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| Info |
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Added two new fields onto the Sales Run Header Last Run Actual = is the date the sales run actually ran |
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| Note |
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A sales run type = Once Off is exactly what it states. |
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- Either leave the default date or change the date.
Change the workflow status from Inactive to Active if you wish to activate it right away or leave it Inactive until all the criteria's are correct within the Sale Run then once you are happy with it change the workflow status = ACTIVE
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- Add a description to best describe this run set eg Monthly Labour Charge
Change the sale run type = Once Off
Note - Recurring Automatic : You set up the recurrence schedule, a nightly task runs "Generate Recurring Transactions" to execute a sale run when necessary
- Recurring Manual : You can generate a new set of invoices at any time
- Checkbox = 'Combine Charge To', if you wish to create one shipment and invoice for a chargeto customer turn this tick on. Other wise leave it blank and individual shipments/invoices will be created for each cardid.
- In detail area on the tab = 'Lines' click on the NEW button
You can add as many products with a specific price that you want to invoice out. In the example below I will only be charging Labour Charges at $135 inc gst.
If the product you are adding has been set up with a default price, it will populate but you can still make changes to the product in respect to the price and quantity overall and then on each customer attached.Expand title Show me 
To add the customers to be invoiced, click on Extract Customers action button in the top ribbon
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The sale run set window will appear
Select the right run set or create a new run set
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By using the Extract Customers and Sale run set, the system will populate the customers based upon the criteria on the sale run set or you can manually enter customers and it will populate the products that you inserted on the Lines tab to each customers customer in the list.
After extracting the Customers you can still modify the customers that have been extracted by either deleting them off this sale run or adding other customers to this sale run.
You can also make changes to the product/s on each customer if you should wish to charge a different price for specific customers or different quantity or additional products.If you dont don't wish to use the extract customers action button, you can manually add customers to a Sale Run manually, click on the Tab Customers
Click on the NEW buttonExpand title Show Me 
Start either searching and drawing the customers or just enter the cardid if you know it. Repeat for as many customers required for this sale run.
Check to ensure that there is a product to be invoiced on each customer. You can also add other products and change product qty and prices on each customer.- Click on SAVE
- Check to ensure that the workflow status is set to Active
When you are ready to run this Sale Run that is a Type of 'Once Off' click on the Generate Invoices action button in the top ribbon.
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- A pop-up message will appear.
Click on Yes if you wish to continue
Click on NO if you dont don't wish to continue
- You will be take taken to the Shipments tab where a list of Shipments and Invoices will display
The status on the sale run for the type = Once Off will now read POSTED.
- You can also Print Invoices from the top ribbon
You can also Generate an Email Batch
Info title Info If you wish to Generate an Email Batch from Sales Run, you need to ensure that you have a contact set up with an email address and 'is payable' flag is ticked
You also have to ensure that the Invoice mode on the Card is either Email Batch or Email Prompt.
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All of the above set up steps apply in with respect to setting up the product and extracting/modifying the customers.
The only difference is the following:
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If a Sales run has a sale run type of either of the two above, the status on the Sale run will remain In Progress. |
- Recurrance Recurrence Rules only applies to a sale run with a sale run type = Recurring (automatic)
- Click on the General tab on the Sale Run in question after you have set up the products and customers and followed all of the above steps for the Once Off type.
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