Entering sales

Step 4: Enter line items

Step 1 > 2 > 3 > 4 > 5 > 6

If you haven’t already read the Sales Overview, see Entering line items for more information.

Line items are entered in the scrolling window in the middle of the Sales window.

To enter line items on an item sale
To enter line items on a service or professional sale
To enter line items on a time billing invoice
To enter line items on a miscellaneous sale

To enter line items on an item sale

  1. In the Ship column, enter the quantity of the item you’re selling today.
  2. If some items are unavailable, enter the backordered quantity in the Backorder column. If you want to assign the same number to an order and invoice created in the same transaction, select Preferences from the Setup menu. Click the Sales tab and mark the “Retain Original Invoice Number on Backorders” preference.
Note: When you enter a quantity in the Backorder field If you make an entry in the Backorder field, the backordered quantity will be included on the invoice when you print the invoice. The value of the backordered items, however, won’t be included on the invoice.

If you don’t want your customers to see that you’ve backordered items to fill their order, leave the Backorder field blank and complete the rest of the invoice. When you’re finished, create an order that contains only the backordered quantity.
  1. Enter the item number in the Item Number column, or press TAB to display a list of items to choose from.
  2. The Description, Price and Total fields will be filled in automatically. You can change these fields, if you want.

If you’d like to enter a blank line between line items, see To enter a blank line between line items.

  1. Enter a volume discount percentage in the Disc% field, if applicable.
  2. Enter a job number in the Job field to assign a line item to a job, if you want. Click the arrow to view a list of your existing jobs. You can add a new job, if you wish.
  3. Mark the tax column if the item is taxable.
  4. Repeat steps 1 through 7 for the next line item. If you want to enter a blank line in between line items, see To enter a blank line between line items.

If you need to assign one line item to more than one job, you can use multiple line items to record the transaction. See To assign a line item on a sale to more than one job for more information.

To enter line items on a service or professional sale

  1. Enter the date when each line item occurred in the Date column (professional sales only).
  2. Enter a description of the item or service you’re selling in the Description column.
  3. Enter the account you want to assign to each line item in the Acct# column, or click the arrow to display a list of accounts to choose from or create a new one.
  4. Enter the amount you want to charge for each line item.
  5. Enter a job number in the Job field to assign a line item to a job, if you want. Click the arrow to view a list of your existing jobs. You can add a new job, if you wish.
  6. Mark the tax column if the item is taxable.
  7. Repeat steps 1 through 6 for the next line item.

To enter line items on a time billing invoice

See To enter line items on a time billing invoice manually or To enter line items on a time billing invoice automatically for step-by-step procedures.

To enter line items on a miscellaneous sale

  1. Enter a description of the item or service you’re selling in the Description column.
  2. Enter the account you want to assign to the items or services in this transaction. The account’s name will appear in the next column. Click the arrow if you wish to display a list of accounts to choose from or create a new one
  3. Enter the amount you’re charging for each line item.
  4. Enter a job number in the Job field to assign a line item to a job, if you want. Click the arrow to view a list of your existing jobs. You can add a new job, if you wish.
  5. Mark the tax column the item is taxable.
  6. Repeat steps 1 through 5 for the next line item.

Entering sales - Step 4