It's a typical request from my client about
inventory software It seems that your
basic inventory program will provide all the information needed by my business but the methods of performing all the tasks is beyond my intuitive capacity. My business needs a rather
simple point of sale program that would maintain an inventory.
Primary need for
business management:
- Create Sales Receipt
- Create Sales Receipt with Labor being a variable amount.
- Create Sales Receipt with taxable and non taxable items. ie. Labor, resale exempt
Create Sales Receipt for a Special Customer Order of a inventory or non inventory items showing the customer’s deposit and balance.
- Create Special Order Receipt with customers name and phone number and be able to retain, recall and update the infromation when item is delivered
- Create Sales Receipt for items that are not in inventory on the fly.
- Create Sales Receipt and automacally adjust inventory quantity.
- Create Sales Receipt with several terms of sale printed on it. "3 Day Retutn"
- Create Sales Receipt and add a special note or instructions.
Ability to search and review special orders or open sales receipts by customer or invoice number.
- Allow for inventory anjustment, quantity and pricing.
- Maintain a list of manufacturers or supplies.
- Maintain a list of customer information for some, not all sales.
- Would like a daily and monthly sales reconcilliation.
I have been working with your
inventory software as downloaded and find many things quite easy. The inventory and sale of inventoried items seem just fine. I have had trouble understanding or finding how to preform the following:
Making items taxable or not on a given sale receipt.
How can I make up a labor ticket which allows for non taxable labor and taxable parts?
How can I make up a labor ticket that retains the customer name and phone number and allows for updating with the addition of parts utilized and then provide a sales receipt?
How do I take a deposit on a special order of an inventory or non inventory item, then then update the transaction when the items is picked up and provide a sales receipt?
How do I set up a group of special terms of sale to appear on all sales receipts?
We usually answered that our inventory software can make all these functions and clarify how it works.
You can use our Golden Inventory system. You can use
Invoices and
Sales Receipts for tracking you sales. If you sell items for cash you
use sales receipts if you want to track customer payments and balances
you should use invoices. Sales receipts don't change customers
balance.
You can add in the items list inventory and non-inventory part for
labor.Set the option "Non stock" for labor. You can set the option Tax
Invoice for any item.
Create a new invoice and select a cusomer in the drop down list. If
it's the new customer enter his name in the field customer. Click the
button Items and select inventory parts and labor. Click the button
Enter and close the items list. You can change quantity for any item
and change the Taxable. If you don't have any item in the item list
you can enter it in the invoice detail section and program will add
it to the items list after saving your invoice. You can use the button
"Paid" for entering a customers deposit.
The
inventory system keeps all customers in the special table. You can view it in the left menu Lists the Items ,Customers and
Vendors lists. The program has the Adjustment and Report functions.
Golden inventory decrease quantity on hand for items when you create
invoice or sales receipts.
You can use Sales Orders for your labor tickets. Than, you'll be able
to create a new sales receipt or invoice and download all information
from this Sales Order. Use the small button near the field Sales
Order No.
You can use the field Status in invoices and sales receipts. The
inventor system calculates only approved documents.
All documents has the field Group below the field Comments.
Posts
