Difference between revisions of "Selling stock in Invoicing and Customer Orders"
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== Summary == | == Summary == | ||
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== More Information == | == More Information == | ||
Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}. | Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}. | ||
| − | * Enter the Account code of the customer for whom you want to raise the Invoice\Credit | + | * Enter the Account code of the customer for whom you want to raise the Invoice\Credit for or press {{KeyPress|Ctrl-F1}} to search for them. |
* Enter the stock items by typing them in or by pressing {{KeyPress|C-F1}} to search for them. | * Enter the stock items by typing them in or by pressing {{KeyPress|C-F1}} to search for them. | ||
| − | {{Warning|title=Warning|text={{Red| | + | {{Warning|title=Warning|text={{Red| If you intend to produce a credit note, make sure the quantity you have against each stock code are a negative, as this will ensure you produce a credit note, 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 {{KeyPress|F7}}. | * When ready to produce the document Press {{KeyPress|F7}}. | ||
| − | {{Note|title=PLEASE NOTE|text= If the {{KeyPress|F7}} takes you to a screen showing the Delivery Address, fill this in if required}} | + | {{Note|title=PLEASE NOTE|text= If the {{KeyPress|F7}} takes you to a screen showing the Delivery Address, fill this in if required.}} |
{{Tip|title=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|title=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.}} | ||
Revision as of 12:09, 12 August 2013
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 for or press <Ctrl-F1> to search for them.
- Enter the stock items by typing them in or by pressing <Ctrl+F1> to search for them.
 | Warning: If you intend to produce a credit note, make sure the quantity you have against each stock code are a negative, as this will ensure you produce a credit note, 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 store and use a Delivery Address?
- How do I Create a Quotation?
- How do I Retrieve a Quotation?
- Selling Parts over the Counter
- Selling Stock at Point of Sale
- Creating a Stock Item
- How does Platinum Decide whether a Document is an Invoice or a Credit?
- How do I take a payment on a credit card?
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Tags
SO03, ST11, ST17 ST94, ST09
