Record Sale

Beginning with Prism 2.2, you can record a sale from orders (customer, layaway, or special order) or send sales. Recording a sale , with the option to print/not print a receipt. The Record Sale option is often used to remove layaway items from inventory as a layaway SO is being created. It can also be useful when taking mail or phone orders and recording payment in full if the merchandise is to ship immediately. Typically, a sale is recorded before any deposits have been received or as the customer is making an initial deposit.
In Admin Console > Node Preferences > Transactions > Orders, you can define the desired workflow (for each order type) when recording a sale: Always Allow (0) or After Final Deposit (1). By default, Always Allow is selected.
All items on the order document must be unfulfilled to use the Record Sale option.

• If the Balance Due for the order is 0.00, the Prism server always allows record sale.
• If there is a Balance Due amount, the Prism server checks the Allow Record Sale preference setting. If the preference is set to Always Allow (0), the Prism server allows record sale; if the preference is set to After Final Deposit (1), the Record Sale button will be disabled in Order Details and the user must first use the Fulfill Order feature to pay the unpaid balance.

Order fulfillment and a record sale are treated as two separate actions by Prism. That is, a user can have the ability to fulfill an order but not record a sale, and vice versa. Separate permissions control each action: "POS - Record Sale" and "POS - [Order type] Fulfill." Fulfill order is useful when the order includes many items and quantities that will be fulfilled at different times (partial fulfillment). When you fulfill an order, you can select the individual items and quantities to fulfill. Record Sale, on the other hand, is useful when the order has a single item or a few items that will be fulfilled at the same time. When you record a sale for an order, all items and quantities are included; partial fulfillment is not allowed.
 
To record a sale at POS, display the order document and click Order Details and then click Record Sale.

When you click Record Sale, a prompt asks if you want to print a receipt. Click Yes to print a receipt for the record sale or No to skip. When recording a sale, Prism will create a sale transaction for all due items using Deposit as the tender. Note that this may cause the deposit balance to be negative on the order.

Record Sale/Record Return Toggle button
After a "Record Sale" occurs, the Record Sale button in Order Details becomes "Record Return." This enables users to record a return for an order to reverse the Record Sale.
Editing an Order after Record Sale
If a record sale has occurred for an order, no item level values may be edited, no doc order discounts, fees, customer, shipping, associates, or adding items. You may edit: order date, ship date, cancel date, doc comments, and deposits.