Field

Type

Description/Activity

Transaction Details

Type

Text Box

Displays the “Transaction Mode” of the line item(s) for the selected transaction.

Code

Text Box

Displays the code of the product(s) of the transaction to which the fulfillment plan is being attached.

Description

Text Box

Displays the description of the product(s) of the transaction to which the fulfillment plan is being attached.

Qty Fulfilled

Text Box

Displays the quantity of the line item which has been added to the fulfillment plan.

Qty Left

Text Box

Displays the quantity of the line item yet to be added to the fulfillment plan.

Fulfillment Details

Plan Code

Text Box

Displays the code of the fulfillment plan being added.

Click on + to expand the row defining the fulfillment plan. The “Surcharges” and “Details” tab are displayed on expanding the row.

The surcharges tab is displayed if the surcharge(s) is attached to the fulfillment plan, similarly the details tab is displayed on adding the product(s) to the plan.

Plan Description

Text Box

Displays the description of the fulfillment plan being added.

Address

Lookup

The field enables the user to select the address details for the customer if it is needed. Click … to open the Address Selection screen and select the address.

When a plan is added where the address is mandatory the address is automatically selected using the following fallback method

Comment

Text Box

The field enables the user to add, delete or edit the free text added to the fulfillment.

When the user selects this field a key pad is displayed on the right side grid, text can be added by either using a keypad or a keyboard.

Date

Drop Down

Displays the date on which product(s) attached to the fulfillment plan is to be delivered.

It is calculated on the basis of the “Min Lead Time” specified in the “Fulfillment Plan” (Inventory → Fulfillment Plan) option of the Management Console.

The user at the POS can edit the delivery by clicking ▼ to open the calendar control and select the date.

Buttons

Add Plan

Button

Enables the user at POS to add the fulfillment plan. Click this button to open the Fulfillment Plan Search screen and select the plan.

Remove Plan

Button

This button deletes the plan added to the transaction. Select the row of the plan which is to be deleted in the grid and click this button to remove the plan.

Add Product

Button

The button enables to attach a plan to the line item being transacted. Select the line item in the “Transaction Details grid” and the plan in the “Fulfillment Details grid” and click the button to add a product.

Remove Product

Button

This button enables to remove the line item added to the fulfillment plan.

Click on + to expand the row defining the fulfillment plan. On the details tab, select the row of the line item to be deleted and click this button.

Add All Product

Button

The button enables to add all the line item(s) in the transaction to the fulfillment plan. If multiple plans are added to the transaction, select a plan and click this button to add the line item(s).

Add Surcharges

Button

This button enables to add surcharge(s) to the fulfillment plan. Select the plan to which the surcharge is to be added and click this button to open the Surcharge Search screen and select the surcharge.

Delete Surcharges

Button

This button enables to delete the surcharge(s) added to the fulfillment plan.

Click on + to expand the row defining the fulfillment plan. On the surcharges tab, select the row of surcharge to be deleted and click this button.

Edit Surcharge

Button

This button enables to edit the details like surcharge amount, discount amount, tax code of the surcharge added to the fulfillment plan.

Click on + to expand the row defining the fulfillment plan. On the surcharges tab, select the row of surcharge to be edited and click this button to open the “Surcharge Information” screen and edit the details.

Ok

Button

The button updates changes to the database and closes the screen.

Cancel

Button

The button closes the screen.

Tab: Details

Code

Text Box

Displays the code of the product added to the fulfillment plan.

Description

Text Box

Displays the description of the product added to the fulfillment plan.

Quantity

Text Box

Displays the product quantity which is added to the fulfillment plan.

Comment

Text Box

The field enables the user to add, delete or edit the free text added to the line item attached to the fulfillment plan.

When the user selects this field a key pad is displayed on the right side grid, text can be added by either using a keypad or a keyboard.

Date

Drop Down

Displays the date on which product(s) attached to the fulfillment plan is to be delivered.

The user at the POS can edit the delivery by clicking ▼ to open the calendar control and select the date.

Tab: Surcharges

Code

Text Box

Displays the code of the surcharge added to the fulfillment plan.

Description

Text Box

Displays the description of the surcharge added to the fulfillment plan.

Amount Type

Text Box

Displays if the surcharge is calculated as a “percentage” or a “fixed amount” of the transaction amount.

Amount

Text Box

Displays the amount of surcharge (fixed amount or percentage).

Pay In Advance

Check Box

If the Check Box is enabled the surcharge amount is to be paid when the transaction is carried at the POS.

The customer has to pay the surcharge amount on the completion of the transaction even if it is a special order or a layaway.