Page Comparison

Pay

Generates and allocates a new customer payment for the selected open item(s). The amount in parentheses shows the balance of the selection.

Highlight the open items you want to pay, then click Pay to generate and automatically allocate a new customer payment.

Allocate

Generates an allocation for the selected open item(s). Highlight the open items you want to allocate, then click Allocate to generate an allocation.

Group filter

This allows you to group the open items in the list.

View filter

This allows you to view only unallocated open items, or all open items.

Notes

Shows any notes that have been recorded for the selected open item. The number in parentheses shows the number of notes.

Source Record

Opens the source record for the selected open item.

Show Allocations

Shows any allocations associated with the selected open item(s).

Show Details

Opens the selected open item in a new tab.

Export

Exports the selected open item(s).

Print Preview

Shows a print preview of the entire list.

View filter

Lets you choose what allocations to view.

Show in Report

Lets you run reports for the current allocation.

Show Transaction

Opens the selected allocation.

Export

Exports the selected allocation(s).

Print Preview

Shows a print preview of the list.

View type

This allows you to sort the list by date or by product.

Filter

This allows you to view only product movements from the last three months, or all product movements.

Associated Products

Shows the Associated Products window for the product on the selected line.

Price Book Entries

Shows the price book entries for the product on the selected line.

Set Date Range

Allows you to view product movements within a specific date range.

Source Record

Shows the source record for the product movement.

Product History

Shows the transaction history for the product on the selected line.

Related

Click to show transactions related to the selected product movement.

Export

Exports the selected product movement(s).

Show Product Movement Allocation

Opens the product movement allocation for the selected product movement. This is not available for all product movement types.

Print Preview

Shows a print preview of the entire list.

Accept Variance

Accept any variance between the quantity that should be sent on the shipment and the quantity actually sent on the shipment. Variances happen when the quantity actually picked is different from the quantity that was supposed to be shipped on shipment lines.

View filter

This allows you to view only shipments from the last three months, or all shipments.

Associated Products

Shows the Associated Products window for the product on the selected line.

Price Book Entries

Shows the price book entries for the product on the selected line.

Product History

Shows the transaction history for the product on the selected line.

Export

Exports the selected shipment(s).

Source Record

Opens the source record for the shipment.

Print Preview

Shows a print preview of the shipment. 

Credit

Generates a credit for the selected sale invoice.

Finalise and Allocate

Finalises the invoice, then displays a new allocation transaction to allow the open item generated from the invoice to be allocated to other open items.

Generate Machine

Generates a machine from the invoice. The product from the first invoice line will become the machine, and any other lines will become accessories on the machine.

Delete

Deletes the selected invoice.

Filter view

Lets you view invoices from the last three months, or all invoices.

Notes

Shows any notes that exist for the selected invoice.

Show in Report

Lets you run a variety of reports for the selected invoice.

Show Transaction

Opens the original invoice.

Export

Exports the list of invoices.

Print Preview

Shows a print preview of the list of invoices.