Add Transactions

• From the main menu select Sales>>Add Transactions, or
• Click the     Add Transaction icon from the shortcut toolbar. The following screen will be displayed.

• Select Customer using the down arrow key
• Select the Product the customer requires
• Select the Warehouse Location
• Enter the Quantity ordered
• The Price Vat and Value field should populate itself.  You also have the option to change the price of the product if you wish by overtyping the existing price.
• If you entering multiple transactions for the same customer,  select the customer code and click on the Repeat Customer  button displayed in the bottom left of the above screen.  Similarly, if you are entering transactions for the same date, select the date button and insert the date required.
• Click the  close icon to exit the screen

Options

Customer PO Reference

If you require a customer order on the invoice you will need to configure the system preferences to display this field.

Units / Tracking Number