Difference between revisions of "Sales Receipts"

From HandiFox Desktop Wiki
Jump to navigation Jump to search
 
(17 intermediate revisions by 2 users not shown)
Line 1: Line 1:
== Sales Receipt Screen ==
+
==[[File:tabletandroid.png | 36px]] Sales Receipt Screen ==
  
 
'''Sales Receipts''' screen allows viewing the list of sales receipts of a customer, creating and editing sales receipts. This screen is accessed by selecting a customer in the '''Customer Centre''' and tapping the '''Sales Receipts''' button.
 
'''Sales Receipts''' screen allows viewing the list of sales receipts of a customer, creating and editing sales receipts. This screen is accessed by selecting a customer in the '''Customer Centre''' and tapping the '''Sales Receipts''' button.
 
* You can search through the list of sales receipts using the '''Look for Number''' field. Enter the number of a sales receipt (or just the first few symbols of it), and the selection will be set to the first sales receipt with the number matching the entered sequence.
 
* You can search through the list of sales receipts using the '''Look for Number''' field. Enter the number of a sales receipt (or just the first few symbols of it), and the selection will be set to the first sales receipt with the number matching the entered sequence.
* New button opens the '''Create Sales Receipt''' screen allowing you to create a new sales receipt.
+
* The '''New''' button opens the '''Create Sales Receipt''' screen allowing you to create a new sales receipt.
* '''Edit''' button opens the '''Edit Sales Receipt''' screen for a currently selected sales receipt.
+
* The '''Edit''' button opens the '''Edit Sales Receipt''' screen for a currently selected sales receipt.
 
* You can print out the currently selected sales receipt by tapping on the vertical ellipsis menu [[File:Contextmenu.PNG | 30 px]] and tapping the '''Print''' button.
 
* You can print out the currently selected sales receipt by tapping on the vertical ellipsis menu [[File:Contextmenu.PNG | 30 px]] and tapping the '''Print''' button.
 
<br>
 
<br>
Line 10: Line 10:
 
<br>
 
<br>
  
== Creating/Editing Sales Receipt ==
+
== [[File:tabletandroid.png | 36px]] Creating/Editing Sales Receipt ==
 
The '''Create Sales Receipt''' screen opens when you tap on the '''New''' button on the '''Sales Receipts''' screen. This screen allows creating Sales Receipts.
 
The '''Create Sales Receipt''' screen opens when you tap on the '''New''' button on the '''Sales Receipts''' screen. This screen allows creating Sales Receipts.
 
On the top part of the screen, the following information is displayed:
 
On the top part of the screen, the following information is displayed:
Line 26: Line 26:
 
<br>
 
<br>
  
== Adding items to Sales Receipt ==
+
== [[File:tabletandroid.png | 36px]] Adding items to Sales Receipt ==
 
You can create a Sales Receipt with items of all supported types (Inventory Part, Inventory Assembly, Service  and Other Charge with fixed amount) using various methods:
 
You can create a Sales Receipt with items of all supported types (Inventory Part, Inventory Assembly, Service  and Other Charge with fixed amount) using various methods:
 
   
 
   
 
* Using '''Add''' button:
 
* Using '''Add''' button:
Use this method if you don't know the exact ''Name'' of the item you want to add to the Sales Receipt or if you want to add an item based on its ''sales description''. Type the item’s Name or a part of its description in the search string and tap the '''Add''' button. If there are several items for this search, the '''Find/Add''' screen will appear, filled with inventory items which Name or Sales Description ''contains'' the entered search string, allowing the user to add multiple items to the invoice.
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>Use this method if you don't know the exact ''Name'' of the item you want to add to the Sales Receipt or if you want to add an item based on its ''sales description''. Type the item’s Name or a part of its description in the search string and tap the '''Add''' button. If there are several items for this search, the '''Find/Add''' screen will appear, filled with inventory items which Name or Sales Description ''contains'' the entered search string, allowing the user to add multiple items to the invoice.</td></table></div>
  
 
* Using '''Find''' button:
 
* Using '''Find''' button:
Tapping on the Find button opens the '''Find/Add''' screen. You can search by typing the Name or the Description of the item in the respective fields. It is possible to select several items at once by checking the leftmost field.
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>Tapping on the Find button opens the '''Find/Add''' screen. You can search by typing the Name or the Description of the item in the respective fields. It is possible to select several items at once by checking the leftmost field.</td></table></div>
  
 
* Using a scanner:
 
* Using a scanner:
The barcode scanner can be used to add inventory items to the Sales Receipt. Scanning an item’s barcode adds the scanned item to the list.
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td></td> <td>The barcode scanner can be used to add inventory items to the Sales Receipt. Scanning an item’s barcode adds the scanned item to the list.
The system allows adding several rows to the Sales Receipt for items with the same Name, but different units of measure. If the scanned item (Name and Unit of measure) is already in the list, then the system increments the Qty value of the item by 1.
+
The system allows adding several rows to the Sales Receipt for items with the same Name, but different units of measure. If the scanned item (Name and Unit of measure) is already in the list, then the system increments the Qty value of the item by 1.</td></table></div>
 +
 
 
   
 
   
 
You can then '''sort''' the added items by tapping the column’s name.  
 
You can then '''sort''' the added items by tapping the column’s name.  
Line 48: Line 49:
 
When the Qty field is greater than the quantity available ''(qty_av = QOH–qty_on_sales_order)'', then the item is marked with red color.
 
When the Qty field is greater than the quantity available ''(qty_av = QOH–qty_on_sales_order)'', then the item is marked with red color.
  
'''NOTE''': QOH and qty_on_sales_order – are shown based on the current location.
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>'''NOTE''': QOH and qty_on_sales_order – are shown based on the current location.</td></table></div>
 
   
 
   
 
To easier navigate if there are many items in the Sales Receipt, you can type in the text field above the items’ list: the system will scroll to an item in the list, which full name contains the search string, highlighting it.  
 
To easier navigate if there are many items in the Sales Receipt, you can type in the text field above the items’ list: the system will scroll to an item in the list, which full name contains the search string, highlighting it.  
Line 57: Line 58:
 
<br>
 
<br>
  
== Changing Bin Location for Items ==
+
== [[File:tabletandroid.png | 36px]] Changing Bin Location for Items ==
If necessary, you can change the bin location for items on the Sales Receipt. This option is available if your Quickbooks has Advanced Inventory.
+
If necessary, you can change the bin location for items on the Sales Receipt. This option is available if your Quickbooks has Advanced Inventory and Track Bin Locations is enabled there. See [[Multi-Location_and_Bins#Bins|Bins]] for more information.
 
   
 
   
 
# Long-tap the item and select the '''Change Bin''' option. The '''Change Bin''' screen will open.
 
# Long-tap the item and select the '''Change Bin''' option. The '''Change Bin''' screen will open.
Line 64: Line 65:
 
# Highlight the desired bin and tap '''Select'''.
 
# Highlight the desired bin and tap '''Select'''.
 
   
 
   
It is also possible to select multiple bins and specify the quantity for each of them separately. To do this, long-tap the item and select '''Edit'''. In the opened screen you will be able to define item quantities per bin location (use the link at the bottom to add bins on the list).
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>It is also possible to select multiple bins and specify the quantity for each of them separately. To do this, long-tap the item and select '''Edit'''. On the opened screen you will be able to define item quantities per bin location (use the '''"Tap here to add line"''' button at the bottom to add bins on the list).</td></table></div>
 +
<br>
 +
{{Gototop}}
 +
<br>
 +
 
 +
=[[File:tabletandroid.png | 36px]] <small>Edit Item Screen</small>=
 +
 
 +
[[File:Screenshot 20200724-182727.png|200px|thumb|right|'''Edit Item''' screen]]
 +
*'''Scan''' button allows looking for items using a scanner
 +
*'''QOH''': shows the number of units that are physically located in the warehouse at the current time.
 +
*'''BO''': shows the number of backordered items.
 +
*'''Inv''': shows item's invoice status.
 +
*'''Tax''': shows tax rate.
 +
*'''U/M''': shows unit of measure type. 
 +
*'''Quantity''' field: shows item quantity.
 +
*'''Rate''' field: shows item rate.
 +
*'''Bin''': shows bin status for the item (assigned/unassigned).
 +
*'''Prev.''': shows the previous rate.
 +
*'''Hide Details''' button allows hiding the details about the item on the screen. 
 +
*'''Base Price''': shows base price before applying a price level.
 +
*'''New Price''': shows new price after applying a price level.
 +
*'''Serial or Lot Numbers''' field allows assigning [[Serial and Lot Numbers|serial or lot numbers]] to the item.
 +
<br>
 +
<br>
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
  
== Deleting Items from Sales Receipt ==
+
== [[File:tabletandroid.png | 36px]] Deleting Items from Sales Receipt ==
 
   
 
   
 
Long-tap the item you want to delete and select the '''Delete''' option in the popup menu.
 
Long-tap the item you want to delete and select the '''Delete''' option in the popup menu.
 
   
 
   
== Applying Price Level ==
+
== [[File:tabletandroid.png | 36px]] Applying Price Level ==
 
   
 
   
 
To apply a price level to an item, long-tap it and select ''Apply Price Level'' in the pop-up menu. The '''Select Price Level''' window opens allowing the user to select a price level.
 
To apply a price level to an item, long-tap it and select ''Apply Price Level'' in the pop-up menu. The '''Select Price Level''' window opens allowing the user to select a price level.
  
'''NOTE''': The “Apply Price Level” entry is disabled if there are no Price Levels associated with this item. The “Apply Price Level” entry is enabled or disabled based on the Allow Edit Price user setting (configured in the '''[[Managing Users|Handheld User Manager]]''' window in the QuickBooks Integrated Module on your desktop).
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #ffebcc"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>'''NOTE''': The “Apply Price Level” entry is disabled if there are no Price Levels associated with this item. The “Apply Price Level” entry is enabled or disabled based on the ''Allow Edit Price'' user setting (configured in the '''[[Managing Users|Handheld User Manager]]''' window in the QuickBooks Integrated Module on your desktop).</td></table></div>
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
  
== Check Current Availability ==  
+
== [[File:tabletandroid.png | 36px]] Check Current Availability ==  
  
 
You can long-tap the item and tap on '''Current Availability'''. This will open a screen with the OK button showing the following information for the item:
 
You can long-tap the item and tap on '''Current Availability'''. This will open a screen with the OK button showing the following information for the item:
Line 91: Line 115:
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>
== Saving the Sales Receipt ==
+
== [[File:tabletandroid.png | 36px]] Saving the Sales Receipt ==
 
'''Save''' button starts the Sales Receipt saving procedure:
 
'''Save''' button starts the Sales Receipt saving procedure:
 
* If the '''Take customer’s signature''' setting is selected (configured in the '''Settings''' window in the QuickBooks Integrated Module on your desktop), then the '''Customer Signature''' screen is opened.   
 
* If the '''Take customer’s signature''' setting is selected (configured in the '''Settings''' window in the QuickBooks Integrated Module on your desktop), then the '''Customer Signature''' screen is opened.   
 
* If the '''Take customer’s signature''' setting is not selected, then the Sales Receipt is saved.  
 
* If the '''Take customer’s signature''' setting is not selected, then the Sales Receipt is saved.  
 
   
 
   
=== Sales Receipt Report ===
+
=== [[File:tabletandroid.png | 36px]] Sales Receipt Report ===
 
Sales Receipt Report can be printed from the '''Customer Signature''' screen by tapping on '''Save&Print'''.
 
Sales Receipt Report can be printed from the '''Customer Signature''' screen by tapping on '''Save&Print'''.
 
   
 
   
'''NOTE''': When the Sales Receipt is saved, ''QOH'' for the current site is updated according to the invoiced quantity.
+
: <div align="left" style="width: 95%; border-style: solid; border-width: thin; border-color: gray; background-color: #f8f9fa"><table cellspacing="5"><td>[[File:Info-sign.png]]</td> <td>'''NOTE''': When the Sales Receipt is saved, ''QOH'' for the current site is updated according to the invoiced quantity.</td></table></div>
 
   
 
   
 
Press the '''Back''' button on the device to return to the previous '''Sales Receipts''' screen. If there are unsaved changes the system asks whether to save the Sales Receipt before closing the '''Create/Edit Sales Receipt''' screen.
 
Press the '''Back''' button on the device to return to the previous '''Sales Receipts''' screen. If there are unsaved changes the system asks whether to save the Sales Receipt before closing the '''Create/Edit Sales Receipt''' screen.

Latest revision as of 20:43, 2 September 2021

Tabletandroid.png Sales Receipt Screen

Sales Receipts screen allows viewing the list of sales receipts of a customer, creating and editing sales receipts. This screen is accessed by selecting a customer in the Customer Centre and tapping the Sales Receipts button.

  • You can search through the list of sales receipts using the Look for Number field. Enter the number of a sales receipt (or just the first few symbols of it), and the selection will be set to the first sales receipt with the number matching the entered sequence.
  • The New button opens the Create Sales Receipt screen allowing you to create a new sales receipt.
  • The Edit button opens the Edit Sales Receipt screen for a currently selected sales receipt.
  • You can print out the currently selected sales receipt by tapping on the vertical ellipsis menu Contextmenu.PNG and tapping the Print button.


[Back to top]


Tabletandroid.png Creating/Editing Sales Receipt

The Create Sales Receipt screen opens when you tap on the New button on the Sales Receipts screen. This screen allows creating Sales Receipts. On the top part of the screen, the following information is displayed:

  • Sales No. - the number of the Sales Receipt is set to a unique number generated based on the transactions prefix defined in the Handheld Device Manager window in the QuickBooks integrated module on your desktop. You can edit this field.
  • Date - date of the Sales Receipt creation, for new transactions it is set to today, not editable.
  • Customer – customer’s name, not editable.

This screen contains 2 pages:

  • Items tab allows adding or deleting items and checking items' current availability, choosing the payment method and setting check or reference number.
  • Other tab contains Memo: editable field, up to 100 characters.


[Back to top]


Tabletandroid.png Adding items to Sales Receipt

You can create a Sales Receipt with items of all supported types (Inventory Part, Inventory Assembly, Service and Other Charge with fixed amount) using various methods:

  • Using Add button:
Use this method if you don't know the exact Name of the item you want to add to the Sales Receipt or if you want to add an item based on its sales description. Type the item’s Name or a part of its description in the search string and tap the Add button. If there are several items for this search, the Find/Add screen will appear, filled with inventory items which Name or Sales Description contains the entered search string, allowing the user to add multiple items to the invoice.
  • Using Find button:
Tapping on the Find button opens the Find/Add screen. You can search by typing the Name or the Description of the item in the respective fields. It is possible to select several items at once by checking the leftmost field.
  • Using a scanner:
The barcode scanner can be used to add inventory items to the Sales Receipt. Scanning an item’s barcode adds the scanned item to the list. The system allows adding several rows to the Sales Receipt for items with the same Name, but different units of measure. If the scanned item (Name and Unit of measure) is already in the list, then the system increments the Qty value of the item by 1.


You can then sort the added items by tapping the column’s name.

The Information String

The information string above the items’ list displays the following lines for the item that is currently selected in the grid:

  • Description – sales or purchase description depending on the settings configured in the HandiFox Settings window on your desktop.
  • Tax - Sales Tax Code for the item, blank if Sales Tax option is OFF in QuickBooks
  • U/M - the unit of measure abbreviation ("NONE" is shown if U/M Set is not defined). You can change the U/M by clicking on the U/M field. The Select Unit of Measure window appears allowing selecting a unit of measure from the unit of measure set assigned to the inventory item. Qty and Rate values for the item will be recalculated based on the selected unit of measure.

When the Qty field is greater than the quantity available (qty_av = QOH–qty_on_sales_order), then the item is marked with red color.

Info-sign.png NOTE: QOH and qty_on_sales_order – are shown based on the current location.

To easier navigate if there are many items in the Sales Receipt, you can type in the text field above the items’ list: the system will scroll to an item in the list, which full name contains the search string, highlighting it.

The Total field on the bottom of the Items page shows the balance for the Sales Receipt. It is recalculated based on the items’ Qty, Rate and taxes.


Tabletandroid.png Changing Bin Location for Items

If necessary, you can change the bin location for items on the Sales Receipt. This option is available if your Quickbooks has Advanced Inventory and Track Bin Locations is enabled there. See Bins for more information.

  1. Long-tap the item and select the Change Bin option. The Change Bin screen will open.
  2. This screen lists all bins that the current item is present in. You can force it to show the full list of bins by checking Show All Bins at the bottom of the screen.
  3. Highlight the desired bin and tap Select.
Info-sign.png It is also possible to select multiple bins and specify the quantity for each of them separately. To do this, long-tap the item and select Edit. On the opened screen you will be able to define item quantities per bin location (use the "Tap here to add line" button at the bottom to add bins on the list).



Tabletandroid.png Edit Item Screen

Edit Item screen
  • Scan button allows looking for items using a scanner
  • QOH: shows the number of units that are physically located in the warehouse at the current time.
  • BO: shows the number of backordered items.
  • Inv: shows item's invoice status.
  • Tax: shows tax rate.
  • U/M: shows unit of measure type.
  • Quantity field: shows item quantity.
  • Rate field: shows item rate.
  • Bin: shows bin status for the item (assigned/unassigned).
  • Prev.: shows the previous rate.
  • Hide Details button allows hiding the details about the item on the screen.
  • Base Price: shows base price before applying a price level.
  • New Price: shows new price after applying a price level.
  • Serial or Lot Numbers field allows assigning serial or lot numbers to the item.





Tabletandroid.png Deleting Items from Sales Receipt

Long-tap the item you want to delete and select the Delete option in the popup menu.

Tabletandroid.png Applying Price Level

To apply a price level to an item, long-tap it and select Apply Price Level in the pop-up menu. The Select Price Level window opens allowing the user to select a price level.

Info-sign.png NOTE: The “Apply Price Level” entry is disabled if there are no Price Levels associated with this item. The “Apply Price Level” entry is enabled or disabled based on the Allow Edit Price user setting (configured in the Handheld User Manager window in the QuickBooks Integrated Module on your desktop).



Tabletandroid.png Check Current Availability

You can long-tap the item and tap on Current Availability. This will open a screen with the OK button showing the following information for the item:

  • Quantity on Hand, Quantity on Sales Orders, Quantity on Purchase Orders - values for the current site, greyed out for Service type items
  • Quantity Available = Quantity on Hand - Quantity on Sales Orders, greyed out for Service type items
  • Clicking on the L button opens the QOH Viewer screen for the item



Tabletandroid.png Saving the Sales Receipt

Save button starts the Sales Receipt saving procedure:

  • If the Take customer’s signature setting is selected (configured in the Settings window in the QuickBooks Integrated Module on your desktop), then the Customer Signature screen is opened.
  • If the Take customer’s signature setting is not selected, then the Sales Receipt is saved.

Tabletandroid.png Sales Receipt Report

Sales Receipt Report can be printed from the Customer Signature screen by tapping on Save&Print.

Info-sign.png NOTE: When the Sales Receipt is saved, QOH for the current site is updated according to the invoiced quantity.

Press the Back button on the device to return to the previous Sales Receipts screen. If there are unsaved changes the system asks whether to save the Sales Receipt before closing the Create/Edit Sales Receipt screen.