Previous Topic

Next Topic

To record sales transactions

Use sales transactions to record miscellaneous sales and cash receipts that do not fit into any category processed by other iMIS modules, such as Billing, Events, and Order Processing.

Use sales transactions for sales-related entries when you do not need to produce an invoice or a bill. For example, enter sales transactions to record open sales items for a manual (handwritten) invoice and to document paid-in-full transactions without a printed invoice (miscellaneous cash receipts).

  1. From AR/Cash, select Enter and edit transactions> Sales transactions to open the Enter and edit sales transactions window.
  2. Click New.
  3. Enter the customer Id or use the lookup icon and select a value.
  4. Place the cursor in the Product field and press Find and select the product.
  5. (Optional) Place the cursor in the GL Account field and enter or change the GL account number. If the Allow GL Account Edit for Sales Transactions option is not enabled (from AR/Cash, select Set up module), the GL Account field is display-only and the GL account number cannot be added or changed.
  6. Place the cursor in the Quantity field and enter the Quantity.
  7. Place the cursor in the Check/CC field and enter the check or credit card information.
  8. Enter the payment amount in the Payment Amount field.
  9. Click Save.

See Also

Entering and Editing Sales Transactions

Enter and edit sales transactions window

To edit existing sales transactions

Deciding to use a simple order entry or a sales transaction


ASI logo 10.6 Production Release. Updated 1/31/2006 11:52:22 AM
© 2009 by Advanced Solutions International, Inc. All rights reserved.