CCS Point of Sale
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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office:transaction_management:transactions [2009/03/05 03:50] markphsd |
office:transaction_management:transactions [2018/12/23 12:11] (current) |
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| + | ====== Transaction Invoice Review of Invoice Features ====== | ||
| + | |||
| Office Toolbar - Inventory - New Transaction: | Office Toolbar - Inventory - New Transaction: | ||
| Office Toolbar - Transaction History - Double click the Order | Office Toolbar - Transaction History - Double click the Order | ||
| Line 15: | Line 17: | ||
| |Open Templates folder || | |Open Templates folder || | ||
| |New Template|Word Templates| | |New Template|Word Templates| | ||
| - | |Save |Saves changes | + | |Save |Saves changes| |
| - | |Print |Preview as Quote, Invoice, Packing Slip | + | |Print |Preview as Quote, Invoice, Packing Slip| |
| - | |Packing Slips| include Barcodes in Barcode format of items. | + | |Packing Slips| include Barcodes in Barcode format of items.| |
| |Email|Emails Invoice, Quote, or Packing slip through Outlook.| | |Email|Emails Invoice, Quote, or Packing slip through Outlook.| | ||
| |Export to Excel| Exports transaction details to excel.| | |Export to Excel| Exports transaction details to excel.| | ||
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| |Close Order | Marks items as received and places completion date on order.| | |Close Order | Marks items as received and places completion date on order.| | ||
| |Generate Re-Order List|Generates a list of items to be reordered when there is a vendor. If there is no vendor selected a list of items with no vendor will be displayed.| | |Generate Re-Order List|Generates a list of items to be reordered when there is a vendor. If there is no vendor selected a list of items with no vendor will be displayed.| | ||
| + | |||
| + | {{:office:transaction_management:invoice.jpg|}} | ||
| + | ^Fields|| | ||
| + | |Supplier:| Select a supplier from the list, pressing the button displays a searchable supplier list.| | ||
| + | |Customer:| The customer buttons displays a searchable customer list to assign a customer to the order (if this is a purchase order from a vendor, use the company contact (if there is no company contact, create a new contact with a contact type of company).| | ||
| + | |Rate:| The tax rate assigned by the select of the transaction type.| | ||
| + | |Use Column:| Selects what column of pricing to pull from for the items purchased on this order.| | ||
| + | |PO #:| Designated number of vendor purchase, or company assigned order number. | | ||
| + | |Shipping#| The tracking number for this order.| | ||
| + | |Quote#| The quote number for this order, if different then the PO| | ||
| + | |Stockidentifier:| The inventory number for this order if it's assigned to inventory.| | ||
| + | |Driver:| The driver: This is used for dispatching with taxi, pizza and delivery services.| | ||
| + | |Sales Rep:| Sales rep is the employee processing this order. | | ||
| + | |Type:| The transaction type of this order.| | ||
| + | |Schedule:| The scheduled date of this order, this is used for events such as catering.| | ||
| + | |Order Date:| The date and time the order is placed.| | ||
| + | |Ship Date:| The shipping time and date of the order.| | ||
| + | |Completion Date:| The time that the order was paid for.| | ||
| + | |Serial #| is the Serial Number for this order. Serial Numbers for Items are in the item list.| | ||
| + | |||
| + | ===== Transaction Details ===== | ||
| + | |||
| + | There is more to the invoice. Please review the [[Transaction Details]] | ||
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