After the products have been listed on the order in Sales Order Details this summary and services
screen is triggered to complete the order.
The prompts include:
The total weight of sales products is displayed only if the flag
in the Company Inventory Parameters is set
to display the weight.
The weight of any negative quantities is not included in the weight
total.
Order Services are setup in Service
Codes with type O (Order service).
An order service can be flagged to be billed on only the first
invoice generate from an order, or the same amount can be billed on
every invoice produced from an order.
Services Window:
Additional services can be added to the document to be billed as
follows:
Check the box in the Add field to include the services,
and enter the correct Quantity with the unit Each
amount as prompted.
The Extended amount is calculated as QTY * EACH and displays
on the screen.
If this service does not prompt for a quantity, the each amount
becomes the Extended amount.
Notes can be entered for each service. These Notes can be
flagged whether to Print on the document.
Click OK to accept the service selection.
Any service records not checked will not be billed on the
invoice.
If the Services window is accessed a second time, now the screen displays only the selected services to be charged.
Additional services can be selected from the drop-down list
provided.
Enter the quantity and the unit each amount.
The extended amount will calculate as QTY * EACH and displays on
the screen.
If this service is not measured and does not prompt for a quantity,
the each amount becomes the extended amount.
Your firm's preferred taxing method can be activated in the Company Taxing Parameters.
Note: Only unposted same day TP Credit Card payments can be completely Voided in the Deposit History window for Canadian or U.S. currencies, in the event an order is cancelled before the deposit clears the clearing house.
Deposit Refund:
If an order is cancelled or voided, any outstanding deposit must be
refunded in order to close or delete the order.
A deposit refund can be entered as a negative dollar amount,
usually in the same Methods of Payment
that it was taken so that the same G/L Deposits Held account is
updated by the change in value.
With Texada Pay if the 'Refund Existing Payment
Only' control is activated in the Texada
Pay configuration, a one-time refund can only be given if it is
less than or equal to an existing deposit transaction amount.
Some clearing houses will not approve a refund unless the original
payment has been processed and approved so if a refund cannot be
processed immediately the operator is given the option to add the
Refund Request to the TP Pending Refund
Queue table to be re-submitted to the clearing house at a later
time.
If the Prompt For Clerk flag has been set in the Company Security Parameters, the Clerk Confirmation window is triggered to capture the clerk code and also the password if required.
Uncheck this box if the order does not need to be printed at
this time.
Picking Tickets can always be printed later from the
Print Order Picking Tickets
options.
Uncheck this box if this document should not be emailed at this
time.
The order can later be emailed from Print
Order Picking Tickets if required.
Check this box to email this document in a single email as
outlined in the Compose Email.
This action just creates a single P.O. to order & ship all
the products from the same supplier to the store Division
address.
It does not prevent the Sales Order from being invoiced
before inventory receiving is completed, nor does the receiving
automatically fill the Sales Order.
Select No if no P.O. should be generated automatically.
Select Drop Ship to create a Purchase Order to ship the sales parts directly
from the supplier to the customer's site skipping inventory
handling in your receiving/shipping departments.
The new P.O. will have the customer's site address as the ship-to
address and can be tracked in the Purchase
Order Modification Journal along with any changes to the P.O.
made by changes to the source Order.
The P.O. "inherits" the shipping method and address from the Sales Order and cannot be modified in Purchase Orders, but any changes made to the Site address on the Order will automatically update the Ship-To address on the associated Drop Ship P.O.
Note: Only Sales Products from an order can be put on the
P.O.
The Sales Part will not be added to the P.O. if the product has
been flagged to "Stop P.O." in the Inventory Re-Order Information (Sales Products)
window.
When a P.O. or drop-ship P.O. is created, this flag cannot be
changed without deleting the P.O.
Any changes or additions made to the Sales Order products
will also update the Purchase Order.
Any changes or additions made to the Purchase
Order will not update the Sales Order as they may be for
a different customer.
Refer to Purchase Order from Sales Order
Overview for details on this feature and the process flow.
Click the RESET COST button to update the cost on
the P.O. to match the Re-Order Price.
Click the LEAVE COST button if the old cost should
still apply to this P.O.
Check this box to print the selling prices, extended amounts,
and any deposit information on the Picking Ticket.
This is useful as a copy for the salesperson.
The Selection Required window is triggered to provide print and email options, if the Use Contact Document Emailing feature is activated in the Company Email Configuration.
The P.O. can also be printed or emailed later from Print Purchase Orders.
Refer to Purchase Order from Sales Order Overview for details on this product ordering feature.
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