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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 03:53] 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 | ||
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| |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|| | ^Fields|| | ||
| |Supplier:| Select a supplier from the list, pressing the button displays a searchable supplier list.| | |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).| | |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.| | |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.| | + | |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. | | + | |PO #:| Designated number of vendor purchase, or company assigned order number. | |
| |Shipping#| The tracking number for this order.| | |Shipping#| The tracking number for this order.| | ||
| |Quote#| The quote number for this order, if different then the PO| | |Quote#| The quote number for this order, if different then the PO| | ||
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| |Serial #| is the Serial Number for this order. Serial Numbers for Items are in the item list.| | |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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