Chapter 3. Transactions
This section has overview information about transactions in Prism. There are some key differences between transactions in Prism and RIL or previous versions of Retail Pro.
Key differences between Prism and RIL (or RP9)
- Transactions in Prism can include a mixture of sale, order and return items. This is different from RIL and previous versions of Retail Pro. In RIL, a receipt can be either a sales receipt or a return receipt. Orders are handled in a separate area. As a result, if a Prism transaction includes both sale and order items, the transaction will be split into separate documents when replicated to RIL. Note: You can configure Prism preferences to only allow a single item type per transaction.
- Prism supports "send sale" transactions, in which a customer pays for merchandise at one location and picks up the item at a different location.
Key features of Prism transactions
- Transactions can include a Bill To and Ship To customer, or no customer. You can configure Prism preferences to require a customer in certain situations (e.g. for Returns, Sales, and/or Manual Discounts
- Associates can view/edit customer information or add a new customer at POS
- All popular forms of payment (e.g. cash, check, credit, debit card, store credit) can be used; only those tenders enabled in preferences and/or enabled for the customer will be available
- Transactions can include discounts, fees and/or shipping charges
- Integrates with Prism Promotions to automatically apply promotions (or apply manually if desired)
- Enforces the POS permissions assigned to the logged-in employee
- Enforces limits to discounts based on the employee's assigned Max Discount Percentage
- Users can view/change item- and transaction-level information via Item Details and Transaction Details
- Serial and lot number support
- Integrates with Centrals feature for processing of central gift cards and central store credit
- In VAT environments, transactions can handle complex tax situations like rebates and detax customers