Add items to the invoice
When to use this procedure
Use this procedure to add items, inventory or non-inventory, to a sale, layaway, approval, or proposal invoice.
Steps to complete
- On the Sales Invoice window, Layaway window, Approval window, or Proposal window, enter the quantity of an item the customer is purchasing in the Qty box. For non-inventory items, such as shipping, enter 1.
- Enter the product SKU number according to the following table.
Are you able to scan a barcode? Is the item found in your inventory? Then... Yes
Yes
select the Sku#/Serial# box and scan the item. The barcode number changes to the item's SKU, serial, or catalog number and the Cat, Desc, and Price ea boxes are automatically completed with that item's associated information. Continue to step 7.
No
Yes
- select the Sku#/Serial# box and enter the SKU, serial, or catalog number. This value must be 15 or fewer characters. You can optionally press F6 to search for the item on the Display Inventory window.
- When the item* is found, the Cat, Desc, and Price ea boxes are automatically completed with that item's associated information.
- Continue to step 7.
*If the item found is a serialized SKU, the Select Serial Numbers window displays. (For layaways, system variable LayawaySerial is set to Y.) Select an option and click OK. The Cat, Desc, and Price ea boxes are automatically completed with that item's associated information. Continue to step 7.
No
No
select the Sku#/Serial# box and enter the SKU, serial, or catalog number. This value must be 15 or fewer characters. (In this case, the item is not found in inventory.)
Continue to step 3. This item is saved as a sales exception.
No, this is a non-inventory sale
No
leave the Sku#/Serial# box blank. Continue to step 3.
- Select an option from the drop-down in the Cat box, if necessary.
- Update the description of the item in the Desc box, if necessary. Tri-Tech recommends that you update this description for clarification to minimize confusion on the sales reports.
- Enter the price of the item before discounts in the Price ea box, if necessary (the SKU# was not found or the price of the item is $0.00).
- Enter or update the discount amount that you are applying to the item in the Discount box, if necessary. For percentages, precede the number with a hyphen (-.15) and for dollar amounts, enter the amount without symbols (15.00). The value here applies to the total quantity of items, not individual items. For example, if the Quantity is 3.00, the Price ea is 25.00, and the Discount is 5.00, a $5.00 discount will be applied to $75.00 of merchandise making the total $70.00.
- Occasionally, an item total may fall below the established minimum price for that item (established for the item in Add/Change Inventory). When this happens a message displays requiring you to override the pricing. You must be set up with security permissions to complete this.
- Repeat steps 1-6 for each item a customer wants to purchase or take out on approval.
PDF Downloads