Working with Misc Sale Lines


In Misc Sale Lines, you define things you can do at point of sale (POS) that do not fit in well in the predefined inventory or services areas.  The Edge offers many options for properly conducting transactions for donations or giveaways, but for things not defined, you can use Misc Sale Lines.  Such things might include shipping fees or restocking fees.  They can also be used as credits or coupons resulting from promotions.

enlightenedThe use of Misc Charge for regular sales is discouraged.  Because there is no offsetting cost or support inventory records on these sales, using this function may skew your profit reports.

To work with Misc. Sale Lines:

  1. Select Administrative > Misc Sale Lines.  The Misc Sale Line Definitions window will appear.


     
  2. To add a new line definition, select Add.  The New Misc Sale Line Definition window will appear.  To change an existing record, select Edit


    The data fields and options for both Add and Edit include:

    ID

    The ID for the definition.

    Short Name

    The name for the definition.

    Description

    A more detailed description of the definition.

    Treat as Credit

    Whether this line should be treated as a credit.

    Show Taxable Checkbox at POS

    Whether to allow the option to toggle the tax collection.

    Inactive

    Indicates that this item is no longer used.

  3. Complete the fields as desired and select the appropriate save option from the Record Navigation Bar.

 

Updated on Wed, 15 Sep 2021 by Angela Chiaravalle

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