Denver Research

I originally had this under a previous, existing subject, but thought it different enough to start a new thread.

To finish a Layaway/Deposit, we have always used Edit to take the final payment.  When we go back to these transactions for final payment, the Finish button is grayed out, and the only way I've ever figured out how to accept payment is by using Edit.  If the intention is to have the cashier go into the Customer, Advanced Payment window to do it, that really adds more complexity for the cashier than I'd like.

Over the last few months, though, pretty much every time we try such an Edit, we get the message "open in another computer".   We never have it open in another computer but almost always get that message.  I've been meaning to ask about it, but now it's happening virtually every time we try an Edit.

Our procedure was to use Find Sale, then search for the Customer name, then open the transaction.  It had been fairly rare that we'd get the "open in another computer" message.  When that didn't work, we'd use Find Sale, and enter the Receipt #.  Surprisingly, that often worked (i.e., no error message) when the first method did not.

Over the summer, we were getting "the message" something like 50-75% of the time, and now just about every time - and neither previous method is working now.  We always get the "open in another computer" message.  I've had to go into the Manager section, then Sales, to Edit or Void anything, but I hate to have to be directly involved every time this happens, and I also hate the idea of allowing anyone else in that area (yes, even I deleted ALL sales one time!).  And, invariably, it's when the customer is standing there waiting.

If we just added a new transaction, wouldn't we pretty much have to delete the original - and do it before we accept payment to know what the balance really is? (there's usually been a Deposit made.)

Thanks for your help!

Found it!  I'll have to give it a try.

If it's something you could do (for your programming charge, of course), I'd sure go for it.

Fortunately, we do get a number of repeat customers, and you might be astounded at how some employees think they might find existing names.  So I just keep finding more and more duplicates, and, of course, can't delete them without deleting their sales history.  And we really promote the concept of recalling what they've bought in the past.

I have to say, though, that I'm still amazed at how few changes I feel I need to ask for, considering what you charge for this software, Ronald.  I just transferred my financials to Xero, so had occasion to look into the available "add-ons" to see what might communicate with it - including POS systems.  WOW!  You really offer a heck of a deal! 
 
Bob

I haven't been able to find a way to do this, so I'm hoping that either I'm missing something or that maybe it could be done in the future.

It's inevitable that someone will create a second entry for a customer (i.e., resulting in both a "Dave" and "David").  From then on it's anybody's guess as to which name new sales will go under.  And deleting one of them will, of course, delete their sales history as well.

In past experience, I've been able to do a Customer Merge, so that all transactions are retained.  Is this possible?

If an employee is wanting to rip off a pair of sunglasses, I'm not sure that knowing it's returned to inventory would slow him down.  How often do you have inventory counts? 

Actually, a guy using "does not want, do not return" could be seen as a red flag that someone's intentionally ripping you off - it could be used as a tool to help detect attempted theft.

Hey, maybe you should start thinking of hiring people that have no interest in wearing sunglasses - maybe add that question to your interview process!   

Oh, I hadn't thought about that aspect.  That makes sense.

Even if you had a separate header for Pay Method alone, you'd still have the issue of how to handle split payments, wouldn't you?  Well, I did just recently learn how to use the "Text to Columns" and  "Concatenate" features in Excel, so I guess I could do that if it becomes important enough.

Thanks!

Well, it seems that the iif system is considered way out of date anyway.  But your iif export does the basics of what I need, so that helps a lot.  Thanks for trying!  Bob