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| Line 157: |
Line 157: |
| ::*Sales Tax Return – sales tax on total gross sales report | | ::*Sales Tax Return – sales tax on total gross sales report |
| ::**See insight reporting / Accounts Receivable for all available AR reports. | | ::**See insight reporting / Accounts Receivable for all available AR reports. |
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| ===Enter a Purchase Order===
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|
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| :'''Menu Location:''' Inventory / Inventory PO / Purchase Order
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| ::1. Order From – enter Company Name
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| ::2. Ship To – enter Ship To Company Name
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| ::3. Enter Purchase Order Lines
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| :::a. Enter Quantity
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| :::b. Select Part Number
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| :::c. Update Price
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| ===Receive and Invoice Purchase Order===
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| '''Menu Location:''' Inventory / Inventory PO / Purchase Order
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|
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| ::1. Search for Purchase Order
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| ::2. Click Receive PO
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| ::[[File:AR_Unassigned_Receipts.png]]
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| ::3. Click Yes
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| :::*Creates an Inventory Receipt List
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| ::[[File:AR_Inventory_Receipt_List.png]]
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| :::*From the Inventory Receipt List an Invoice can be created by clicking the “Create Invoice” button
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|
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| ===Enter an Invoice===
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| '''Menu Location:''' AR / Invoice (the last invoice entered is displayed)
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| :1. Select [[File:Add.png]] from the Toolbar
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| :2. Enter Bill To Company
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| :3. Enter Ship To Company if different from Bill To Company
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| :4. Enter Customer PO if provided
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| :5. Enter Ship Via if specified
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| :6. Enter SalesPerson if applicable
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| :7. Enter AR Invoice Lines
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| ::::a. Enter Code
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| ::::b. Enter Quantity
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| ::::c. Enter part number (Select from inventory list)
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| ::::d. Verify Price
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| ===Create an Invoice from an Existing Quote or Order=== | | ===Create an Invoice from an Existing Quote or Order=== |