Difference between revisions of "Selling stock in Invoicing and Customer Orders"

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{{PreRelease}}
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== Summary ==
 
== Summary ==
 
This article explains an alternative way of creating a Invoice or Credit Note in {{ST}}.
 
This article explains an alternative way of creating a Invoice or Credit Note in {{ST}}.
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== More Information ==
 
== More Information ==
 
Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}.
 
Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}.
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* Enter the Account code of the customer for whom you want to raise the Invoice or Credit or press {{KeyPress|C-F1}} to search for them.
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* At {{DataPrompt|Customer:}}, if you are selling to a specific customer, enter or search for the customer's account code. If you are selling in a shop environment, you might want to leave this as the Default Invoice Account.
 
* Enter the stock items by the usual methods including typing the code in, pressing {{KeyPress|C-F1}} to search, entering part of the description or stock code, scanning the barcode on the item, or pulling in a list of items from an electronic parts catalogue.
 
* Enter the stock items by the usual methods including typing the code in, pressing {{KeyPress|C-F1}} to search, entering part of the description or stock code, scanning the barcode on the item, or pulling in a list of items from an electronic parts catalogue.
  
 
{{Note|text=If you intend to produce a credit note, simply enter the item quantity as negative. Do NOT enter the price as negative, just the quantity.}}
 
{{Note|text=If you intend to produce a credit note, simply enter the item quantity as negative. Do NOT enter the price as negative, just the quantity.}}
  
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{{Warning|text=The stock quantities on the shelf and available to sell along with the location of the item are shown at the top of the screen here. The system will warn you that you are trying to sell something that is out of stock, but you can carry on and invoice this out, pushing the stock quantity negative. If you want to avoid this, click the {{Button|Backorder}} button at the bottom of the screen or press {{KeyPress|Shift+F3}} to order the items that are out of stock.}}
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{{Warning|text=The stock quantities on the shelf and available to sell along with the location of the item are shown to the right of the screen. The system will warn you that you are trying to sell something that is out of stock, but you can carry on and invoice this out, pushing the stock quantity negative. If you want to avoid this, click the {{Button|Backorder}} button which can be found on the tool-bar at the top of the screen or press {{KeyPress|Shift+F3}} to order the items that are out of stock.}}
  
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* When ready to produce the document, press {{KeyPress|F7}}.
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* Once you have entered all the items and you are ready to produce the document, press {{KeyPress|F7}} or the {{Button|Invoice}} button.
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* You will be presented with a {{DataPrompt|Document Control}} popup window.
  
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{{Note|text=If the {{KeyPress|F7}} key takes you to a screen showing the Delivery Address, fill this in if required.}}
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* At {{DataPrompt|Document type:}}, you can choose the type of document you want to produce.
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**Choose {{DataValue|Full Invoice/Credit Note}} to print a hard copy and then save as a Full A4 invoice.
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**Choose {{DataValue|Slip Print}} to print a hard copy and then save as a slip print (If you have a {{eCommerce|sku=receipt|Slip Printer}}).
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{{Note|text=If you require a delivery address, you should fill it in here.}}
  
 
{{Tip|text=It is on this screen you can also add any carriage costs, blanket\settlement discount on the whole invoice, account analysis codes or special invoice comments.}}
 
{{Tip|text=It is on this screen you can also add any carriage costs, blanket\settlement discount on the whole invoice, account analysis codes or special invoice comments.}}
  
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* Press {{KeyPress|F8}} to get to the screen described below. You should see the Document Control screen with the following choices:
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* Once you are ready press {{KeyPress|F7}} or {{Button|Document}} to finalise the document.
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<pre>
 
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  Print Details
 
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1. Full Invoice/Credit Note  Payment : Y
 
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2. Slip Print
 
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3. Pro Forma Invoice
 
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4. Print Quotation
 
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5. Advice Note
 
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6. No Printout
 
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7. Quotation with No Printout
 
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8. Picking List
 
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</pre>
 
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**Choose {{DataValue|1. Full Invoice/Credit Note}} to print a hard copy and then save as a Full A4 invoice.
 
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**Choose {{DataValue|2. Slip Print}} to print a hard copy and then save as a slip print (If you have a {{eCommerce|sku=receipt|Slip Printer}}.
 
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* Press {{KeyPress|F7}} to finalise the document  
 
 
* This will bring up the Payment screen if the customer is not set to be an account customer and it will ask how you'll be taking the payment.
 
* This will bring up the Payment screen if the customer is not set to be an account customer and it will ask how you'll be taking the payment.
 
* Select the method of payment and click {{Button|Post}}.
 
* Select the method of payment and click {{Button|Post}}.

Revision as of 10:28, 24 August 2015

 This article or section applies to a Platinum feature currently being developed.
Be aware: Content may change.

Summary

This article explains an alternative way of creating a Invoice or Credit Note in Stock Control.

More Information

Go to " Systems Stock Control Invoicing & Customer Orders".

  • At "Customer:", if you are selling to a specific customer, enter or search for the customer's account code. If you are selling in a shop environment, you might want to leave this as the Default Invoice Account.
  • Enter the stock items by the usual methods including typing the code in, pressing <Ctrl+F1> to search, entering part of the description or stock code, scanning the barcode on the item, or pulling in a list of items from an electronic parts catalogue.
If you intend to produce a credit note, simply enter the item quantity as negative. Do NOT enter the price as negative, just the quantity.
The stock quantities on the shelf and available to sell along with the location of the item are shown to the right of the screen. The system will warn you that you are trying to sell something that is out of stock, but you can carry on and invoice this out, pushing the stock quantity negative. If you want to avoid this, click the [Backorder] button which can be found on the tool-bar at the top of the screen or press <Shift+F3> to order the items that are out of stock.
  • Once you have entered all the items and you are ready to produce the document, press <F7> or the [Invoice] button.
  • You will be presented with a "Document Control" popup window.
  • At "Document type:", you can choose the type of document you want to produce.
    • Choose 'Full Invoice/Credit Note' to print a hard copy and then save as a Full A4 invoice.
    • Choose 'Slip Print' to print a hard copy and then save as a slip print (If you have a Slip Printer).
If you require a delivery address, you should fill it in here.
It is on this screen you can also add any carriage costs, blanket\settlement discount on the whole invoice, account analysis codes or special invoice comments.
  • Once you are ready press <F7> or [Document] to finalise the document.
  • This will bring up the Payment screen if the customer is not set to be an account customer and it will ask how you'll be taking the payment.
  • Select the method of payment and click [Post].
  • This will print the document.
  • Click [Accept] to complete the document.

See also


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Keywords AND Misspellings
create, Point of Sale, Stock, Credit, POS, parts, invoice slip print, slip, receipt, invoice, credit, invoicing, customer, orders
Tags

SO03, ST11, ST17 ST94, ST09

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