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

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{{Incomplete}}
 
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== Summary ==
 
== Summary ==
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This article explains an alternate way of creating a Invoice\Credit in {{ST}}.
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This article explains an alternative way of creating a Invoice or Credit Note in {{ST}}.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|Systems|{{ST}}|Invoicing & Customer Orders}}.
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Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}.
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* Enter the Account code of the customer for whom you want to raise the Invoice\Credit
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* At {{DataPrompt|Customer}}, enter or [[How do I find a customer?|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.
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* Enter the stock items by typing them in or by pressing {{KeyPress|C-F1}} to search for them.
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* Enter the stock items by the usual methods including typing in the code, pressing {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through your stock file, pressing {{KeyPress|C-F1}} to [[How do I find a stock code?|search]] for an item by entering part of the description, scanning the barcode on the item or pulling in a list of items from an electronic parts catalogue.
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{{Warning|title=Warning|text={{Red| 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.}}}}
 
  
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* When ready to produce the document Press {{KeyPress|F7}}.
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{{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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{{Note|title=PLEASE NOTE|text= If the {{KeyPress|F7}} takes you to a screen showing the Delivery Address, fill this in if required}}
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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 if 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|S-F3}} to order the items that are out of stock - see [[Dealing with Backorders in Invoicing and Customer Orders]].}}
  
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{{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.}}
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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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* 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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* 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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<pre>
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{{Note|text=If you require a delivery address, you should fill it in here.}}
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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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{{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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**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 F7 to finalise the document  
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* Once you are ready press {{KeyPress|F7}} or {{Button|Document}} to finalise the document.
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* 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.
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* 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.
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* Once the payment method of payment is selected click {{Button|Post}}.
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* Select the method of payment and click {{Button|Post}}.
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* This will print the Document, once you are happy click {{Button|Accept}} to complete the document.
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* This will print the document.
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* Click {{Button|Accept}} to complete the document.
  
 
== See also ==
 
== See also ==
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* [[Getting Started - Stock Control]]
 
 
* [[How do I Order Parts for a Customer?]]
 
* [[How do I Order Parts for a Customer?]]
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* [[How do I store and use a Delivery Address?]]
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* [[Dealing with Backorders in Invoicing and Customer Orders]]
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* [[How do I Create a Quotation?]]
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* [[How do I store and use a delivery address?]]
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* [[How do I Retrieve a Quotation?]]
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* [[How do I create a stock quotation?]]
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* [[Selling Parts over the Counter]]
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* [[How do I Do a Refund in Invoicing & Customer Orders?]]
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* [[Selling Stock at Point of Sale]]
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* [[Selling stock at point of sale]]
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* [[Creating a Stock Item]]
 
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* [[How does Platinum Decide whether a Document is an Invoice or a Credit?]]
 
 
* [[How do I take a payment on a credit card?]]
 
* [[How do I take a payment on a credit card?]]
  
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{{KB_Tags|create, Point of Sale, Stock, Credit, POS, parts, invoice slip print, slip, receipt, invoice, credit, invoicing, customer, orders}}
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{{KB_Tags|create, point of sale, stock, credit, pos, parts, invoice slip print, slip, receipt, invoice, invoicing, customer, orders}}
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{{KB_ST}} {{FAQ}} {{ZN_PartsCounter}}
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{{Guide}}{{Hint}}{{KB_ST}}{{ZN_PartsCounter}}
  
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{{KB_Ref|SO03, ST11, ST17 ST94}}
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{{KB_Ref|SO03, ST09, ST17 ST94}}

Latest revision as of 07:54, 26 September 2020

Summary

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

More Information

Go to " Stock Control Invoicing & Customer Orders".

  • At "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 in the code, pressing <F1> or <Shift+F1> to scroll through your stock file, pressing <Ctrl+F1> to search for an item by entering part of the description, 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 if 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 - see Dealing with Backorders in Invoicing and Customer Orders.
  • 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, invoicing, customer, orders
Tags

SO03, ST09, ST17 ST94

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