Sales - Template

Menu Selection: Document - Sales - Template

Purpose

Description of Purpose

Prerequisites

Description of Prerequisites

Context

Description of Context

About This Screen

Field Enterable? Instructions
Name No Name of the company or individual
Address No Building name or c/- address line
P O Address No for blank suppressed PO Address
P O Address No for blank suppressed PO Address
P O Address No for blank suppressed PO Address
P O Address No for blank suppressed PO Address
P O Address No for blank suppressed PO Address
Street Address No for blank suppressed street address
P O Address No for blank suppressed PO Address
P O Address No for blank suppressed PO Address
Street Address No for blank suppressed street address
P O Address No for blank suppressed PO Address
P O Address No for blank suppressed PO Address
Street Address No for blank suppressed street address
Name No Name of the company or individual
Name No Name of the company or individual
Address No Building name or c/- address line
Name No Name of the company or individual
Address No Building name or c/- address line
Street No No & name of Street
Name No Name of the company or individual
Address No Building name or c/- address line
Street No No & name of Street
Suburb No Name of suburb or city
Name No Name of the company or individual
Address No Building name or c/- address line
Street No No & name of Street
Suburb No Name of suburb or city
State No State, Province or Country
Post Code No Post Code
Phone No Telephone Number with area code
Name No Name of the company or individual
Name No Name of the company or individual
Address No Building name or c/- address line
Name No Name of the company or individual
Address No Building name or c/- address line
Street No No & name of Street
Name No Name of the company or individual
Address No Building name or c/- address line
Street No No & name of Street
Suburb No Name of suburb or city
Name No Name of the company or individual
Address No Building name or c/- address line
Street No No & name of Street
Suburb No Name of suburb or city
State No State, Province or Country
Post Code No Post Code
Phone No Telephone Number with area code
Phone No Telephone Number with area code
Phone No Telephone Number with area code
Name Key No Name & Address of Customer
Name Key No Name & Address of Customer
Template No No Customer's Order No
Type No Classify templates
Type No Classify templates
Date No Date of order
Type No Classify templates
Date No Date of order
Type No Classify templates
Date No Date of order
Key No 12 character identifer for the name
Key No 12 character identifer for the name
Price No No price number selector
Key No 12 character identifer for the name
Price No No price number selector
Sales Exec No Key - SaleExec Id
Tax Cert No Sales tax certification
Tax Cert No Sales tax certification
Ship Date No for despatch
Tax Cert No Sales tax certification
Ship Date No for despatch
Carrier No key for carrier
Tax Cert No Sales tax certification
Ship Date No for despatch
Carrier No key for carrier
Discount Rate No on whole document
Weight No The weight in Kg of the order
Weight No The weight in Kg of the order
Shipping No Shipping Instructions
Weight No The weight in Kg of the order
Shipping No Shipping Instructions
Time And Materials No This order is for a Time & Materials Job
Subtotals Only No Only want to see sub-totals on invoice
Subtotals Only No Only want to see sub-totals on invoice
Quantity Yes for calculation
Items Yes Ordered
Items Yes Ordered
Product Yes e.g. Product Code
Items Yes Ordered
Product Yes e.g. Product Code
Description Yes from product or keyed in
Items Yes Ordered
Product Yes e.g. Product Code
Description Yes from product or keyed in
Bin Yes The physical location
Quantity Yes for calculation
Quantity Yes for calculation
Unit Yes of Measure
Quantity Yes for calculation
Unit Yes of Measure
Price Yes per Unit
Dis Count Yes % discount
Extension Yes Computed extension of order line
Sub Yes check mark for sub-total line
Sub Yes check mark for sub-total line
Sub Total Yes The subtotal so far
Sub Yes check mark for sub-total line
Sub Total Yes The subtotal so far
Sub Total Yes Tax Exempt Sub-Total
Sub Total Yes Tax Exempt Sub-Total
Freight Yes Freight total
Gross Yes before discount
Gross Yes before discount
Discount Yes on whole document
Gross Yes before discount
Discount Yes on whole document
Total Yes Tax Included Total
Gross Yes before discount
Discount Yes on whole document
Total Yes Tax Included Total
Total Yes Tax Included Total
Total Yes Tax Included Total
Total Yes Tax Included Total
Phone No Telephone Number with area code
Phone No Telephone Number with area code
Fax No Facsimle Number with area code
Phone No Telephone Number with area code
Fax No Facsimle Number with area code

Transaction Processing

Button Description
Invoice  
ViewImage  

From Here

Description of what can be done from here