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Procedure documentationConfiguring the Send Sale Feature

 

You use the send sale feature to apply the correct tax rate and to capture shipping information for merchandise that a customer purchases at a store and wants to have shipped to their home or to another destination.

You can configure the send sale feature to incorporate any of the following criteria:

  • Applying a shipping charge or a similar fee based on items purchased

  • Sending items within a single transaction to different destinations

  • Including items in the transaction that will not be shipped

  • Applying the appropriate tax rate for the destination

  • Applying special tax rates to individual items

  • Printing an extra copy of the sales receipt for each party involved in the transaction (purchaser, shipper, receiver) for each destination

Procedure

To configure the send sale feature, you must do the following in each of the following POS configuration categories:

  1. In Tax configuration, define tax information for each destination to which merchandise can be shipped.

    Note Note

    Because a send sale may impact taxes that are due when items are shipped from one tax jurisdiction to another, or purchased in one jurisdiction and returned to another, you must define the various tax jurisdictions governing the stores and enable settings that allow the POS to use tax rates for those jurisdictions instead of the local tax rates.

    End of the note.

  2. In Jurisdiction configuration, create a jurisdiction definition.

    This provides the applicable tax rates and transaction fees for the shipping destination.

  3. In Profile Prompt configuration, create a definition to capture the destination or jurisdiction ID for the send sale transaction.

  4. In Transaction Fees configuration, define the transaction fee schedule for the send sale.

  5. In Item Grouping configuration, create a record for the send sale definition. This allows you to group items for receipt or other document printing based on their shipping status or the tax jurisdiction to which they are being shipped.

  6. In User Defined Transaction (UDT) configuration, link the send sale item grouping record to a UDT. To do this, create a new UDT record with the following settings:

    • On the General tab page, do the following:

      • In the Type field, select During Sale.

      • In the Group Item ID list, select the send sale record you created in Item Grouping configuration.

      • Select Allow PLU and Tender Required.

    • On the Tenders tab page, select Cash and Check.

    When the UDT is created, a corresponding manager code is automatically created by the system. This manager code consists of the UDT ID number plus 500. For example, if the UDT ID number for the UDT you created is 43, the manager code will be 543.

    Note Note

    Manager codes 501-599 are reserved exclusively for UDT transactions.

    End of the note.

  7. Select the required manager code from the list in the Manager/POS Function Screen and make the following settings. This creates the link from the UDT (and its related profile prompt) to the manager code.

    • On the Manager/POS Function General tab page, do the following:

      • Enter a description for the send sale definition.

      • Enter a description for the keyboard.

    • On the Print Options tab page, select Print Receipt and Buffer Receipt.

    • On the Data Capture tab page, select the prompt for the send sale in the Profile Prompt list.

    • Save your entries and close the screen.

  8. In the Manager Code/POS Function Search screen, do the following:

    Note Note

    This is an optional step which depends on how you set the Buffer Receipt parameter in the send sale UDT configuration. Buffer Receipt must be set the same way for both the send sale and the regular sale manager codes.

    End of the note.

    • Open the Regular Sale manager code (190) record.

    • Confirm that the Buffer Receipt parameter in the Print Options tab page is also set for the regular sale manager code.

  9. In Keyboards configuration, link the send sale manager code to a menu item or keyboard button.