Transaction Entry Options

These options appear on all data entry transaction screens under the Options Menu:

Duplicate Stock Item Check

Tick if you require that product codes appearing on invoices, sales orders or quotation transactions to be unique. If the product code has already been placed on the transaction, the user will be advised of the situation.

Extended Searching

Tick to enable extended product searching.

During product code entry in invoicing, sales order entry, quotations, etc., CAPITAL will normally try to locate a matching Product Code only. If Extended Searching is activated, CAPITAL will conduct the following search:

If the code is 7 digits, an attempt is made to locate a stock item based on a matching Stock ID.
An attempt is made to match a Product Code.
An attempt is made to match an Alternate Product Code.
An attempt is made to match a user defined field called BARCODE. This field can be added to the Stock Control screen via the Screen Builder. No attempt is made to search the BARCODE field if it does not exist or if it is not sorted.

This option is useful if you want the system to recognize either a product code or, perhaps, a bar code, automatically.

Invoicing Only

Stock Hide Mode

If this option is ticked entries placed on transactions will not appear on printed documents by default. This is useful when you wish to hide special instructions and comments, or place stock items for Stock Control purposes, on the transaction, but do not wish to show them to the customer.

You cannot enter a sell price on stock items or comment lines while in hide mode, but any costs associated with products are stored within the transaction. Stock quantities are also adjusted. This option acts as a "toggle". Selecting it again will deactivate hide mode.

Hidden text will appear on-screen in green.

Order When Invoicing

When ticked , whatever quantity is invoiced is also back ordered. This is useful if you wish to invoice or lay-by immediately, yet order or deliver separately. It is suggested that you use transaction type 8 when producing such invoices (since this transaction type does not affect stock levels) to avoid removing stock from your stock system twice.

Invoicing & Enterprise/COrporate Edition (All Other Transactions)

Fast Scan Input

This option is useful for bar code readers and fast manual input. When ticked , invoicing will move directly to the quantity (Qty) column. Use the Enter key to move directly to the Qty column.

Fast Data Input

If selected invoicing will position you on the Qty column immediately after entering a product code or description. Then it moves directly to the Sell Price field. Use the Enter key to move directly to the Qty column and then the Sell Price column. This mode of operation is used when you just need to enter product codes, quantities and sell prices as quickly and as efficiently as possible.

These options are also available on all other transaction types if you are operating the CAPITAL Enterprise Edition or CAPITAL Corporate Edition.

Sales Order Only

Priority

Used to select the priority or urgency of the sales order. Selections include Urgent, High, Normal and Low.

If the Warehouse Manager component is installed, sales orders may be sorted by priority when presented for picking. For more information on this subject consult the topic: Warehouse Manager Installation.

Partial Release

Tick to allow individual items on the current sales order to be released onto invoices even if the entire order cannot be fulfilled. If this option is unticked, the sales order will not be converted into an invoice until all the goods on the sales order have been allocated and are ready to be shipped.

Hold Orders

Tick to place all items on the current sales order on back order hold.

When stock items are placed on back order hold, they must first be released from hold before they can be converted into invoices. This is useful if you wish to ensure that items will not be invoiced accidentally, as further steps are required to remove the hold on such items. For example, you might wish to place items on order hold because you want to ensure you receive payment for those goods first, after which you would take them off hold.

Allocate Order Mode

Tick to have all items on an order allocated (reserved) when placed in the Back Order Control Centre. You can view which items are presently allocated by selecting Special|Column Options|Allocated Quantity from the Sales Order menu.

Back Order Mode (For Invoicing)

Three modes are available. A default mode can be set within INSTALLATION Workshop. (Accessible from the Install|Invoicing|Other Options menu.)

Manual

Tick to be specify the quantity to back order manually.

Automatic

Tick to automatically back order any quantity that cannot be filled from stock.

Disabled

Tick to disable back ordering.

Hold Back Order

Tick this option if you want goods that are back ordered to also be placed on back order hold. Invoices may automatically be placed on back order hold depending on the transaction type selected. (Refer to the INSTALLATION Workshop program to set these parameters.)

Back order hold mode prevents back orders from being allocated stock or released/converted into invoices, until an operator manually takes the back ordered items off hold.

Mark As Alert

Tick this option if you require the transaction to be marked as 'special'. The transaction will be ticked in the column when looking at the Transaction List View. This can serve to highlight certain transactions for whatever reasons you choose.

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