Transactions Overview

Transactions are documents that record the sale, return and/or order of items.

Key features of Prism transactions

• A single transaction can include any combination of: sale items, order items, send sale items, and/or return items
• 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

Sample Transaction form in Prism: