Hand Held Import

 

 

The screen has the following options:

Validate

This will check all unvalidated transactions which have been imported from the handheld to ensure the following

    1. That a price code exists for the product
    2. That the prices in MASC agree with the transaction
    3. That the quantity is a number
    4. That the quantity is not Zero
    5. That the date is not blank
    6. That the customer exists in MASC

If any of the records fail validation the system will generate a report which you can print and review. If no errors are found the message "Validation Complete"  will be displayed - press OK.

If there are no records to validate then the system will display the message "No Records to Validate" - press ok to continue.

 

Entries which fail validation can be reviewed and the difference validated manually or changed manually.

 

Validate Options

The following options are also available

1. Validate against matrix only

This will ignore the base price of the stock and validate against the matrix price. This can be useful for new customers for which pricing has yet to be agreed or to allow the sale of a new product to an existing customer before agreeing a price.

 

2. Apply customer discounts for unpriced dockets

If the customer is ticked as unpriced then the system can automatically deduct the set discount from the customers products. Unlike the meats program the discount used here will be the first discount in the volume list. For more information on discount review the discounts help page .

 

3. Apply Master Customer Prices

Assuming the customer is linked to a master account you can overwrite the docket prices with the master accounts price matrix prices. Using this option assumes that all stores are on the same price agreement. If this option is selected no price variables will be reported during validation.

 

4. Ignore Docket Prices - Use system Prices

If this option is ticked the system pricing will overwrite the docket price.

 

5. Validate by Handheld

If this option is ticked, you can validate and import on a handheld by handheld basis

 

Transaction Import

This will import

 

Import

This will import all the validated transactions into MASC.

 If any of the transactions are dated before the current date the warning message will be displayed "Transactions are dated before today ! - continue" - if you select NO the import operation will stop.

If you want to change the transaction dates select review from the above menu and click on "Change Dates".

If there are no records to import the following message will be displayed "No Validated records to import" - Press OK to continue.

When the operation is complete the following screen will be displayed "Import Complete" - Press OK to continue.

All imported transactions remain in the database until deleted for system support purposes.

 

Validate and Import

This will run both validate and import in sequence. All messages displayed must be answered before you can continue.

 

Delete Imported

This will delete all imported transactions

 

Delete All

This will delete all Transactions regardless of status. If any unimported transaction exist the following warning message will be displayed- X is replaced by the number of records

"You have X Records which have NOT been imported, if deleted you will NOT be able to reload the transactions - Are you SURE you want to DELETE all the transactions "

If you select YES all transaction will be deleted if you select NO the action will be cancelled.

 

Reviewed

This will display any transactions which have not yet been imported. You can change the view to restrict the records to a particular customer or warehouse or using the status select records which have been validated - "Approved" or awaiting validation "UnApproved".

You can use this screen to manually accept the price differences between the handheld and MASC if required.

 

Changing Dates

This option is at the end of the review screen. When clicked the following screen is displayed

 

 

Enter the old date and the new date and select the affected warehouse. All date matching the old date will be changed to the new date for that warehouse.

 

Review and Import Handheld Receipts

When you press this button the following screen is displayed

 

 

This will list all the cash receipts by Handheld. When you have validated the transactions you can press import receipts. The receipts will be posted to the customer account as unallocated cash receipts. The system will produce detailing the customer code and name and the value of the receipt.