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Sales and Contracts

1. Create Blank Sales Order Review Blank Sales Order Create Packing List Review Packing List Create Sales Contract Review Sales Contract C Customer _ Search lt lt lt BACK The Sales Contract 6 was successfully created Click here to review the created sales contract This is the confirmation screen RN NO PRN vueg vve uur Sales Order Create Blank Sales Order Order Date z TC ATE ase Re ae Customer All Ann Able 101 Create Packing List Review Packing List Status All 4 Weight Ticket Review Sales Contract Container A lt lt lt BACK Customer PO Create Sales Contract The Review Sales Contracts screen allows you to review print and Invoice the Contracts You can search by customer SO by status weight ticket Container PO by order date Or just enter the Sales Contract at the top Display Sales Contracts Back to Search Requested Ship Weight Container Sales amp Date 1 w Ticket w w Order w Sales Order Customer Contract w Date w Name w 03 01 2008 Ann Able Pick Complete 03 01 2008 Ann Able Invoiced 03 01 2008 Ann Able Invoiced 03 20 2008 Ann Able Void 03 20 2008 Ann Able Ready for Invoice 06 05 2008 Ann Able Ready for Approval rN Status v t 4 Create Blank Sales Order Review Blank Sales Order t Create Packing List
2. Tov ia 1e o IN fie Review Packing List Search will bring you to a summary screen Click on the receiver on the left to get to the receiver FP_UserManual_ Sales doc Page 6 Update Sales Contract Update Sales Contract Add Packing List Create Add Packing Lis Print Invoice Print Sales Ticke Void Customer 100 Ann Able __Change Customer Sales Contract 6 Status Ready for Approval Product Please select aa r E A E SS S sanannsunasancsnzasaaassan Ba ee aoe EEAS r a Ia E pe Unit Of Measure EA Unit Selling Price Comments Add Item T a T MS Sets cea Comment salesi sales test 1 10 00000 EA 10 00000 EA 0 00000 EA 10 00000 EA 100 00000 Add this is a comment Adjustments 0 00000 Total 10 00000 E 100 00000 Invoiced Amount 0 00000 Additional Charges Add Charge Description Applies To Total Amount of Adjustment No charges currently defined Order Date 06 05 2008 Invoice Printing Info Ship Date S Invoice Date 06 05 2008 Terms Due Date Weight Ticket Sailing Date Comments Receive Date Vessel Nactinatinn I You can make changes Press Update to save the changes Invoicing a Sales Contract Update Sales Contract K Back to Search Back to List Update Sales Contract Add Packing List Create Add Packing Lis Print Invoice Print Sales Ticke Void Customer aoai O o Amable Chang
3. FP _UserManual Sales doc Page 21 Financial Impact of Sales Sales Orders and Packing List do not create any financial transactions and they do not impact the on hand inventory When you invoice a Sales Contract that is when the inventory is updated for the quantity sold and a financial transaction is posted into the General Ledger This is the financial transaction You can review this in Financial Portal General Ledger Review Journal Entry Debit to accounts receivable for amount of invoice Credit to sales revenue for the amount of the invoice Credit to inventory for the cost of the items Debit to cost of sales for the cost of the items oe ae There will be a 2 Journal Entry created that will either credit or debit to current year Retained Earnings remember that every transaction closes the books for the net amount that was credited debited to profit and loss accounts The inventory cost of sales and sales revenue accounts that are used The Item sold is linked to a Catalog Each catalog has a GL Code linked to it In the Administration Financial Setups Sales Pur GL for each GL Code you have entered an Inventory Cost of Sales and Sales Revenue account This is where these GL account numbers are defined Accounts Receivable Account In Administration Financial Setups Default GL Accounts is where you define the Accounts Receivable GL Account to be used This is an Asset account On your balance sheet you will see this
4. 2 10 00000 Yard Purchase 5 00000 30 00000 03 04 2008 08 07 AM 3 sales2 sales test 2 20 00000 Yard Purchase 2 00000 20 00000 03 04 2008 07 53 AM Inventory Valuation lt lt lt BACK In Inventory management Inquiries Inventory audit you can see the detail of the inventory receipt or sale FP_UserManual_ Sales doc Page 23
5. Press Add Item to add the item to the warehouse receipt You can also enter comments for each item The fields at the bottom of the warehouse receipt are optional but you can enter pertinent information here FP_UserManual_ Sales doc Page 14 Create Packing List S a Customer 101 Annable Change Customer Create Blank Sales Order ae ass Review Blank Sales Order OO Container None E Gross Weight Weight Re None Create Packing List Comments m Review Packing List Add Item Create Sales Contract E EAAS Gross Tare Net Review Sales Contract Product Description Reference Weight Weight Weight Comments lt lt lt BACK 1 salesi sales test 1 100 00000 0 00000 100 00000 Add Subtotal 100 00000 0 00000 100 00000 Packing Total 100 00000 0 00000 100 00000 Order Type i Order Date 06 14 2008 Weight Ticket Comments TTT e z e p When you are done press Create Packing List Print to print the packing list Review and Update Packing Lists Search Packing List Customer Create Blank Sales Order Ann Able 101 Review Blank Sales Order Create Packing List Review Packing List Create Sales Contract z Revi i t Item All i TA T eview Sales Contract salesi sales test 1 lt lt lt BACK sales2 sales test 2 service 1 service testi Weight Ticket Status All n Type All a Packing Date 067 14 2008 0
6. if you want to create another Sales Order Click here here if you want to review the updated sales order information Back to search to search You can update the Sales Order from here Review and Update Sales Orders Create Blank Sales Order Review Blank Sales Order Create Packing List Review Packing List Create Sales Contract sales test 1 sales1 sales test 2 sales2 service testi service 1 Review Sales Contract Ei lt lt lt BACK All X iv Display item information O Group by item C Dapy orders not closed between ship dates m Display reprice items only To review sales orders you have a variety of selection options FP_UserManual_ Sales doc Page 12 The list of sales orders that match the criteria will be displayed Click on the SO to select the individual SO Create Purchase Order Vendor 102 Review Purchase Order Purchase Order 2 Create Warehouse Receipt Review Warehouse Receipt Create Purchase Receipt Review Purchase Receipt lt lt lt BACK Update Purchase Order Status Unit Of Measure EA lt Spas emmi eset Update Purchase Order lt j Back to Search Back to List Add Charge Print Display Transactions Change Vendor bobby baker Vendor Details Unit Buying Price OoOo Quantity Ordered oOo salesi sales test 1 Unit Quantity Quantity Product Description
7. ing Price Ordered rected Balance 5 00 EA 20 00 EA 0 00 EA 20 00 EA 100 00 Display Order Date Order Type Requested Ship Date Vendor Reference Payment Terms Comments Shipment Terms Chin Via this is a comment Total 100 00 06 14 2008 a E Please select m You can change the SO After the SO is closed you can no longer receive against the SO UD Y on Create Purchase Order Review Purchase Order Purchase Order 2 Update Purchase Order Vendor 102 bobby baker Status Closed z Update Purchase Order E Back to Search Back to List Print Display Transactions Vendor Details Create Warehouse Receipt Review Warehouse Receipt aN Unit Quantity Quantity i Buying i Product Description g Sais Prce Oedineead Reca Balance Shipped yt Picture sales test 1 5 00 EA 20 00 EA 0 00 EA 20 00 EA 0 100 00 Display Create Purchase Receipt this is a comment Review Purchase Receipt Total 0100 00 lt lt lt BACK Order Date 06 14 2008 Order Type Sales x Requested Ship Date Vendor Reference Payment Terms Comments Shipment Terms Ship Via Buyer FP_UserManual_ Sales doc Please select i J Please select x Page 13 Once a Sales Order is close it can not be changed But you can ch
8. 0 Invoice Information Moz x Invoice Information Invoice Invoice Receive Date Date Amount 4 06 14 2008 You have the option to print the invoice or void the invoice Voiding a invoice reverses the financial and inventory transactions automatically The Sales Contract would now be open again and could be re invoiced or voided Display Inventory Audit Back to Search m Product Product Description gare Types oi gre Dates 12 sales2 sales test 2 2 00000 Yard Purchase 10 00000 52 00000 03 25 2008 07 14 AM 9 sales2 sales test 2 10 00000 Yard Purchase 2 00000 50 00000 03 04 2008 05 28 PM Inv Balance Report e sales2 p test 2 10 00000 Yard Purchase 2 00000 40 00000 03 04 2008 05 12 PM Review Inventory Audit 4 sales2 sales test 2 10 00000 Yard Purchase 5 00000 30 00000 03 04 2008 08 07 AM 3 sales2 sales test 2 20 00000 Yard Purchase 2 00000 20 00000 03 04 2008 07 53 AM Inventory Valuation lt lt lt BACK In Inventory management inquiries inventory audit you can see the detail of the inventory receipt or sale FP_UserManual_ Sales doc Page 9 Blanket Sales Orders Create Sales Order av 42 oon Create Blank Sales Order Review Blank Sales Order Create Packing List Review Packing List 0 mae Create Sales Contract Review Sales Contract lt lt lt BACK When you create a Sales Or
9. 67 14 2008 The Review Packing List allows for multiple different selection criteria Select from the list or if you entered the Packing List number you will go directly to the individual document You can make changes add items Clicking on the item in blue allows you to change it To close the packing list change the status to closed FP_UserManual_ Sales doc Page 15 Additional Charges Additional Charges can be added to any open Sales Order or Sales Contract The purpose of the additional charges are to allow you to add a charge to a sales order purchase order or direct ship brokerage transactions future These charges are used to allow us to easily associate all charges with a given transaction and therefore easily see the true profit on all transactions Note some companies prefer to add different types of items catalogs instead of using additional charges These charges have to be defined first in the Create Charges Option The charges are very flexible and allow you to do almost anything but if they are not setup correctly or used correctly you will not get the desired results Charges Add Charge Description Applies To Total A Press Add Charge to get the pop up charge window Add Charge Add Charge Cancel Charge Definition Tax Sales Tax Adjustment Type Adjustment Direction Negative Applies To BT PT Yard Inv Memo a Affects Payments No Affects Invoices No Unit Of M
10. Financial Portal G eBusiness financial and accounting portal ay WA Your Company Sign In Second Derivative Financial Portal Finportal Login 3 Create account If you have an active account you can sign on by providing your User ID and Password Please contact Your Company to get an User ID admin np account Password Or call us at Logi ogin 123 123 4567 Y Randr inc ae User Documentation Sales and Contracts June 2008 www randrinc com FP_UserManual_ Sales doc Page 1 Table of Contents Page b Overview 3 Zz Sales Contract 4 3 Invoicing the Sales Contract 7 4 Sales Orders 10 5 Packing List 14 6 Additional Charges 16 7 Infoportal Reports 20 8 Financial Impact 22 FP _UserManual Sales doc Page 2 Overview of Sales Create Blank Sales Order Review Blank Sales Order Create Packing List Review Packing List Create Sales Contract Review Sales Contract lt lt lt BACK This is the Menu for Sales and Contracts There are 3 main pieces 1 Sales Orders You can create and update Sales orders These will display in the Infoportal as open sales orders They represent commitments from your customers to buy products from you 2 Packing List The Packing List allows you to create a list of exactly what is being shipped This can be pulled into a Sales Contract Note in the future we would like to populate this from the Warehouse Portal RF scanning 3 Sales Contrac
11. al_ Sales doc Page 20 ke yy E Vu UOY yy VUV U a a Vaaa I a ar Customer Filter ALL CUSTOMERS Company Filter ALL COMPANIES Territory Filter ALL TERRITORIES Date 06 05 08 Catalog All Catalogs v Dollars Qty Dollars z From 01 01 2008 To 06 05 2008 Press To Recalculate Back SALES BY CUSTOMER SALES BY ITEM Sales by Customer Invoices Payments Items Sales by Item Sales by Customer Item Sales by Item Customer Payments by Customer Summary Payments by Vendor Payments by Customer with Deposit Info Detail Payments by Vendor a Deposits by Deposit Date There are a number of Historical Report on Sales The selection criteria and date range apply to all reports Each report has additional drill down we ey e Customer Filter ALL CUSTOMERS Company Filter ALL COMPANIES Territory Filter ALL TERRITORIES Date 06 05 08 Catalog All Catalogs v Dollars Qty Dollars From 01 01 2008 To 06 05 2008 Press To Recalculate Back Sales by Item Customer Item Description Tot Qty Value 1 ASP 115 11 989 95 2 SMBETOS 155 14 748 75 3 Service 709 60 249 45 5 Product 21 5 229 86 TOTAL 1 000 92 218 01 Export options CSV Excel XML Sales by Item Customer Back Execution Time 1 seconds This is Sales by Item The first screen shows you a breakdown by Catalog Sub type To see the detail by customer click on the link in blue
12. ange the status back to Open Packing List Note we discovered an error and remove the Packing List from the menu but we will add them back as soon as we can get the error fixed Create Packing List Create Blank Sales Order Review Blank Sales Order Create Packing List Review Packing List op ae Search Create Sales Contract Review Sales Contract To create a packing list start by selecting the customer or you can search hum does that look familiar E a Create Packing List rt gt Create Packing List Print lt w Customer 101 AnnAble Change Customer Create Blank Sales Order Product Please select iz Review Blank Sales Order Aae 2 7 Tae o Container Ref Gross Weight Weight cri None Create Packing List Comments Review Packing List o Create Sales Contract Add Item z ee Gross Tare Net Review Sales Contract Product Description Reference Weight Weight Weight Comments lt lt lt BACK No packing list items currently defined Order Type Yard X Order Date o6 14 2008 Weight Ticket Comments Delivery Location rr Container D Packages 0 Baes Seal D E Start adding the items that are received same as above Gross weight is for the quantity or weight Tare is the quantity or weight of the container You can leave that as O if you are not receiving by weight in a container
13. d press Select Item to search http localhost 8080 Select Item Mozilla Firefox Jol Select Item Back to Search a Jal Jaj allj a Retail PEER POPE PE pr mod Catalog Ferrous GL Code Descriptio is z age v vo v v B Buving Price Selling Price Qty Cost Qty Select salesi Sales Items Yes sales sales test 1 5 00000 10 00000 52 00000 4 15385 0 00000 Select sales2 Sales Items Yes sales sales test 2 2 00000 8 50000 52 00000 2 88462 0 00000 Click on Select to select the item It will be brought into the Sales Order Create Sales Order A a rt Create Sales Order Copy From PO Add Charge Print Print PDF lt ww Customer 101 Ann Able Customer Details Change Customer Create Blank Sales Order esi sales test 1 E Review Blank Sales Order Unit Of Measure EA Unit Selling Price 10 00000 Quantity Ordered 10 Tare Weight Create Packing List Comments this is a commen Review Packing List Add Item Create Sales Contract ae x ee n Quan are ing z Product Description Selling Price Ordered Weight Weight Extension Picture Eroa Review Sales Contract lt lt lt BACK No sales order items currently defined Order Date los 14 2008 S Order Type Please select Requested Ship Date A ee Customer PO D Terms CO Shipment Terms Please select X Shi
14. der you use one or more Sales Contracts to sell the items To create a sales order start by selecting the customer from the list or use the search function to search for the customer Create Sales Order Create Sales Order Copy From PO Add Charge Print Print PDF Customer 101 Ann Able Customer Details Change Customer Unit Of Measure EA Unit Selling Price Quantity Ordered Tare Weight Create Packing List Comments Review Packing List Pe Create Sales Contract UD Y wor Create Blank Sales Order Product Please select Review Blank Sales Order Product Review Sales Contract lt lt lt BACK ee Unit Quantity Tare Net Selling Description Selling Price Ordered Weight ae Extension Picture Comments No sales order items currently defined Order Date 067 14 2008 Order Type Please select Requested Ship Date Cd FT Customer PO Terms Comments Pe Shipment Terms Please select B O Ship Via ME Buyer lann richmond o Salesman Please select Reference PO TT Legacy Click on the to search for items FP_UserManual_ Sales doc Page 10 8080 Select Item Mozilla Firefox Select Item Select Item Catalogs All T Sales Items Service Items Product Description Active Yes V Display Catalog Detail Select a catalog or enter part of the item or description an
15. e 36 000 pounds the Commission amount would be 90 FP_UserManual_ Sales doc Page 19 Information Portal Reports User admin Admin Menu Logout Activity Summary Click on any number amount to drill down to the detail information behind the number Customer Filter ALL CUSTOMERS Company Filter ALL COMPANIES Territory Filter ALL TERRITORIES Today To date MTD To Month Selected Period From date To date a A From 01 01 2008 Elto 06 05 2008 Continue Date Range Applies Today MTD Period customer gures tc 70051 Customers O O wf S roa fcustomerCanceled Orders SYS 2 E E Cash Received eof 0 E Current Status of lopenOrderstatss E lOpen QuoteSutuss SSCS Back to Selection Screen Execution Time 2 seconds The Activity Summary shows Open Sales Orders Drill down on the number in blue to see the detail Sales Break down by Product Line Customer Filter ALL CUSTOMERS Company Filter ALL COMPANIES Territory Filter ALL TERRITORIES Date 06 14 08 Back Print Sales by Customer Product 1 ASP 115 00 11 989 95 Zz SMBETOS 155 25 14 748 75 3 Service 709 00 60 249 45 5 Product 21 00 5 229 86 TOTAL 1 000 25 92 218 01 Export options CSV Excel XML Does not include Tax Back Print Click on any column heading in blue to sort by that column Click on the vendor number in blue to drill down to the detail FP_UserManu
16. e Customer Sales Contract 6 Status Ready for Approval E ae EE PE Product Please select z S i dng Li eview Packing Lis Unit Of Measure EA _ Unit Selling Price Quantity Ordered Tare Qty Wat SO optio nal a Create Sales Contract Comments Review Sales Contract lt lt lt BACK 42 on Create Blank Sales Order Review Blank Sales Order Create Packing List Add Item snn Packing SO Unit Net Qty Wat ling Product Description L ist Optional Selling Price Red Not Avail Comments salesi sales teat 1 10 00000 EA 10 00000 EA 0 00000 EA 10 00000 EA 100 00000 Add this is a comment Adjustments 0 00000 Tota 10 00000 EA 100 00000 Invoiced Amount 0 00000 Additional Charges Add Charge Description Applies To Total Amount of Adjustment No charges currently defined Order Date 06 05 2008 Invoice Printing Info Ship Date C ooo a Invoice Date osr 2008 Terms Due Date 06 21 2008 Weight Ticket Sailing Date Comments Receive Date O E Enter the invoice and due dates and press The Print Invoice button to create the invoice FP _UserManual Sales doc Page 7 http localhost 8080 Print Invoice Mozilla Firefox Print Invoice i Preview Cancel Invoice Date o6 14 2008 You have the option to Review the Invoice before you create To complete the the Invoice pres
17. easure EA Freight Vendor Please select Salesman Please select Adjustment Amount l E Press F4 to expand a focused drop down list Select the correct charge type If this is a freight charge and you select a freight vendor a transaction will be created in freight reconciliation If this a commission charge and you select a Salesman a transaction will be created in commission reconciliation Here are some definitions 4 Charge Definition 1 This drop down window shows you all the active charges and their descriptions 2 Select one charge FP_UserManual_ Sales doc Page 16 Add Charge Microsoft Internet Explorer E a gt Add Charge Add Charge Charge Definition anntest test 2 20 04 v Adjustment Type Adjustment PCT Percent Test Direction PDNT Per Pound Test 01 Trucker Applies To 02 Ocean Freight 03 Sales Commission 04 Buyer Commission Affects Invoices 05 Buyer Commission Amount Affects Payments 06 Dead Freight Adjustment 0 Overseas Agents Fee Amount 09 Courier Mail Fees Dawchaca Nedan 110 California Redemotion Valuel 5 Adjustment Type 1 This is a display only field you can not change it 2 This shows you how the charge type was set up originally Add Charge Microsoft Internet Explorer E Add Charge gt Charge Definition Wee x Adjustment Type Per Pound Adjustment 6 Adjustment Direction 1 The Adjus
18. in the Assets This represents monies that are owed to you by your customers When you get the customer pays the invoice Accounts Receivable will be reduce and monies in your bank account will be increased When you void an invoice the financial and inventory transactions are automatically reversed Display Journal Entries Back to Search Journal Pa Company Post Fiscal Fiscal4 Post Transaction Total Total c ES Entry w sens flask Name w Codew Year w Period w Datew Type w Debitsw Creditsw v 38 1 Your Company Name Posted 2008 1 03 25 2008 Receipt Ticket 50 00000 50 00000 Purchase Ticket 1 Your Company Name Posted 2008 1 03 25 2008 Retained Earnings 50 00000 0 00000 Retained Earnings 4 1 Your Company Name Posted 2008 1 03 25 2008 Void Receipt Ticket 50 00000 50 00000 Void Purchase Ticket 1 1 Your Company Name Posted 2008 03 25 2008 Retained Earnings 0 00000 50 00000 Retained Earnings FP_UserManual_ Sales doc Page 22 Display Inventory Audit Back to Search m Product Be Product Description Types gt gree Date S 12 sales2 sales test 2 2 00000 Yard Purchase 10 00000 52 00000 o3 25 2008 07 14 AM 9 sales2 sales test 2 10 00000 Yard Purchase 2 00000 50 00000 03 04 2008 05 28 PM Inv Balance Report 8 sales2 sales test 2 10 00000 Yard Purchase 2 00000 40 00000 03 04 2008 05 12 PM Review Inventory Audit 4 sales2 Sales test
19. p Via Select an item from the drop down list or you can search for the item Enter the cost and quantity Press Add Item to add to the sales order You can enter comments for each line Select an order type The other fields are optional Press Create Purchase Order to create the Purchase Order FP_UserManual_ Sales doc Page 11 Create Sales Order ry 47 y Create Sales Order Copy From PO Add Charge __ Print PD Print PD customer 101 Ann Able Customer Details Change Custon Product Please select ne Review Blank Sales Order Unit Of Measure Unit ae Price Quantity Ordered Tare Weight Create Packing List Comments Review Packing List Add I Create Blank Sales Order ti Create Sales Contract n z a Ses Quantity are ng elke E E EE Product Description iting Price Ordered Weight Weight Extension Picture Comm sales _ salestest 1 10 00000 EA 10 00000 EA 0 00000 EA 10 00000 EA 100 00000 Display Adi lt lt lt BACK this is a comment Total 100 00000 Order Date 06 14 2008 Order Type Sales a Requested Ship Date es ee Customer PO Terms OO Shipment Terms Please seet Hp Ship Via a Buyer lann rihmona Salesman Please select Select the order type The other fields are optional Press Create Sales Order he Sales Order 1 was successfully created Please do one of the following Click here
20. r a SO if this is going to go against an open SO Select a customer or search for a customer http locathost 8080 Select Packing Lists Mozilla Firefox ss E Select Packing Lists No packing lists found for the specified conditions Press Next to continue If you created a packing list then you can select from this screen other wise press the Add Next FP_UserManual_ Sales doc Page 4 Create Sales Contract Create Sales Contract Add Packing List Create Add Packing Lis Print Invoice Print Sales Ticke Customer nT Ann Able cece Product Please select sss E a Unit Selling Price Quantity Ordered Tare Qty wat so optional ree Unit Of Measure EA Comments Add Item Product Description 799 a a a l wet a Extension Comments No sales contract items currently defined Adjustments 0 00000 Total 0 00000 EA 0 00000 Invoiced Amount 0 00000 Additional Charges Add Charge Description Applies To Total Amount of Adjustment No charges currently defined Order Date 06 05 2008 Invoice Printing Info Ship Date Oooo E ooo Invoice Date o6 05 2008 Terms E Due Date o Weight Ticket Sailing Date k o Comments Receive Date Vessel SY Destination tt SY Please select C Container Packages Shipment Terms Ship Via Select an item from the drop down list or you can search for
21. r name for the code such as Ocean Freight Description this is a large description of the code Category there are 4 different categories for charge code and each one works differently This is the list the explanation is below a Freight b Commission c Payment Adjustment d Other Adjustment type this defines how the adjustment is calculated This is the list the explanation is below a Absolute Amount b Percent of Total Dollars c Per Pound Adjustment Must Associate with a Salesman check this if a salesman MUST be entered when they use this charge code To be added GL account numbers to be used when we pass the transaction into the financial system Definitions Freight a Ifa charge is coded as Freight when it is passed into the financial system it will be added to the Freight Reconciliation Subsystem This is used by accounting to reconcile freight billing b Ifa Freight charge is linked to a weight either SO or PO on the brokerage transition it will calculate and print the cost per pound c Freight charges can be added to an SO PO or Brokerage Transaction d Freight charges can be set to impact SO or PO or not impact SO or PO Commission a Ifa charge is coded as Commission when it is passed into the financial system it will be added to the Commission Reconciliation Subsystem This is used to pay salesmen FP_UserManual_ Sales doc Page 18 commissions b A Commission charge has
22. s Print Invoice http localhost 8080 Mozilla Firefox a x INVOICE e ail Your Company Name INVOICE Your Address aii f Your City California Zip m Y y United States lt INVOICE DATE 06 14 08 TERMS DUE DATE 06 21 08 ETA RECEIVED SOLD TO CUSTOMER PO Ann Able asdfadf riverside California 92501 United States DESCRIPTION UNIT PRICE TOTAL salesi sales test i 10 00 10 00000 EA 100 00 FP_UserManual_ Sales doc Page 8 P a Update Sales Contract y Backto Search Back to List 4s Print Sales Ticke Void Create Blank Sales Order Customer 101 Ann Able Review Blank Sales Order Sales Contract 6 Status Invoiced Create Packing List Product voter SO Unit Quantity Tare Net Qty Wgt Selling List Optional Selling Price Orde Qty Wgt Red Not Avail Extension St sales test 1 10 00000 EA 10 00000 EA 0 00000 EA 10 00000 EA 100 00000 salesl Create Sales Contract this is a comment Adjustments 0 00000 Review Sales Contract Total 10 00000 EA on 0000 lt lt lt BACK Invoiced Amount 100 00000 Additional Charges Description Applies To Total Amount of Adjustment No charges currently defined Order Date 06 05 2008 Ship Date Terms Weight Ticket Comments The invoiced amount is displayed in blue To reprint the invoice click on the amount in blue http localhost 808
23. the item Enter the cost and quantity If you are entering weights as your quantity you can enter a Tare weight for the container By line you can link to a SO You can enter comments for each line Currently the system defaults to one warehouse Press Add Item to add the line Create Sales Contract Create Sales Contract Add Packing List Create Add Packing Lis Print Invoice Print Sales Ticke Ann Able Customer 101 Change Customer Product Please select T Unit Of Measure EA Unit Selling Price Quantity Ordered Tare Qty Wat so optional wee is tetra emme Add Item Pas Sse ists Optional Salag Prica Ordera Guy smut Red Wat Avail Extension Comments salesl sales test 1 10 00000 EA 10 00000 EA 0 00000 EA 10 00000 EA 100 00000 Add this is a comment Adjustments 0 00000 Total 10 00000 EA 100 00000 Invoiced Amount 0 00000 Add Charge Additional Charges Description o lt Applies To Total Amount of Adjustment No charges currently defined Order Date 06 05 2008 Invoice Printing Info Ship Date M k Co Invoice Date 06 05 2008 T nt C Due Date Sailing Date Weight Ticket Comments m Press Create Sales Contract to create the Sales Contract FP _UserManual_Sales doc Page 5 Receive Date Vessel m m PRS VU SD SVE ULLE Next Customer
24. tment amount is always entered as a positive number so this option controls how profit invoice amount and payment amount are impacted either reduced or increased 2 The options are positive or negative 3 Based on how you set the Applies To option it may also increase or decrease SO invoice amount or PO payment amount Adjustment Direction Applies To Affects Pavments No Negative Orders 7 Affects Payments for example if you added a commission charge that would not affect the payment but a freight charge would 1 If you check Affects Payments Yes then the charge will impact the amount of the payments check 1 If you check Adjustment Direction Negative then it will reduce the amount of the payment 2 If you check Adjustment Direction Positive then it will increase the amount of the payment xex procs mcrae Affects Payments No Y Affects Invoices Adjustment Create Charge Definition FP_UserManual_ Sales doc Page 17 Create Charge Definition Create Charge Definition Adjustment Code Description Category Please select v Adjustment Type Please select v Must Associate Salesman l Administration Financial Setups Create and Update Charge Definition Fill out all the fields and press Create Charge Definition to create a new Charge Code The fields are l 3 Catego l Adjustment Code this is you
25. to be linked to a weight either SO or PO if it is setup as a Per Pound Adjustment type On the brokerage transaction it will calculate and print the rate per pound c Commission charges can be added to an SO PO or Brokerage Transaction d Commission charges can be set to impact SO or PO or not impact SO or PO 3 Payment Adjustment a Payment adjustments can NOT be added to SO PO or Brokerage Transaction b The payment adjustment does not impact the profitability of any transaction c Payment adjustments only impact the dollar amount of a check They can be used to increase or decrease a check amount for a shipper or vendor d Payment adjustments are applied when you create the payment 4 Other a All other charge types will be coded as Other b Other Charges can be added to an SO PO or Brokerage Transaction c Other Charges can be set to impact SO or PO or not impact SO or PO Adjustment Type l Absolute Amount a This amount does not vary if you link the charge to an SO or PO weight b For example 150 for Freight 2 Percent of Total Dollars a This is a percentage based on either SO or PO dollar total amount b For example 2 Broker Fee on the SO If the SO total amount was 36 000 the total Broker Fee would be 700 00 X Per unit e g Quantity Pound Adjustment a This is a dollar amount based on either SO or PO units quantity weight b For example Commission Charge of 0 0025 per unit on the SO If the SO weight wer
26. ts When you sale items and ship them to your customer that is done from the Sales contract A Sales contract will reduce the amount on the Sales Order to show how much has been shipped When you close the sales contract and create the invoice the sales order is updated the inventory is updated for the quantity shipped and financial transactions are created for the Sale Note you do not have to have a Sales Order to use the Sales Contract The purpose of Sales Orders are to recognize commitments from your Customers to purchase product The Sales Contract process shows what you actually sold and removes those items from your on hand inventory It also creates an asset in your general ledger to show that someone owes you money Note if you do not want to use Sales and Contracts you can remove items from your inventory through the Inventory Module See the Inventory User Manual FP_UserManual_ Sales doc Page 3 Sales Contracts We put this first because you can run your business using only the sales contracts to ship and invoice the items you send to your customers Create Sales Contract Next Sales Order r Optional _Search Customer Create Blank Sales Order Review Blank Sales Order Create Packing List Review Packing List Create Sales Contract Review Sales Contract Customer Search lt lt lt BACK Sales Contracts can be a stand alone sales or can be sales against an open sales order SO Ente

Sales and Contracts

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