Decimal Quantities on Retail Products

This supports the ability to specify a decimal quantity (e.g. 1.5) for a retail product on web-based transactions.   Use this solution to bill for charges or fees that do not always use a whole number value to represent the quantity of the assessed item.

For example, you need to bill for the time that your professional-technical services were on-site.   The noted agreement between all parties involved states that the end subscriber will be invoiced for each quarter of an hour that the technician is on-site.  So, the technician can then potentially be on-site for:  ¼ (.25), ½ (.5), ¾ (.75), 4/4 (1), 1 ¼ (1.25), etc. hours.

Now you can create a retail product that represents one hour or other unit of measure.  Then, when added to a transaction, enter the decimal quantity that best equates to the time or effort spent.

The ability to enter a decimal quantity for a retail product provides an improved experience for all parties involved while it reduces the risk of data entry errors.

Note:

This functionality requires Starting Blocks to be enabled in your system.

Overview

This functionality supports:

• The ability to configure retail products in the IDI Desktop Client Product Catalog that support being added to web orders with a decimal amount as its quantity.

  Note:

  This is only applicable for retail products that are not serialized and not inventoried.

• Transactions where a decimal value to the hundredths place (e.g., 25 or 1.99) can be entered as the quantity for properly configured retail products. This also supports:

  • Calculating extended price, cost, and applicable taxes are calculated accordingly.

  • Applying on-the-fly retail discounts against the retail product’s decimal quantity and calculating the amounts accordingly.

  • Invoices (pdf documents) for retail transactions that display decimal values for quantities when applicable, and display the correct extended price and tax amounts.

• Core web receipt and invoicing templates have been enhanced to display decimal quantities when applicable.

The following core reports have been updated to support decimal quantities:

• POS Register > Transaction Activity Detail

• POS Sales > Management > Sales by SKU

• POS Sales > Management > Sales by Inventory Category

• POS Sales > Management > Sales by Associate/Sales Channel

• POS Sales > Management > Sales Summary By User

• POS Sales > Management > Sales Summary by Store

• POS Sales > Management > Sales Summary by Store by Day

• POS Sales > Operations > Sales Detail

• POS Sales > Operations > Sales Detail by Store

• POS Sales > Taxes > Sales Detail with Taxes

• POS Sales > Taxes > Tax Exempt Sales Detail

Retail Product Setup in IDI Desktop Client Product Catalog

The Add/Edit Retail Product form has a new Use Decimal Quantity setting on the Behavior tab. Use Decimal Quantity cannot be used when the product is set up as:

• Serialized

• Inventoried

• Is returnable

If any of these settings are checked Use Decimal Quantity is not selectable. Similarly, when Use Decimal Quantity is set, these settings are disabled.

On the Main tab, be sure Serialized, Is Inventoried and Is Returnable are not checked. Also check Allow Direct Invoicing if the product is intended for Direct Invoicing.

Main Tab Settings:

Behavior Tab Setting:

Note:

The associated Advanced button is for information only.

Using Decimal Quantities on Orders

When you add a retail product that allows decimal quantities to a transaction, The Details view lets you enter a decimal amount (e.g. 10.75) in the quantity field.

You can add retail discounts as required. The extended price will be calculated accordingly.

Similarly, the correct extended price and tax-related amounts are displayed on the Tax & Totals tab and invoice.