FocalPoint Online Help

Lookup

•View By - Clicking on this switch will toggle between the traditional open transaction list screen and an open list of purchase orders that are associated with orders. If you switch to the Purchase Order list, you can access the purchase order directly from this screen, just as you could access it from the PO function

•Store - Choose the store you wish to display orders for. The store you are logged in to will be the default.

•Cycle - If you wish to see all of the cycle billings for an order, enter the order hear, then click on the search button or press enter.

Open Filter

•Current Orders -  Display current (non late) orders

•All Orders -  Display current all orders

•Late Orders -  Display late orders

•Open Orders - An order, or a contract, is an active, open rental agreement

•Reservations - A reservation is an order with a future starting date, similar to a reservation for a rental car or a seat on a plane.

•Quotes -  A quote is a non-binding document that has no effect on availability, but can be later converted to a reservation or an order when the customer wishes to do so.

•Partial Returns - Will filter all orders that have some items already returned on them.

•With Pickups - Will filter out orders that have pickup tickets opened for them.

•No Show - Reservations without payments that where not converted to an Order and the system reverted them back to a Quote, these are kept separate then a normal quote

Reprint

You can use the reprint section to search for any open or closed/voided orders, either by order number or customer name. If you enter an order number and there are multiple cycle bills for the order, they will all appear.

•Number - Enter the order number and click on the search button or press enter. The order number (if valid) and any cycle billings for that order will show in the list below.

•Customer - Search for the customer to show all orders related to the customer. Once you select a customer, you can use the "Reprint Filters" to the left of the Reprint section to filter out open, voided, finished, sales only, reservations and quotes.

•Global Search - Searches for the name, phone or loyalty in any Customers, Contacts or Authorized users.

Miscellaneous

•Call Backs - If you click on the "Call Backs" button, a list of all front counter callbacks will open. You can maintain callbacks from this screen.

•Open Drawer - If you click on this button, and you have a cash drawer integrated with FocalPoint, it will open (so stand aside!).

•Close - This button will close the screen.