This section covers the documents option on the menu
In this section, you can print
Sales Order Acknowledgments
Delivery Notes (and Historical)
Sales Invoices and Credits (and Historical)
If you are linked to a finance system, the production of the sales invoice/credit will generate the posting to the finance system for P&L accounts.
You can set a customer to automatically generate SO Acknowledgment upon saving, this bypasses the need to use this screen and it will appear on the screen after you hit save, you can then use the EMAIL button to send using your local outlook to the customer.
Otherwise, you will use this screen where you can select any of the lines and simply hit the PRINT Selected button, if your customer has an email it will generate and send the acknowledgment using email.
You can also view the SO Ack. using the preview where you can then choose to print or email.
An audit facility is kept on all documents where we store who generated which document, at what time, and how it was delivered to the customer.
You can should you need to generate delivery notes, this is generally carried out when you have an office supply of a stock or a local store room where you will be despatching from that store.
Delivery notes are shown here for a few days and then they are not visible unless you specify a new “show orders from” date.
Usual functionality, select some or all and print some or all or open an individual delivery note by clicking the blue “Delivery Note” option where you can choose to print or email.
There is additional functionality for this within the REPORT MANAGER settings
All invoices are stored and are only printed, sent, and posted to the finance system when you are ready to send them, the only exception to this is the “PRE_INVOICE” facility
PRE INVOICE - Please read the warnings for using this feature on the order entry wiki pages
If you are linked to a finance system, the generation of the invoice will prepare and post an entry into the finance system
Ticking the Exclude field will hide the line from some reports but It does not prevent the invoices from being raised.
If you want to invoice some but not all invoices, select the invoices you want to raise (hold the ctrl button down to select or unselect lines) and then invoice the selected lines with the Invoice Selected button.
Usual functionality, select some or all and print some or all or open an individual delivery note by clicking the blue “PREVIEW” option where you can choose to print or email.
This will allow the user to select the Output depending on the setup for that Customers
This will show if the Order has been delivered, part delivered.
Retrieve Payments button - will retrieve all the payments that are pending to be posted.