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====== Transaction Invoice Review of Invoice Features ====== Office Toolbar - Inventory - New Transaction: Office Toolbar - Transaction History - Double click the Order Office Toolbar - Order Search The Invoice form manages all kinds of transactions. The first section here outlines the toolbar of the Invoice form. {{:office:transaction_management:invoicetoolbar.jpg|}} ===== Invoice Toolbar: ===== ^New|| |New -| Adds new items| |Inventory Items|| |File From Template|| |Open Templates folder || |New Template|Word Templates| |Save |Saves changes| |Print |Preview as Quote, Invoice, Packing Slip| |Packing Slips| include Barcodes in Barcode format of items.| |Email|Emails Invoice, Quote, or Packing slip through Outlook.| |Export to Excel| Exports transaction details to excel.| |Que Barcode Labels| Prints out Barcode labels for all items in order, by number of item quantity. |Import From File|Imports standardized Excel Import file.| ^Edit|| |Active Order| - Active orders are order that are worked on, and in the POS they are orders that will not be cleared out of the daily transaction log.| |Copy Details | This will copy the transaction items from the current order into a new order.| |Mark All Items As On Order | This will mark items on order for inventory tracking.| |Add Payment | Makes payment for order.| |Receive Rentals | Marks all items in order, that are rentals, as back in stock. | |Receive Order |Receives all items into inventory.| |Apply Tax | Applies tax to all items that are marked as taxable, and have a tax lookup.| |Remove Tax | Removes tax from all items.| |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.| {{: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.|