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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
Reference
Refer to Common Buttons.
| Image | Field | Description |
|---|
| Extract Customers | Extract a list of customers for this sale run |
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 |
| Description | Best describes the Sales run |
| 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 "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 |
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 |
|
| 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 to be invoice |
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 |
| Price Code |
|
Notes
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 |
|
| 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 |
|
