Transaction Entry Concepts
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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.
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.
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