Charging purchases to the store

Some stores pay for a service or product as part of an employee benefits program or in support of a non-government organization. Retailers can configure the application to charge the partial or full balance due of a sales transaction to the store. Only authorized associates can charge purchases to the store.

To use this feature, the Internal Sale button must be enabled. Refer to the following option:

• Menu Buttons > Enable Internal Sale Button.

Configurable features

The POS application can be configured with the following features.

• Change which associates have authorization to charge purchases to the store (internal sales) without an authorization override. Refer to the following option:
  • Authorization Overrides > Authorization Functions > InternalSale
• Configure the franking choices for the the media tender:
  • Add additional text on the franking slip template.
  • Bypass the franking of media tender information and chit printing when internal charge is used as tender. By default, the media tender information is franked and printed on the receipt.
  • Frank and print the media tender information on the franking slip. Select this feature if the attached printer supports franking. This is the default setting.
  • Print the media tender information on the chit. This option is available for printers that do not support franking.
  • Specify the franking slip template.
    Note

    Use franking slip templates supported by the POS application. For more information, consult with an NCR Voyix representative.

• For more information, refer to Franking Setup.
• Customize the media tender settings:
  • Modify the Franking Set ID.
  • Modify the Media Tender ID.
  • Modify the message that is displayed after the tender has been processed.
  • Prompt for reference number. When enabled, the application displays the Internal Charge Number screen where associates enter the Internal Charge Number before the application displays Frank Internal Charge screen.
• For more information, refer to Media Tender Setup.
• Disable the Begin Printing button on the Frank Internal Charge screen. For more information, refer to Menu Buttons.
• Automatically start franking when a franking form is inserted. For more information, refer to Receipt Printing.
  Important

  Depending on the model of the printer integrated to the POS application, this feature may require configuring the printer device in the DeviceManager.xml file. For more information, refer to Configuring the POS to automatically frank documents.

• Specify the time period the POS waits for an associate to insert the franking form before displaying a warning message. Refer to the following option:
  • Receipt Printing > Time Allowed to Insert Frank Form
• Collect customer information when internal charge is used as form of tender. By default, the POS application is configured to collect the phone number for accounts receivable tenders. For more information, refer to Information Form Definitions.

To charge the full or partial balance due to the store account, follow these steps:

1. On the Transaction Types screen, select Internal Sale. The application displays the Sale Main Menu screen.
2. Add items to the sales transaction.
   Note

   The Discount, Commission Associate, Customer Lookup, and Credit Application features are disabled. If a customer has been added to the transaction before selecting Internal Sale, the application automatically removes the customer from the transaction and displays an error message.

3. Select Pay. The application displays the Tender Menu screen. By default, the application displays all active tenders together with the Internal Sale tender.

   

4. Select Internal Charge. The application displays the Internal Charge Amount screen.

   

5. Enter the amount charged to the store account, and then select Enter. The application displays the Frank Internal Charge screen.

   

6. Select Begin Printing. The application responds with one of the following actions.

   Condition	POS response
   For transactions that charge the full amount to the store account	The application prints the receipt and franking slip and displays the Sign On screen.
   For transactions with multiple tenders	The application displays the Tender Menu screen. Select a different tender and enter the tender amount. Associates can charge partial amounts to different tenders. Complete the transaction.

Sample receipts

Internal sale receipt with the full amount charged

Internal sale receipt with a partial charge amount

Internal charge chit with the full amount charged

Internal charge chit with a partial charge amount