If you haven’t already read the Purchases Overview, see Entering line items for more information.
Line items are entered in the scrolling window in the middle of the Purchases window.
To enter line items on an item purchase
To enter line items on a service or professional purchase
To enter line items on a miscellaneous purchase
To enter line items on an item purchase
- Enter the quantity of the item you want to include on the purchase in the Received column.
- If some items are unavailable, enter the backordered quantity in the Backorder column.
- Enter the item number in the Item Number column, or press TAB to display a list of items to choose from.
- The Description, Price and Total fields will be filled in automatically. You can change these fields, if you want.
- Enter a volume discount percentage in the Disc% field, if applicable.
- Enter a job number in the Job field to assign a line item to a job, if you want.
- Mark the Tax column for all line items that are taxable..
- 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.
To enter line items on a service or professional purchase
- Enter the date when each line item occurred in the Date column (professional purchases only).
- Enter a description of the item or service you’re buying in the Description column.
- Enter the account you want to assign to each line item in the Acct# column, or press TAB to display a list of accounts to choose from.
- Enter the amount you’re charged for each line item.
- Enter a job number in the Job field to assign a line item to a job, if you want.
- Mark the Tax column for all line items that are taxable.
- Repeat steps 1 through 6 for the next line item.
