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Two new fields added onto to the Sales Run Header
Last Run for = is the last date the sales run ran for based upon the settings on the General tab.

This field works off the field =Recur From and all the other settings on the General Tab on the Sales Run.

The Recue from date cannot be left blank. 
If you leave this field blank the salesrun will fail.

Eg a Sales run, that has been set up to Recur from 20/1/2017 but it's to run every 12 months and the last run was 20/01/2021 then the last run for = 20/01/2021.

Last Run Actual = is the date the sales run actually ran 
Works off the settings on the General tab and looks at what the Weekend Handling is set to 


The field Recur Period must have a value other than 0.

Once OFF - Sale Run Type Procedure

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  • Either leave the default date or change the date. This date field is the date the sale invoice will be dated. The shipment date will be the date the shipment is created
  • 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 yourself. 


  • 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.


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  • 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 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 a different quantity quantities or additional products.

    If you 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 button

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    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
  • Next Click on the General Tab and set up the required fields.
    Ensure that you insert a Recur From Date
    Ensure that the Recur Period is to set to a value other than 0
    Click on Save.

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  • 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 don't wish to continue
  • You will be 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

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    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.


Setting up Sales Run Type = Recurring (Automatic) or Recurring (Manual)

All of the above set-up steps apply with respect to setting up the product and extracting/modifying the customers.
The only difference is the following:

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