Counter Worksheet Totals
Counter Menu -> Counter Worksheet
Details -> Counter Worksheet Totals
The Counter Worksheet Totals screen is only triggered if
the worksheet is to be saved, or printed, or if a saved worksheet
is to be deleted, and if one of the Counter Worksheet
Parameters in the Company Contract
Parameters has been set to prompt for Services or to prompt for
a worksheet Deposit.
The information in the Counter Worksheet Totals screen
include:
-
- WORKSHEET#
- The worksheet number is displayed.
When the worksheet is printed this number is prefixed with
WS to identify it as a worksheet and not a contract.
When the worksheet is later converted to a contract, this number
will then also become the contract number.
CUSTOMER
- The customer number and name are displayed.
RENTALS
- The total value of the rentals on this document is
displayed.
SALES
- The total value of the sales on this document is
displayed.
SERVICES
- The total value of the services on this document is displayed.
Additional services can be added to the worksheet in the
Worksheet Services window, if the flag is set to "Prompt for
Services when Saving" in the Counter Worksheet Parameters
window of the Company Contract
Parameters.
Refer to Contract Services for information
about the fields in this window.
Any relevant automatic Services associated with a product
through the Product Class or Group will only be added to the
Counter Worksheet when the worksheet is saved, if the feature to
"Prompt for Services when Saving" is activated in the Counter
Worksheet Parameters in the Company Contract
Parameters.
DISCOUNTS
- The accumulated Discount total given on this document
displays.
DAMAGE WAIVER
- Any Damage Waiver total displays.
TAXES
- The total Taxes due displays.
TOTAL CHARGES
- The Total Charges displays.
SECURITY DEPOSIT
- The minimum security deposit total for the rental equipment on
this document is displayed.
This is determined by the sum of the security deposit values as set
in the rates window for each Rental product on this document.
ACCUMULATED DEPOSIT
- This is the total deposit amount already collected on this
document.
A window is provided to view the deposit details as outlined in
Deposit History.
AMOUNT OF DEPOSIT
- Deposits can be taken on the worksheet only if the prompt for
Deposits option is activated in the Counter Worksheet
Parameters window of the Company Contract
Parameters.
Enter the deposit amount or leave this field blank of there is
no additional deposit.
When the Bank Deposit Worksheet prints during option Daily Close 1, all money entered as a deposit will
be included.
DATE OF DEPOSIT
- If a deposit amount was entered, enter the date the deposit was
received.
A parameter in the Company Contract
Parameters controls the default deposit date. This can be
over-typed as required.
Options include:
- When the parameter flag is left blank, the deposit date
defaults to the contract date when a new contract is added, but
defaults to today's date when additional deposits are added in
Change Mode.
- When set to C, the deposit date always defaults to the Contract
date.
- When set to D, the deposit date always defaults to the current
Date.
- When set to N, No date automatically displays, and the clerk
must enter the correct date for each deposit.
DEPOSIT METHOD
- Enter the payment method or select how the dollar amount was
taken from the options outlined in Taking the
Payment Options and Explanations.
The payment method is based on whether the Texada Pay feature has been activated and the
currency of the Customer.
Capturing the Debit Card/Credit Card/Cash Payment
Options:
Depending on the payment method one of the following windows will
be triggered:
GENERATE RECEIPT
- If a Deposit was taken on the document the Print Receipt pop-up is triggered for the payment if
the 'Prompt for Payment Receipt' feature is activated in the
Company Customer Forms Configuration
settings.
Finished?
- Click ACCEPT to accept and exit this window.
Print the Worksheet
If the option to Save and Print Worksheet the worksheet had
been selected from the Confirmation screen a printer can be
selected from the Printer option located on the menu bar at the top
of the screen and the operator is now prompted:
- PRINT EXTENSIONS
- Click YES if extensions are to be printed, so that the
estimated rental charge prints on the worksheet. This is useful for
customers paying cash. It is generally not desired for customers On
Account, since the customers may confuse the contract with the
invoice and pay both.
When the worksheet is printed, it is identified with a 'WS'
preceding the contract number.
Click NO to print the worksheet without prices, rates, and
extensions.
- PRINT CONFIRMATION
- If the worksheet is to be printed without rental charge
estimates, the product rate structure can still be printed as
outlined in the Print Product Rates.
Topic Keyword: RSWH03