Selling stock in Invoicing and Customer Orders
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Revision as of 11:32, 3 October 2013 by Richard Green (talk | contribs)
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".
- Enter the Account code of the customer for whom you want to raise the Invoice or Credit or press <Ctrl+F1> to search for them.
- 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 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 [Backorder] button at the bottom of the screen or press <Shift+F3> to order the items that are out of stock. |
- When ready to produce the document, press <F7>.
| If the <F7> key 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 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
- 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
