SaleSmartz Manual | Invoice-Order |
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General |
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About |
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Invoices and Orders are treated as the same object in SaleSmartz, they are
fixed records of goods purchased by a customer. |
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Creating |
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Invoices are created in the "Contact" window by converting Quotes into Invoices (See section "History", chapter "Contact"). |
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Parts |
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An invoice contains several parts. The page switcher in the top right of the
Contact file window allows you to view each of these parts. |
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Invoice editing panel |
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About |
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Invoices are viewed in the history mode of the Contact file window. When an invoice is first selected, the first page of the invoice will be shown. |
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Invoice editing panel |
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Name The Invoice will retain the name of the original Quote until changed in the name field below the history field. Address The address popup menu acts in the same way as the Quote address type popup. The address chosen will be shown in the printed Invoice. Invoice icon The Invoice icon acts as a dragging tool. Drag this icon to move information about the Invoice to other windows. Invoice/Order number The Invoice can have an invoice number to act as an internal reference for
your company. This can be changed in this field, but can also be created automatically
if you wish, when you create the invoice. Customers reference The Invoice has a customer reference which is set at the time the Quote is converted to the Invoice. It can be changed in the number field below the list. This can be used to store a customers order number, or other reference, but is not required. Created date This date represents the time at which the Order/Invoice was converted from a Quote. Salesperson responsible This field allows you to allocate or record the invoice for another person in your company. Order confirmation/Picking List... If you have chosen the whole order process option in the preferences, then
you will be shown all of the parts of the process shown in the example above. Payment due The reminder date is set to remind you to check up on an Invoice, to make sure
it has been paid. The payment due date for an invoice can be set in this field.
This can be automatically defined with a set number of days, if you define the
contact property to do so (See chapter "Custom Variables"). Paid A button is provided to indicate whether or not a Contact has paid the Invoice. The date field to the right of this button shows the payment date, once the payment has been made. Notes Additional information such as terms of payment and partial payments can be stored in the Notes field. |
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Goods mode |
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About |
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Invoice goods mode |
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The goods mode is a list of all the goods purchased by the customer. The list of goods in an Invoice is fixed. Quantities, prices and costs of Products are set when the Invoice is converted from a Quote. Partial deliveries An invoice can be broken into several delivery stages. The actual delivered
amount can be edited by clicking on each products quantity. |
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Supply |
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About |
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The supply part of an invoice can be used to help you order in products for the Customer's order. You can group products with suppliers to send orders to them or to act as a picking list for your own use. |
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Invoice "Supply" mode |
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Products can be grouped under supplier names by dragging each product to the
supplier. Suppliers are added when the Invoice is created, and collected from
the suppliers for each product. Use the "Edit" menu if you wish to
later add suppliers to or remove suppliers from the Invoice. |
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Costs, Finance and Profit |
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An Invoice has Costs and Profit modes like a Quote but these can not be changed. For more information about these modes, see sections "Costs mode" and "Profit mode", chapter "Quote". |
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Printing |
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Printing of an Invoice is done by first selecting a Print Template and then selecting "Print..." in the "File" menu (See chapter "Print Template"). |
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Exporting |
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An Invoice can be exported to a file for use in other applications. Select "Export Invoice" in the "File" menu (See chapter "Exporting Data"). |
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