Although the Sales Import process is most commonly used when entering orders, invoices, or commission payments, there may be times when they are sent from a manufacturer (one at a time) via fax, email, or mail.
There are a couple of data entry options for you to consider when this happens:
Quick Add
New Orders, New Invoice, or New Payments forms
Your decision to use one or the other option depends on whether you want to capture just the total sales and commission amounts or if you want to capture the line item details.
Quick add is designed to manually add orders, sales, and/or commission totals fast and easy.
If you decide to use Quick Add, here's how:
Go to the Sales menu, click or tap:
Orders
click or tap "Quick Add"
Use for order acknowledgements
Invoices
click or tap "Quick Add"
Use for shipping/invoice
Payment Line Items
click or tap "Quick Add"
Use for commission payments
When the Quick Add form opens, fill in the information.
When done, click or tap "OK"
i Notice there are some fields with an * in front of the name. These fields are required.
i When you enter the Customer Name, the Account Number and Sales Rep (if assigned in the system) will automatically populate.
! Here are a few tips:
*Required fields - Manufacturer and Customer Name - type a few characters of the name into the field.
if the name is in the system, the name will auto-complete
if there is more than one name in the system containing the letters, a list of names opens - select the correct name from the list
Orders
If you don't have a PO number, simply enter the Order Number.
Invoices
If you don't have an order number, simply enter the Invoice Number and the system automatically puts the same number, as a place holder, in the Order Number field.
Payment Line Items
If you don't have either an order number or an invoice number, simply enter the Payment Number and the system automatically creates an Invoice Number and puts the same number, as place holder, in the Order Number field.
! New Payment
If you are entering new invoices to a new commission payment, for the first invoice, you should click or tap "select -> Create New Payment". Fill in the form. (screenshot B) Click or tap "OK" when done.
When you enter more invoices for the same payment, enter the information, then click or tap "select -> Show Options". (screenshot C) This shows a list of the most recent payments. Click or tap the correct payment number.
If you are entering new invoices to an existing payment from a previous month or year, you should click or tap "select -> See All". (screenshot D) Click or tap the correct payment number.
Screenshot A - Payment (select) Screenshot B - Create New Payment
Screenshot C - Show Options
Screenshot D - See All
