Transaction Entry Concepts

This topic relates to:

• Sales Orders

• Quotations

• Invoices

• Purchase Orders

• Stock Receipts

• Stock Returns

• Requisitions (Enterprise & Corporate Edition Only)

• Stock Transfers (Enterprise & Corporate Edition Only)

File

New

Begin a new transaction.

Save

Save the current transaction.

Open

Open a saved transaction.

Reload Last Saved

Reload the last transaction saved.

Deliver Order Mode

Purchase Orders only. Place transaction in delivery mode, reading to receipt (deliver) goods.

Restart (Erase)

Erase all items on the transaction.

Invoicing Only

Payment Received

For cash accounts - shows the payment type entry dialog. Here you can tell the system how the transaction was paid. E.g., by cash, credit card, etc.

Cheque Details

For cash accounts - shows the cheque details dialog if applicable.

Credit Card Details

For cash accounts - shows the credit card details dialog if applicable.

For more information on this consult the topic: Credit Card Details.

Lay-by/Order Deposit

For lay-bys and cash orders only. Access this menu item to accept deposits.

For more information on this consult the topic: Lay-Bys & The Cash Order System.

Edit

Paste Marked

Transfer tagged/marked stock items into the transaction. For more information on using this feature see: Stock Tagging

Insert Line

A blank line will be inserted above the selected line.

Remove Line

Remove the selected line.

Wipe Line

Wipe the text from the line.

View

Zoom Stock

Will zoom back to Stock Control records.

Zoom Suppliers or Customers

Will zoom to supplier or customer accounts.

Profit

Shows calculation of profit for the transaction. (Sales Orders and Invoicing only.)

Delivery Addresses

This facility allows you to enter multiple delivery addresses for suppliers and customers.

The following items on the view menu relate to invoicing only

Reminders and Alerts

Notepad for messages relating to the customer. Consult the topic: Reminders and Alerts

Staff Profiles

Table of salesperson codes and rates.

Clerk Codes

Table of clerk codes - usually used for Point of Sale Invoicing.

Discount - Sales Orders, Quotations And Invoicing Only

Standard Issue Price

To return pricing back to the standard selling price if discounts had been previously applied.

Percentage

To enter a percentage to discount for a line item, or you can select from the predefined discounts set up in INSTALLATION Workshop.

Options

Go to the Reference topic for an explanation of these options.

Customise

Column Options

Allows you to add or remove columns from your transaction screens.

For more information consult the topic: Transaction Columns.

Tools (All)

Open Card File

If a card file is associated with a transaction it can be opened by selecting this menu option. However, the menu option will not be visible if the card file does not exist.

For more information see: Linking Card Files To Transactions.

Tools - Invoicing

Grab Invoice Transaction

To copy a previous invoice to the current transaction.

For more information see: Grab Invoice or Quotation.

Grab Quotation

To copy a quotation into an invoice.

For more information see: Grab Invoice or Quotation.

Tools - Sales Order And Quotations

Grab Quotation

To copy a quotation into a Sales Order or a new Quotation.

For more information see: Grab Quotation.

Tools - Purchase orders

Automatic Orders - Stock Replenishment

For more information see the topic: Automatic Purchase Orders.

Tabs Explained

Account

When you click on this tab you will be able to enter account transaction information, such as the account name, address and delivery details.

Items

This page allows you to enter product codes and related information for the transaction.

To find stock items click on the icons on the column headings to access a search function. For example, if you wish to perform a search by product code, click on the Product Code column heading.

You can also press F12 under any column with a in the heading to access a search function.

Charges/Settings

This screen allows you to change options relating to the transaction. See Charges & Settings

Info

Status and statistics information about the current transaction is displayed on this page.

For more information see: Transaction Information.

Customer or Supplier

Status and statistics information about the current customer or supplier account is displayed on this page.

Control Panel Buttons

Save

Totals the current transaction and opens a new transaction.

Print

Prints the current transaction. You cannot print transaction until they are saved.

Discount

Available on Sales Orders, Quotations and Invoices. Use this option to select any of nine pre-defined discounts. Only stock items can be discounted.

For further information see: The Discount Table.

Find

Locates (opens) an existing transaction.

Deliver

For Purchase Orders Only. This button changes a purchase order from order mode mode into delivery entry mode. When this button is pressed it's name changes to Amend. Click on the Amend button to return to purchase order entry mode.

Stock It!

For purchase orders only. In delivery mode, pressing this button will take delivery of the stock on the purchase order.

Zoom

When the Items page is selected this button will take you Stock Control. If a stock item is highlighted the stock item will be opened in Stock Control. If other transaction pages are selected, you will be moved to the customer or supplier's account record.

Wipe

This option clears the currently highlighted line of information within the transaction.