Selling stock in Invoicing and Customer Orders

Summary

This article explains an alternate way of creating a Invoice\Credit in Stock Control.

More Information

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

• Enter the Account code of the customer for whom you want to raise the Invoice\Credit
• Enter the stock items by typing them in or by pressing <Ctrl+F1> to search for them.

Warning:  Make sure the quantity you have against each stock code is a negative this will ensure you produce a credit not an invoice. ALL items MUST have negative quantities for a credit and all positive quantities for an invoice.

• When ready to produce the document Press <F7>.

PLEASE NOTE:  If the <F7> takes you to a screen showing the Delivery Address, fill this in if required

Tip:  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.

• Press <F8> to get to the screen described below. You should see the Document Control screen with the following choices:

   Print Details
 1. Full Invoice/Credit Note   Payment : Y
 2. Slip Print
 3. Pro Forma Invoice
 4. Print Quotation
 5. Advice Note
 6. No Printout
 7. Quotation with No Printout
 8. Picking List

• • Choose '1. Full Invoice/Credit Note' to print a hard copy and then save as a Full A4 invoice.
  • Choose '2. Slip Print' to print a hard copy and then save as a slip print (If you have a Slip Printer.

• Press F7 to finalise the document
• This will bring up a payment screen (if the customer is not set to be an account customer) and it will ask how you'll be taking the payment.
• Once the payment method of payment is selected click [Post].
• This will print the Document, once you are happy click [Accept] to complete the document.

See also

• Getting Started - Stock Control
• How do I Order Parts for a Customer?
• How do I Remove Old Quotations?
• How do I store and use a Delivery Address?
• How do I Retrieve a Quotation?
• Selling Parts over the Counter
• Selling Stock at Point of Sale
• How does Platinum Decide whether a Document is an Invoice or a Credit?
• How do I take a payment on a credit card?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

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