User guide

129CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
Posting Orders
Select the Post [F12] button from the Post Orders view to begin the posting
process. As each order is posted line by line, posted orders are grayed-
out with strike-out lines providing positive visual feedback of posting.
Undelivered (non-posted) orders are queued for the next delivery
attempt.
Payment Types
There are several methods of payment supported by the Route Manager.
There is an important action precedence with
CCOFCCOF
CCOFCCOF
CCOF and
A/RA/R
A/RA/R
A/R use. A
route customer is always an
A/RA/R
A/RA/R
A/R customer by default. If payment by
CCOFCCOF
CCOFCCOF
CCOF is activated via the
CVCV
CVCV
CV A/R - CC tab (Route Precedence dropdown)
and the customer
CCCC
CCCC
CC is declined by the payment processor, SPOT
automatically posts the declined amount to
A/RA/R
A/RA/R
A/R. For all methods other
than cash collected by COD, the posting process handles everything
automatically.
•
On AccountOn Account
On AccountOn Account
On Account—Posted orders are directly charged to the customer
A/RA/R
A/RA/R
A/R account automatically for all route customers by default. Once
posted to
A/RA/R
A/RA/R
A/R the unpaid order amount then appears for payment
on the next statement billing cycle.
•
Credit Card On File (CCOF)Credit Card On File (CCOF)
Credit Card On File (CCOF)Credit Card On File (CCOF)
Credit Card On File (CCOF)—If activated, posted order amounts
are automatically charged to a
CCOFCCOF
CCOFCCOF
CCOF within the system (
CCOFCCOF
CCOFCCOF
CCOF
card number is entered in the
CVCV
CVCV
CV General tab). Standard
CCCC
CCCC
CC payment
processing can be performed in immediate (real-time) or batch (end
of day) modes by configuration selection.
•
On Account by Credit CardOn Account by Credit Card
On Account by Credit CardOn Account by Credit Card
On Account by Credit Card—For customers who prefer one
billing statement each month rather than a
CCCC
CCCC
CC transaction on each
delivery, use the
A/RA/R
A/RA/R
A/R pay by
CCOFCCOF
CCOFCCOF
CCOF feature. This allows orders to
be accumulated over the billing period, then paid automatically by
CCOFCCOF
CCOFCCOF
CCOF ensuring prompt payment, saving payment delays and
transaction fees.
•
Cash (COD)Cash (COD)
Cash (COD)Cash (COD)
Cash (COD)—For cash control reasons, COD orders are reconciled
using the standard order Pickup processing function from any
available terminal with a cash drawer.