The Item layout of the Sales window enables you to record the sale of items in your Items List. Available fields may differ depending on type of form selected.
Only orders that have been imported through Process Web Orders or Import file will display this field. If you wish to reverse a web order, the Web Order # will be displayed on the reversing transaction.
Ship To
Invoice #
This field displays the default terms assigned to sales for this customer. If you want to change the terms for this sale, click the zoom arrow next to this field. If you want to change the terms for future sales to this customer, click the zoom arrow next to the Customer field and then click the Selling Details tab.
This field only appears if there is a credit on file for the customer selected. Click the zoom arrow to the left of the amount to open the Returns & Credits tab of the Sales Register window.
Calendar Event [Mac only]
Type or select the item you want to sell. Only items that have the I Sell This Item option selected in the Profile view of the Item Information window can be entered in this column.
The name you entered in the Item Information window appears in this column. You can edit it if you want. .
Type the price you’re charging for each item, or accept the default price, which was entered on the Selling Details tab of the Item Information window.
If you change the amount in this column, the percentage in the Disc% changes to reflect the new amount.
Tax column
This column is used to indicate the line items on which you want to charge sales tax. To indicate that a line item is taxable, click in this column. A mark appears, indicating that the line item is taxable. You can assign a tax code to the entire transaction by entering the code in the field to the right of the Tax field and beneath the Tax column.
Ship Via
Type or select the method you want to use to ship the items on the invoice. You can print the method on the invoice. Click the zoom arrow to enter the Shipping Details.
Type the date you expect to deliver the items. If the transaction is an order, this date will be placed as a reminder in the Orders view of the To Do List.
If the freight charge is taxable, click in the field next to the Freight field. If you selected Taxed in the Tax on Freight field in the Selling Details view of the Card Information window for this customer, a mark automatically appears in this field. To remove the mark, click it.
This field displays the total tax amount, based on the selected tax code. The tax code rate appears to the left of the field name. If you want to change the tax amount, click the zoom arrow next to this field. You cannot change the amount if the transaction has been recorded.
Note that changes to the tax amount are reported in the Tax Exception Review step of the Company Data Auditor.
If you want to assign a code to the entire transaction, type or select it in the field to the right of the Tax field, beneath the Tax column.
If a payment is made at the time of the sale and you have selected a payment method, click this button to enter additional information about the payment. If you subscribe to the Merchant Account Service, you can also authorize the payment by clicking Details.
Click to open a shortcut menu of common actions and tasks associated with the selected sales record. Choose a task from the list. For example, if you select Save As Recurring, the Edit Recurring Schedule window appears. Actions available from the menu vary depending upon the type and layout of transaction.
