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 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
• 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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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