CLIENT ORDER SCREEN:

Screen to manage client orders. A client invoice is made up of one or many client orders.

 

Order Number:

This is the automatically generated number given to your Client Order, when it is saved.

 

Order Date:

This is the date of when the Client Invoice is created.

 

Employee ID:

This is the code of the Employee who entered the Client Invoice.

 

Order Status:

This field is automatically changed to Stock Assigned/Service when the Assign Stock Button is pressed on the SEARCH page.

 

Invoice Number:

To add a New Client Invoice, click on the N button, add the Client Invoice then:

Click on … button.

Click on SEARCH

Click on the Invoice Number

 

To choose a current Client Invoice:

Click on … button.

Click on SEARCH.

Click on the Invoice Number

 

Client ID:

This shows the ID of the Client.

 

Quantity:

Enter the Quantity of goods to be sold to the Client.

 

Item Code:

This can only be selected if the Item as been added in Stock Item.:

Click on … button.

Click on SEARCH.

Click on the Item Code

 

Item Price:

Enter the price per Unit.

 

Discount:

Enter any discount to be applied to this Item.

 

Tax Percentage:

Shows the percentage for the Item

 

Total Amount:

Shows the total amount of this Client Order Item including Tax.

 

Note:

Enter any additional Notes for this Client Order Item.

FINANCIALS

Order Amount:

This figure is the Total of the Client Invoice excluding Tax for this Client Invoice and is automatically updated when Client Order lines are added for this Client Invoice.  It does not include any Fee Amounts or Adjustment Amounts.

 

Tax Amount:

This figure is the Total of the tax for this Client Invoice and is automatically updated when Client Order lines are added for this Client Invoice.

 

Fee Amount:

Enter the Amount of any fees to be added to this Invoice.

 

Adjustment Amount:

Enter the Amount of any fees to be added to this Invoice.

 

Invoice Amount:

This figure is the Total Value of the Client Invoice including Fee Amounts and Adjustment Amounts.

 

Amount Paid:

This figure shows any payment amounts that have been applied to this Client Invoice.

 

Total Owing:

This figure is calculated by deducting the Amount Paid from the Invoice Amount.

 

Note:

Enter any notes about this Client Invoice, into the Note field.  You can also use this for the Clients Purchase Order Number.

 

Example

 

1. Click on CLIENTS
2. Click on CLIENT ORDER
3. Click on NEW
4. Click on INVOICE NUMBER field
5. Click on … button
6. Click on SEARCH
7. Click on 1000
8. Press Tab to QUANTITY  field
9. Enter “2”
10. Press Tab to ITEM CODE field
11. Click on … button
12. Click on SEARCH
13. Click on CHOPPING
14. Press Tab to ITEM PRICE field
15. Enter $13.20
16. Click on SAVE