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New Documents
This option allows you to generate sales documents, either delivery notes or invoices. There are three screens in this option:
- Capturing customer data.
- Capture of expended items.
- Summary Document.
When you access this option, the next delivery note number automatically appears. If the number is not correct, it can be altered by pressing escape, and entering the appropriate number, either invoice or delivery note.
Next, enter the date (if you press blank, you will get the date of the day). The next field is the customer code. If not known, the approach search can be used (See key usage appendix). Finally, we must indicate the form of payment. If the form of payment corresponds to invoices, the counter will change automatically, unless the number has been entered manually. To go to the next screen, confirm with the last field (form of payment). You can also pass by pressing the ">" button at the top.
The second screen, is the capture of items. The first box indicates the current document number. It is convenient to confirm that this is the appropriate number, before continuing, because the program does not accept renumbering of documents. The item code, admits search by approach. When a capture is completed, the screen is again blank to accept the next one. You can navigate from one line to another (from one capture to another) using the "<" ">" buttons. To complete the data capture, once the last article has been entered, the cursor down key must be used while in the last field.
The last screen, allows us to indicate a dto. And the amount received for the cash control. Confirming the last field (Cash Amount), the document is recorded and printed. Printing can be avoided by pressing the cursor down arrow, instead of Enter in the last field. You can also go back to the capture of items, using the "<" button.
To cancel a document, you can use the ESCAPE key at any point until you return to screen 1. If you want to keep the items (eg for another customer), it is enought to update the data, as long as you do not change the document number. If we want a complete cancellation, it will be necessary to exit the menu and re-enter.
To access finished documents, you only have to put the document number in the corresponding field. These documents can be consulted, printed, and modified in a limited way according to the security settings applied (Consult your dealer).