Overview

Sale runs allow you to reproduce sale shipments for customers on a regular basis. This is ideally suited to fixed non-stock charges like service fees.The process creates sale shipments not sale orders, so it does not suit cases where stock needs to be back ordered regularly. If stock does need to be back orders. You can click a button on the sale shipment to create a sale order. The sale order will track the back order quantity.

Getting Started

Setting up Sale Runs

Reference

Buttons

Refer to Common Buttons.

Image	Field	Description
	Extract Customers	Extract a list of customers for this sale run

Fields

Field	Description
Type
Number
Status
Date
Description
Sale Run Type	Once Off Recurring Manual (You can generate a new set of invoices at any time) Recurring Automatic (You set up the recurrence schedule and then a nightly task runs to execute a sale run when necessary)
Workflow Status
Sale Run Set

Lines Tab

Field	Description
Product
Name
Qty
Unit
Unit Quantity On Hand
Price Ex
Price Inc
Disc
Tax
Tax Value
Value

Line Details Tab

Field	Description
Value Ex Tax
Discount Value
Unit Tax
Unit Cost Ex Tax
Cost Ex Tax
Unit Quantity On Hand
Margin
Margin Percent
Gross Profit Percent
Price Code

Notes

Customers Tab

Field	Description
Customer
VAlue Ex Tax
Value Inc Tax

Product
Name
Qty
Unit
Unit Quantity on Hand
Price Ex
Price Inc
Disc
Tax
Tax Value
Value
Notes

Item Details tab

Field	Description
Value Ex Tax
Discount Value
Unit Tax
Unit Cost Ex tax
Cost Ex Tax
Unit Quantity On Hand
Margin
Margin Percent
Gross Profit Percent
Price Code

Notes tab

General Tab

Field	Description
Site
Period
Value Ex Tax
Value Inc Tax
Printed
Email Batch Generated
Recurrence
Recur January
Recur February
Recur March
Recur April
Recur May
Recur June
Recur July
Recur August
Recur September
Recur October
Recur November
Recur December
Recur Day Of Month
Recur Until

Shipments

Field	Description
Customer
Transaction Number
Date
Status
Order
Order Invoice
Value

Sale Runs