Manual:Accounts Receivable: Difference between revisions
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==Accounts Receivable== | ==Accounts Receivable== | ||
===Sales Order=== | ===Sales Order=== | ||
:- Inventory / Inventory Order / Order | |||
:# Order From / Ship To (Ship To defaults to Ordered By, but can be edited) | |||
:# Cust PO – enter customer PO if they have one | |||
:# Terms – enter terms of payment (if different from default) | |||
:# SalesPerson – enter salesperson | |||
:# Ship Via – enter carrier if specified | |||
:# Rush – check if a rush order | |||
:# Due Date – enter date needed if necessary | |||
:# Ship Date – displays ship date | |||
:# Purchase Order Lines – enter the purchase order line items and update as needed | |||
:# Enter credit card information, if any or check C.O.D | |||
- Buttons | :- Buttons | ||
::* Create AR Invoice – click to create invoice for displayed order | ::* Create AR Invoice – click to create invoice for displayed order | ||
::* Create PO – creates a purchase order for vendor | ::* Create PO – creates a purchase order for vendor | ||
::* Print Label – creates shipping label | ::* Print Label – creates shipping label | ||
::* Create Pick List – creates pick list that can be printed to pick order for shipment | ::* Create Pick List – creates pick list that can be printed to pick order for shipment | ||
- Open Orders (Inventory / Inventory Order / Open Orders) | :- Open Orders (Inventory / Inventory Order / Open Orders) | ||
::* Displays list and status of open orders | ::* Displays list and status of open orders | ||
::** Green = in stock | ::** Green = in stock | ||
::** Yellow = partial | ::** Yellow = partial | ||
::** Red = Not received into inventory | ::** Red = Not received into inventory | ||
:# Select orders using Ctrl+left mouse click on | |||
:# Click Print Selected Orders | |||
===Inventory Receipt=== | ===Inventory Receipt=== | ||