Inventory control software, version 4
User’s guide
INVENTORY CONTROL
USER’S GUIDE
Chapter: 8
Customers, orders
ATQ, 2004
Inventory control software, version 4
User’s guide
Chapter 8
Customers
To open an account
for the new customer, click on the tab « SIP ». Verify the list
box if the customer is already listed. Click on the line of the list box
for select the customer. However, click
on the button « ADD ». While
the “Customer” form appear, click on the button « Add » to open
the new account. Enter
the customer name, the address, and the other information known. For the
first time you can enter only the customer name. The record can be edited
at any time for an modification. Click
on the button « Update » to save the changes.
Inventory control software, version 4
User’s guide
Chapter 8
Customers
The list box
shows all your customers. To modify the data of a customer, select the name
of the customer and click on the button « OPEN ». Once
the customer is selected, you will be able to see all the orders make from
this customer. Also,
the form shows the statement of account.
Inventory control software, version 4
User’s guide
Chapter 8
Orders
To make an order,
click on the button “ORDERS”.
Note: the
customer must be selected before this action.
In the Order form,
you can see all orders make from this customer. If the message “No current
order” appears, just click on the button “OK” and click on the button “Add” to
open the new order.
Inventory control software, version 4
User’s guide
Chapter 8
Customers
Once the customer
name is displayed (field: “Customer Name”), the new order is opened.
The
field “Order No” cannot be changed. It is an automatic number.
To
enter the details of order (product ordered), click on the blue button
“Add”
Inventory control software, version 4
User’s guide
Chapter 8
Orders
Use the drop-down
combo to display the list of the items per category.
Once
the item is found, click two times on the line.
After
the product is selected, enter the quantity ordered by customer.
If
you have a discount for the quantity, you can enter the value in the box
“Discount”
Do
not use the percentage. Enter the value in this field (example: 20,99) in
dollars, euro or other currency.
The
product can be taxable or not. Check/uncheck the box named “Taxable”, dependant
of situation.
Inventory control software, version 4
User’s guide
Chapter 8
Orders
You can add the
any item from your stock. It is important to enter the unit price of the
item before it is added in the order. Also,
you can enter/change the other data. Example: shipping, handling, discount,
and other… Some
fields cannot be edited for the changes.
Note: when you click
on the button “Print Invoice”, some fields will be automatically entered (if
the field still empty): Invoice No, Invoice Date, Ship Date, Term Date
Inventory control software, version 4
User’s guide
Chapter 8
Orders
The invoice
number cannot be changed. You
can customize this number. See “Invoice option” for details. If
known, you can enter the customer purchase order (PO) in the box “Customer
PO” Warning:
Do not enter any value in this form and delete it. If the box is deleted,
this order cannot be updated. If you need to delete an filed, use any
character (.,*) to replace the value/text in the box. Click
on the button “Update” to confirm the changes.
