You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 22
Next »
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
Refer to Common Buttons.
| Image | Field | Description |
|---|
| Extract Customers | Extract a list of customers for this sale run |
| Generate Invoices | Generate the Invoices for this sales run depending upon the Sale Run Type. |
 | Print Invoices | You can choose to Print All Invoices or Unemailable Invoices |
 | Generate Email Batch | If the contact settings on the Customers Card are set up correctly you can send invoices via this email batch. |
Fields
| Field | Description |
|---|
| Type | SALRUN (Sale Run). Transaction type |
| Number | Unique transaction number generated by the system |
| Status | Position of the transaction, OPEN, POSTED, INPROGRESS |
| Date | Date on the Sale Run. This is the date that the system will use when you generate a Invoice |
| Description | Best describes the Sales run |
| Sale Run Type | - Once Off - Manual process
- 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 "Generate Recurring Transactions" to execute a sale run when necessary)
|
| Workflow Status | Active or Inactive |
| Sale Run Set | The name of the Sale Run Set templated used |
| Combine Charge To | If this tick is ON and you have a range of customers with the same Charge to Cardid on the Card itself, the system will create a single shipment/invoice for each chargeto customer in that sale run |
Lines Tab
| Field | Description |
|---|
| Product | Product to be Invoiced on the Sale Run |
| Name | Name of the product |
| Qty | Quantity to be invoiced |
| Unit | Unit of measure for the product |
| Unit Quantity On Hand | Stock on hand |
| Price Ex | Price Ex GST |
| Price Inc | Price Inc GST |
| Disc | Discount percentage if applied |
| Tax Code | Tax Code on the product |
| Tax Value | Value of tax |
| Tender | Ability to set a default tender to the run |
| Value | Total Value of each product line to be invoiced |
Line Details Tab
| Field | Description |
|---|
| Value Ex Tax | Value ex tax of each line |
| Discount Value | Discount value if applied |
| Unit Tax | Each Tax |
| Unit Cost Ex Tax | Each cost |
| Cost Ex Tax | Cost ex tax on the product |
| Unit Quantity On Hand | Unit Quantity on hand |
| Margin | Value Ex-Cost-Tax |
| Margin Percent | Margin/Cost * 100 |
| Gross Profit Percent | Margin/Valueex * 100 |
Notes
You can add individual Notes to the Customer card.
Customers Tab
| Field | Description |
|---|
| Customer | Cardid |
| Value Ex Tax | Value Ex Tax |
| Value Inc Tax | Value Inc Tax |
|
| Product | ProductID |
| Name | Product Name |
| Qty | Qty to be invoiced |
| Unit | Unit of measure |
| Unit Quantity on Hand | Unit quantity on hand |
| Price Ex | Price Ex tax |
| Price Inc | Price Inc Tax |
| Disc | Discount Percent if applied |
| Tax Code | Tax code from the product |
| Tax Value | Tax Value |
| Value | Value Inc |
Item Details tab
| Field | Description |
|---|
| Value Ex Tax | Line Value Ex Tax |
| Discount Value | Line Value Discount |
| Unit Tax | Line Value Unit Tax |
| Unit Cost Ex tax | Line Value Unit cost ex tax |
| Cost Ex Tax | Line Value Cost Ex Tax |
| Unit Quantity On Hand | Quantity on hand for that line product |
| Margin | Line Value Margin (ValueEx - Cost- Tax) |
| Margin Percent | Line Value Margin Percent (Margin/Cost * 100) |
| Gross Profit | Line Value Gross Profit (Margin/Valueex * 100) |
| Price Code | Price code that applies to that line |
Notes tab
General Tab
| Field | Description |
|---|
| Site | Default site |
| Period | Derived from the date entered |
| Value Ex Tax | Total Value Ex for the entire Sale Run |
| Value Inc Tax | Total Value Inc for the entrie Sale Run |
| Printed | If the tick is Off then the Invoices have not been printed. If the Tick is On then the invoices have been printed |
| Email Batch Generated | If the tick is ON then the email batch has been generated and visa versa |
| Recurrence |
| Recur January | Will recur in the January Month if the tick is ON |
| Recur February | Will recur in the February Month if the tick is ON |
| Recur March | Will recur in the March Month if the tick is ON |
| Recur April | Will recur in the April Month if the tick is ON |
| Recur May | Will recur in the May Month if the tick is ON |
| Recur June | Will recur in the June Month if the tick is ON |
| Recur July | Will recur in the July Month if the tick is ON |
| Recur August | Will recur in the August Month if the tick is ON |
| Recur September | Will recur in the September Month if the tick is ON |
| Recur October | Will recur in the October Month if the tick is ON |
| Recur November | Will recur in the November Month if the tick is ON |
| Recur December | Will recur in the December Month if the tick is ON |
| Recur Day Of Month | The Invoice will be generated on the Day that is selected in the Month selected |
| Recur Until | The task will run until the date suggested in the Recur Until field |
Shipments
| Field | Description |
|---|
| Customer | Cardid |
| Transaction Number | Shipment Number |
| Date | Date of the Shipment |
| Status | Status of the Shipment should be POSTED |
| Order | Usually blank |
| Invoice | Sales Invoices number generated from the shipment |
| Value | Value Inc of the Invoice |
