Setting Up Paid Out/In Types

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(New page: You can create default settings for Point of Sale in the POS Setting screen in Mercury Administration. For each pay type, you can specify the default the customer and whether you want the ...)
Current revision (11:31, 25 September 2012) (edit) (undo)
 
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You can create default settings for Point of Sale in the POS Setting screen in Mercury Administration. For each pay type, you can specify the default the customer and whether you want the cash drawer to open. Initially, the default customer for all payment types is Cash Sales.
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Paid out and paid in types are reasons why cash must be added to or removed from the cash register drawer in Point of Sale. For example, you may have to use the paid out function to take cash out of the drawer to pay for gas for the delivery truck, or pay for candy or fruit for gift baskets. The paid in function is then commonly used to return change to the cash drawer.
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Using the POS Setting screen, you can also enter a message that prints at the bottom of your receipts.
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In order to use the paid out/in function, you must first specify Paid Out/In Types, which describe the reason for the paid out/in transaction.
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'''To set up Point of Sale settings in Mercury Administration:'''
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'''To configure paid out and paid in types for use in Point of Sale:'''
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#Access the POS Setting screen in Mercury Administration.
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#Access the Paid Out/In Types screen in Mercury Administration.<br>The paid out and paid in types that you enter here display in Point of Sale in a drop down field when you do a paid out/in. You will select the paid out/in type and enter a dollar amount to complete the transaction.
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#Set default behavior for each payment type. This includes whether to open the drawer when collecting payments, the default customer for each payment type, the number of signature receipts you want to print, and the message you want to display at the bottom of the receipt.
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#Add new paid out/in types, or remove or rename existing ones.<br><table><tr><td>[[Image:NoteIcon.png]]</td><td>You cannot remove a Paid In or Paid Out type that has already been used.</td></tr></table>
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#Click Apply to save your changes before exiting this screen.
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==Adding a Paid Out or Paid In Type==
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'''To add a paid out or paid in type:'''
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#Access the Paid Out/In Types screen in Mercury Administration.
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#In the top text box, enter the paid out/in type you are adding and click Add.
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#Click Apply to save your changes before exiting this screen.
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==Removing an Existing Paid Out or Paid In Type==
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<table>
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<tr>
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<td>
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[[Image:ImportantInfoIcon.png]]
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</td>
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<td>
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You cannot remove paid out or paid in type if a GL account has been created for that paid out/in type in the Chart of Accounts Wizard.
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</td>
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</tr>
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</table>
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'''To remove an existing paid out or paid in type:'''
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#Access the Paid Out/In Types screen in Mercury Administration.
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#From this list of existing paid out and paid in types, select the type you want to remove and click Remove.<br><table><tr><td>[[Image:NoteIcon.png]]</td><td>You cannot remove a paid in or paid out type that has been used in FTD Mercury.</td></tr></table>
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#Click Apply to save your changes before exiting this screen.
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==Renaming a Paid Out or Paid In Type==
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You cannot rename a paid out or paid in type if a GL account has been created for that paid out/in type in the Chart of Accounts Wizard.
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'''To remove an existing paid out or paid in type:'''
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#Access the Paid Out/In Types screen in Mercury Administration.
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#From this list of existing paid out and paid in types, select the type you want to rename and click Rename.
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#In the text box, change the name to the new name you want to use.
#Click Apply to save your changes before exiting this screen.
#Click Apply to save your changes before exiting this screen.

Current revision

Paid out and paid in types are reasons why cash must be added to or removed from the cash register drawer in Point of Sale. For example, you may have to use the paid out function to take cash out of the drawer to pay for gas for the delivery truck, or pay for candy or fruit for gift baskets. The paid in function is then commonly used to return change to the cash drawer.

In order to use the paid out/in function, you must first specify Paid Out/In Types, which describe the reason for the paid out/in transaction.

To configure paid out and paid in types for use in Point of Sale:

  1. Access the Paid Out/In Types screen in Mercury Administration.
    The paid out and paid in types that you enter here display in Point of Sale in a drop down field when you do a paid out/in. You will select the paid out/in type and enter a dollar amount to complete the transaction.
  2. Add new paid out/in types, or remove or rename existing ones.
    Image:NoteIcon.pngYou cannot remove a Paid In or Paid Out type that has already been used.
  3. Click Apply to save your changes before exiting this screen.

Adding a Paid Out or Paid In Type

To add a paid out or paid in type:

  1. Access the Paid Out/In Types screen in Mercury Administration.
  2. In the top text box, enter the paid out/in type you are adding and click Add.
  3. Click Apply to save your changes before exiting this screen.

Removing an Existing Paid Out or Paid In Type

Image:ImportantInfoIcon.png

You cannot remove paid out or paid in type if a GL account has been created for that paid out/in type in the Chart of Accounts Wizard.

To remove an existing paid out or paid in type:

  1. Access the Paid Out/In Types screen in Mercury Administration.
  2. From this list of existing paid out and paid in types, select the type you want to remove and click Remove.
    Image:NoteIcon.pngYou cannot remove a paid in or paid out type that has been used in FTD Mercury.
  3. Click Apply to save your changes before exiting this screen.

Renaming a Paid Out or Paid In Type

You cannot rename a paid out or paid in type if a GL account has been created for that paid out/in type in the Chart of Accounts Wizard.

To remove an existing paid out or paid in type:

  1. Access the Paid Out/In Types screen in Mercury Administration.
  2. From this list of existing paid out and paid in types, select the type you want to rename and click Rename.
  3. In the text box, change the name to the new name you want to use.
  4. Click Apply to save your changes before exiting this screen.
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