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Ticket Type Setup

**Please Note: If users plan to utilize both Installer Point Of Sale and Jobber Point Of Sale, the Ticket Type Setup will need to be setup for both types.

Check the box to utilize each appropriate ticket type.

Quotes:  A quote is a document containing pricing information only – a quote will NOT adjust an account balance or any inventory values.  Quotes are typically used on Jobber systems for businesses selling parts.  Quotes can be set to auto-expire after a pre-determined amount of days, or left within the system indefinitely.  Either way, quotes are simply paper – they do not affect anything within Counter Control. 

Estimates:  An estimate is a document containing pricing information only – an estimate will NOT adjust an account balance or any inventory values.  Estimates are typically used on Installer systems for businesses selling labor (and parts).  Estimates can be set to auto-expire after a pre-determined amount of days, or left within the system indefinitely.  Either way, estimates are simply paper – they do not affect anything within Counter Control. 

Holds:  A hold ticket is a document that contains parts that are to be sold.  Although a hold ticket is not a finalized ticket, an account’s credit limit is affected by the ticket balance, and inventory items are removed from Quantity On Hand and moved to Quantity Committed.  Hold tickets can be voided, but this is not suggested if users allow hold ticket items to leave the building.  Hold tickets are usually used for Jobber systems that sell parts.

Pick Tickets:  A pick ticket is a document that contains parts that are to be sold.  Although a pick ticket is not a finalized ticket, an account’s credit limit is affected by the ticket balance, and inventory items are removed from Quantity On Hand and moved to Quantity Committed.  Pick tickets are usually used for Jobber systems that sell parts.  The difference between hold tickets and pick tickets is that a pick ticket has a special document form that does not include pricing.  Pick tickets are often used at businesses that would like to separate holds (perhaps hold tickets are waiting on confirmation from customers) and picks (pick tickets have been confirmed, and are given to an employee whose job it is to “pick” the items and bring them to the Point Of Sale counter).

Loans:  A loan ticket is a document where items are added that will eventually be returned.  Users create loan tickets when renting large equipment or wallpaper books to customers.

Work Orders:  A work order is a document that contains parts and labor.  Although a work order is not a finalized ticket, an account’s credit limit is affected by the ticket balance, and inventory items are removed from Quantity On Hand and moved to Quantity Committed.  Work Orders are mainly used with Installer Point Of Sale on systems where labor (and parts) is sold.

Completed Work Orders:  A completed work order is a document that contains parts and labor.  Although a completed work order is not a finalized ticket, an account’s credit limit is affected by the ticket balance, and inventory items are removed from Quantity On Hand and moved to Quantity Committed.  Completed work orders are mainly used with Installer Point Of Sale on systems where labor (and parts) is sold.  Users use both work orders and completed work orders when trying to organize tickets on the system – work orders are in process, while completed work orders are complete and simply waiting for pick up and payment.

Finalized Tickets:  Finalized tickets update the cash drawer, account records, inventory records.  This type is automatically checked.

Enter the number of days that the system will default to showing in the Retrieve Tickets area.  When users are in Point of Sale and click Retrieve Tickets (F11), lists of each checked ticket type (selected above) will display.  The date range entered here will be the default of the date range of tickets that displays, per ticket type.  The information can always be overwritten by clicking on the “Show Tickets Inclusively Between” (at the bottom of the page) and editing the date range.

This page is used to alert a user if a technician is required but has not been assigned.  By checking any of the boxes, when users go to SAVE AS the selected ticket type, a message will display that “warn” the user that there are parts on the ticket where technicians are required, yet the user has yet to assign the technician. 

It is not suggested that this is “turned on” for Quotes or Estimates, since nothing is effected when those ticket types are saved.  It is, however, highly recommended for ticket types such as “Completed Work Orders”, especially if technicians are paid commission on their work.

This page is used to force an availability check to occur when saving a selected ticket type.  An Availability Check is an electronic request into selected suppliers that allow users to place orders through Point Of Sale. 

Choose from three choices:

• Ask:  users will be asked whether they’d like to do an availability check when saving a ticket as the selected ticket type.  Users are NOT required to do an availability check
• No: users will not be required to do an availability check and will not be asked if they’d like to do an availability check.  Users must remember to do an availability check if needed.
• Yes:  users will automatically be sent to the availability check screen when saving a ticket as the selected ticket type.

When finalizing ticket, warn if items still need to be ordered:  By users selecting Ask, No or Yes, users will be prompted to do an availability check if, upon finalizing a ticket, an availability check has not been completed.  This is a warning and is not forcing the user to do the availability check, if one is not needed.

When finished entering all information, click on the Save icon at the top of the screen to save the changes.  The user will be required to log off and back in for the changes to take effect.

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