--- title: "Processing Account Sales" canonical: "https://kb.myframeworks.com.au/space/CO/30508946/Processing%20Account%20Sales" format: markdown --- Overview Frameworks can set a personal security password for an account which is then required by the customer at the Point Of Sale in order to charge the account. This is set up in Customer Maintenance . Account Sale To process an Account sale, from the home Dashboard perform the following: Navigate to POS Click and navigate to Sales > Transaction Processing > Point of Sale from the navigation tree. An automatic transaction number appears in the POS header for the sale. Enter the Customer Details If your sale is for an existing Customer , type the Customer Name or ID in the Customer field and select from the customer from the popup list or search for the customer via . When using the Customer Finder window, you can also use the Customer ID, Customer name (or partial customer name), principal name (or partial name), primary or any contact phone number (or partial phone number) or Customer MaintenanceCustomer Maintenance number in the Search field, or leave blank to search all customers, then press or click , then filter the search results using the row filter. Note: Frameworks does not search for bad debt customers. For customers with active selectable contracts a Contract field is displayed, with the alert icon , to allow the user to select a contract. A contract isn't required to be select. If error message: Customer balance of $XXX.00 exceeds credit limit of $ X XX.00 appears, refer to FAQ: Credit Controls . If no customer record exists, click to create a customer with basic information to perform the sale, More information on adding a new customer from POS. From the Customer Maintenance window enter the required information. The Name, Postal Address and Suburb are required fields, however, we recommend you collect as much information as possible. Refer below for additional information about the fields Phone (B): Type the business phone number for the customer. If a main contact has been defined then this phone number is added to the contact record. Refer to Contacts for further information. Order No. Required: Tick if this customer requires their Purchase Order numbers to be printed on their invoices. Casual Account: Tick to indicate the Customer account is a casual account and not a permanent account. A casual account is set up to allow customers such as owner /builders to have a temporary account while building. Casual accounts are automatically deleted once the account has a zero balance and there has been no activity on the account for a specified number of days from the last month-end. Sales Rep No: If required, enter the number of the Sales Rep assigned to this customer. Customer Group: Enter a Customer Group number for this customer or use to search. A Customer Group is a way of grouping like customers together, usually for promotional purposes. For example, builders, plumbers. Discount Group: Type the Discount Group number for this customer. is available to select from. A Discount Group is a way of grouping customers together who attract the same level of discount. For example, builders may attract a 2.5% discount while plumbers may attract 5%. Multiple Discount Groups can be assigned to a Customer Group to allow flexible discounting. Trade License: If required, Type the Tradesman's Licence Number. If applicable, type the Customer Order number in the Cust Order # field and/or add a reference into the Reference field. Refer to Flags in Customer Maintenance . for further information about making the Order No. Required and the Order No Rules tab. Click here if the Order No. Required and the Order No Rules defined. Click the to the right of the Customer Order # field. record the appropriate values for the prompts you have assigned in Customer Maintenance . These values must conform to the rules defined against each prompt. Refer to Customer Maintenance#orderrules for further information. When complete, click . Enter the Product Details Refer to the Product Finder and the Product Multi Selection Operator Guides for more information on searching for products. Refer to steps 5-9 in Point-of-Sale Maintenance for further information on entering products in Point of Sale transaction. More information on adding products with surcharges Confirm Delivery Details If the customer requires delivery of the product/s, complete any mandatory information in the tab. The following link provides you with a screenshot and a description of the information displayed and/or the information you may enter. More information about the Delivery Details. Field Description Despatch Method Select the appropriate Despatch Method via the drop down arrow . Despatch Methods are unique to a customer's business. The Despatch Method field determines if a cash sale requires delivery. Delivery Date Type the required delivery date or use the date finder to search. Delivery Time Type the time the product/s will be delivered. Format is ddmm with no colon in between. 24 hour time format is accepted. Fixed Time Tick if this time is fixed. Requested Time Select the Requested Time the customer is requesting the delivery to be made via the drop down arrow . Deliver To Defaults to the first name (if defined in the Delivery Name field in Delivery Address Maintenance ) or select the appropriate name via the search , or type the customer name to deliver the product/s to. Address / Suburb/City / State Select the appropriate address (if defined in Delivery Address Maintenance ) via the search , or type the address details. Instructions Defaults to the Instructions provided (if defined in the Instructions field in Delivery Address Maintenance ) or type any instructions regarding the delivery. Contact Name Type the contact name for the delivery. Contact Phone Type the contact phone for the delivery. Type Of Load Select the Type Of Load via the drop down arrow . Has Phoned Tick if the customer has phoned about the impending delivery. Map Ref Select the appropriate map reference for the delivery via the search . Map Xref Type the appropriate map cross reference for the delivery. Delivery Area Select the appropriate delivery area via the search . Delivery Fee Automatically populated based on Delivery Area . Adjust as necessary. Message: " This customer does not get charged a delivery fee " is displayed if the Charge Delivery field is not ticked in the Customer's record in Customer Maintenance Message: " Customer delivery fee overrides area delivery fee " is displayed if the Charge Delivery field is ticked in the Customer's record in Customer Maintenance and a Delivery Area with an associated fee has been selected. Comments Type any special comments regarding the delivery. Process the Sale Click to process the sale. Refer to Tendering Payments for further information. If a customer has a message defined, then a pop up window is displayed with the message. The user will need to acknowledge this message by selecting . If the customer requires a quote or order. Refer to Create a Sales Quote from Point of Sale or Create a Sales Order from Point of Sale for more information. Provide the printed docket to the customer, along with the appropriate change. This indicates that the sale was processed successfully. Additional Information Refer to POS Configurations for information on POS System Flags.