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 | |
 | 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. |
| Customer History | Pop-up windows to show customer various history e.g., sales
|
| Set Sale Value | Adjust the values on this sale shipment based on a desired gross profit percentage, set total value and match competitor pricing |
Fields
Field | Description |
|---|---|
| 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 |
Lines Tab
Buttons
Image | Field | Description |
|---|---|---|
Image | Field | Description |
 | 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) |
Lines
Field | Description |
|---|---|
| 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 |
Line details tab
These fields relate back to the shipment 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 |
| 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) |
Line Notes tab
Field | Description |
|---|---|
| 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. |
Serial Numbers tab
Field | Description |
|---|---|
| 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. |
Dissections
Field | Description |
|---|---|
Field | Description |
| 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 |
Movements
Field | Description |
|---|---|
| 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 |
General tab
Field | Description |
|---|---|
Field | Description |
| 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. |
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 |
After a shipment is completed we have an option where you can edit addresses (e.g: Customer enters Incorrect delivery addresses (they have many offices spread over many floors in many buildings in the city). There is a system reference for this in SALES> SHIPMENT-DELIVERY-ADDRESS-EDIT-DAYS: Set the days after posting that the delivery address of the sale shipment can be edited.