Initial commit - QBPOS Help
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QB_Help_Web/POS_Help/qbpos_fields/fields01.htm
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QB_Help_Web/POS_Help/qbpos_fields/fields01.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Fields">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Department Fields</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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img.hcp2 { border:none; }
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padding-right:1px;
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padding-bottom:1px;
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background-color:Transparent; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Department Fields</p>
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<p class="Help-Text"><a href="../qbpos_departments/deptsoverview.htm">Department Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_departments/dept302.htm">Adding a Department</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Refer to the table below for descriptions of each department field. Fields shown in brackets, e.g. <font class="hcp1">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> fields auto-filled by Point of Sale.</p>
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<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
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<p class="Help-Note"><span style="font-weight: bold;">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
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<p class="Help-Text"> </p>
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<table style="margin-left: 2.25pt;" cellspacing="0" width="378" align="center">
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<tr class="hcp3">
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<td style="width:28.57%;" bgcolor="#E6E6E6" class="hcp4">
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<p class="Help-Text"><font class="hcp1">Field</font></p>
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</td>
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<td style="width:71.43%;" bgcolor="#E6E6E6" class="hcp4">
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<p class="Help-Text"><font class="hcp1">Usage</font></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:28.57%;" class="hcp5">
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<p class="Help-Text"><font class="hcp1">Dept Code</font></p>
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</td>
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<td style="width:71.43%;" class="hcp5">
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<p class="Help-Text">Optional: Enter a 1-3 character code for use in listing a department on an item record and printing on price tags.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:28.57%;" class="hcp5">
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<p class="Help-Text"><font class="hcp1">Dept Name</font></p>
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</td>
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<td style="width:71.43%;" class="hcp5">
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<p class="Help-Text">Required: Enter a descriptive name for the department to assist in easy identification. This name helps you identify the department on reports and in lists. Read about <a href="../qbpos_departments/dept_structure.htm">planning your departments</a>.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:28.57%;" class="hcp5">
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<p class="Help-Text"><font class="hcp1">Margin%</font></p>
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</td>
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<td style="width:71.43%;" class="hcp5">
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<p class="Help-Text">Enter a default margin percentage for use with a <a href="../qbpos_departments/dept309.htm">pricing formula</a>. If you do not wish Point of Sale to calculate prices for new items as they are added to inventory, leave this field and the <font class="hcp1">Markup%</font> field at 0. Default = 0%.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:28.57%;" class="hcp5">
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<p class="Help-Text"><font class="hcp1">Markup%</font></p>
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</td>
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<td style="width:71.43%;" class="hcp5">
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<p class="Help-Text">Markup percentage is an alternate way to display your desired profit margin, by marking up from item cost. Entering either a margin or a markup will display an automatic calculation in the other field. Default = 0%.</p>
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<p class="Help-Text"><a href="../qbpos_departments/dept_markupcalc.htm">My markup value sometimes changes right after I enter it. Why?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:28.57%;" class="hcp5">
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<p class="Help-Text"><font class="hcp1">[Tax Code]</font></p>
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</td>
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<td style="width:71.43%;" class="hcp5">
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<p class="Help-Text">Suggested as the default department tax code specified in <a href="../qbpos_company_preferences/sysprefs08.htm">company preferences</a>. Select another tax code from the drop-down list, as needed. When a new item is added to inventory with this department code, the tax code specified here is suggested for the item.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"><a href="fields10.htm">Data field overview</a></p>
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<p class="Help-Text"><a href="../qbpos_departments/deptsoverview.htm">Department overview</a></p>
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<script type="text/javascript" language="JavaScript1.2">
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//<![CDATA[
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if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
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FilePopupInit('a1');
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FilePopupInit('a2');
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//]]>
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</script>
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</body>
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</html>
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495
QB_Help_Web/POS_Help/qbpos_fields/fields02.htm
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QB_Help_Web/POS_Help/qbpos_fields/fields02.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Fields">
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||||
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Item Fields</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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font.hcp2 { font-weight:bold; }
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img.hcp3 { border:none; }
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span.hcp4 { font-weight:bold; }
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tr.hcp5 { vertical-align:top; }
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td.hcp6 { padding-left:1px;
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padding-top:1px;
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padding-bottom:1px; }
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td.hcp7 { padding-left:1px;
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padding-right:1px;
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padding-bottom:1px;
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background-color:Transparent; }
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font.hcp8 { font-weight:bold;
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font-style:italic; }
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table.hcp9 { margin-left:2.25pt; }
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p.hcp10 { font-weight:bold; }
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span.hcp11 { font-weight:normal; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Item Fields</p>
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<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span class="hcp1">|</span> <a href="../qbpos_inventory/invenvoverview.htm">Inventory Overview</a> <span class="hcp1">|</span> <a href="fields_capacities.htm">Program Capacities</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Refer to the tables below for descriptions of available item fields.</p>
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<p class="Help-Text">Fields shown in brackets, e.g. <font class="hcp2">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> fields auto-filled by Point of Sale.</p>
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<p class="Help-Text"><span class="hcp4">*</span> indicates a required field.</p>
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<p class="Help-Info-Line">What would you like more information about?</p>
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<p class="Help-Text"><a href="#ItemFields_description">Item Description/Lookup Fields</a></p>
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<p class="Help-Text"><a href="#ItemFields_pricecost">Price/Cost and Tax Fields</a></p>
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<p class="Help-Text"><a href="#ItemFields_qty">Quantity Fields</a></p>
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<p class="Help-Text"><a href="#ItemFields_other">Other Item Fields</a></p>
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<p class="Help-Text"><a href="fields_custom.htm">Create Custom Item Fields</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize Item List Columns</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2"><a name="ItemFields_description" id="ItemFields_description"></a>Item Description/Lookup Information</p>
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<table style="margin-left: 3.15pt;" cellspacing="0" width="378" align="center">
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<col style="width: 29.895%;">
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<col style="width: 70.105%;">
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<tr class="hcp5">
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<td style="width:29.895%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text"><font class="hcp2">Field</font></p>
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</td>
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<td style="width:70.105%;" bgcolor="#E6E6E6" class="hcp6">
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<p class="Help-Text"><font class="hcp2">Usage</font></p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Type*</p>
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</td>
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<td style="width:70.105%;" class="hcp7">
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<p class="Help-Text">Used to designate the <a href="../qbpos_inventory/inven436.htm">type</a> of item: Default is <span class="hcp4">I</span><font class="hcp2">nventory</font>. Select a different type from the drop-down list, as necessary.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Department*</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">Department to which the item belongs. Required field for all items. To access your department list, press <font class="hcp8">(<F4>)</font> from the field. (Pro) Must be the same for all members of a <a href="../qbpos_inventory/inven_style_oview.htm">style</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Vendor</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">The primary vendor from whom you purchase the item. To search for or look up a vendor, press <font class="hcp8">(<F4>)</font> from the Vendor field.</p>
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<p class="Help-Text">(Pro)  <a href="../qbpos_inventory/inv_multivendor.htm">Learn about using multiple item vendors</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Item Name*</p>
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<p class="Help-Text">( Description 1 for some upgraders)</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">The principal item description field. Printed on sales receipts. Required field. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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<p class="Help-Text">(Pro) Must be the same for all members of a <a href="../qbpos_inventory/inven_style_oview.htm">style</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp6">
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<p class="Help-Text" style="font-weight: bold;">Item Description</p>
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<p class="Help-Text">(Description 2 for some upgraders)</p>
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</td>
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<td style="width:70.105%;" class="hcp6">
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<p class="Help-Text">Secondary, long description field used to record additional information. Also can be used to record additional information while making a sales receipt. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Attribute</p>
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</td>
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<td style="width:70.105%;" class="hcp7">
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<p class="Help-Text">A field used to describe an item characteristic, typically color, pattern, material, or a second size. 1 to 12 characters. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Size</p>
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</td>
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<td style="width:70.105%;" class="hcp7">
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<p class="Help-Text">The size of an item; 1 to 12 characters. This field can also be used to describe a second item attribute other than size if desired. Label can be <a href="fields_customize_field_labels.htm">customized</a>.</p>
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</td>
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</tr>
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<tr class="hcp5">
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<td style="width:29.895%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Item #]</p>
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||||
</td>
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||||
<td style="width:70.105%;" class="hcp7">
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||||
<p class="Help-Text">Unique number that identifies each item; corresponds to the inventory row number. Suggested by the program, but editable. Used to print item bar codes on tags and to list items on documents. Numbers greater than 99,999 not recommended as the resulting bar code would not fit on some price tags. This field supports numerical values only. If you need to enter an identifier that includes letters, use the <a href="../qbpos_getting_started/gstarted11.htm">Alternate Lookup</a> field (described below).</p>
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||||
<p class="Help-Text">You can have suggested numbering sequence restart from your entry in a <a href="../qbpos_company_preferences/companyprefs_inventory.htm">company preference</a>.</p>
|
||||
</td>
|
||||
</tr>
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||||
<tr class="hcp5">
|
||||
<td style="width:29.895%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">UPC</p>
|
||||
</td>
|
||||
<td style="width:70.105%;" class="hcp6">
|
||||
<p class="Help-Text">Universal Product Code: The item's unique UPC/EAN <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">identifier</a>. Once entered, can be used to scan vendor-tagged merchandise to list on documents. This field is normally 13 characters. If a shorter number is entered, Point of Sale uses an appropriate algorithm to lengthen the entry to fill the 13-character field. <a href="../qbpos_basic_procedures/basic219.htm">Learn more</a>.</p>
|
||||
<p class="Help-Text">(Pro) If <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> or <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> are being used for an item, each can be assigned a unique UPC.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:29.895%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Tag</p>
|
||||
</td>
|
||||
<td style="width:70.105%;" class="hcp6">
|
||||
<p class="Help-Text">User-defined group tag assigned to items to facilitate use of the <a href="../qbpos_basic_procedures/basic_quickpick_Item.htm">Quick Pick</a> feature for adding items to a document.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:29.895%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Alternate Lookup (ALU)</p>
|
||||
</td>
|
||||
<td style="width:70.105%;" class="hcp6">
|
||||
<p class="Help-Text">A user-defined <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">identifier</a> that can be used to look up items. This field can contain text descriptions, catalog numbers, etc. Duplicate Alternate Lookups are not allowed.</p>
|
||||
<p class="Help-Text">Do not duplicate the Item # or UPC in this field. Inefficiencies in item lookups would result.</p>
|
||||
<p class="Help-Text">(Pro) If <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> or <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> are being used for an item, each can be assigned a unique alternate lookup.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><a name="ItemFields_pricecost" id="ItemFields_pricecost"></a>Price/Cost and Tax Fields</p>
|
||||
<p class="Help-Note"><span class="hcp4">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp9">
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp2">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">Reg Price</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>The regular price for which you sell the item.  Calculated by Point of Sale on new items if you are using a department <a href="../qbpos_departments/dept309.htm">pricing formula</a>. Markdown price levels, if used, are calculated from this price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">[Avg Unit Cost]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>The average unit cost of the on-hand units of the item; updated by receiving vouchers, adjustment memos, or manually. If you manually edit this field, Point of Sale creates an adjustment memo to send to QuickBooks Desktop. See <a href="../qbpos_inventory/inven410.htm">price and cost</a> for more information.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Order Cost]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p class="Help-Text">The current cost of an item charged by your vendor. The order cost is suggested on purchase orders and vouchers and automatically updated when a voucher is updated with a new item cost.</p>
|
||||
<p class="Help-Text">(Pro) If <a href="../qbpos_inventory/inv_multivendor.htm">multiple vendors</a> are being used for an item, each can be assigned a unique order cost.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">MSRP</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>Manufacturers Suggest Retail Price. Optional reference price that is printed on most <a href="../qbpos_basic_procedures/printing/basic_tagmrsp.htm">price tags</a> if entered. Leave blank if you do not want the MSRP printed on tags.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Margin%]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p class="Help-Text">The profit expressed as a percentage of the price. If defined in a department record, is auto-filled and used to calculate the regular price of new items. Editable. Manually editing the margin in inventory automatically causes your item prices and the <span class="hcp4">Markup <font class="hcp2">%</font></span> to be recalculated. <a href="../qbpos_inventory/inven410.htm">Learn more</a></p>
|
||||
<p class="Help-Text">Margin % = (Price Cost)/Price x 100</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Markup%]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>The item profit expressed as a percentage markup over the cost. Works in the same manner as <font class="hcp2">Margin %</font>. Making an entry in this field causes Point of Sale to recalculate the item prices and margin. <a href="../qbpos_inventory/inven410.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Price Levels 1-4]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p class="Help-Text">Optional item price levels, each marked down from your regular price. Used to offer different prices to different customer groups (employee, wholesale, etc.) or for other purposes, such as for a discounted sale. You define price level names and markdown percentages in <a href="../qbpos_company_preferences/sysprefs05.htm">company preferences</a> and these names will be displayed in the item record and item list.</p>
|
||||
<p class="Help-Text">Once defined, price level prices are automatically updated anytime your regular price changes, or can be manually edited as needed. <a href="../qbpos_inventory/inven410.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Tax]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>Tax code name: A drop-down list containing each of the <a href="../qbpos_basic_procedures/sales_tax/basic_tax_codes.htm">tax code</a> names defined in <a href="../qbpos_company_preferences/sysprefs08.htm">company preferences</a>. By default, each new item is assigned a default tax code as specified for the associated department. Edit by selecting a different tax code as necessary. <a href="../qbpos_basic_procedures/sales_tax/basic222.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Heading-2"><a name="ItemFields_qty" id="ItemFields_qty"></a>Quantity Fields</p>
|
||||
<table style="margin-left: 2.25pt; vertical-align: Center;" cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp2">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">[On-Hand Qty]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>On-hand Quantity: The quantity of an item on hand at this store. Automatically updated each time an item is received, sold, transferred, or adjusted on a memo. A manual entry in this field results in an adjustment memo being created and sent to QuickBooks Desktop. <a href="../qbpos_inventory/inven_qty_decimals.htm">Decimal quantity</a> entries are acceptable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">Reorder Point</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>User-specified company quantity at which an item should be reordered. When the combined on-order and on-hand quantity is at or below this level, the item is added to the <a href="../qbpos_inventory/inven_reminder_reorder.htm">reorder items reminder</a> list.</p>
|
||||
<p>(Pro) In the case of assembly items, indicates the point at which more should be rebuilt.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">Doc Qty</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p class="Help-Text">Document Quantity. Used to enter the quantity of an item to be listed on a document. Displayed only when accessing the item list from a document to select items. Enter the item quantity you want to list on the document.</p>
|
||||
<p class="Help-Text">(Pro) You can also switch to Style View and enter document quantities in the style item grid cells when coming to inventory from a document.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">[On Order]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p class="Help-Text">Quantity of the item listed on open purchase orders and not yet received. Displayed in item list.</p>
|
||||
<p class="Help-Text">(Pro) Also visible by selecting <span class="hcp4">Available</span> from the Quantities area of the item form.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp9">
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">[Quantity Available] <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>Quantity available for immediate sale. Calculated by subtracting the quantity committed on active customer orders from the current on-hand quantity. <a href="../qbpos_inventory/inven_avblqty_tracking.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">BackOrd Qty <span class="hcp11">(Pro)</span></p>
|
||||
<p> </p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>Quantity of this item needed for active customer orders.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p><span class="hcp4">[Qty]</span> in Assembly or Group (Pro)</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>In Assembly/Group item grid. Specifies the quantity of an item included in an <a href="../qbpos_inventory/inven431.htm">assembly</a> or <a href="../qbpos_inventory/inv_item_groups.htm">group</a> item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp9">
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Company Total]</p>
|
||||
<p class="Help-Text" style="font-weight: bold;">[Cmp Qty] <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>Total on-hand quantity for the entire company (all stores). Select <span class="hcp4">View All</span> in the Quantity area of the item form to view. Called <font class="hcp2">Cmp Qty</font> in your item list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">[Store On-Hand Quantities]  <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>On-hand quantity for each store; designated by your assigned store codes. Select <span class="hcp4">Available</span> from the Quantities area of the item form to view. Also available in the Item Information window (<span class="hcp4"><F5></span>) from a receipt and your inventory item list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">[Quantities for Store #] <span class="hcp11"> (Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>(Style View) Drop-down list of store locations. Select a store or <span class="hcp4">All Locations</span> to view quantities at the store or for the company for each style item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><a name="ItemFields_other" id="ItemFields_other"></a>Other Item Fields</p>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp9">
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp2">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">[Last Received]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>The most recent date this item was received.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">Print Tags</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>Check box. Select to specify that you want to print price tags for the item. If you clear the check box, tags will not be printed for the item even if it is listed in a group of items for which you are printing tags. Default is selected.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">[Rating]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>Graphical indicator of item performance over time, based on user-defined time period and familiar five-star system. <a href="../qbpos_inventory/inven_itemratings.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">[Trend]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>Graphical representation of item performance in user-defined current period compared to prior period. <a href="../qbpos_inventory/inven_itemratings.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">Unorderable</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>Check box. Select to have the items reorder point temporarily ignored and to be alerted if the item is listed on a purchase order or receiving voucher. This option can used to remove seasonal merchandise from your reorder reminders and reports.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="Help-Text"><font class="hcp2">QuickBooks Accounts</font></p>
|
||||
<p class="Help-Text">[COGS] [Income]</p>
|
||||
<p class="Help-Text">[Asset]</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p class="Help-Text">Item mappings to QuickBooks cost of goods sold, income, and asset accounts. Defaulted to the item accounts specified in <a href="../qbpos_company_preferences/sysprefs01.htm">company preferences</a>, but can be edited for individual items by selecting a different account from the drop-down list. <a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">Unit of Measure</p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p class="Help-Text">Display field that can be used to indicate the measurement or quantity units by which the item is sold, such as each, inch, gallon, case, etc. Used to filter and sort the item list and reports. Select a unit from the drop-down list or select <span class="hcp4">A</span><font class="hcp2">dd New</font> to create and use a new unit.</p>
|
||||
<p class="Help-Text">Units of measure can be managed (added, deleted, reordered) in <a href="../qbpos_company_preferences/companyprefs_inventory.htm">company preferences</a>.</p>
|
||||
<p class="Help-Text">(Pro) Read <a href="../qbpos_inventory/inven_uom_multiple.htm">Using Multiple Units of Measure</a> and see additional fields below if you purchase and sell items in more than one unit size.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp9">
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">Base Unit of Measure <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>When using multiple units of measure, the smallest quantity by which an item is sold or purchased.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">[Earn Commission] <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>Check box. Select to identify Items that qualify for payment of employee commissions. Default is checked (eligible). Clear the check box if employees are not to be paid commissions on the sale of the item, <a href="../qbpos_secadmin/secadmin_commissions.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">Use Serial # <span class="hcp11"> (Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>Check box. Select to be prompted to enter a <a href="../qbpos_basic_procedures/basic_serial_number.htm">serial number</a> when the item is listed on documents.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">Custom Fields 1-5 <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p class="Help-Text">Custom item fields can be used to enter any other item information you need to track. Once defined, the fields can be used to filter lists and reports, and can be added to your printed documents using <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a>.  <a href="fields_custom.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">[Open Purchase Orders] <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>List of open purchase orders for the item and the total quantity on order. Select <span class="hcp4">Available</span> from the Quantities area of the item form to view.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp6">
|
||||
<p class="hcp10">Select a Style Template <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp6">
|
||||
<p>Select a pre-defined attribute/size template from the drop-down list to apply it to the style grid or select <font class="hcp2">Add New</font> to create a new template. <a href="../qbpos_inventory/inven428.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:28.57%;" class="hcp7">
|
||||
<p class="hcp10">Vendors Alternate 2 -5 <span class="hcp11">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:71.43%;" class="hcp7">
|
||||
<p>(More Info section) Fields for entering one preferred and up to four <a href="../qbpos_inventory/inv_multivendor.htm">alternate vendors</a> for an item. Each vendor can have a unique UPC, Alternate Lookup, and order cost.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="fields02.htm">Return to top</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
158
QB_Help_Web/POS_Help/qbpos_fields/fields03.htm
Normal file
158
QB_Help_Web/POS_Help/qbpos_fields/fields03.htm
Normal file
@@ -0,0 +1,158 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Vendor Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
span.hcp5 { font-weight:bold; }
|
||||
font.hcp6 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Vendor Fields</p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span style="color: #c0c0c0;">| <a href="../qbpos_vendors/vendorsoverview.htm">Vendors Overview</a> |</span> <a href="fields_capacities.htm">Program Capacities</a></p>
|
||||
<div>
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">This table lists the name and use of each vendor field. Fields shown in brackets, e.g. <font class="hcp1">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> fields auto-filled by Point of Sale. Fields marked with a * are required fields.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the columns</a> to add them.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
|
||||
<table style="margin-left: 2.25pt;" cellspacing="0" width="378">
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" bgcolor="#E6E6E6" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">Field</font></p>
|
||||
</td>
|
||||
<td style="width:67.94%;" bgcolor="#E6E6E6" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendor Code</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Optional alphanumeric code, up to 3 characters, identifying the vendor. This code is printed on price tags and can be used to lookup and list the vendor on another record or document.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Company*</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Vendor company name. Required.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Contact and Address Fields</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Vendor contact name(s), address, and phone numbers.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Inactive</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Select this check box to hide unused vendors from the active vendor list and to stop exchanging the vendors information with QuickBooks Desktop Financial software. <a href="../qbpos_vendors/vendors_inactive.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendor Notes</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Optional notes, such as shipping lead time, FOB point, etc.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">Account #</font></p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Your account number with the vendor. This number is printed on purchase orders and receiving vouchers that are created for the vendor.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Terms</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Default payment terms for the vendor. These terms are suggested on purchase orders and receiving vouchers made for the vendor. Shared with QuickBooks Desktop, if integrated. <a href="../qbpos_vendors/vend359.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">E-mail</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">The vendors e-mail address. Entering an e-mail address allows you to <a href="../qbpos_vendors/vendors_emailing.htm">send an e-mail</a> from the vendor record and to <a href="../qbpos_basic_procedures/basic_email_documents.htm">e-mail documents</a>, such as purchase orders, from within Point of Sale.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendor Website</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Record the vendors web address URL. Click <span class="hcp5">G</span><font class="hcp1">o to Web</font> to launch your browser and view the site. Internet connection required.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Custom Fields (Pro)</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text">Define and use up to seven <a href="fields_custom.htm">custom fields</a> to track information not included in the basic fields. Once defined, these fields can be used to filter your vendor list and reports, and can be added to <a href="../qbpos_print_designer/printdesigner_oview.htm">customized</a> print templates (such as purchase orders and receiving vouchers).</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:32.06%;" class="hcp4">
|
||||
<p class="Help-Text" style="margin-left: 5.85pt;"><font class="hcp1">QB Status</font></p>
|
||||
<p class="Help-Text" style="margin-left: 5.85pt;"><font class="hcp6">(QuickBooks Desktop financial software</font> <font class="hcp6">users only)</font></p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp6">Vendor list only.</font> Displays the Financial Exchange status of the record: <span class="hcp5">N</span><font class="hcp1">ot Posted</font> (not yet sent to QuickBooks Desktop), <span class="hcp5">C</span><font class="hcp1">ompleted</font> (sent to QuickBooks Desktop), or <span class="hcp5">E</span><font class="hcp1">rror</font> (attempting to send QuickBooks Desktop resulted in an error). <a href="../qbpos_qb_data_exchange/financialexchange_verifytransaction.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p class="Help-Text"><a href="fields03.htm">Return to top</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
473
QB_Help_Web/POS_Help/qbpos_fields/fields04.htm
Normal file
473
QB_Help_Web/POS_Help/qbpos_fields/fields04.htm
Normal file
@@ -0,0 +1,473 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Receipt Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
img.hcp3 { border:none; }
|
||||
table.hcp4 { margin-left:2.25pt; }
|
||||
tr.hcp5 { vertical-align:top; }
|
||||
td.hcp6 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
span.hcp7 { font-weight:bold; }
|
||||
font.hcp8 { font-style:italic; }
|
||||
p.hcp9 { text-align:right; }
|
||||
font.hcp10 { font-weight:bold;
|
||||
font-style:normal; }
|
||||
p.hcp11 { font-weight:bold; }
|
||||
span.hcp12 { font-style:normal; }
|
||||
span.hcp13 { font-weight:bold;
|
||||
font-style:normal; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Receipt Fields</p>
|
||||
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receiptsoverview.htm">Sales Overview</a> <span class="hcp1">|</span> <a href="fields10.htm">Data Field Overview</a> <span class="hcp1">|</span> <a href="fields_capacities.htm">Program Capacities</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Refer to the table below for descriptions of each receipt field. Fields shown in brackets, e.g. <font class="hcp2">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> fields auto-filled by Point of Sale.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp4">
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp2">Field</font></p>
|
||||
</td>
|
||||
<td style="width:67.94%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp2">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Promo Code</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Used to record an optional promotional note on a receipt. Sales reports can be filtered by this field. You can also set your <a href="../qbpos_company_preferences/sysprefs07.htm">company preferences</a> to require an entry in this field.</p>
|
||||
<p class="Help-Text">For example, if you are having a mail promotion to celebrate your business anniversary, you could record an entry of <font class="hcp2">Anniv</font> for all sales made during the promotion. Later, you could run a sales report, filtered for the <span class="hcp7">Anniv</span> entry in the <font class="hcp2">Promo Code</font> field to evaluate the effectiveness of the promotion.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Store] <span style="font-weight: normal;"> (Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">The store from whose inventory the merchandise is being sold/returned. At Headquarters, can be changed to create a receipt for any store. At remote stores, this field defaults to the local store and cannot be changed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Date]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Defaults to today's date; but is editable subject to <a href="../qbpos_secadmin/secadmin10.htm">security rights</a>.  Never change your computer's system date for this purpose; doing so could result in lost data!</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Cashier]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">If security is used, the <font class="hcp2">Cashier</font> field is auto-filled with the name of the logged-in user and cannot be changed. If not using security, select a name from the drop-down list of defined employees.</p>
|
||||
<p class="Help-Text">(Pro) The cashier is the employee making the receipt and may be different than the sales <font class="hcp2">Associate</font>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Associate]</p>
|
||||
<p class="Help-Text"> (Pro)</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp8">(Optional Field)</font> Used to identify the employee to be paid a commission on the sale.</p>
|
||||
<p class="Help-Text"><font class="hcp8"><span style="font-style: italic;">Above the item list</span>:</font> Suggested as the logged in user (if security used) but can be edited to identify the sales associate for the receipt. If you change the associate after listing items, you are asked if you want to assign this associate to the items already listed.</p>
|
||||
<p class="Help-Text" style="font-style: italic;">In the receipt item list or Item Information window: Suggested as the same employee listed at the top of the form, but editable item-by-item. This allows commissions to be paid to multiple employees on a single receipt.</p>
|
||||
<p class="Help-Text"><font class="hcp8">Exception:</font> If the receipt was initiated from a customer order to sell the ordered items, the <font class="hcp2">Associate</font> field is populated with the associate recorded on the order.</p>
|
||||
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin_commissions.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Item Fields</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">These fields pertain to individual items being sold. See also <a href="fields02.htm">item fields</a> for a description of common item fields that may be available on receipts.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Item Name]<br>
|
||||
[Attribute]<br>
|
||||
[Size]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Item description fields; suggested from item record in inventory. Can be edited for individual sales if necessary.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Qty]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Sales Quantity: Suggested as 1. Directly edit or use the <span class="hcp7">Qty +</span> and <span class="hcp7">Qty</span> buttons to change.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Price]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Item unit sale price at the active price level. The default active price level is set in company preferences. Editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Ext Price]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Extended item price: <span class="hcp7">Qty</span> x <span class="hcp7">Price</span>. If you sell items costing a fraction of a cent, you can list a quantity and enter an extended price and Point of Sale will calculate and display the unit price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Original Price]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Item price at the active price level, from inventory. Does not change if <span class="hcp7">Price</span> field edited. Not editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right;">[Custom Price Levels]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Item price at each of your price levels, from inventory. Your custom price level names displayed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 18.00pt; text-align: right;">Item Discount Fields</p>
|
||||
<p class="Help-Text" style="margin-left: 18.00pt; text-align: right;"> </p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Entering a discount percent, amount, or changing the item price causes other discount fields to be auto-calculated. See <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">giving discounts</a> for more information.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right; font-weight: normal;">Discount %</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Item discount expressed as a percentage of the active price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right; font-weight: normal;">Unit Discount</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Discount amount per item unit being sold.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right; font-weight: normal;">Ext Discount</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Extended item discount. <span class="hcp7">Qty X Unit Discount</span>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right; font-weight: normal;">Discount Reason</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Can be used to filter sales reports. For manual item discounts, select from the discount reasons predefined in <a href="../qbpos_company_preferences/companyprefs_discounts.htm">company preferences</a>.</p>
|
||||
<p class="Help-Text">(Pro)  For <a href="../qbpos_price_manager/pm_discount_pricing.htm">Price Manager discounts</a> or <a href="../qbpos_customers/cust_rewards_oview.htm">customer rewards</a>, is auto-filled with reason from the applicable area.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right;">[Tax Code]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Suggested as the tax code assigned to the item in inventory. Select a different tax code to change the tax collected on this sale. <a href="../qbpos_recording_sales_and_returns/receipt1049.htm">Learn more about changing tax at time of sale.</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right;">[Tax %]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Tax percentage applied to the item. If multiple rates apply, this field is blank.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right;">[Tax]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Tax amount collected per item unit.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="hcp9">[Ext Tax]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Extended tax on item. <span class="hcp7">Qty x Tax</span>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right; font-weight: normal;">[Cost]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Average unit cost of the item as recorded in inventory. Not editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right;">[Receipt Cost]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Extended cost of receipt item. <span class="hcp7">Qty x Average Unit Cost</span>. Not editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right; font-weight: normal;">[Unit of Measure]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Used to indicate the measurement or quantity by which the item is sold. From inventory, such as case, each, lb., yard, etc. <a href="../qbpos_inventory/inven_unitofmeasure.htm">Learn more</a>.</p>
|
||||
<p class="Help-Text">(Pro) Can be added to printed documents, using the <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a>. If using <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a>, defaults to your sell-by unit but can be changed to sell by another unit.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp4">
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right;">Serial #</p>
|
||||
<p class="Help-Text" style="margin-left: 15.75pt; text-align: right;">(Pro)</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-style: italic;">Field used to <a href="../qbpos_basic_procedures/basic_serial_number.htm">track serial numbers</a> of sold items. Items can be designated as requiring a serial number entry on the item record in inventory (by selecting the <font class="hcp10">Prompt</font> option in the <font class="hcp10">Serial # Tracking</font> field,) in which case you will be prompted to enter a serial number for each unit of the item sold.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="margin-left: 10.35pt; text-align: right;">[Commission]<br>
|
||||
[Commission %]</p>
|
||||
<p class="Help-Text" style="margin-left: 10.35pt; text-align: right;">(Pro)</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Optional fields that display commission information for the sale, based on the employee recorded in the <font class="hcp2">Associate</font> field. <a href="../qbpos_secadmin/secadmin_commissions.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp4">
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text"><a href="fields04.htm">Return to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp2">Customer</font></p>
|
||||
<p class="Help-Text">[Name, Address and other information]</p>
|
||||
<p class="Help-Text">Not available in Point of Sale Free</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Customer information fields that display the name of the customer to whom the sale is being made. Also used as the customer lookup/search field. Read more about searching for and listing a customer on a receipt <a href="../qbpos_recording_sales_and_returns/receipt1029.htm">here</a>. You can require that a customer be listed on all receipts in company preferences.</p>
|
||||
<p class="Help-Text"><span class="hcp7">Individual Customers</span>: Customer full name, including specified combination and order of first and last names, and title is printed on receipts in the format specified in <a href="../qbpos_company_preferences/sysprefs10.htm">company preferences</a>.</p>
|
||||
<p class="Help-Text">(Pro) <span class="hcp7">Business Customers</span>: The customer company name is displayed. <a href="../qbpos_customers/cust_business.htm">Learn more</a>.</p>
|
||||
<p class="Help-Text">After listing a customer, use the <span class="hcp7">Edit</span>  button to view or edit the customer record.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="hcp11">Comments</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p>Used to record pertinent information about the sale. Printed on copy of receipt given to customer.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="hcp11">Totals Area</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p>These fields apply to the entire receipt and located at the bottom right.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Price Level]</p>
|
||||
</td>
|
||||
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Active receipt price level. Suggested as your <a href="../qbpos_company_preferences/sysprefs05.htm">default price level</a> from company preferences. Change by selecting a new level from the drop-down list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Subtotal]</p>
|
||||
<p class="help-text"> </p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">The sum of the extended prices for all items listed on a receipt.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Disc %</p>
|
||||
<p class="Help-Text" style="text-align: right;">Discount</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Global discount percent.</p>
|
||||
<p class="Help-Text">Global discount amount.</p>
|
||||
<p class="Help-Text">Global discounts are taken from the receipt subtotal and not spread across the sold items. Entering a value in either discount field causes the other to be auto-calculated. See <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">giving discounts</a> for more information.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Tax %]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Tax percentage applied to the sale. If multiple rates apply, or some items taxed and others not, this field is blank.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Tax]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Total tax amount collected on the sale.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Ship Date</p>
|
||||
<p class="Help-Text" style="text-align: right;">Shipping</p>
|
||||
<p class="Help-Text" style="text-align: right;">(Pro)</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Scheduled date of shipment.</p>
|
||||
<p class="Help-Text">Shipping charges.</p>
|
||||
<p class="Help-Text">Select <span class="hcp7">Ship These Items</span> to enter shipping information and charges. <a href="../qbpos_shipping/shipping_info.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Total</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Total amount due from customer (or to customer in case of a return). This amount is carried to the payment window.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Tax Location]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Current tax location is displayed in the receipt status bar at bottom of form. Defaults to the tax location specified in <a href="../qbpos_company_preferences/sysprefs08.htm">company preferences</a>. The tax location (for entire sale) or tax codes (for individual items) can be edited, if necessary. <a href="../qbpos_recording_sales_and_returns/receipt1049.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Printed Receipt Message]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">User-definable message, specified in <a href="../qbpos_company_preferences/companyprefs_receiptmessage.htm">company preferences</a>, which is printed on the copy of the receipt given to the customer. These messages are not displayed on screen and cannot be changed at the time of sale. For example, you could use the message field to print "We Appreciate Your Business" or your return policy on every receipt.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales history list fields</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">These fields are available only in the your list of saved receipts.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Receipt #]</p>
|
||||
<p class="help-text" style="text-align: right;"> </p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">Sequential number assigned to receipts as they are created.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="hcp9">[Receipt Type]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-style: italic;"><span class="hcp12">Indicates type of receipt:</span> <span class="hcp13">S</span><span class="hcp12"><font class="hcp10">ale</font>,</span> <span class="hcp13">R</span><span class="hcp12"><font class="hcp10">eturn</font>,</span> <span class="hcp13">P</span><span class="hcp12"><font class="hcp10">ayout</font>, or</span> <span class="hcp13">D</span><span class="hcp12"><font class="hcp10">eposit</font>.</span></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Status]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-style: normal;">Indicates status of receipt as: <span class="hcp7">R</span><font class="hcp2">egular</font>, <span class="hcp7">R</span><font class="hcp2">eversed</font>, <span class="hcp7">R</span><font class="hcp2">eversing</font>. <a href="../qbpos_recording_sales_and_returns/receipt1012.htm" style="font-style: normal;">Learn more about reversing receipts</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Payment</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">The payment method used for the receipt. If more than one payment method was used, <font class="hcp8">Split</font> is displayed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:32.06%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[QB Status]</p>
|
||||
</td>
|
||||
<td style="width:67.94%;" class="hcp6">
|
||||
<p class="Help-Text">If integrated with QuickBooks Desktop, displays the Financial Exchange status of the receipt: <font class="hcp2">not posted</font> (not yet sent to QuickBooks Desktop), <font class="hcp2">complete</font> (sent to QuickBooks Desktop), or <font class="hcp2">error</font> (attempting to send the receipt to QuickBooks Desktop resulted in an error). <a href="../qbpos_qb_data_exchange/financialexchange_verifytransaction.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="fields04.htm">Return to top</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
304
QB_Help_Web/POS_Help/qbpos_fields/fields05.htm
Normal file
304
QB_Help_Web/POS_Help/qbpos_fields/fields05.htm
Normal file
@@ -0,0 +1,304 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customer Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
img.hcp3 { border:none; }
|
||||
tr.hcp4 { vertical-align:top; }
|
||||
td.hcp5 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp6 { font-style:italic; }
|
||||
span.hcp7 { font-weight:bold; }
|
||||
font.hcp8 { font-family:"Wingdings 3";
|
||||
font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customer Fields</p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span class="hcp1">|</span> <a href="../qbpos_customers/customersoverview.htm">Customers Overview</a> <span class="hcp1">|</span> <a href="fields_capacities.htm">Program Capacities</a></p>
|
||||
<div style="float: none;">
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Refer to the table below for descriptions of each customer field. Fields shown in brackets, e.g. <font class="hcp2">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> fields prefilled by Point of Sale.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
|
||||
<table style="margin-left: 2.25pt;" cellspacing="0" width="378">
|
||||
<col style="width: 34.392%;">
|
||||
<col style="width: 65.608%;">
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Field</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Accept Checks?</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">The customers check-acceptance status, <font class="hcp6">Yes</font> or <font class="hcp6">No</font>. When <font class="hcp6">No</font> is selected, the cashier will be alerted when trying to accept payment by check on a receipt. With sufficient security rights (owner, manager, assistant manager pre-defined groups), the check can still be accepted at the users discretion.</p>
|
||||
<p class="Help-Text">If security is not used, the warning message is displayed, but any employee can accept the check.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Account Fields</p>
|
||||
<p class="Help-Text" style="margin-left: 12px;">Charge Account</p>
|
||||
<p class="Help-Text" style="margin-left: 12px;">[Account Limit]</p>
|
||||
<p class="Help-Text" style="margin-left: 12px;">[Account Balance]</p>
|
||||
<p class="Help-Text" style="margin-left: 12px;">[Available Credit]</p>
|
||||
<p class="Help-Text" style="margin-left: 12px;">[Past Due]</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Select the <span class="hcp7">Charge Account</span> check box to allow charge account for this customer and then enter a credit limit.</p>
|
||||
<p class="Help-Text">Customer's current charge account limit, balance, and remaining credit available always displayed here and available to view from sales receipts.</p>
|
||||
<p class="Help-Text">If a new charge sale exceeds the available credit, Point of Sale blocks the charge. <a href="../qbpos_customers/cust911.htm">Learn more</a>.</p>
|
||||
<p class="Help-Text">The Past Due amount comes from your QuickBooks Desktop financial software. You can <a href="../qbpos_customers/cust_pastdueacct.htm">block additional charges</a> when an account is in a past due state.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Address fields</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Bill To Address: The customers complete mailing address.</p>
|
||||
<p class="Help-Text">(Pro) Ship To Address: Address where customer prefers to receive shipped merchandise. Default is same as Bill To address. Clear the check box and enter a different Ship To address as necessary. When making sales to this customer, <a href="../qbpos_shipping/shipping_info.htm">shipping information</a> can be added to the sales document.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Alt Contact</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Allows for an alternate contact name for the customer.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Company</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Name of the customers company.<br>
|
||||
(Pro) Required when <span class="hcp7">Track by Company</span> is selected for a <a href="../qbpos_customers/cust_business.htm">business customer</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;"><span class="hcp7">Customer Discount</span></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text"><span class="hcp7">Percent:</span> A percentage discount automatically suggested against the active price level to items listed on a receipt, layaway, or sales order made for the customer. You decide whether to apply the discount or not at the time of sale. Editable (subject to security rights).</p>
|
||||
<p class="Help-Text"><span class="hcp7">Price Level:</span> Use to assign one of your predefined <a href="../qbpos_inventory/inven_pricelevels.htm">price levels</a> to the customer. When making a receipt for this customer you will be prompted to apply the specified price level, which you can choose to do or not at your discretion.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Customer ID (Pro)<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
 </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Custom Fields 1-7 (Pro)<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
<br>
|
||||
 </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Customer Notes</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text"><a href="../qbpos_customers/cust_ID_cards.htm">Customer identification number</a>; can be used to print barcoded ID cards. Those cards can then be scanned to add a customer to a sales receipt. Automatically generated by Point of Sale; editable but use the link above read about the special format of this number before making changes.</p>
|
||||
<p class="Help-Text">Custom fields can be used to enter any other customer information you need to track. Once defined, the fields can be used to filter lists and reports, and can be added to your printed documents using <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a>.  <a href="fields_custom.htm">Learn more</a>.</p>
|
||||
<p class="Help-Text">Use to record optional information about the customer, e.g. birthday, requested items, clothing sizes, etc. Customer notes are not exchanged with QuickBooks Desktop financial software.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Customer Type</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Use to categorize your customers in ways that are meaningful to your business, such as their geographic location, or how they first heard about your business. <a href="../qbpos_customers/cust936.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">E-mail<br>
|
||||
<br>
|
||||
 </p>
|
||||
<p class="Help-Text" style="font-weight: bold;"> </p>
|
||||
<p class="Help-Text" style="margin-left: 43px;">OK to<br>
|
||||
e-mail this customer</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Customers e-mail address. Entry allows you to send <a href="../qbpos_customers/cust_emailing.htm">send e-mail</a> or to <a href="../qbpos_basic_procedures/basic_email_documents.htm">e-mail documents</a> to the customer.</p>
|
||||
 
|
||||
<p class="Help-Text">Check box indicates if customer is willing to receive e-mail communications. Clear the check box if customer wishes to "opt out" of your e-mail communications. <a href="../qbpos_customers/cust_email_mktg.htm">Learn more about e-mail marketing</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Full Name</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Displayed on documents and is comprised of <font class="hcp2">First</font>, <font class="hcp2">Last</font>, and <font class="hcp2">Title</font> in the order specified in <span class="hcp7">P</span><font class="hcp2">references</font> <font face="Wingdings 3" class="hcp8"></font> <font class="hcp2">Company</font> <font face="Wingdings 3" class="hcp8"></font> <font class="hcp2">Sales</font>.</p>
|
||||
<p class="Help-Text">(Pro) For business customers: If <span class="hcp7">Track by Company</span> is selected on the customer record, then the company name is always displayed in the <span class="hcp7">Full Name</span> field.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 24px;">First Name</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Customer's first name.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 24px;">Last Name</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Customer's last name. Required for individual customers.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 24px;">Title</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Title for customer name: Mr., Mrs., or Ms.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Last Sale]</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">The date of the customer's last purchase. Automatically updated when a receipt is updated.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Phone</p>
|
||||
<p class="Help-Text"><font class="hcp2">Phone 2</font></p>
|
||||
<p class="Help-Text"><font class="hcp2">Alt Phone</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Three phone numbers, each up to 15 characters, allowing entry of an area code and a notation such as <font class="hcp6">H, F</font> or <font class="hcp6">WK</font>.</p>
|
||||
<p class="Help-Text"><font class="hcp2">Note:</font> For easy customer lookup by phone number, use a consistent format when entering the numbers. We suggest typing in the area code last so you can quickly find a customer by his or her basic seven-digit number. You can use or omit the hyphen, but you must be consistent in order to be able to search by phone number. Example: <font class="hcp6">854-4207 (818) H</font>.</p>
|
||||
<p class="Help-Text">If desired, the <font class="hcp2">Alt</font> <font class="hcp2">Phone</font> field can be used to sort, search, and look up customers by information other than a second phone number. For example, you could enter customer driver license numbers and then search and look up your customers by entering their driver license numbers. (Subject to local regulations).</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">QB Status</p>
|
||||
<p class="Help-Text" style="font-style: italic;">(QuickBooks Desktop financial software users only)</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp6">Customer list only.</font> Displays the Financial Exchange status of the record: <span class="hcp7">N</span><font class="hcp2">ot Posted</font> (not yet sent to QuickBooks Desktop), <span class="hcp7">C</span><font class="hcp2">ompleted</font> (sent to QuickBooks Desktop), or <span class="hcp7">E</span><font class="hcp2">rror</font> (attempting to send QuickBooks Desktop resulted in an error). <a href="../qbpos_qb_data_exchange/financialexchange_verifytransaction.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Rating]</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Graphical indicator of customer purchase volume over time, based on user-defined time period and familiar five-star system. <a href="../qbpos_customers/cust_ratings.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Rewards Member (Pro)</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Check box to indicate customer participates in your rewards program. Can be added as a column to your customer list and used to filter the list and various reports. If the rewards program is active, a Rewards tab is added to the customer form with specific reward information for the customer. <a href="../qbpos_customers/cust_rewards_oview.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Tax Location</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Specify a <a href="../qbpos_basic_procedures/sales_tax/basic_tax_locations.htm">tax location</a> to be used for this customer on sales. When making a sale to the customer, Point of Sale will prompt you to use this tax location.</p>
|
||||
<p class="Help-Text">Note:If <font class="hcp2">Tax-Exempt</font> is selected for the customer (see below),a hidden exempt location is automatically applied and this filed is disabled. .</p>
|
||||
<p class="Help-Text">The <span class="hcp7">Tax Location</span> column/field can be added to your customer <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">list</a> or <a href="../qbpos_basic_procedures/basic_customizesummarypane.htm">information panel</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">Tax-Exempt</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">If checked, no sales tax is collected on sales to this customer.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Track by Company (Pro)</p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Select this check box to use the company name throughout the program (in the <span class="hcp7">Full Name</span> field) and to add a <span class="hcp7">Customer PO#</span> field to sales receipts and customer orders, allowing you to track transactions by the customer PO number. <a href="../qbpos_customers/cust_business.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Use with QuickBooks Desktop</p>
|
||||
<p class="Help-Text"><font class="hcp6">(QuickBooks Desktop financial software</font> <font class="hcp6">users only)</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">Select to share the customer information with QuickBooks Desktop financial software. Required to offer a store charge account to the customer. Default selection can be specified in <a href="../qbpos_company_preferences/sysprefs10.htm">company preferences</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:34.392%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp2">ZIP</font></p>
|
||||
</td>
|
||||
<td style="width:65.608%;" class="hcp5">
|
||||
<p class="Help-Text">ZIP code or other postal code, up to 10 characters (e.g., 12345-6789).</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p class="Help-Text"><a href="fields05.htm">Return to top</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
351
QB_Help_Web/POS_Help/qbpos_fields/fields06.htm
Normal file
351
QB_Help_Web/POS_Help/qbpos_fields/fields06.htm
Normal file
@@ -0,0 +1,351 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Purchase Order Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
img.hcp3 { border:none; }
|
||||
span.hcp4 { font-weight:bold; }
|
||||
table.hcp5 { margin-left:2.25pt; }
|
||||
tr.hcp6 { vertical-align:top; }
|
||||
td.hcp7 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
font.hcp8 { font-weight:bold;
|
||||
font-style:italic; }
|
||||
p.hcp9 { text-align:right; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Purchase Order Fields</p>
|
||||
<p class="Help-Text"><a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a> <span class="hcp1">|</span> <a href="fields10.htm">Data Field Overview</a> <span class="hcp1">|</span> <a href="../qbpos_purchasing/po602.htm">Creating a PO</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Refer to the table below for descriptions of each purchase order (PO) field. Fields shown in brackets, e.g. <font class="hcp2">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> fields auto-filled by Point of Sale. * designates a required field.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the list columns</a> to add them.</p>
|
||||
<p class="Help-Text">See also <a href="fields02.htm">item fields</a> for a description of common item fields that may appear on purchase orders.</p>
|
||||
<p class="Help-Note"><span class="hcp4">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp5">
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Usage</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[PO #]*</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">By default, a sequential number, starting with 1.</p>
|
||||
<p class="Help-Text">If preferred, you can precede the number with a text string, such as the vendor name, vendor code, or the name of the associate making the PO. You can also change the starting number. See <a href="../qbpos_company_preferences/sysprefs06.htm">company preferences</a>.</p>
|
||||
<p class="Help-Text">Follow the instructions provided on the help sidebar on the preference page.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendor*</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Required. The company name identifying the vendor listed on the PO. Select a vendor from the drop-down list, press <font class="hcp8">(<F4>)</font> to go to your vendor list, or select the <span class="hcp4">F</span><font class="hcp2">ind Vendor</font> button to search by keyword.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Status]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The current status of the purchase order. Automatically set to <span class="hcp4">O</span><font class="hcp2">pen</font> on new POs and <span class="hcp4">C</span><font class="hcp2">losed</font> on filled POs. <a href="../qbpos_purchasing/po_status_tracking.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Associate]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The associate creating the PO. Automatically filled with the logged in users name or, if security is not used, name can be selected from the drop-down list of defined employees.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Date Fields:</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Most date fields are editable. Select <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> <font class="hcp8">(<F4>)</font> to access a pop-up calendar.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="margin-left: 27.00pt; text-align: right;">[Order Date]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Default: the date when the PO was created. Editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="margin-left: 27.00pt; text-align: right;">[Ship Date]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">PO Ship Date: Enter the estimated shipping date for the order. Included on merchandise on-order reports.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="margin-left: 27.00pt; text-align: right;">[Cancel Date]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Optional field. Enter the date after which delivery may be refused. You can be alerted when receiving items against a PO past is cancel date via a <a href="../qbpos_company_preferences/companyprefs_receiving.htm">company preference</a> setting, but can still accept the shipment at your discretion. If this preference is not set, the Cancel date is ignored.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right; margin-left: 36px;">[Payment Due]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Calculated date field. <font class="hcp2">Ship Date + Net Due Days</font> from terms. Included for planning and reporting purposes.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Item Fields</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">These fields are located in the item list on the purchase order form.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">Ordered (Qty)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Order Quantity: In the purchase order item list. Enter the quantity being ordered for the item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[On Order]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">On-Order Quantity: The quantity currently on order for the item. Updated with this POs order quantity when saved. May include order quantities from other POs.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[Received]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Received Quantity: The ordered item quantity already received on receiving vouchers.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[Due]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Due Quantity: The item quantity remaining to be received.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[Cost]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Order Cost: The cost at which an item is being ordered on the PO. Suggested as the current inventory <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_ordercost">order cost</a>, but can be edited, as necessary. Up to five decimal places can be entered and are used in program calculations; though only two decimals are displayed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: normal;">[Ext Cost]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Extended cost: The quantity ordered multiplied by the unit cost. Editable.</p>
|
||||
<p class="Help-Text">If ordering items with fractional cent costs, you can enter the quantity and extended cost, and Point of Sale will calculate the unit cost. Two decimals are displayed; five are stored and used in calculations.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Avail Qty]<br>
|
||||
(Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Available Quantity. Quantity available for immediate sale. Equal to on-hand quantity less quantity committed on active customer orders. <a href="../qbpos_inventory/inven_avblqty_tracking.htm">Learn More</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Unit of Measure]</p>
|
||||
<p class="Help-Text" style="text-align: right;"> (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Used to display or change the unit (size) of the item being ordered when using the <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> feature. Defaults to your default order-by unit.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Totals Fields</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">These fields apply to the entire PO and are displayed at the bottom of the PO form and typically also in the purchase order list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[SubTotal]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: normal;">The total cost (sum of extended item costs) of the PO before applying any discounts or fees.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">Discount %</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Discount Percentage: Enter a percentage <a href="../qbpos_purchasing/po614.htm">discount</a> applicable to the PO. Discounts are applied to the PO subtotal. Entering a discount percentage causes the <font class="hcp2">Discount</font> (amount) field to be automatically calculated.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">Discount</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Discount Amount: Enter the amount of any discount applicable to the PO. Discounts are applied to the PO subtotal. Entering an amount causes the <font class="hcp2">Discount %</font> field to be automatically calculated.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">Fee</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Enter any <a href="../qbpos_purchasing/po615.htm">fee</a> applicable to the PO. For example, a special handling fee might be applied to an order.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Total]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total PO amount after discounts and fees are applied.</p>
|
||||
<p class="Help-Text">Total = Subtotal Discount + Fee</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Qty Ordered]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total PO quantity ordered, combined for all items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Qty Received]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total document quantity received to date.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="hcp9">[Unfilled %]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The percentage of the total PO quantity that has not yet been received. Updated when a voucher that references the PO is updated.</p>
|
||||
<p class="Help-Text">Unfilled % = (Qty Due / Qty Ordered) X 100</p>
|
||||
<p class="Help-Text"><a href="../qbpos_purchasing/po632.htm">See PO fill status</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="hcp9">[Total Due]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total document quantity remaining to be received. Updated by receiving vouchers.</p>
|
||||
<p class="Help-Text">Due = Qty Ordered Qty Received.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Instructions</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">1) Field on PO form for entering instructions to vendor regarding the order. <a href="../qbpos_purchasing/po_instructionscomments.htm">Learn more</a>.</p>
|
||||
<p class="Help-Text">2) Up to two lines of optional text that print on POs, but are not displayed on-screen. Defined in <a href="../qbpos_company_preferences/sysprefs06.htm">company preferences</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[No of Items]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">In PO List only: The total number of items (SKUs, not units) ordered on the PO.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp5">
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Lay/SO/WO#]<br>
|
||||
(Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">PO list. If you <a href="../qbpos_customer_orders/custorder_generatepo.htm">generated</a> the PO from a customer order, the order number populates this field for cross-reference.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Ship To Store/Address  (Pro)</p>
|
||||
<p class="Help-Text" style="font-weight: bold;"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Bill To Store/Address  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The number and address for the store being shipped the ordered merchandise.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
 
|
||||
<p class="Help-Text">The number and address for the store where vendor should send the bill for the purchased merchandise.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p class="Help-Text"><a href="fields06.htm">Return to top</a></p>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Program capacities</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
368
QB_Help_Web/POS_Help/qbpos_fields/fields07.htm
Normal file
368
QB_Help_Web/POS_Help/qbpos_fields/fields07.htm
Normal file
@@ -0,0 +1,368 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="MS-HAID" content="Fields">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Voucher Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
span.hcp3 { font-weight:bold; }
|
||||
table.hcp4 { margin-left:3.15pt; }
|
||||
tr.hcp5 { vertical-align:top; }
|
||||
td.hcp6 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
p.hcp7 { text-align:right; }
|
||||
td.hcp8 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
background-color:Transparent; }
|
||||
a.hcp9 { font-style:normal; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Voucher Fields</p>
|
||||
<p class="Help-Text"><a href="../qbpos_receiving/vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">| <a href="../qbpos_receiving/vouch702.htm">Creating a New Voucher</a></span></p>
|
||||
<div style="float: none;">
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Refer to the table below for descriptions of each voucher field. Fields shown in brackets, e.g. <font class="hcp1">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> fields auto-filled by Point of Sale.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
|
||||
<p class="Help-Note"><span class="hcp3">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp4">
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp1">Field</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp1">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendor*</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The vendor from whom the merchandise is received. Select the vendor in this drop-down list or choose <span class="hcp3">S</span><font class="hcp1">elect From Vendor List</font> <font style="font-weight: bold; font-style: italic;">(<F4>)</font>. Brought from a referenced PO, if applicable. Required field.</p>
|
||||
<p class="Help-Text">Upon entry, Point of Sale alerts you if open POs exist for the vendor.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[PO #]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The number of the purchase order that the voucher is receiving against.  Displays "Multiple POs" if receiving against more than one PO.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Date]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The date when the voucher was created. Default: todays date. Editable with security rights. </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp1">[Associate]</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The person making the voucher. Populated with the logged-in user, if logins required.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Item Fields</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">These fields pertain to the received items listed on the voucher. See also I<a href="fields02.htm">tem Fields</a> for a description of common item fields that may be available.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Qty]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The number of units of an item received (or returned) on the voucher. From a referenced PO or suggested as one (1). Editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Unit Cost]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">For a voucher line item, the unit cost at which an item is being received (or returned).</p>
|
||||
<p class="Help-Text">Default: The order cost from a referenced PO, or the current inventory <font class="hcp1">Order Cost</font>. Editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Ext Cost]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Extended cost: For a voucher line item, the <font class="hcp1">Qty</font> x <font class="hcp1">Voucher Cost</font>.</p>
|
||||
<p class="Help-Text">If receiving items with fractional cent costs, you can enter the quantity and extended cost, and Point of Sale will calculate the unit cost. Enter up to five decimals; only two decimals are displayed; but five are stored and used in calculations.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Original Order Qty]</p>
|
||||
</td>
|
||||
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">If referencing a PO, the item quantity ordered on the PO.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Order Qty Difference]</p>
|
||||
</td>
|
||||
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The difference between the quantity that was ordered on a referenced PO and the quantity actually received.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp4">
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="hcp7">Serial #  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p>Used to record serial numbers of received items. <a href="../qbpos_basic_procedures/basic_serial_number.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="hcp7">[Unit of Measure]  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p>Used to display or change the unit (size) of the item being received when using the <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> feature. Defaults to your purchase-by unit or the unit from a referenced PO</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p style="font-weight: bold;">[Store] <span style="font-weight: normal;"> (Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p>The store receiving or returning the merchandise. At Headquarters, can be changed to create a voucher for any store. At remote stores, this field defaults to the local store and cannot be changed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp4">
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp8">
|
||||
<p class="Help-Text"><a href="fields07.htm">Return to top</a></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp8">
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Comments</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Text field for recording any pertinent information about the shipment. Select <span class="hcp3">Edit Comments</span> from the I Want to Menu if you need additional space. Comments are printed on the voucher.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text"><font class="hcp1">Billing Information Fields</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">These fields appear only if you have elected to <a href="../qbpos_receiving/voucher_billinginfo.htm">enter vendor billing information in Point of Sale</a> in company preferences. These fields are editable even after the voucher is saved. This information affects how the voucher is <a href="../qbpos_qb_data_exchange/qbfs_receivingvouchers.htm">sent to QuickBooks Desktop financial software</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Already Paid</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Select this check box if you have already prepaid for the items, such as with a credit card.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Payee Name]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Who is to be paid for the merchandise. Suggested as the vendor entered at the top of the voucher, but can be edited to another vendor from your vendor file.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Terms]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Terms of payment. From the payee record, or if applicable, carried from a referenced PO. Can be edited for individual vouchers. <a href="../qbpos_vendors/vend359.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Bill Date</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Enter the billing date from the vendors invoice.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Invoice Due]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The date that payment for the invoice is due to the vendor. Calculated from Bill Date and Terms.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Invoice/Ref #</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Use to record the vendors invoice (bill) number for the shipment. <span class="hcp3">Important</span>: The entry in this field tells Point of Sale you have received the invoice and that the voucher should be sent to your Accounts Payable in QuickBooks Desktop.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[SubTotal]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The sum of all extended item costs before discounts, fees, and freight are applied.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Discount,Fee, and Freight  Fields</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Entered by selecting <span class="hcp3">Enter Discount/Fee/Freight</span> from the I Want To menu. Displayed in voucher totals area. These amounts may optionally be spread across the cost of the items being received. <a href="../qbpos_receiving/voucher_spreadcosts.htm">Learn more about spreading these amounts.</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">Discount %</p>
|
||||
<p class="Help-Text" style="text-align: right;">Discount (amount)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Enter a discount percent or amount. Making an entry in one field results in the other being calculated. If referencing a PO with a discount entered, the <a href="../qbpos_purchasing/po614.htm">PO discount</a> is proportionally carried to the voucher. These fields are editable after the voucher is saved, if not spread across items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: normal;">Freight</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Use to record freight charges. This field is editable after the voucher is saved, if not spread across items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right; font-weight: normal;">Fee</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Use to record vendor charges such as order fees. If referencing a PO with a fee entered, you are alerted and can transfer the fee to the voucher at your discretion. This field is editable after the voucher is saved, if not spreading across items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Total]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">The voucher total after all discounts, fees, and freight are applied.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Printed Message]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Not displayed on voucher form. One or two lines of optional text, defined in <a href="../qbpos_company_preferences/companyprefs_receiving.htm">company preferences</a>, that is printed on vouchers.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">Receiving History List Fields</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">These fields are displayed only in your list of saved vouchers. You may have to <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the list columns</a> to see them.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Voucher #]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-style: normal;">Sequential document number, assigned by Point of Sale.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Type]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-style: normal;">Type of voucher: <span class="hcp3">R</span><font class="hcp1">eceiving</font> or <span class="hcp3">R</span><font class="hcp1">eturn</font>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[Status]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">Receiving History list. Indicates status of voucher: <font class="hcp1">Regular</font>, <span class="hcp3">R</span><font class="hcp1">eversed</font>, or <span class="hcp3">R</span><font class="hcp1">eversing</font>. See R<a href="../qbpos_receiving/vouch723.htm" class="hcp9">eversing a Voucher</a> for more information on reversing.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp5">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="text-align: right;">[QB Status]</p>
|
||||
<p class="Help-Text" style="font-style: italic; text-align: right;">(QuickBooks Desktop financial software users only)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-style: normal;">Receiving History list. Displays the status of financial exchange for a voucher: <span class="hcp3">N</span><font class="hcp1">ot Posted</font> (not yet sent to QuickBooks Desktop), <span class="hcp3">C</span><font class="hcp1">omplete</font> (sent to QuickBooks Desktop), <span class="hcp3">U</span><font class="hcp1">nbilled Purchases</font> (merchandise has been received on a voucher but has yet to be billed), or <font class="hcp1">error</font> (attempting to send the voucher to QuickBooks Desktop resulted in an <a href="../qbpos_qb_data_exchange/qbdata08.htm" class="hcp9">error</a>). <a href="../qbpos_qb_data_exchange/financialexchange_verifytransaction.htm" class="hcp9">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="fields07.htm">Return to top</a></p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data field overview</a></p>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Program capacities</a></p>
|
||||
<div style="width: 100%; position: relative;" id="footer">
|
||||
<p> </p>
|
||||
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp2">  Additional online resources. Internet connection required.</p>
|
||||
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
|
||||
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
|
||||
</div><script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
318
QB_Help_Web/POS_Help/qbpos_fields/fields08.htm
Normal file
318
QB_Help_Web/POS_Help/qbpos_fields/fields08.htm
Normal file
@@ -0,0 +1,318 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Adjustment Memo Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
table.hcp3 { margin-left:2.25pt;
|
||||
vertical-align:Center; }
|
||||
tr.hcp4 { vertical-align:top; }
|
||||
td.hcp5 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
td.hcp6 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
background-color:Transparent; }
|
||||
span.hcp7 { font-weight:normal; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1">Adjustment Memo Fields</p>
|
||||
<p class="Help-Text"><a href="../qbpos_adjustments/memosoverview.htm">Adjustments Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_adjustments/memo1303.htm">Creating an Adjustment Memo</a></p>
|
||||
<div>
|
||||
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
|
||||
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Refer to the tables below for descriptions of each adjustment memo field. Fields shown in brackets, e.g. <span class="hcp1">[field name]</span>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> fields auto-filled by Point of Sale.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
|
||||
<p class="Help-Text">See also <a href="fields02.htm">item fields</a> for a description of common item fields that may appear on documents.</p>
|
||||
<p class="help-text"> </p>
|
||||
<p class="Help-Heading-2">Cost Memos Fields:</p>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp3">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Usage</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><span class="hcp1">[Old Cost]</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Item List: Average unit cost for this item before adjustment.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp6">
|
||||
<p class="Help-Text" style="font-weight: bold;">New Cost</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp6">
|
||||
<p class="Help-Text">In Item List: Enter the adjusted average unit cost.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Diff Cost]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Item List:  Difference in cost for the item: New Cost Old Cost</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Old Value]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Totals area and Adjustment history: The total cost for all items listed on the memo before the adjustment.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[New Value]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Totals area and Adjustment history: The total cost for all items listed on the memo after the adjustment.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Value Change]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Totals area and Adjustment history: Total difference in cost for all items on the memo. New Value Old Value</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Qty On-Hand]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Totals area and Adjustment history list: Total combined quantity on-hand for all items on this memo.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Current Qty]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Item list: Current item on-hand quantity. This dynamic field shows the current inventory quantity, even when viewing saved cost memos (i.e. not the quantity at the time memo was created).</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Quantity Memos Fields:</p>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp3">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Usage</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Old Qty]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Item List: Quantity on hand for this item before adjustment.</p>
|
||||
<p class="Help-Text">In Totals area and Adjustment History:  Total quantity on hand for all items on this memo before adjustment.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">New Qty</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Item List: Enter the adjusted quantity for the item. Becomes the new inventory quantity after saving.</p>
|
||||
<p class="Help-Text">In Totals area and Adjustment history: Total quantity on hand for all items on this memo after adjustment. Not editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Diff Qty]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Item List: Difference in quantity for the item: New Qty Old Qty</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Qty Change]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Totals area and Adjustment history: Total difference in quantity for all items on the memo: New Qty Old Qty</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Value Change]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In Totals and Adjustment history: Total difference in inventory value due to the quantity changes recorded on the memo. For example, if an item costs $5, and the quantity changes from 5 to 4, the value change is -$5. If the quantity changes from 5 to 7, the value change is $10.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp3">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Serial # <span class="hcp7">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Optional: Used to record item <a href="../qbpos_basic_procedures/basic_serial_number.htm">serial number(s)</a> for the adjusted quantities.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp3">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Store] <span class="hcp7"> Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Headquarters only. Select the store for which you are making the adjustment memo. Default is Headquarters store. Editable</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Common Memo Fields:</p>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp3">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Field</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Usage</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Associate</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">The employee making the memo. Auto-filled if requiring employee login. If not requiring login, optionally select a name from the drop-down list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Comment</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">For many actions in which memos are automatically generated, the <span class="hcp1">Comment</span> field will contain a description of why the memo was created. For example, Assembly created from inventory is the comment for a memo generated when assembly items are created. For manually created memos, enter a comment at your discretion.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Date</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">The date the memo was created. Editable, subject to security rights.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;"><span class="hcp1">[QB Status]</span></p>
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">(QuickBooks financial software users only)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">In Adjustment History list: Displays the status of Financial Exchange for a memo: <span class="hcp1">Not Posted</span> (not yet sent to QuickBooks), <span class="hcp1">Complete</span> (sent to QuickBooks), or <span class="hcp1">Error</span> (attempting to send the memo to QuickBooks resulted in an error). <a href="../qbpos_qb_data_exchange/financialexchange_verifytransaction.htm">Learn more</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Reason</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Required field.  Enter the reason for the adjustment or select from the drop-down list of predefined reasons.</p>
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">In the case of system-generated memos, the <span class="hcp1">Reason</span> field will be auto-filled: adjustment when manually adding items to inventory (<span class="hcp1">Man Adj</span>), building an assembly (<span class="hcp1">CreatAsm</span>), breaking an assembly (<span class="hcp1">Brk Asm</span>), etc.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">[Source]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">The action or module that created the memo: manually created memo <span class="hcp1">(Manual</span>), reversed in memo module (<span class="hcp1">Reverse</span>), physical inventory (<span class="hcp1">Physical</span>) inventory adjustment (<span class="hcp1">Inventory</span>), Assembly item (<span class="hcp1">Assembly</span>).</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">[Status]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">In Adjustment History list: Shows the memo status: <span class="hcp1">Regular</span>, <span class="hcp1">Reversed</span>, or <span class="hcp1">Reversing</span>.  <a href="../qbpos_adjustments/memo1308.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">[Type]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">In Adjustment History list: The inventory value being adjusted: Quantity or Cost.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">[Qty On-Hand]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">In Totals area and Adjustment history list: Total combined quantity on-hand for all items on this memo.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">[Current Qty]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">(Item list) Current item on-hand quantity in inventory. This dynamic field shows the current inventory quantity, even when viewing former cost memos (i.e. not the quantity at the time memo was created).</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp3">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold; border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">[Unit of Measure] (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;">Used to display the base unit of measure (size) of the item being adjusted when using the <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> feature. Read only.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text" style="border-left-color: #008000; border-top-color: #008000; border-right-color: #008000; border-bottom-color: #008000;"> </p>
|
||||
<p class="Help-Text"><a href="fields08.htm">Return to top</a></p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data fields overview</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
384
QB_Help_Web/POS_Help/qbpos_fields/fields09.htm
Normal file
384
QB_Help_Web/POS_Help/qbpos_fields/fields09.htm
Normal file
@@ -0,0 +1,384 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customer Order Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
td.hcp5 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px;
|
||||
background-color:Transparent; }
|
||||
span.hcp6 { font-weight:bold; }
|
||||
font.hcp7 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customer Order Fields</p>
|
||||
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_overview.htm">Customer Order Overview</a> <span style="color: #c0c0c0;">|</span> <a href="fields_capacities.htm">Program Capacities</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Refer to the table below for descriptions of each customer order field. Fields shown in brackets, e.g. <font class="hcp1">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> fields auto-filled by Point of Sale.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
|
||||
<p class="Help-Text">See also <a href="fields02.htm">item fields</a> for a description of common item fields that may appear on documents.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
|
||||
<table style="margin-left: 2.25pt;" cellspacing="0" width="414">
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" bgcolor="#E6E6E6" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">Field</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" bgcolor="#E6E6E6" class="hcp4">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;"><font class="hcp1">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 4.50pt;"><font class="hcp1">[Address]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text">Contains the company name (if any), the address, and phone number for the customer listed on the order. Taken from the customers record. To edit a customers information, click the <font class="hcp1">Edit</font> button next to this field to open the appropriate record for editing.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Amount]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">On the Payment History screen. The amount of a particular deposit.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Assigned</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Work order only. Select the employee to whom the service job is to assigned. Suggested as the logged in employee. As the work progresses, this field can be edited as necessary. The Assigned field can be used to filter the work order list and reports.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Associate]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Header and item list. Suggested as the logged in employee, but can be edited for the entire document (header field) or item-by-item (in the item list) for the purpose of tracking sales <a href="../qbpos_secadmin/secadmin_commissions.htm">commissions</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Balance Due]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">The balance remaining on the customer order. <span class="hcp6">(Total Deposit Balance)</span></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Cashier]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Auto-filled with the logged in employees name and cannot be changed if logins are required.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Commission %]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list. The commission rate assigned to the specified Associate, if item eligible for commissions.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Commission Amount]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list. The commission amount for the item, based on the item price and the Associates commission percentage, if item eligible for commissions.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Customer</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Required. The customers name with title, or company name, from the customer record. This field is also used as a customer lookup/search field. Enter a customers first or last name, company name, phone number, or a search keyword and press <font style="font-weight: bold; font-style: italic;"><Enter></font> or click the <font class="hcp1">Find Customer</font> button.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Customer PO #</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp4">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">On orders for customers being tracked as <a href="../qbpos_customers/cust_business.htm">businesses</a>, this field is added to the Customer Info section of the order. Use to record the customer's purchase order number.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Deposit Balance]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">The sum of all deposits received, less any deposits already applied toward sale.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Dep Receipt #]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Payment History screen. Deposit receipt number; sequential number assigned to the receipt used to record the deposit.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Description of problem</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Work orders only. Use to record the service to be performed and any special instructions. Select the <span class="hcp6">E</span><font class="hcp1">dit Instructions</font> icon in this field if more space is needed.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Discount Fields<br>
|
||||
 </p>
|
||||
<p class="Help-Text">   Discount</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Enter any discount amount or percent and Point of Sale calculates the others.</p>
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Totals area: Global discount amount for the customer order.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text">   Discount %</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list: A percentage discount applied to the specific item price.</p>
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Totals area: A global percentage discount applied to the entire document (subtotal).</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text">   Unit Discount</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list: A discount amount applied to the specific item price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text">   Ext Discount</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list: Extended item discount. <span class="hcp6">(Order Qty x Unit Discount)</span></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text">   Disc Type</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list. Allows you to specify the reason for an item discount. Discount types can be customized in <a href="../qbpos_company_preferences/companyprefs_discounts.htm">company preferences</a> and used to filter reports.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[</font><font class="hcp1"><Document></font> <font class="hcp1">#]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Examples: <font class="hcp1">Layaway #</font>, <font class="hcp1">Sales Order #</font>, or <font class="hcp1">Work Order #</font>. Sequential number assigned by Point of Sale using a separate sequence for each order type. The numbering format can be customized for each order type in <a href="../qbpos_company_preferences/sysprefs11.htm">company preferences.</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Due Date</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Used on work orders to record the expected completion date.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Ext. Price]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list. The extended price of a customer order item (<font class="hcp1">Price X Qty</font>)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Instructions</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Layaways/Sales Orders. Optional instructions field. Click the edit instructions field for more room to record notes.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Order Date]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">The date the customer order was created. Default: the current date.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Ordered</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list: The quantity of an item being ordered. Suggested as one (1) or the <a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic335.htm');return false;">Doc Qty<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> transferred from inventory. Editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Payment]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Payment History screen. The payment type (cash, credit card, check, etc.) used to make the deposit.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Price</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list. The price of the item for this particular customer order. Suggested is the inventory price for the current price level. Enter new price if necessary; entries here do not affect inventory prices.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Price Level</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">The price level applied to the order. Select a new price level from the drop-down list to change.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Promo Code</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Optional field used to record a miscellaneous note on a customer order, such as a note identifying a special sale. An entry in this field can be required in by a <a href="../qbpos_company_preferences/sysprefs07.htm">company preference</a> and used to filter reports.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Qty Due]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list. The item quantity remaining to be received by the customer.  (<span style="margin-left: 1.45pt;"><font class="hcp1">Qty Due</font> =<font class="hcp1">Ordered</font> <font class="hcp1">Sold)</font></span></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Reverse]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Payment History screen. If a receipt used to take a deposit has been reversed, <font class="hcp7">Reversed</font> is displayed in this field. Receipts that reverse a deposit receipt show <font class="hcp7">Reversing</font> in this field.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Shipping</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Enter an optional amount for shipping charges. On sales orders, you can select <span class="hcp6">S</span><font class="hcp1">hipping Information</font> from the I Want To menu to specify provider and shipping address.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Sold]</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Item list. The item quantity already sold to the customer.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Status</font></p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Current status of the order: <font class="hcp1">Open</font>, <span class="hcp6">C</span><font class="hcp1">losed</font>, <span class="hcp6">Pending</span> or a custom status you have defined. Used to track and filter the progression of orders for viewing and reporting. <a href="../qbpos_customer_orders/custorder_statustracking.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Subtotal</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">The total amount due for the customer order before adding discounts, taxes or shipping costs.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Tax</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">The total tax being charged for the customer order.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Total</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">The total amount for the customer order, including all taxes, charges and discounts.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Unfilled %</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Order Lists: Percentage of the order not yet sold to the customer, based on total order quantities.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:31.88%;" class="hcp5">
|
||||
<p class="Help-Text">[<span class="hcp6">Unit of Measure</span>]</p>
|
||||
</td>
|
||||
<td style="width:68.12%;" class="hcp5">
|
||||
<p class="Help-Text" style="margin-left: 1.45pt;">Used to change the unit (size) of the item being sold when using the <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> feature. Defaults to your default sell-by unit.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p class="Help-Text"><a href="fields09.htm">Return to Top</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_customer_orders/custorder_create.htm">Creating a customer order</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
FilePopupInit('a3');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
52
QB_Help_Web/POS_Help/qbpos_fields/fields10.htm
Normal file
52
QB_Help_Web/POS_Help/qbpos_fields/fields10.htm
Normal file
@@ -0,0 +1,52 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Information (Data) Fields Overview</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Information (Data) Fields Overview</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic302.htm">Entering data in a field</a> <span style="color: #c0c0c0;">|</span> <a href="fields_capacities.htm">Program capacities</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Data fields in Point of Sale are where you enter or select the information applying to the record or document with which you are working. Choose a data field topic below to see a listing and usage for the fields available in that area.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown in the fields tables are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">All Levels</p>
|
||||
<p class="Help-Text"><a href="fields01.htm">Department fields</a></p>
|
||||
<p class="Help-Text"><a href="fields11.htm">Document item list fields</a></p>
|
||||
<p class="Help-Text"><a href="fields02.htm">Inventory item fields</a></p>
|
||||
<p class="Help-Text"><a href="fields12.htm">Price Manager fields</a></p>
|
||||
<p class="Help-Text"><a href="fields04.htm">Receipt fields</a></p>
|
||||
<p class="Help-Text"><a href="fields_customize_field_labels.htm">Customizing field labels</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Basic and Pro</p>
|
||||
<p class="Help-Text"><a href="fields08.htm">Adjustment memo fields</a></p>
|
||||
<p class="Help-Text"><a href="fields05.htm">Customer fields</a></p>
|
||||
<p class="Help-Text"><a href="fields06.htm">Purchase order fields</a></p>
|
||||
<p class="Help-Text"><a href="fields03.htm">Vendor fields</a></p>
|
||||
<p class="Help-Text"><a href="fields07.htm">Voucher fields</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Pro Only</p>
|
||||
<p class="Help-Text"><a href="fields09.htm">Customer order fields</a></p>
|
||||
<p class="Help-Text"><a href="fields_slips.htm">Transfer slip fields</a></p>
|
||||
<p class="Help-Text"><a href="fields_custom.htm">Using custom fields</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_print_designer/printdesigner_oview.htm">Changing fields on printed documents</a></p>
|
||||
</body>
|
||||
</html>
|
||||
58
QB_Help_Web/POS_Help/qbpos_fields/fields11.htm
Normal file
58
QB_Help_Web/POS_Help/qbpos_fields/fields11.htm
Normal file
@@ -0,0 +1,58 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Document Item List Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Document Item List Fields</p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basic303.htm">Listing Items on Documents</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The document item list is included on documents is for the purpose of listing the items being processed. The document item list contains details such as description fields, price fields, discount fields, etc. The fields included will vary depending on the current document.</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Many of the fields in the item list, such as <font class="hcp1">Item #</font> and <font class="hcp1">Item Name</font>, come from your <a href="fields02.htm">item</a> records</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Price and cost fields are usually suggested from inventory, but can be manually edited in the item list or as selecting items from inventory (see <a href="javascript:void(0);" id="A1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic337.htm');return false;">Doc Price<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> and <a href="javascript:void(0);" id="A2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic336.htm');return false;">Doc Cost<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> field definitions).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The quantity of the item to be processed is typically suggested as one (1) or entered manually, either directly on the document or while selecting items from inventory (see <a href="javascript:void(0);" id="A3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic335.htm');return false;">Doc Qty<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a>).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the columns</a> included in a document item list.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('A1');
|
||||
FilePopupInit('A2');
|
||||
FilePopupInit('A3');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
286
QB_Help_Web/POS_Help/qbpos_fields/fields12.htm
Normal file
286
QB_Help_Web/POS_Help/qbpos_fields/fields12.htm
Normal file
@@ -0,0 +1,286 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Price Manager Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
span.hcp3 { font-weight:bold; }
|
||||
tr.hcp4 { vertical-align:top; }
|
||||
td.hcp5 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
span.hcp6 { font-weight:normal; }
|
||||
p.hcp7 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Price Manager Fields</p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_price_manager/pricemgroverview.htm">Price Manager Overview</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Refer to the tables below for descriptions of each price change and discount pricing field. Fields shown in brackets, for example <font class="hcp1">[Current Price]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> fields auto-filled by Point of Sale.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, the columns (fields) shown below are not visible, you can <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the columns</a> to add them.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font class="hcp1"><span class="hcp3">Price Change</span> Fields</font></p>
|
||||
<table style="margin-left: 3.15pt;" cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Field</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Current Price]</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The current price at the selected price level in inventory. Also called the <span class="hcp3">Old Price</span>, which is displayed after applying the changes to inventory.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><span class="hcp3">New Price</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The calculated or manually entered new price. Not in effect until <span class="hcp3">Apply Changes to Inventory</span> is selected on the price change record.</p>
|
||||
<p class="Help-Text"><span class="hcp3">Current Price</span> <span class="hcp3">Price Change</span> = <span class="hcp3">New Price</span></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Price Change</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The dollar amount of the price change. A price reduction is shown as a negative value.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">% Price Change</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The price change expressed as a percentage of the current price. A price reduction is shown as a negative value.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><span class="hcp3">New Profit</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The profit amount for the item at the new price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1"><span class="hcp3">New</span> Margin %</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The profit expressed as a percentage at the new price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Price Level Prices]</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">From inventory; the current price at each of your markdown price levels.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text"><font class="hcp1">[Regular Price]</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">From inventory; the current regular price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Discount Pricing Fields</p>
|
||||
<table style="margin-left: 2.25pt;" cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Field</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Usage</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Barcode] <span class="hcp6">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Manually entered or scanned code associated with a particular discount coupon. System-suggested default code in format that allows for automatic detection of coupon. User editable.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Created date]</p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Created By <span class="hcp6">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Date that the discount was created.</p>
|
||||
<p class="Help-Text">If logins are required, the logged in employee's name. If logins are not required, left blank.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="hcp7">Discount Additional Quantities <span class="hcp6">(Pro)</span></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Applies to X for Y discount types only. Check box specifies if item quantities above X qualify for the discount price.</p>
|
||||
<p class="Help-Text">Example: If discount is Buy 3 for $10, this setting specifies if the 4th and 5th units purchased also qualify for the discount price.</p>
|
||||
<p class="Help-Text">Note: Multiples of X always have the discount applied, regardless of this setting.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Discount Name</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Required. User-defined name to identify the discount. Must be unique for each discount; facilitates reporting.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Discount Notes</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Optional, user-defined notes that can be added to the discount record.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text">Discount Prices  (Pro)</p>
|
||||
<p class="Help-Text" style="font-weight: bold; margin-left: 12px;">Total Price ($Y)</p>
|
||||
<p class="Help-Text" style="font-weight: bold; margin-left: 12px;">Discount Price (per unit)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">On X for $Y discounts, the dollar amount to purchase X qualifying items is the total price. For example, in a Buy 3 T-shirts for $25 sale, the total price is $25 and the discount price is $8.33 each.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text">Discount Sales Statistics  (Pro)</p>
|
||||
<p class="Help-Text" style="font-weight: bold; margin-left: 12px;">[Sold (Qty)]<br>
|
||||
[Sold Cost]<br>
|
||||
[Sold Price]<br>
|
||||
[Profit]<br>
|
||||
[Margin %]</p>
|
||||
<p class="Help-Text" style="font-weight: bold; margin-left: 12px;">[Markup %]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Fields that apply to sales where the discount was applied. Available to add to the discount record to help evaluate the effectiveness of the promotion.</p>
|
||||
<p class="Help-Text">See <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customizing columns</a> and <a href="../qbpos_basic_procedures/basic_customizesummarypane.htm">customizing information panels</a> for instructions to add these fields.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Start and Stop dates  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Includes <span class="hcp3">Start</span> and <span class="hcp3">Stop</span> dates/time for scheduling automatic discounts. Point of Sale will automatically start and stop applying the discount prices at the designated start/stop dates and times. The <span class="hcp3">Stop</span> date also indicated the expiration date for a coupon.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Discount Type</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Definition of the discount, including specific discount information.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">Items  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The items that are eligible for the discount. User-specified.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Modified]   (Pro)<br>
|
||||
 </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">[Modified By]  (Pro)</p>
|
||||
<p class="help-text"> </p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">Date that the discount was last edited and saved. Not editable.</p>
|
||||
<p class="Help-Text">If logins are required, prefilled with the logged in user's name when the record is modified. If logins are not required, left blank.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="hcp7">Percentage (Y %)  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">In X for Y% Off discounts, the Y% specifies the saving when purchasing X units, expressed as a percentage.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="hcp7">Price Levels  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">The price levels at which a discount is applied.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="hcp7">Quantity (X) (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">On X for Y discount types, the quantity of qualifying items that must be purchased to get the discount price.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="hcp7">Kind (Source)  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text">System-generated value identifying the type of discount: manual, automatic, or coupon.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp4">
|
||||
<td style="width:33.33%;" class="hcp5">
|
||||
<p class="hcp7">Status  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp5">
|
||||
<p class="Help-Text"><span class="hcp3">Active</span> (discount prices are being applied, subject to schedule) or <span class="hcp3">Inactive</span> (not being applied). A discount can be made active/inactive at anytime.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
643
QB_Help_Web/POS_Help/qbpos_fields/fields_capacities.htm
Normal file
643
QB_Help_Web/POS_Help/qbpos_fields/fields_capacities.htm
Normal file
@@ -0,0 +1,643 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Program Capacities</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
table.hcp1 { margin-left:0.90pt; }
|
||||
tr.hcp2 { vertical-align:top; }
|
||||
td.hcp3 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
p.hcp4 { font-weight:bold; }
|
||||
font.hcp5 { font-weight:bold; }
|
||||
font.hcp6 { font-style:italic; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Program Capacities</p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basic_liststats.htm">Viewing List Summary Statistics</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">The following are the maximum capacity allowed for various lists, fields, and settings in Point of Sale.</p>
|
||||
<p class="Help-Info-Line">Scroll down or select an area to jump to specific information.</p>
|
||||
<p class="Help-Text"><a href="#Capacities_items">Items and Item Fields</a></p>
|
||||
<p class="Help-Text"><a href="#Capacities_custandotherlists">Customers, Vendors, Departments, and Employees</a></p>
|
||||
<p class="Help-Text"><a href="#Capacities_docs">Documents</a></p>
|
||||
<p class="Help-Text"><a href="#Capacities_qty_currency_discount">Quantity, Cost, Price and Discount Fields</a></p>
|
||||
<p class="Help-Text"><a href="#Capacities_misc">Miscellaneous Fields and Settings</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><a name="Capacities_items" id="Capacities_items"></a>Items and Item Fields</p>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp1">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">List, Field, or Setting</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Capacity</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Number of items (all item types)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">Virtually unlimited*</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Maximum quantity per item</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">999,999</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendors per item</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">(Pro) 5, (Basic)  1</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Item Name: field length**</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">31 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Item Description: field  length**</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>Virtually unlimited</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp1">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Items per assembly  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Items per group  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Number of assemblies/groups  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Number of style templates  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Style grid columns and rows  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Serial numbers: field length, all documents  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>25 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text">* The number of items has no physical limit. However, there may be performance issues when excessively high numbers are reached. Although an exact number cannot be determined, 50,000 + items has been demonstrated to have no affect on system performance. Results will depend upon the capabilities of the system hardware. Item numbers above 99,999 may cause problems with bar code size on smaller tag templates.</p>
|
||||
<p class="Help-Text">** These are the default item field names for new users. These field names are customizable, and upgraders from previous versions may see item fields named Description 1 and Description 2.</p>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Back to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><a name="Capacities_custandotherlists" id="Capacities_custandotherlists"></a>Customers, Departments, Vendors, and Employees</p>
|
||||
<table cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">List, Field, or Setting</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Capacity</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Customers: number of customers</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">Virtually unlimited**</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Department: number of departments</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendors: number of vendors</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Vendors: e-mail address field</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">99 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Vendors: notes (capacity)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">245 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Employees: number of employees</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Security groups: number of custom security groups</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text">* The number of customers has no physical limit. However, there may be performance issues when excessively high numbers are reached. An exact number cannot be determined, as results will depend upon the capabilities of the system hardware.</p>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Back to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><a name="Capacities_docs" id="Capacities_docs"></a>Documents</p>
|
||||
<table cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">List, Field, or Setting</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Capacity</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Adjustment memos, list</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Adjustment memos: items per memo</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Adjustment memos: held at one time</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Sales Receipts: list</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales Receipts: items per receipt</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales Receipt: comments/message</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">300 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales Receipts: on hold at one time</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Purchase orders : number of POs</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Purchase orders: items per PO</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Purchase orders: Instructions field</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">2000 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Purchase orders: status types</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Receiving Vouchers: list</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Receiving Vouchers: items per voucher</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Receiving Vouchers: held at one time</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Receiving Vouchers: comments/message fields</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">300 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Layaways: number of layaways  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Layaways: items per layaway  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Layaways: status types  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales orders: number of SOs  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales orders: items per SO  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales orders: Instructions  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">2000 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Sales orders: status types  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Work orders: number of work orders  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Work orders: Description field  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">2,000 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Work orders: items per work order  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Work orders: sequence numbers  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">20 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Work orders: work order status types  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<table cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Transfer slips: history list  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Transfer slips: items per slip (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Transfer slips: held at one time  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Transfer slips: Comment field  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>300 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Back to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><a name="Capacities_qty_currency_discount" id="Capacities_qty_currency_discount"></a>Quantity, Cost, Price, and Discount Fields</p>
|
||||
<table cellspacing="0" width="378" align="center" class="hcp1">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">List, Field, or Setting</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Capacity</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Quantity fields</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">5 digits (not including decimals), <font class="hcp6">see also: Decimal: Number of quantity decimal places</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Number of quantity decimal places</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No entry limit, rounded and saved to 2nd decimal place</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Number of currency decimal places</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No entry limit, rounded and saved to 5th decimal place, displayed to 2nd decimal place</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Cost fields</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">8 digits (not including decimals), <font class="hcp6">see also: Decimal: Number of currency decimal places</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Price fields</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>8 digits (not including decimals), <font class="hcp6">see also: Decimal: Number of currency decimal places</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Price Levels</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>Regular Price, plus 4 markdown levels</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Discount types (item discounts, user-defined)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>16</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Price Manager: Number of user defined discount prices (X for Y)  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Back to top</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2"><a name="Capacities_misc" id="Capacities_misc"></a>Miscellaneous Fields and Settings</p>
|
||||
<table cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">List, Field, or Setting</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" bgcolor="#E6E6E6" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Capacity</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Workstations, number per store <span style="font-weight: normal;">(Basic)</span></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">20***</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Tax</font> <font class="hcp5">locations</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text"><font class="hcp5">Tax code</font><font class="hcp5">s</font></p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p class="Help-Text">No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Company name: Name field</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>41 characters</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Reports: memorized reports</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="hcp4">Filters: number of memorized filters</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>No limit. (Only 8 displayed in drop-down list. Access all through "Manage Filters".)</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Payment methods on the receipt payment screen</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>8, including cash, check, credit cards (up to 3 per transaction), debit/ATM card, gift certificate, gift cards (up to 3 per transaction), charge to account, and deposit from customer order.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp2">
|
||||
<td style="width:57.14%;" class="hcp3">
|
||||
<p class="Help-Text" style="font-weight: bold;">Stores  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:42.86%;" class="hcp3">
|
||||
<p>20</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text">***Each workstation requiring concurrent access to the Point of Sale company data requires a separate user license. <a href="../qbpos_help_and_support/help_licensing.htm">Learn more about Point of Sale licensing.</a></p>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Back to top</a></p>
|
||||
</body>
|
||||
</html>
|
||||
58
QB_Help_Web/POS_Help/qbpos_fields/fields_custom.htm
Normal file
58
QB_Help_Web/POS_Help/qbpos_fields/fields_custom.htm
Normal file
@@ -0,0 +1,58 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Custom Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Custom Fields</p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span style="color: #c0c0c0;">|</span> <a href="fields_capacities.htm">Program Capacities</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Point of Sale provides you the ability to create and use custom fields. Once defined, the custom fields can be displayed and used to filter lists and reports, and can be added to your printed documents using <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a>.</p>
|
||||
<p class="Help-Text">For example, on your customer records you may wish to add fields for birthday and spouse's name. In inventory, you may wish to track the vendors catalog number, or you may need to record and print an item part number on your purchase orders.</p>
|
||||
<p class="Help-Text">You can define and use custom fields in the following records:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Customers</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Vendors</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Items</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Employees</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Defining Custom Field Labels</p>
|
||||
<p class="Help-Text">Custom fields are enabled and labeled on the My Field Labels page of company preferences. The My Field Labels preferences page allows you to add and define all custom fields in Point of Sale in one place. <a href="fields_customize_field_labels.htm">How Do I?</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">How do I add my custom fields to lists?</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_print_designer/printdesigner_oview.htm">How do I add custom fields to my printed documents?</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><font style="font-weight: bold;">Related Topics</font></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic262.htm">Filter lists</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify and filter reports</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,56 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Customize Field Labels</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
span.hcp1 { color:#c0c0c0; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Customize Field Labels</p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data Field Overview</a> <span class="hcp1">|</span> <a href="../qbpos_inventory/inven403.htm">Define Inventory</a> <span class="hcp1">|</span> <a href="fields_capacities.htm">Program Capacities</a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">You can specify custom field labels for the four item description fields in inventory (Inventory Name, Inventory Description, Size, and Attribute). The field labels you specify are displayed throughout the program, on printed documents, and on reports.</p>
|
||||
<p class="Help-Note"><span class="hcp2">Default Labels</span>: The default labels for new users are Item Name, Item Description, Size, and Attribute. Upgraders from earlier versions may have labels of Description 1 and Description 2 for the name and description fields. Click <font class="hcp3">Restore To Defaults</font> at the bottom of the screen to return to the default field labels.</p>
|
||||
<p class="Help-Text">(Pro) You can also create and use <a href="fields_custom.htm">custom fields</a> on customer, vendor, item, and employee records. And, if you use <a href="../qbpos_print_designer/printdesigner_oview.htm">Print Designer</a> to customize your print templates, you can specify different labels for printed documents as well.</p>
|
||||
<p class="Help-Info-Line">To customize field labels:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the POS Home Page,  select <span class="hcp2">P</span><font class="hcp3">references</font> <font style="font-family: 'Wingdings 3';" face="Wingdings 3"></font> <span class="hcp2">C</span><font class="hcp3">ompany</font> from the File menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the left pane, choose <span class="hcp2">G</span><font class="hcp3">eneral</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp3">My Field Labels</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Scroll down to locate the field labels you wish to customize and enter new label text in the <span class="hcp2">My Label</span> column.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp3">ave</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">Customize List Columns</a></p>
|
||||
</body>
|
||||
</html>
|
||||
239
QB_Help_Web/POS_Help/qbpos_fields/fields_slips.htm
Normal file
239
QB_Help_Web/POS_Help/qbpos_fields/fields_slips.htm
Normal file
@@ -0,0 +1,239 @@
|
||||
|
||||
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||||
<html>
|
||||
<head>
|
||||
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Transfer Slip Fields</title>
|
||||
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||||
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
|
||||
<style title="hcp" type="text/css">
|
||||
<!--
|
||||
font.hcp1 { font-weight:bold; }
|
||||
img.hcp2 { border:none; }
|
||||
tr.hcp3 { vertical-align:top; }
|
||||
td.hcp4 { padding-left:1px;
|
||||
padding-top:1px;
|
||||
padding-right:1px;
|
||||
padding-bottom:1px; }
|
||||
p.hcp5 { font-weight:bold; }
|
||||
p.hcp6 { text-align:right; }
|
||||
span.hcp7 { font-weight:bold; }
|
||||
-->
|
||||
</style>
|
||||
<style type="text/css">
|
||||
/* FORCE ALL FONTS TO 13PT - V3 */
|
||||
* { font-size: 13pt !important; }
|
||||
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
|
||||
font-size: 13pt !important;
|
||||
}
|
||||
</style>
|
||||
|
||||
</head>
|
||||
<body>
|
||||
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||||
|
||||
|
||||
|
||||
<p class="Help-Heading-1" style="background-color: #008000;">Transfer Slip Fields</p>
|
||||
<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_createslip.htm">Making a Transfer Slip</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_multi_store/multi_store_transfers.htm">Transfer Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; font-size: 10pt; text-align: right;
|
||||
color: #800000;"> </p>
|
||||
</div>
|
||||
<p class="Help-Text">Refer to the table below for descriptions of each transfer slip field (in alphabetical order). Fields shown in brackets, e.g. <font class="hcp1">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a> fields auto-filled by Point of Sale.</p>
|
||||
<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can use the <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize columns</a> feature to add them.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<table style="margin-left: 3.15pt;" cellspacing="0" width="378" align="center">
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: center;"><font class="hcp1">Field</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">Usage</font></p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">[From Store]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Source store of merchandise being transferred. Defaults to the store making the transfer slip. Headquarters can select a different store from the drop-down list to make a slip for another store. Remote stores cannot change this field.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">To Store</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Destination store for the transferred merchandise. Select a store from the drop-down list. The <font class="hcp1">To Store</font> must be different from the <font class="hcp1">From Store</font>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Date]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Suggested as today's date. Can be edited (subject to security rights). Do not change by changing your system date. Data loss could result!</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">ETA</font></p>
|
||||
<p class="help-text"> </p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-style: normal;">Estimated time of arrival: Optional field to convey an estimate of when merchandise will arrive at the destination store (<font class="hcp1">To Store</font>). Editable even after saving.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">Carrier</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Optional field used to record the carrier transporting the merchandise. Editable even after saving.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Associate]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Name of the logged-in user (if logins required). If logins are not required, you can select your name from the drop-down list of defined employees.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="hcp5">Item Fields</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">These fields pertain to the items listed on the slip to be transferred. See also <a href="fields02.htm">item fields</a> for a description of common inventory fields that are available in the item list.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="hcp6">Qty</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Enter the quantity of each item being transferred.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="hcp6">[Cost]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Auto-filled as the current average unit cost for each listed item.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="hcp6">[Ext Cost]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Extended cost of item. <span class="hcp7">Qty</span> X <span class="hcp7">Cost</span>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p style="text-align: right; font-weight: normal;">Serial #</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Used to record item-specific serial numbers, if <a href="../qbpos_basic_procedures/basic_serial_number.htm">serial number tracking</a> is used.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="hcp6">[Unit of Measure]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Used to display or change the unit (size) of the item being transferred when using the <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> feature.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="hcp5">Comments</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Optional field to record transfer comments or instructions, such as the reason for the transfer. Select <span class="hcp7">Edit Comments</span> from the I Want to Menu if more space is needed. Editable even after saving.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text"><font class="hcp1">Freight</font></p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Optional field to record freight charges associated with the transfer. This provides a record of these charges to compare to a freight bill later. If integrated with QuickBooks financial software, freight charges are sent to the account specified in <a href="../qbpos_company_preferences/sysprefs01.htm">company preferences</a>. Editable even after saving.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Total Cost</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">The sum of the listed items extended costs. Note: Freight costs are not included in the total cost.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="font-weight: bold;">Transfer History List Fields</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">These fields are displayed only in your list of saved transfer slips.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;">[Slip #]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Sequential number of slips made at the From Store. A separate sequence is maintained for each store.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;">[Status]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">Shows status of slip: <span class="hcp7">R</span><font class="hcp1">egular</font>, <span class="hcp7">R</span><font class="hcp1">eversed</font>, or <span class="hcp7">R</span><font class="hcp1">eversing</font>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;">No of Items</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">The number of item SKUs transferred.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;">Total Qty Transferred</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">The total item units transferred.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp3">
|
||||
<td style="width:33.33%;" class="hcp4">
|
||||
<p class="Help-Text" style="text-align: right;">QB Status</p>
|
||||
<p class="Help-Text" style="text-align: right;"> </p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp4">
|
||||
<p class="Help-Text">If integrated with QuickBooks, displays the Financial Exchange status of the slip: <span class="hcp7">N</span><font class="hcp1">ot Posted</font> (not yet sent to QuickBooks), <span class="hcp7">C</span><font class="hcp1">ompleted</font> (sent to QuickBooks), or <span class="hcp7">E</span><font class="hcp1">rror</font> (attempting to send the receipt to QuickBooks resulted in an <a href="../qbpos_qb_data_exchange/qbdata08.htm">error</a>). <a href="../qbpos_qb_data_exchange/financialexchange_verifytransaction.htm">Learn more</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text"><a href="fields10.htm">Data field overview</a></p>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Program capacities</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user