How do I sell multiple units on an invoice?

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Summary

This article will explain how to sell multiple units on a Unit Sales Document.

More Information

Click here to see how to start creating a document.

Once you have entered the Primary unit, use the following method to add additional units.

  • Click on the [Additional Units] tab.
    1. Press <F6> or click [Add].
    2. Select the unit to be added:
      • If the unit being added is a unit that is in stock:
        • At "Unit no.:", enter the unit 'stock number' if known. If the stock number is not known then press <Ctrl+F1> to search for the unit.
      • If the unit being added is a non-stock unit:
        • Leave the "Unit no.:" blank.
        • Fill in the details of the Unit including "Model:".
You will not able to add a non-stock unit to a Unit Sales Document if you are creating an Invoice. You will also need to allocate a stock number to any non-stock units prior to invoicing.
    1. Check the "Sale price:" is correct for the deal that you are doing.
    2. Once happy with the details, click the [Done] button and click [Accept].

This will add the unit to the document as an additional unit.

  • Repeat the steps above to add more additional units.
  • Once all units have been added to the document click on the [Print and summary] tab.
  • Click [Print] to produce an updated Unit Sales document and click [Accept] to save the changes.

See also


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