>> Fastbase Business Software Ltd
Fastbase Accounting System - Online Manual
Entered Mon, 26 May 2003 16:33 by
Entering Manual InvoicesFirst see General Transaction Notes.
Enter the customer to invoice, enter their account number or start of the name to lookup the accounts.
Enter the customers order number. If this is not known at this stage leave it blank, you will get an opportunity to enter this again upon completion of the invoice.
Enter the salesperson, this defaults to the salesperson recorded on the customer and should not need to be changed. FastBase also records the operator entering the invoice, this is a separate field and is non-enterable.
This is the default branch the goods are being supplied from.
Enter any reference number as required, this may be a quote number or other reference. It is optional.
Enter the invoice date, this defaults to today's date (or the batch date if you have selected a batch to add this invoice to).
Click on 'Continue'.
Entering Line ItemsThe next screen you will have to enter the part or parts your are invoicing. A 'Line Item Entry' screen will pop up.
Enter the part number to invoice, if you enter the start of a part number a search screen will be displayed. Press F1 to search for using the extended search functions.
If you want to enter text to print on the invoice use the part number TEXT.
Your system may also be set-up to enter non-stock items. Consult with your system administrator for details.
Your system may also be set-up to enter non-diminishing items. See notes on Non-Diminishing Items for more details.
Once you select a part to invoice the system will display the stock availability. The system will also find the default selling price to this customer and fill in the pricing details.
Enter the quantity to sell. In most cases you will not be allowed to sell more than you have on hand.
Enter the selling price and discount%.
The system will have security controls to stop items being sold below specified margins. See Utilities - Module: Accounts Receivable for details.
If required enter a line note, this will print on the invoice directly below the part description. This field is limited to 50 characters. Use the 'TEXT' part number to enter as much text as you like.
Once you have entered all the parts press Escape (close the window). At this stage you can now maintain any existing lines or add new ones.
Press the 'Save' button to go to the final screen.
Updated Wed, 25 Jun 2003 17:12
Updated Fri, 10 Jun 2005 14:46