Delivery Driver

Point of Sale

Customer Order Information

• Account Name and Number
• Customer PO #
• Counter Person
• Counter Person (CP) Location
• Delivery Method
• Target Delivery Time
• RO/JOB/HAT
• Terms
• Invoice/Statement Terms Name
• Source of SO Creation
• Contact Name

Line Options

• Default Transaction Type
• Default Cursor
  
• Default Out of Stock Option
  
• Quick POS
  
• Auto Complete Line Code
• Merge Duplicate Products
  
• Include Shop Parts
• Markup/Discount%/GP%
• Use Default Tax
• Coupon
• Create Multiple Buyout
  

Sales Line Items Header Row

• Refresh Button
  
• Transaction Type
  
• Barcode Number
  
• Line Code
  
• Product Number
  
• Product Name
  
• Related SO
  
• Quantity on Hand/Total Available
  
• Warehouse ('WH') Button - New!
  
• Order Quantity
  
• Ship Quantity
  
• Core Sell Price
  
• Sell Price
  
• List Price
  
• Tax Button
  
• Core Ext
  
• Sell Ext
  
• Action Column

Add Products

• Add Products
  

Catalog Buttons

• Epicor Catalog Buttons - New!
• Select All DS (Disqualified Sales) - New!
  
• Import as CSV - New!
  
• Copy SO to Clipboard - New!
  
• Copy Sales Order - New!
  

Order Totaling and Tax Information

• Sales Order Summary Information - New!
  
• Misc Tax Field - New!
• Deposits Information Line - New!

The Basics (Videos)

• POS Pending Sales Order and Account
• Sales Order Column Description
• Sourcing parts not in inventory using Oversell and Sell Anyway
• Sourcing Parts not in Inventory using Buy Outs
• Sourcing parts not in inventory using Backorder, Store Transfer, Lost Sales, Quote, Cancel
• POS Pending vs Quote
• POS - Finalizing Sales Order with Payment Methods
• POS Speed Test
• Point of Sale Part 1(Previously Recorded Live Training)
• Point of Sale Part 2(Previously Recorded Live Training)
• Service Orders Special Training(Previously Recorded Live Training)

End of Day Reconciliation

• End of Day Reconciliation (Previously Recorded Live Training)

Sales Management

• Accounts
• Accounts (Previously Recorded Live Training)
• How to Create and Apply an ROA
  

Deliveries

• Deliveries

Product Management

Products

• Products Training Video
• Products (Previously Recorded Live Training)
• Vendor Set Up (Previously Recorded Live Training)
  

Products Received

• Receive by PO
• Receive by Purchase Order (PO) 2
• Receive by PO-Related Sales Orders
• Receiving (Previously Recorded Live Training)

Store Transfer

• Special Buy Transfer
• Store Transfers (Previously Recorded Live Training)