Sales – Commonly Asked Questions

Sales

  • Navigate to the sales screen
  • Click Create new
  • Enter a new customer or choose an existing customer
  • Enter a customer PO, change sales and/or invoice date
  • Select a part code and alter the description if required
  • Select the quantity, Unit price, tax type and total
  • Select more parts if applicable
  • Enter sales notes if applicable
  • Click Save to save as a quote OR click Save & Invoice to issue an invoice
  • Once a sale has been saved it is considered a quote, click on the ‘print quote’ button and depending on your browser it will ask you to save or open the file.
Invoice
  • Once a sale has been saved and invoiced it is considered an invoice, click on the ‘Print Invoice’ button and depending on your browser it will ask you to save or open the file.
Option 1
  • Navigate to a sale
  • Click the ‘Add Receipt’ button
  • Enter receipt information
  • Either click create and print receipt or Create receipt if you don’t wish to print it out
Option 2
  • Click on the ‘Sales/Jobs’ menu and go to receipts
  • Click ‘Create New’
  • Select a customer
  • Enter the receipt information
  • Tick which invoices are being paid for, this will automatically total up the receipt amount
  • Click ‘Save’
Option 3
  • Click on the ‘Sales/Jobs’ menu and click on ‘Sales’
  • Search for the Sale
  • Click on the $ on the right hand side
  • Enter the receipt information
  • Click ‘Save’
  • Click on the ‘Sales/Jobs’ menu and click on ‘Sales’
  • Search for the Sale and click on it
  • Click ‘Cancel Invoice’
  • Click ‘Yes’
  • Make the required changes to the sale
  • Click either ‘Save’ or ‘Save & Invoice’ depending the status you want to leave the sale in.
  • Click on the ‘Sales/Jobs’ menu and click on ‘Sales’
  • Search for the Sale and click on it
  • Click ‘Cancel Sale’
  • Click ‘Yes’
  • You will not be able to make any further changes to this sale

This can be done at the time of saving the sale or after the sale has been saved.

  • Click on the ‘Sales/Jobs’ menu and click on ‘Sales’
  • Search for the Sale and click on it
  • Select ‘Email Invoice’
  • Enter the recipient information, this will get populated from the customer configuration screen but can be altered.
  • Make changes to the message if required
  • Click ‘Send Email’

If you had spelt the name or address incorrectly on a sale you can make changes to the sale. Please note if you have created a sale to the incorrect customer entirely you will need to cancel the invoice and recreate it.

  • Click on the ‘Sales/Jobs’ menu and click on ‘Sales’
  • Search for the Sale and click on it
  • Click on the ‘Customer’ tab
  • Click ‘Edit Details’
  • Make the required changes
  • Click ‘Save’

You can setup some customers to not include tax automatically via the customer setup screen.

Option 1
  • Click on ‘Maintenance’
  • Click on ‘Customers’
  • Either create a new customer or select an existing customer
  • Tick ‘Tax Exempt’
  • Click ‘Save’
Option 2
  • Click on the ‘Sales/Jobs’ menu and click on ‘Sales’
  • Click ‘Create New’
  • Enter customer information
  • Select the parts you need on the Sale
  • In the column ‘Tax Type’ choose ‘No Tax’
  • Upon completion click ‘Save’ or ‘Save & Invoice’
  • Click on the ‘Sales/Jobs’ menu and click on ‘Sales’
  • Search for the quote
  • Once the quote is open, make further changes if required
  • Click ‘Invoice’