Credit

Generate a credit based on this sale shipment.  Usually, a credit applies if stock is physically been brought back.

Re-open

Change the shipment to "Open" from "In progress"

Pick

Pick this shipment
This marks the shipment as in progress and prints off a picking slip

Note. Most sites use stock allocation. If your site does not use stock allocation, you should never press the pick button. Should you press the pick button on a sale shipment where stock allocation is turned off for your site or where the supply type on the sale shipment like is "ignore", then the location on the sale shipment line will be set to blank if the product's stock on hand for the sale shipment site is zero.

Invoice

Create an invoice for this shipment.
This button comes up if the shipment has previously been finalised (which means the stock has been sent out but the invoice has not been generated, therefore nothing on customer open items yet) and now needs to be Invoiced.

Complete

Complete (ship and invoice) this order in full.  It means that the stock on hand is affected and the dollar value goes to the customer open items.

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 shipment

Select Address

Select from the list of available addresses on the relevant customer card(e.g: when creating a new sales shipment 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 shipment for a particular customer from sold products history, order movements, favourites, all products
The button is not available if no customer is selected.

Consignment

Set the consignment details on this sale shipment

Customer History

Pop-up windows to show customer various history e.g., sales

Click here to expand...

Open

Set Sale Value

Adjust the values on this sale shipment based on a desired gross profit percentage, set total value and match competitor pricing

Type

This is the transaction type for this sales order

Number

The unique number for the transaction of this sale shipment (this is system generated)

Status

The transactions current status which is system generated (Can be open, in progress, posting or posted) which can have optional colour coding of the status property on all transactions

Date

The date and time of creation of sales shipment

Customer

This is the customer for this sales shipment

Customer Order

This field shows the customer order reference for this sales shipment.  Sometimes compulsory depending on how the customer is set up.  Usually the customer's purchase order number to you or the customer's name.

Value

This is to total value inclusive of GST for this sales shipment.  This value is automatically calculated.

Tax Value

This shows the total tax applied to this sales shipment.  This value is automatically calculated.

Document Group

Cards can have a certain document number range per group.  I.e. Government customers might get invoices that are in the 1000000-2000000 document number range, normal customers get invoices in the 3000000-4000000 document number range, school customers get invoices in the 5000000-6000000 document number range)

Sale Order

This is the sale order number that this sale shipment relates back to (if there is one)

Service Order

This is the service order number this sale shipment relates back to (if there is one)

Sale Invoice

This is the sale invoice number this sale shipment was posted to

Picker

This is the person picking the sale shipment

Packer

This is the person packing the sale shipment

Value

This show the total value including tax applied to the sale shipment

Machine

Filters machines on sale shipments to show only those for the customer selected

New

Creates a new sales order line

Warranty Claim

Credit

Delete

Accept Variance

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)
Unit Price (Inc Tax)
Unit Quantity
Product Unit
Discount %   - Note - you cannot put a manual discount on a product line that is set by a contract (check the Contract column on this line)
Value (Ex Tax)
Value (Inc Tax)
Markup %   - Note this shares the same screen pop up as GP % - use the correct relevant field on this pop up box
GP %   - Note this shares the same screen pop up as Markup % - use the correct relevant field on this pop up box
Manual Cost

Product

Product Name

Qty Shipped

Manual Qty Scanned

Product Unit

Location

Price Ex Tax

Price Inc Tax

Discount Percent

Tax Code

Value Inc Tax Shipped

Reason for Credit

Enter details for creating a credit on sale shipment

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

Unit Qty Picked

The unit quantity picked for this product for this shipment

Unit QOH

The quantity on hand based on the unit

Warranty

What the warranty period is on the product (if applicable)

Warranty Expiry

When the warranty expires on the product (is applicable)

blank text field

Provided you have selected a line of product on the shipment 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 shipment and invoice.

blank text field

Provided you have selected a line of product on the Shipment 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 only print on the shipment and NOT for customer .

Serial Numbers

Any relevant serial numbers to the product you have selected from the product lines on this shipment.  You can add a new serial number to this product during a sale shipment before you invoice it.

Account Site

The site code for this shipment

Debit Value

This is the debit value of the dissection

Credit Value

This field shows the credit value for this dissection

Narrative

The narrative for the dissection

Description

This field contains a description of the dissection

Location

The location of the stock item (where it is located in your site/store) at the time of the stock movement

Quantity

The quantity on this movement record

Original Each Cost Ex Tax

The original each cost price ex tax

Each Cost Ex Tax

The each cost price ex tax on that movement record

Value Ex Tax

The value of the product ex tax on that movement record

Machine ID

The Machine ID if this product is a machine (if relevant)

Name

The Machine Name if this product is a machine (if relevant)

Charge To

Who the Charge To is for this Machine (if relevant)

Active Contract

Any active Machine Contracts for this machine (if relevant)

Territory

The territory on this machine (if relevant)

For Hire

If the machine is on hire (if relevant)

Service Order Template

If the machine is on a Service Order Template, what the template name is (if relevant)

Machine Template

If the machine is on a Machine Template, what the template name is (if relevant)

Meter Charge Overdue

If the machine Meter Charge is overdue, by what date is it overdue by (if relevant)

Site

The site at which the sales shipment was created

Period

The financial period the sales shipment falls under

Created By

Which user created this sale shipment

Purch Receipt

Which purchase receipt number did the stock come in on for this sales shipment (if relevant)

Ref Number

The reference number for this sales shipment.  If the order originally came in by a web order, the web order number automatically populates into this field and is viewable in the sales shipment in this field.

Picker

Which user picked the shipment/picking slip

Packer

Which user packed the shipment/picking slip

Value PIcked

What the value of the stock that was picked

Tax Picked

The tax value of the stock that was picked

Carrier

Who the courier is for this customer

Delivery Run

What delivery run does this customer fall under (if relevant)

Delivery

What the delivery method is for this sales shipment

Date

The date of the sales shipment delivery

Items

The number of items that went out on the delivery run

Note

Any special delivery note on this delivery

Payment Term

What the payment terms are for the customer

Price Level

Manually overrides the price level on the sale shipments

(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)

Hour

This shows the postedat property of transactions as an hour of the day in 24 hour clock format. Its used if the user wants to make an analysis report based on day of week and hour of day to determine staffing requirements.

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

Transaction Number

The transaction number for the warranty claim against this sale

Customer

Which customer code has claimed

Manufacturer

Who the manufacturer is that the claim was lodged with

Charge To

Who the charge to is on this claim

Customer Territory

The territory for the customer

Percent Allocated

Percentage allocated to this warranty job

Value Inc Tax Ordered

The value inclusive of tax ordered for this warranty