merchandise amount and not for the freight amount the PO will not post until that freight voucher has been created. If the PO attached to your sales order is posted then verify that the seller, tax type and terms code are also correct.

A: Enter into the quantity allocated field on screen two for the item you wish to reallocate, press F6 and your picklist will appear; now press <O> to order and the system will confirm that you wish to special order the product instead.

A: Whenever a special order PO is created the item is “tagged for” the customer. When a special ordered item is no longer tagged for a customer the “tagged for” label will read “cancel” and include the sales order number and customer name information for research purposes. This item will now be ordered for stock instead of special order. If you wish to cancel the item completely you will need to notify the manufacturer and remove the item from the PO.

A: From the Main Menu, select C for Customers, M for Maintenance; then use the index selection options to locate the customer’s maintenance record. On the customer’s record, press V to View and then choose option 1 Ledger Card. The balance owed is displayed along the bottom of the screen.