Entering Sales and Purchase Transaction
Just start typing on the Customer or Supplier field, the Dropdown will start search for the Card and highlight the search result in yellow as below
To search for other fields, hit Ctrl+F to focus the Searchbox, and type in the text or number you want to search and hit Enter. For example, type in the phone number first 4 digit and hit Enter.
Select the Billing Address and Delivery Address if you need to use address that are not the defaults. Modify the address in the Address box if needed.
Select Date, the Auto Numbering set, Currency and Payment Term/Due Date if the defaults do not apply.
Click on the Item field in the Line Items area, like all Dropdown box, just start typing or hit Ctrl-F to search for Item
The Item details and defaults will be copied to the line, modify if defaults not apply.
Unit and Location are required for Track Quantity Item as the system need to update the inventory level for each location.
Enter Discount if necessary. Delivery Date, Codes, Custom Fields are all optional.
Enter next line by Tab (or Shift+Tab) through or use the keyboard Arrow Key to navigation the grid as if in Excel grid.
SubTotal Line can be added to show subtotal
Click Move Up or Move Down to move existing lines up or down. The SubTotal Line value will be refreshed as lines are moved.
Salesman/Purchaser will be automatically selected per logged in user, or select from the Dropdown if needed.
Footer Discount can be applied either through Footer Discount Amount or Footer Discount Percent.
Click Save or Save and Close or Save and New to proceed to other transactions.
Click Print Default Format to preview the printout. System will use the default layout for the Customer/Supplier selected in the card defaults. User can also select the print layout if other format is desired.
User can also go to an existing transaction, and click the Copy Transaction button to copy the details of the orginal and save as a new transaction.