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From NorthScope, expand the Purchasing Sales module on the navigation menu and select “Sales”“Quick Sales”. This will open the Purchasing Quick Sales List View, which displays all Purchasing sales Quick Sales with a status of New, Approved, and Ready to Post.

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• Cash: An optional field to enter the amount of cash received from the customer for the sale. 
• Check: An optional field to enter the amount received from the customer via check for the sale.
• Credit Card: An optional field to enter the amount received from the customer via credit card for the sale.
• Description: An optional field for a description of the transaction.
• Doc Date: Identifies the date of the sale or return.
• Doc No: An optional field for the user to enter a document number for the transaction. This field is not required. However, if entered, this field must be unique by transaction type.
• PO: An optional field to enter a purchase order associated with the transaction.
• Status: This field is to select the status from the following options:
  • New - This is the default.
  • Approved - Used when there is a two-step process for finalizing transactions. Setting the status to “Approved” disables all editable fields except Status.
  • Ready to Post - Used when the user is ready to post the transaction. Setting the status to “Ready to Post” disables all editable fields including status.
• Tax Class: An optional field is to select the tax class to apply to the transaction in order to charge sales tax. This field is only enabled if the Company module Sales preference for for 'Enable Sales Tax on Customer Sales' is set to 'Yes'. 

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To record payments received from the customer for the sale transaction, open the Payment Details tab. Then, enter the amount received in the Amount column corresponding to the 'Payment Type' through which the money was received - either Cash, Check, or Credit Card. In the reference field, the user has the option to enter a reference for the payment that will display on the cash receipt - however, this is not required. Finally, select the checkbook to receive the payment from the Checkbook drop-down menu. Selecting the checkbook will default the Cash Account field with the cash account assigned to the checkbook. The default checkbook for each payment type can be configured in Sales order Preferences.  In order for the transaction to be approved or posted, the total payment amount for a customer sale cannot exceed the total transaction amount. However, partial payments can be applied. 

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To setup Attributes for the Sales Order - Customer Sale Transaction, navigate to Company → Attributes → Company → Attributes → Sales Order → Transactions → Transactions → Quick Sale - Customer Sale.

Step 5: Finalizing the transaction in NorthScope

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• One debit line showing the summarized amounts for the customer’s “Accounts Receivable” account. The GL Account comes from the customer’s “Accounts Receivables” account in the host systemsetup on the Customer master file.
• One credit line showing the summarized amounts for each unique “Sale Account” on the transaction.

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• One debit line showing the summarized amounts for each unique “Sale Account” on the transaction.
• One credit line showing the summarized amounts for the customer’s “Accounts Receivable” account. The GL Account comes from the customer’s “Accounts Receivables” account in the host systemaccount setup on the Customer master file.

Note: If a refund was recorded on the Customer Sale, the customer's 'Accounts Receivable' account will be debited for the amount of the refund and the refund's 'Cash Account' will be credited for the amount of the refund. 

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• The posted Customer Sale(s) will automatically update from “Ready to Post” to “Posted” and will no longer be visible in the Purchasing Sale Quick Sales List View.