Entering a Sale Invoice for a stock item

Prior to entering a new Sales Invoice for a stock item, ensure that all purchase invoices and stock adjustments have been entered into the system, so that potential negative stock issues do not arise.

The procedure is as follows:

1. Select a customer, by either entering in the name, clicking on the ? button and selecting, or click on customer and use the [up/down arrow keys] to select.

   For regular customers, all details should have previously been set up under Customer Maintenance <CM>. For a new or rarely used customer, ensure that the Group Type for Tax and Currency have been set up correctly under <CM>.

2. Add [INS] to enter a new invoice.
3. Location. Ensure the location on the invoice header is correct, as that will be the default location that the stock is picked from.
4. Date. Will default to the current date. To change the day use the [up/down arrow keys]. To change the month, use the [up/down arrow keys + shift key].
5. Tax Invoice Number. This will be automatically allocated once the Sale Invoice is completed.
6. Enter the following details:
   • Type. Select 'Item' by clicking on the down arrow key and clicking to highlight.

     (The invoice can be formatted further by selecting the 'Comment' option on another line, and entering in any relevant headings).

   • Code. Select the stock item number or description. If unknown, locate by using the [up/down arrow keys + shift key] to select. Upon entering the product code, the sell price and stock on hand for the default location appears at the bottom left of the screen.
   • Invoice. This must be completed.
   • Price. The default sell price for the item will appear, but it can be overtyped if required.
   • Discount %. Enter if required.

By right clicking on the headings and turning them on or off, as many of the boxes along the table may be completed as required, although the Deliver and Invoice box must be completed.

7. Process [F9], selecting from the following options:

• Process and complete immediately.The invoice will be confirmed and completed and cannot be edited. The automatic journal will also be completed.

Debit Accounts Receivable (Debtors)

Credit GST

Credit Sales

Credit Discount allowed

Debit Closing Stock

Credit Stock on Hand

• Process but do not complete immediately. The invoice will be confirmed, and will be unable to be edited by the creation of another version of the transaction. No journals will be completed.
• Hold. The invoice will remain in a 'Planned' state and will be able to be edited.
• Delete

  (NB. The Sales Invoice may also be cancelled at any time before processing [F9], by clicking on the Withdraw [Esc] button).

  The invoice may be printed out before completing immediately, either to the screen or to a selected printer.