If the scan lines are imported using day numbers, the correct customer info will be displayed in the top right of the window.
If the scan lines are imported via a keyboard scanner or without a day number, the Cash Sales customer can be modified to a 'regular' business customer from the contact file.

In the 'Customers' search window, select the desired customer.

If sales lines that have already been scanned are imported, and if the new selected customer has a new VAT rate or another currency, the prices will be converted automatically.

This button can also be used when an error has been made in importing scan sales lines with day numbers. In this case, the customer can still be modified.

If a keyboard scanner or a scanner without a day number is used, you can also modify the customer before importing the scanned sales lines.

This option can be used if the barcode number of the sold article is not known. The order entry window for sales orders will now open. On the left-hand part of the window, the cursor is positioned in the 'Plant name' input field. Enter here the desired match code of the plant that is about to be sold. Click on [Tab].
In the bottom right-hand corner of the window, all the stock item lines of the match code that have been entered will be displayed.
From this list, select the article that is about to be sold. On the left-hand part of the window, the plant size will now be filled and the cursor will be positioned in the 'Quantity' input field.

If there is only one stock item line of the match code that has been entered, this line will be selected automatically. The cursor will then go directly to the 'Quantity' input field.
 
After entering the quantity, click on [Tab] to modify the price.

 

Click on [OK] when all the data has been entered. The line will be added and allocation will take place on a stock batch of the article. If there are multiple stock batches of the article, allocation takes place according to the allocation priority. If the allocation priority is identical for all stock batches, allocation will take place randomly.

If multiple articles need to be added to the scan sales order, click on [New] in the order entry window after entering the first added item. The entered article will appear in the scan sales order and the cursor will be positioned in the 'Plant name' input field.
A new article can now be added to the scan sales order. In this way, multiple articles can be added to the scan sales order. When the final article has been added, click on [OK].

 

The scan sales window is displayed again with the added articles in the list area.

The two fields Quantity and Price (next to the green barcode field) are activated.
WARNING! If the amounts change, which would result in another price (price tabeling for business customers), the price will NOT be adjusted via this function. You will need to use the 'Advanced modifying (21)' function for this. This will start up the order entry window.

This will delete the selected sales line from the sales order. After confirming the delete instruction, the allocation window will be displayed. The allocation must be deleted here. Click on [Ready] to delete the sales line.

Scanned sales lines can be added to existing sales orders in the system. Select the sales order to which the scanned lines must be added before reading the scanned sales lines.

In the Sales orders search window, you can search for and select the sales order you want. The customer info will be retrieved from the sales order. After reading the scanned sales lines, the prices will be filled according to the settings from the sales order.

 

Via the Properties of the scan window, you can specify whether only scan orders or also regular NM orders can be displayed. The selected (parked) order will be displayed in the scan window and the current scan will be parked.

This will print the regular invoice that is used in WinTree Nursery Manager (report 1). If the properties have been defined so that a cash receipt must be printed for cash customers, this function will not work.

This will print a delivery note of the scan.
WARNING! Only for business customers. If the default scan customer is chosen, this button will be blocked (select customer first).
Report 8: Normal delivery note

Closes the scan window.

This button reads the scanner via the COM port or via a file (as defined in the Properties window).
If a scan file is being used, and the C&C program recognises that a scan file has been prepared, this button will start to blink.

This will place the active line on the cash lines to the first line.

The same as for Scroll top but for the last line.

The same as for Scroll top but for one line up.

The same as for Scroll top but for one line down.

The Cash&Carry window will be locked. Unlock this window by entering your password in the lock window, or by logging on as another user (the scan window will then be loaded again).
Windows will remain available as normal. Only the scan application will be locked.

The current scan will be saved as a sales order and a new one will be opened for the regular scan customer (as defined in the properties).

Packing can be added to the scan order with this button. The packing codes should be present in WinTree Nursery Manager. These lines are added to the scan order and also maintained in the packing administration.

 

The extra text that can be added is visible in the packing administration.
Modifying or deleting a packing line is done in the same way as deleting a plant line.

A window will be displayed so that various order texts can be updated.
WARNING! This only applies to business customers.

Same as for 17, but now for invoice texts.

This is a special version for the stock. It is used in the case of special customers.

The discount window is displayed.

This gives you the option to assign a discount for the line that is active, or to apply the discount to all lines. You will need to activate the checkbox to enable this. You can also simply change the price to another price. The discount will then be specified as a fixed amount. This will then apply only for the called-up line.

This will change the current scan line via the order entry window. An explanation of the order entry window is a standard part of WinTree Nursery Manager.

 

This button is used when an unknown barcode is read while importing a scan batch. The scanned sales line will then be in red with the text '***Unknown barcode: number'.

 

A search window entitled 'Plant names' will be opened. Enter the desired match code of the plant that the customer wishes to buy here. After selecting the plant name, all articles (stock item lines) of the selected plant name will be displayed in the opened window (order entry window sales orders), in the right-hand list area. In this list, click on the article that has been sold. On the left side of the window, an amount can be specified and the price can be modified.

 

Instead of selecting the article in the list, you can also modify the plant size. To do this, click on the left side of the window on the size and enter the desired size. After pressing on [Tab], the cursor will move directly to the 'Quantity' input field. Modify the amount and press the [Tab] key again. The cursor is now located in the 'Price' input field. The price from the stock items, if available, is filled in. Of course you can modify this price if you need to.
Now click on [OK]. The window will close and you can continue to process the scan sales order. The sales line is now automatically allocated on an existing stock batch of the article. If the program can choose from more than one stock batch, the allocation window will be displayed in which the sales line can be allocated.

Depending on the number of stock item lines, filling the list area in the order entry window may take some time. Only use this method of modification if you have to allocate directly on the right stock batch via the scan sales window.

 

If the article is correct but the amount is wrong, click on the amount and change it. After entering the amount, click on [Tab] to update the allocation.
This way, the price can be changed.

By selecting a customer, you can view the status of their credit balance. If a customer's credit limit has been exceeded, a warning message will be displayed in the top right-hand corner of the window. When exactly this message is displayed depends on the value that has been defined in parameter 323. Additionally, parameter 354 must be set to 2 to be able to establish the credit limit when scanning.

The following values may be seen in the Credit check field:

OK	Means that the customer is within their credit limit and there are no payment problems.
Warning	The limit has been exceeded but it is still possible to buy on credit.
Warning  + Some lines that have been scanned are coloured red.	The customer has exceeded the limit and the lines in red must be paid in cash, other lines can be paid on credit.

 

Start up the cash count window. Depending on how the authorisation is defined in Properties, you may be able to use this. A description of Cash count is contained in the separate manual for the user.

Select another address for this customer, or enter a (non-standard) delivery address.
Only for business customers. You can also enter a non-standard payment and/or delivery condition in this window.

This function starts up the settle window. It is only available if one or more lines are active.
When settling, a method of payment must be selected so that payment can be made. The method of payment is defined in the basic information for method of payment of WinTree Nursery Manager.

If the amount paid is higher than the amount to be paid, the amount of change that must be given will be displayed. A cash receipt can only be printed if the amount entered is greater than or equal to the amount to be paid by a cash customer. A business customer can pay on account.

This parks the current order and creates a new clean scan order (is identical to parking).

As in WinTree Nursery Manager, the Returns window is started up with the current customer already selected. In the Returns window, sales orders can be returned and settled via the Settle window. A credit note will be issued to the customer.

For certain customers, special inward goods can be used.

For certain customers, Order advice can be used.

This prints a document type that is in fact a copy of the order confirmation.
The only difference is the title.
Report 287 Copy of order confirmation (4)

Same as the Proforma invoice but for a delivery note.
Report 295 Copy of delivery note (8)

This button gives the option to start up the function that is normally in the quotation program in WinTree Nursery Manager. A situation may occur for example that a customer has placed a quotation and wants to activate this as a sales order. After this has been done, you can call up the order in the Cash&Carry window and the amount can be settled immediately.

This gives you the option to save a scanned order as a quotation in WinTree Nursery Manager. At a later stage, you have the possibility to save this as a sales order, using the previous function, and to read it again as a scan order and to settle it.

This will delete the current scan, including all lines and the allocations linked to them.

The most recent delivery note that was printed will be sent to the printer again (in the case of a printer jam or similar).

The most recent invoice that was printed will be sent to the printer again (in the case of a printer jam or similar).

The most recent quotation that was printed will be sent to the printer again (in the case of a printer jam or similar).

The most recent proforma invoice that was printed will be sent to the printer again (in the case of a printer jam or similar).

The most recent proforma delivery note that was printed will be sent to the printer again (in the case of a printer jam or similar).

This option prints the scan order on the ticket printer. As a result, the order number of the scan will appear at the top and not a receipt number. This is handy to use as a kind of 'picklist'. The scan will then be parked.

Save the current scan as an order advice. This is used in the case of special customers.

n.a.

The regular purchase window is called up to create and process orders.

Regular functionality from WinTree Nursery Manager will be opened.

Regular functionality from WinTree Nursery Manager will be opened.

Regular functionality from WinTree Nursery Manager will be opened.

This button enables you to see which supplements have been charged on this scan order. Using this window, you can determine whether or not to charge specific supplements.

The supplements are made visible in the scan order in various ways. If an extra supplement is charged for an article in an order, this can be seen below the article for which the supplement applies. The supplement is displayed in light grey.

 

If an extra supplement is charged that is inclusive for the article, the supplement will be included in the selling price. This will be made visible when you modify the line.

The price including the supplement is displayed between brackets below the normal price. If you modify the lines via the order entry window, the inclusive price will be displayed between brackets.

Additionally, the order line will be displayed on the right-hand side and the supplements that have been applied to the line will be displayed here. For a more detailed explanation of how supplements work, please see the manual about Supplements.

If a supplement is charged across the whole order, and this is printed at the bottom of the invoice, this will also be visible at the bottom of the screen next to the total.