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Reference
Buttons
Refer to Common Buttons.
Image | Field | Description |
|---|---|---|
 | Complete | Complete this Sale in full. It means that the stock on hand is affected and the dollar value goes to the customer open items. |
| Tender Cash | Complete this sale using cash tender |
| Tender Card | Complete this sale using card tender |
 | Create Customer | Quickly create a new customer or prospect (Is Prospect option- The only required properties is Card Id (which is automatically filled in) Name and either (phone number or email address)) and attach it to this sale |
 | Select Address | Select from the list of available addresses on the relevant customer card(e.g: when creating a new sales after selecting a customer you can click on this button and select an address to automatically fill in the fields in the Address section. |
 | Extract Products | Extract products onto a sale for a particular customer from sold products history, order movements, favourites, all products The button is not available if no customer is selected. |
| Customer History | Pop-up windows to show customer various history e.g., sales
|
| Set Sale Value | Adjust the values on this sale based on a desired gross profit percentage, set total value and match competitor pricing |
Fields
Field | Description |
|---|---|
| Customer | This is the customer for this sales |
| Customer Order | This field shows the customer order reference for this sales. Sometimes compulsory depending on how the customer is set up. Usually the customer's purchase order number to you or the customer's name. |
Lines Tab
Buttons
Image | Field | Description |
|---|---|---|
 | New | Creates a new sales line |
| Delete | Delete the product line |
| Set Value | Adjust the values on this sale order or quotation based on a desired gross profit percentage, total value or competitor price match. Unit Price (Ex Tax) |
Lines
Field | Description |
|---|---|
| Product | Product ID |
| Product Name | Product Name |
| Qty | The Qty of products sold |
| Product Unit | Unit as to which the product is sold |
| Price Ex Tax | Price ex tax sold |
| Price Inc Tax | Price Inc tax sold |
| Discount Percent | Discount of the sale line |
Line details tab
These fields relate back to the sale product line you are currently on
Field | Description |
|---|---|
| Each Cost Ex Tax | The cost ex tax for the product |
| Unit Cost Ex Tax | The cost ex tax for each sell unit of the product |
| Unit Price Ex Tax | The price ex tax for each sell unit of the product |
| Tax Code | The tax code on this product |
Line Notes tab
Field | Description |
|---|---|
| blank text field | Provided you have selected a line of product on the sale to attach a note to, you can key in any related note, colour the font, highlight the font, make is larger/smaller, etc. This will then print on the sale and invoice. |
Serial Numbers tab
Field | Description |
|---|---|
| Serial Numbers | Any relevant serial numbers to the product you have selected from the product lines on this sale. You can add a new serial number to this product during a sale before you invoice it. |
General tab
Field | Description |
|---|---|
| Payment Term | What the payment terms are for the customer |
| Price Level | Manually overrides the price level on the sale (Example: The user enters a sales order. The customer is set to the level 1 price level. The user negotiates a special deal with the customer. They change the price level on the sale order to government price level. All the sell prices that are not manual sell prices on the sale order lines recalculate to government price level) |
| Sales Person |
Address
Field | Description |
|---|---|
| Contact Name | The Delivery contact name for this sale |
| Name | The Delivery name of the business or customer name (depending on how the card is set up or what you key in manually into this field) |
| Street 1- 4 | The actual Delivery address of where the goods are to be shipped to |
| Suburb | The suburb for the Delivery address |
| Phone | The phone number associated to the contact or manually keyed in by the user for this sale |
| Fax | The fax number associated to the contact or manually keyed in by the user for this sale |
| Customer Email Address | The email address associated to the contact or manually keyed in by the user for this sale |