Envision Cloud User Guide

Edit Line Item

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Edit Line Item

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Edit Line Item

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SalesRegEditLineItemButton

 

The edit button allows you to adjust any item you have placed on the Invoice. You may also double-click over the item to open the Edit Line Item screen.

 

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SalesRegEditLineItem

Employee

 

You may use the drop down arrow to select a different employee for the sale of the selected item.

 

Unit Price

 

This is the price of the item. You may edit the price of the selected item if needed.

 

It is recommended to apply a discount or coupon to an item to change the price.

 

Cost

 

This is the cost of the product that you entered on the Edit Screen in your Retail Product List.  You may enter a new product cost if the cost has changed for this product at the time of sale.  This will not change the cost of the product in the Retail Product List, but will show as the Cost for this single sale in Reports.

 

Enable Commission Override

 

If you would like to override the amount of commission an employee is paid for selling this item, check the "Enable Commission Override" box and enter a dollar amount in the field. This will override any commission percentages you have set up in your commission plans.

 

Adjust Quantity

 

You may use this field to adjust the quantity of the selected item you are selling.

 

Quantity Prepaid Redeem

 

Adjust the number of prepaid items being redeemed.

 

Prepaid Sale

 

Check this box if the client is pre-paying for the selected item or items. When the client returns to the business and this exact item is added to the invoice, it will be redeemed. The item will show for $0.00 when redeemed, and the prepaid item will be deducted from prepaid items available once the sale is completed. You may view prepaid items on the client profile.

 

Is Non-Taxable

 

Check this box if there is to be no tax amount collected for this item's sale.

 

Is Backbar

 

Check this box if the item selected is being used as a backbar item. This will zero out the Price field automatically.

 

Include Discounts In Commission

 

Check this box to calculate commission for your providers based on the full price of items, when those items were discounted. When this box is not checked, commission calculations will be based on the new, discounted item price.