Cash Only Sales Follow

Cash Only Sales

There may be times when you want to restrict your customer�s from being able to pay �on account.� In these instances, GlasPacLX lets you flag these customers as �Cash Only� customers in Customer Maintenance. When selected, your CSRS will only be able to save the order as a cash sale (with a cash, debit, check, or credit card payment method). If they try to save the order �on account,� a message will alert them and prevent them from saving the order.

Setting up Cash Only Customers

1.        From the GlasPacLX menu bar, select Customers and then Customer Maintenance to open the Customer Finder.

2.        From the Customer Finder, select the customer you want to flag as a �cash only� customer.

3.        On the Customer Maintenance window, find the �Accounting� section and select the �Cash Account� checkbox, as shown in the following image.

CashAccountCustomer.gif

4.        Select the Save button.

 

Now, when you select this customer for an order, you will only be allowed to save the order as a cash sale (with a cash, debit, check, or credit card payment method).

If you try to save it �on account� you will see the following message.

CashOnlySale.gif

All you have to do is resave the order with the proper payment type.

 

To see additional uses for the �Cash Account� checkbox, click here, or click on the �Cash Account� field on your screen and press the F1 key on your keyboard.

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