Cash - Selling Items - Revision history

Abrown at 09:31, 20 February 2017

2017-02-20T09:31:03Z

Abrown: /* Selecting a Payment Method */

2012-08-31T10:55:19Z

Selecting a Payment Method

← Older revision		Revision as of 11:55, 31 August 2012
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	<Center>http://91.151.213.84/wiki/images/optisoft/cash/~~PayMenu~~.png</Center>		<Center>http://91.151.213.84/wiki/images/optisoft/cash/CompleteCash.png</Center>


	==Completing the Transaction==		==Completing the Transaction==

Abrown at 10:52, 31 August 2012

2012-08-31T10:52:47Z

← Older revision		Revision as of 11:52, 31 August 2012
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			<Center>http://91.151.213.84/wiki/images/optisoft/cash/PayMenu.png</Center>



	We will choose Cash as the payment type so we click on the Cash button.		We will choose Cash as the payment type so we click on the Cash button.
	Optisoft will automatically enter the required payment so we will click .		Optisoft will automatically enter the required payment so we will click OK.
	You can see that the payment has been added to the transaction and the Outstanding Balance is now zero.		You can see that the payment has been added to the transaction and the Outstanding Balance is now zero.


			<Center>http://91.151.213.84/wiki/images/optisoft/cash/PayMenu.png</Center>


	==Completing the Transaction==		==Completing the Transaction==


	~~There~~ are ~~two options available for completing a cash~~ transaction~~, Sale and Account Sale. In our simple example there is no difference in their operation~~.		Now we are ready to complete the transaction.

	We will click on the button.		In order to do this we will click on the http://91.151.213.84/wiki/images/optisoft/cash/SaleButton.png button.

	This provides us with a summary screen showing us what we have just done.		This provides us with a summary screen showing us what we have just done.


			<Center>http://91.151.213.84/wiki/images/optisoft/cash/ConfirmationScreen.png</Center>

Abrown: /* Selecting a Payment Method */

2012-08-31T10:41:58Z

Selecting a Payment Method

← Older revision		Revision as of 11:41, 31 August 2012
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	Optisoft Cash comes pre-configured with the most common payment methods~~, you can however add further methods yourself, see Adding Payment Types for more information~~.		Optisoft Cash comes pre-configured with the most common payment methods.

	In our simple example the patient will pay in full, you can, however, take deposits or take payment on collection~~. See Taking Payments for more information~~.		In our simple example the patient will pay in full, you can however, take deposits or take payment on collection.

	Click on the Pay button to access the Payment Method dialogue.		Click on the Pay button to access the Payment Method dialogue.
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	Optisoft will automatically enter the required payment so we will click .		Optisoft will automatically enter the required payment so we will click .
	You can see that the payment has been added to the transaction and the Outstanding Balance is now zero.		You can see that the payment has been added to the transaction and the Outstanding Balance is now zero.


	==Completing the Transaction==		==Completing the Transaction==

Abrown: /* Selecting an Item */

2012-08-31T10:37:09Z

Selecting an Item

← Older revision		Revision as of 11:37, 31 August 2012
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			<Center>http://91.151.213.84/wiki/images/optisoft/cash/LensesList.png</Center>



	We select a lens to add to the transaction.		We select a lens to add to the transaction.
	This, again, provides us with a dialogue box to choose the quantity ~~but it does not provide~~ a ~~price. This needs to be entered manually as lenses can have multiple~~ prices ~~due to specification and blank size~~.		This, again provides us with a dialogue box to choose the quantity and in some cases will give us a list of available prices for that particular lens.


			<Center>http://91.151.213.84/wiki/images/optisoft/cash/LensDescription.png</Center>


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			<Center>http://91.151.213.84/wiki/images/optisoft/cash/CoatDescription.png</Center>



	We enter a price and click to add to the transaction.		We enter a price and click to add to the transaction.
	With all of the items added to the transaction we can click Cancel to close the ~~item category dialogue~~.		With all of the items added to the transaction we can click Cancel to close the Sell Menu.

	==Selecting a Payment Method==		==Selecting a Payment Method==

Abrown: /* Assigning a Patient */

2012-08-31T10:13:01Z

Assigning a Patient

← Older revision		Revision as of 11:13, 31 August 2012
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	Products can be sold to ~~either named~~ patients from your database or anonymously.		Products can be sold to patients from your database or anonymously.

	If a product is sold to a patient from your database that transaction is then permanently linked to that patients account. Their transaction history is then visible from within cash itself and also on the Cash tab within their patient record.		If a product is sold to a patient from your database that transaction is then permanently linked to that patients account. Their transaction history is then visible from within cash itself and also on the Cash tab within their patient record.
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	Once a transaction has been completed you cannot assign it to a patient so the correct patient must be selected before proceeding.		Once a transaction has been completed you cannot assign it to a patient so the correct patient must be selected before proceeding.


	==Selecting an Item==		==Selecting an Item==

Abrown at 14:00, 24 July 2012

2012-07-24T14:00:17Z

← Older revision	Revision as of 15:00, 24 July 2012
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		<Center>http://91.151.213.84/wiki/images/optisoft/cash/SellLenses.png</Center>

Abrown at 13:49, 24 July 2012

2012-07-24T13:49:26Z

← Older revision		Revision as of 14:49, 24 July 2012
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	If you wanted to sell more than one of the same item you would change the quantity box accordingly.		If you wanted to sell more than one of the same item you would change the quantity box accordingly.
	The button is part of the integration to the Stock module. If we click it we get the following screen.		The http://91.151.213.84/wiki/images/optisoft/cash/coloursizebutton.png button is part of the integration to the Stock module. If we click it we get the following screen.




			<Center>http://91.151.213.84/wiki/images/optisoft/cash/cashstock.png</Center>

Abrown: /* Selecting an Item */

2012-07-16T15:14:05Z

Selecting an Item

← Older revision		Revision as of 16:14, 16 July 2012
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	<Center>http://91.151.213.84/wiki/images/optisoft/cash/~~FramesDescription~~.png</Center>		<Center>http://91.151.213.84/wiki/images/optisoft/cash/FrameDescription.png</Center>

Abrown: /* Selecting an Item */

2012-07-16T15:13:20Z

Selecting an Item

← Older revision		Revision as of 16:13, 16 July 2012
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	We will select a frame and then click the button.		We will select a frame and then click the http://91.151.213.84/wiki/images/optisoft/shared/OKbutton.jpg button.
	On the dialogue that appears you can see that it has automatically entered the price we have set for the frame as well as the item name. You can over-ride the price here by either typing in a new price or by using the keypad on the right-hand side.		On the dialogue that appears you can see that it has automatically entered the price we have set for the frame as well as the item name. You can over-ride the price here by either typing in a new price or by using the keypad on the right-hand side.


			<Center>http://91.151.213.84/wiki/images/optisoft/cash/FramesDescription.png</Center>


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	We enter a price and click to add to the transaction.		We enter a price and click to add to the transaction.
	With all of the items added to the transaction we can click Cancel to close the item category dialogue.		With all of the items added to the transaction we can click Cancel to close the item category dialogue.


	==Selecting a Payment Method==		==Selecting a Payment Method==

← Older revision		Revision as of 10:31, 20 February 2017
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	The following example will show all methods.		The following example will show all methods.

	Click on the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/SellButton.png button to open a dialogue with the item categories on it.		Click on the http://www.optisoft.co.uk/wiki/images/optisoft/cash/SellButton.png button to open a dialogue with the item categories on it.


	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/SellMenu.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/SellMenu.png</Center>


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	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/FramesList.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/FramesList.png</Center>



	We will select a frame and then click the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/shared/OKbutton.jpg button.		We will select a frame and then click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/OKbutton.jpg button.
	On the dialogue that appears you can see that it has automatically entered the price we have set for the frame as well as the item name. You can over-ride the price here by either typing in a new price or by using the keypad on the right-hand side.		On the dialogue that appears you can see that it has automatically entered the price we have set for the frame as well as the item name. You can over-ride the price here by either typing in a new price or by using the keypad on the right-hand side.


	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/FrameDescription.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/FrameDescription.png</Center>



	If you wanted to sell more than one of the same item you would change the quantity box accordingly.		If you wanted to sell more than one of the same item you would change the quantity box accordingly.
	The http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/coloursizebutton.png button is part of the integration to the Stock module. If we click it we get the following screen.		The http://www.optisoft.co.uk/wiki/images/optisoft/cash/coloursizebutton.png button is part of the integration to the Stock module. If we click it we get the following screen.


	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/cashstock.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/cashstock.png</Center>


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	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/SellLenses.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/SellLenses.png</Center>


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	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/LensesList.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/LensesList.png</Center>


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	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/LensDescription.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/LensDescription.png</Center>


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	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/CoatDescription.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/CoatDescription.png</Center>


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	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/PayMenu.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/PayMenu.png</Center>


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	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/CompleteCash.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/CompleteCash.png</Center>

	==Completing the Transaction==		==Completing the Transaction==
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	Now we are ready to complete the transaction.		Now we are ready to complete the transaction.

	In order to do this we will click on the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/SaleButton.png button.		In order to do this we will click on the http://www.optisoft.co.uk/wiki/images/optisoft/cash/SaleButton.png button.

	This provides us with a summary screen showing us what we have just done.		This provides us with a summary screen showing us what we have just done.


	<Center>http://91.~~151~~.~~213~~.84/wiki/images/optisoft/cash/ConfirmationScreen.png</Center>		<Center>http://www.optisoft.co.uk/wiki/images/optisoft/cash/ConfirmationScreen.png</Center>