Prerequisites for Counter Sales

Before you can enter a counter sale order, set up these options:

1. (Optional) In the customer component, create a template customer.

2. Create a customer pick-up hold code.

3. On the Hold Processing page for the Order Management business unit, enter the customer pick up hold code to prevent items from being shipped by the Inventory fulfillment process and select whether you want the order to be able to pass to the released or picked/confirmed state in Inventory fulfillment.

   Leaving these flags deselected indicates that the Inventory warehouse will not perform any fulfillment processing on these demand lines.

4. On the Order Entry Features page for the Order Management business unit, define a deposit and refund fee percent, elect to include pending payments and deposits in credit checking, establish pick plan display, print and sort options, select template customers for the sales order, quote, and RMA.

5. On the Accounting and Billing page for the Order Management business unit, define a deposit distribution code, refund fee product ID, and voucher distribution code.

6. On the Setup Fulfillment and Setup Item Fulfillment- Shipping Options page for the Inventory business unit, define the default counter sale shipping location.

   The system first checks the Setup Item Fulfillment-Shipping Options page; if the system does not find an option, it uses the location on the Inventory business unit.

7. On the User Preferences Order - Sales page, establish the order owner for notifications, the default order quantity, the default inventory unit (ship from), and the default cash drawer for the user.

8. On the Ship Via page, establish the customer pick up option to default the customer pick-up flag to the order line if that ship via code is used.

   You would most likely establish a separate ship via code for counter sales. The ship via code can default from the ship to customer (or short-term customer template), the order group, or the buying agreement.

9. (Optional) On the Order Management page for installation options, set up Search Framework for products and customers.

10. On the customer Bill to Options page, establish the deposit percent and if immediate payment is required.

11. Set up the cash drawers that will be used when collecting money from a counter sale.

12. On the Inventory Business Unit setup page, select the tax code for the Inventory business unit for PeopleSoft simple tax.

    Note: The location address for the Inventory business unit must be set up and active for any counter sale transaction to process.

13. Establish feature function security.