How can I relate the sales order in the Cash Sale Import? Scenario: I used the Sales Order to record the order of the client then it will be paid in cash afterwards. I will use the Cash Sale to record the payment. Creation of Invoice is not necessary in the process. I want to… Continue reading Cash Sale Import
Tag: cash sale
Transaction saved search formula that shows the item quantity of via cash sale per location
Transaction saved search formula that shows the item quantity of sales via cash sale without sales order per location. Create a new transaction saved search and give it a name Criteria Tab: Type = Cash Sale Criteria Tab: Main Line = False Criteria Tab: Tax Line = False Criteria Tab: Shipping Line = False Results… Continue reading Transaction saved search formula that shows the item quantity of via cash sale per location
Invoice Sales Order Incorrectly Billed as Cash Sale with Processed Cash Refund
A user incorrectly billed Sales Order as Cash Sale instead of Invoice and Cash Refund is already processed by Payment Gateway. The Cash Sale cannot be deleted since it has been already processed by the Payment Gateway and the Payment Event will be floating. Solution Navigate to Transactions > Sales > Enter Sales Orders >… Continue reading Invoice Sales Order Incorrectly Billed as Cash Sale with Processed Cash Refund
Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Prospect to customer conversions through sales transactions.
Prospect is converted into customer in the following sales transactions. Record Transaction performed Converted into Prospect Sales Order Customer Prospect Cash Sale Customer Prospect Invoice Customer
Lead to customer transactions through sales transactions.
Lead is converted into customer in the following sales transactions. Record Transaction performed Converted into Lead Sales Order Customer Lead Cash Sale Customer Lead Invoice Customer
PART 3.1 – Common Sales Transaction GL Impact
Sales orders are non-posting transactions that record the items or services a business plans to sell to the customer. Order fulfillment is the process of fulfilling the sales order of a customer. Example: To fulfill the order, the business will have to pull out some items from its inventory, which will result in a decrease in assets… Continue reading PART 3.1 – Common Sales Transaction GL Impact
Process Invoice Using a Cash Sale
In Transaction > Sales > Create Sales Order > New, when billing a sales order it leads to a cash sale invoice. Factors that affect Billing Sales Order are Terms and Payment Method. Payment Method takes precedent over terms and a Cash Sale will be generated instead of Invoice. To confirm:1. Create a copy of a Sales Order with payment method selected in Billing tab.2. Remove the payment method in… Continue reading Process Invoice Using a Cash Sale
Cash Sale Print PDF Customization
Print shipping cost on cash sale print. The shipping cost is under the shipping tab of Cashsale. Need to print the shipping cost when it has value. If it is empty, shipping cost field shouldn’t be printed. <tr><#if record.shipmethod?has_content> <td align=”right”><b>${record.shippingcost@label}</b></td> <td align=”right”>${record.shippingcost}</td></#if> </tr>