---
title: "Process a Cash Sale with Delivery"
canonical: "https://kb.myframeworks.com.au/space/CO/30529154/Process%20a%20Cash%20Sale%20with%20Delivery"
format: markdown
---
To process a cash sale with delivery, complete the following:
## 1. Open the POS Screen
1. Click the **Frameworks Menu**, then enter **Point Of Sale** (or select **Point Of Sale** from within the **Sales - Transaction Processing **navigation tree).
2. An automatic transaction number appears in the POS header for the sale.
## 2. Select or create a customer
- In the **Customer** field, enter the **[customer ID](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894)**, reward card number or customer’s contact number. You can also use the **Search** icon.
- If no record exists, click the **Create New Customer** icon to add the customer.
> ❌ If the customer has exceeded their **credit limit**, an error message appears:
> ❌ "*Customer balance of $*[*ddd.cc*](http://ddd.cc/)* exceeds credit limit of $*[*ddd.cc*](http://ddd.cc/)"
> ❌ If the customer has exceeded their **credit age**, another message appears:
> ❌ "*Customer is outside their credit age*"
> ❌ These checks apply only if the customer's status in Customer Maintenance is set to **Active**.
About the Customer Finder screen
If, upon searching for a Customer Sale there are no immediate matches to the typed information in the Customer field, the customer finder will automatically populate the search bar of the customer lookup popup.
With the release of Frameworks v2.15, when you search for a customer, Frameworks no longer searches for bad debt customers.
## 3. Enter Customer Order Information
If applicable, enter the customer's P/O number or Job No. in the **Customer O/No **field.
> ℹ️ - You can control whether the **Cust Order # field** is mandatory via the **Order No. Required** checkbox in [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894). Refer to **Flags** in [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) for further information.
> ℹ️ - Order number rules can also be set in the **Order No Rules** tab and enforced via the **FWManCusOr** system flag.
If the FWManCusOr system flag is activated, perform the following:
1. Click the **Edit **icon to the right of the** Customer Order #** field, then record the appropriate values for the prompts you have assigned in [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894). These values must conform to the rules defined against each prompt. Refer to [Order No. rules](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894/Customer+Maintenance#orderrules) for further information. When complete, click **Save**.
*In the example below*, you are prompted for the** Order Number, Unit No., Address, Name and Job Number**.
*In the example*, once saved, the** Cust Order #** displays the values as a concatenation of the Order Number, Unit No., Address, Name and Job Number fields. > Macro (inline-media-image)
## 4. Add Products
The **Product Entry** screen is automatically displayed in the details section (right side of the screen). Enter, scan, or search for the **Product/s **to add to the sale.
> ✅ Refer to steps 6-9 in [Point-of-Sale Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28400392) for further information on entering products in Point of Sale.
> ℹ️ When you add a miscellaneous product and the [POSMiscCostEdit](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13202761) flag is enabled, you can edit its cost in the **Unit Cost** field.
> Macro (include)
## 5. Enter Delivery Details
Once all products have been entered, click the **Delivery Details** tab. Fill in the required delivery information. Refer to the **Delivery Details** drop-down below for a screenshot and field descriptions.
Delivery Details
**Despatch Method**
Select the** **appropriate** Despatch Method** via the dropdown arrow. Despatch Methods are unique to a customer's business. The Despatch Method field determines if a cash sale requires delivery.
---
**Delivery Date **[Mandatory]
Enter the required delivery date or use the **Date Finder** to search.
Point of Sale prompts for a delivery date only when creating Sales Orders or Quotes with a non-pickup-enter *Despatch Method*.
---
**Delivery Time**
Enter the time the product/s will be delivered. Format is **ddmm** with no colon in between. The 24-hour time format is accepted.
---
**Fixed Time**
Enable if this time is fixed.
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**Requested Time**
Select the** Requested Time** the customer is requesting the delivery to be made via the dropdown arrow.
---
**Deliver To**
Enter the customer name to deliver the product/s to.
---
**Address Lookup**
The **Address Lookup** field provides address autocomplete functionality powered by Addressify, enabling fast and accurate address entry with automatic population of address fields.
Type a street address or suburb in the **Address Lookup** field, a dropdown list displays matching address suggestions. Select an address from the suggestions, Frameworks automatically populates the **Address**, **Suburb/City**, **State**, **Post Code**, and **Country** fields with validated address data.
You can bypass the **Address Lookup** field and enter addresses manually using the standard address fields (**Address**, **Suburb/City**, **State**, **Post Code**) if the correct address does not appear in the suggestions or if you prefer manual entry.
**Format:** Text (with autocomplete dropdown) | **Required:** No (optional; you can use manual address entry instead) | **Editable:** Yes
**Related fields:** When you select an address, the **Address Lookup** field automatically populates the **Address**, **Suburb/City**, **State**, **Post Code**, and **Country** fields
> ⚠️ **Availability:** The **Address Lookup** field only appears when Addressify integration is enabled and activated by your system administrator. If the field is not visible, use manual address entry through the standard address fields.
---
**Address / Suburb/City / State**
Self explanatory.
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**Instructions**
Enter any instructions regarding the delivery.
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**Contact Name**
Enter the contact name for the delivery or search for contact/s via the **Search** icon.
---
**Contact Phone**
Enter the contact phone for the delivery.
---
**Type Of Load**
Select the** Type Of Load **via the Cont.
---
**Has Phoned**
Enable if the customer has phoned about the impending delivery.
---
**Map Ref**
Select the appropriate map reference for the delivery via the **Search** icon.
> Macro (include)
---
**Map Xref**
Enter the appropriate map cross-reference for the delivery.
> Macro (include)
---
**Delivery Area **[Mandatory]
- **If a non-pickup Desp. Method has been selected**, automatically populates if a Map Ref has been defined for the Delivery Area, otherwise select the appropriate Delivery Area. Refer to [Defining Delivery Areas](https://sterlandsupport.atlassian.net/wiki/spaces/TPUG/pages/28803294) in the [Trade Portal User Guide](https://sterlandsupport.atlassian.net/wiki/spaces/TPUG) to define a Delivery Area and relate it to a Map Reference.
> ℹ️ If you attempt to modify the Map Ref field where the Map Ref has not been defined/related with the Delivery Area, you will receive error message: *"Invalid map reference [nnn = Map Ref] (You may leave it blank)."*
- **If a pickup Desp. Method has been selected**, select the appropriate Delivery Area.
> Macro (include)
---
**Delivery Fee **[mandatory]
Automatically populated based on **Delivery Area**. Adjust as necessary.
This field is required based on if the **Charge Delivery **and** Default Delivery** fields are enabled in the **More Data** tab of [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894).
> ✅ Refer to [Sales: How do I apply delivery fees to a Sale?](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894/Customer+Maintenance#More-Data) for more information.
The Delivery Fee field provides messages to inform the user where the Delivery Fee is being calculated from.
- Message: "*This customer does not get charged a delivery fee*" is displayed if the **Charge Delivery** field is disabled in the Customer's record in [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894)
- Message: "*Customer delivery fee overrides area delivery fee*" is displayed if the **Charge Delivery** field is enabled in the Customer's record in [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) and a *Delivery Area* with an associated fee has been selected.
---
**Comments**
Enter any special comments regarding the delivery.
---
## 6. Finalize the Sale
1. Click **Actions > Create Order**.
> ✅ - The **Delivery Fee** (if any) is included in the **Total** price (**Total INC** field). The tendering screen displays the previously deposited amount and only requests payment for the outstanding amount.
> ✅ - Refer to [Tendering Payments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30530648) for further information.
2. The **tendering screen** will:
- Display any deposit already received.
- Request payment only for the remaining amount.
3. The **Delivery Fee**, if applicable, is included in the **Total INC** amount.
Once complete, click **Actions** > **Create Order**.
## 7. Issue Receipt
Provide the printed receipt for payment to the customer, along with the appropriate change. This indicates that the sale was processed successfully.
# Additional Information
> ✅ Refer to [POS Configurations](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391236) for information on POS System Flags.
Related System Settings - Flags/Numeric/General
The below system settings may be used to customise the functionality of your Frameworks instance.
| System Settings - Flags | Flag Purpose |
| --- | --- |
| **FWNegWarn** | Enable Warning Product with Insufficient Stock On POS/SOP |
| **FWManCusOr** | Mandatory customer purchase order numbers in use |
| **POSMiscCostEdit** | Allows editing of cost on miscellaneous items in the Point-of-Sale screen. |
> ✅ Refer to [Point of Sale Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391162) for more information.