Initial commit - QBPOS Help
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<html>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Copy and Correct a Reversed Voucher</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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</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;">Copy and Correct a Reversed Voucher</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_voucher.htm">Find a Voucher</a> <span class="hcp1">|</span> <a href="vouch722.htm">Edit a Voucher</a> <span class="hcp1">|</span> <a href="vouchersoverview.htm">Receiving Overview</a></p>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Text">Copying and correcting a reversed voucher allows you to adopt the parts of the original voucher that you want to keep, and correct the parts that were in error on the original, to make a new, correct voucher.</p>
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<p class="Help-Info-Line">To copy and correct a voucher:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps"><a href="vouch723.htm">Reverse</a> the original voucher.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Select the original voucher again (marked <font style="font-style: italic;">Reversed</font> in the <font class="hcp2">Status</font> field) in receiving history.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">From the I Want To menu, select <span style="font-weight: bold;">C</span><font class="hcp2">opy</font>.</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">A new voucher is created with the same information as the original except for specific vendor billing information.</p>
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</li>
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</ul>
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<ol start="4">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Make necessary edits to the information on the new voucher.</p>
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</li>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Click <font class="hcp2">Print Voucher</font>.</p>
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</li>
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</ol>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Multi-Store Note:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">A remote store can only reverse a voucher prior to the voucher being sent to Headquarters. If an error is discovered after sending the voucher to Headquarters, it can be corrected in one of two ways: 1) Reverse the voucher at Headquarters, or 2) Copy the original voucher to create an identical return voucher. <a href="../qbpos_multi_store/multistore_remotevoucherreverse.htm">Learn more</a>.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Cancel or hold a voucher in progress</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-store purchasing & receiving overview</a></p>
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</body>
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</html>
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88
QB_Help_Web/POS_Help/qbpos_receiving/vouch701.htm
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QB_Help_Web/POS_Help/qbpos_receiving/vouch701.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="generator" content="Adobe RoboHelp 2019">
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<title>Access Vouchers & Receiving History</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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td.hcp2 { padding-right:10px;
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padding-left:10px; }
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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;">Access Receiving Vouchers & History</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="vouch702.htm">Create a Voucher</a> <span class="hcp1">|</span> <a href="../qbpos_company_preferences/companyprefs_receiving.htm">Receiving Preferences</a></p>
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<div class="droptext" id="POPUP182463048" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 45.882%;">
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<col style="width: 54.118%;">
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<tr style="vertical-align: top;">
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<td style="width:45.882%;" class="hcp2">
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<p><a href="vouch752.htm">Receive against a PO</a></p>
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<p><a href="vouch702.htm">Receive without a PO</a></p>
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<p><a href="vouch751.htm">Update cost of received item</a></p>
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<p><a href="voucher_updateprices.htm">Update price of received item</a></p>
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<p><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
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<p><a href="vouch715.htm">Enter discounts, freight, and fees</a></p>
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<p><a href="../qbpos_basic_procedures/basic_serial_number.htm">Record item serial numbers</a></p>
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</td>
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<td style="width:54.118%;" class="hcp2">
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<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a saved voucher</a></p>
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<p><a href="vouch722.htm">Edit a voucher</a></p>
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<p><a href="vouch723.htm">Reverse (correct) a voucher</a></p>
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<p><a href="../qbpos_vendors/vend360.htm">View a vendor's receiving history</a></p>
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<p><a href="voucher_returns.htm">Return merchandise to vendors</a></p>
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<p><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print tags from a voucher</a></p>
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<p><a href="../qbpos_multi_store/multi_store_transfers.htm">Transfer items to other stores</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Info-Line">To access receiving vouchers:</p>
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<ul style="list-style: square;">
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">From the Point of Sale home page, click the <span style="font-weight: bold;">Receive Items</span> button from the left sidebar.</p>
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</li>
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<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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<p class="Help-Bulleted">Or, from the Purchasing menu, select one of the following:</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List"><font class="hcp3">Receiving History</font> to view or work with saved vouchers</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List"><font class="hcp3">Held Vouchers</font> to view or unhold a previously held voucher</p>
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</li>
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</ul>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP182463048');
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//]]></script>
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</body>
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</html>
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266
QB_Help_Web/POS_Help/qbpos_receiving/vouch702.htm
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266
QB_Help_Web/POS_Help/qbpos_receiving/vouch702.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="Vouchers">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Create a Receiving Voucher: Basic Steps</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.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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padding-left:10px; }
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span.hcp5 { font-weight:bold; }
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font.hcp6 { font-weight:bold;
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font-style:italic; }
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ul.hcp7 { list-style:disc; }
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font.hcp8 { font-weight:bold; }
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font.hcp9 { font-style:italic; }
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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;">Create a Receiving Voucher: Basic Steps</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_fields/fields07.htm">Voucher Information Fields</a></p>
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<div class="droptext" id="POPUP182491163" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 45.882%;">
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<col style="width: 54.118%;">
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<tr class="hcp3">
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<td style="width:45.882%;" class="hcp4">
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<p><a href="vouch701.htm">Access receiving tasks</a></p>
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<p><a href="vouch752.htm">Receive against a PO</a></p>
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<p><a href="vouch751.htm">Update cost of received item</a></p>
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<p><a href="voucher_updateprices.htm">Update price of received item</a></p>
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<p><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
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<p><a href="vouch715.htm">Enter discounts, freight, and fees</a></p>
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<p><a href="../qbpos_basic_procedures/basic_serial_number.htm">Record item serial numbers</a></p>
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</td>
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<td style="width:54.118%;" class="hcp4">
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<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a saved voucher</a></p>
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<p><a href="vouch722.htm">Edit a voucher</a></p>
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<p><a href="vouch723.htm">Reverse (correct) a voucher</a></p>
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<p><a href="../qbpos_vendors/vend360.htm">View a vendor's receiving history</a></p>
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<p><a href="voucher_returns.htm">Return merchandise to vendors</a></p>
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<p><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print tags from a voucher</a></p>
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<p><a href="../qbpos_multi_store/multi_store_transfers.htm">Transfer items to other stores</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
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color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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</div>
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<p class="Help-Text">A voucher adds items received from a vendor to your Point of Sale inventory.  A voucher can also be used to record the return of items to a vendor, which subtracts the returned quantity from inventory.</p>
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<p class="Help-Text">Below is the basic procedure to create a voucher that is not receiving against a purchase order.</p>
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<p class="Help-Text"><span class="hcp5">Receiving items ordered on a PO?</span>  Use <a href="vouch752.htm">this procedure</a> instead.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Note">Click the <a class="dropspot" href="javascript:TextPopup(this)" id="a5"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a> symbols in this procedure to view detail.</p>
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<div class="droptext" id="POPUP242638837" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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||||
<td style="width:100%;" class="hcp4">
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||||
<p class="Help-Indent" style="margin-left: 0px;">This symbol indicates more information is available. Click to expand the information.</p>
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||||
</td>
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||||
</tr>
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||||
</table>
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||||
<p class="Help-Indent" style="margin-left: 0px;"> </p>
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||||
</div>
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||||
<p class="Help-Info-Line">To make a receiving voucher:</p>
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||||
<ol>
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||||
<li class="p-Help-Steps" style="font-size: 9pt;">
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||||
<p class="Help-Steps">At the Point of Sale home page, select <span class="hcp5">Receive Items</span>  from the Purchasing menu. A blank voucher is opened.</p>
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||||
</li>
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||||
</ol>
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||||
<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">View Example Voucher <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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||||
<div class="droptext" id="POPUP242809849" style="display: none;">
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||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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||||
<col style="width: 100%;">
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||||
<tr class="hcp3">
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||||
<td style="width:100%;" class="hcp4">
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||||
<p><img src="../image/voucher.gif" alt="Receiving Voucher" width="479" height="239" border="0" class="hcp1"></p>
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||||
<p> </p>
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||||
</td>
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||||
</tr>
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||||
</table>
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||||
<p> </p>
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||||
</div>
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||||
<p class="Help-Indent">(Pro) Headquarters only: If creating the voucher for another store, select <span class="hcp5">Change Store</span> from the I Want To menu and enter the store number.</p>
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||||
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||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">In the <b>Scan or enter item information</b> drop-down box, scan or type item information to list the items being received.<a class="dropspot" href="javascript:TextPopup(this)" id="a3"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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||||
<div class="droptext" id="POPUP242982963" style="display: none;">
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||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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||||
<col style="width: 100%;">
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||||
<tr class="hcp3">
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||||
<td style="width:100%;" class="hcp4">
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||||
<ul>
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||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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||||
<p class="Help-Bulleted"><span class="hcp5">Scan</span> the bar code from the item tag.</p>
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||||
</li>
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||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
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||||
<p class="Help-Bulleted"><span class="hcp5">Type</span> the item's UPC, Item #, or alternate lookup value and press <font class="hcp6"><Enter> <span style="font-style: normal; font-weight: normal;"> <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">Learn more about these item identifiers</a></span></font></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp5">Search</span> by item name (type beginning characters) or other item keyword. A list of matching items is displayed. Select an item from the list by clicking  it (keyboard users, press the down arrow key to scroll, then <font class="hcp6"><Enter></font> to select). The selected item is added with a sales quantity of 1.</p>
|
||||
</li>
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||||
</ul>
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||||
<p class="Help-Indent"><img src="../image/item_list_on_doc.gif" alt="item search" width="427" height="141" border="0" class="hcp1"></p>
|
||||
<ul style="list-style: square;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If no matching item is found, check your spelling or the identifier you entered. Entering fewer characters will find more matches.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">To see your entire item list, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp1"> icon with no entry in the item search field. You can scroll through the list looking for the needed item.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="list-style: disc; margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Click <a href="../qbpos_recording_sales_and_returns/receipt_sell_misc_item.htm">Sell a Miscellaneous Item</a> or <a href="../qbpos_inventory/inven402.htm">Add a New Item to Inventory</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent" style="margin-left: 0px;"><a href="../qbpos_basic_procedures/basic303.htm">Learn more about adding items to documents</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Indent" style="margin-left: 0px;"> </p>
|
||||
</div></li>
|
||||
</ol>
|
||||
<p class="Help-Indent" style="font-weight: bold;">OR</p>
|
||||
<p class="Help-Indent">Click <a href="../qbpos_basic_procedures/basic_quickpick_Item.htm">Quick Pick Item</a> to select an item from your pre-defined lists of frequently received items.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click the action buttons below the line item to edit the quantity, cost, enter serial numbers, etc. <a class="dropspot" href="javascript:TextPopup(this)" id="a2"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
|
||||
<div class="droptext" id="POPUP242504057" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<ul class="hcp7">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"> <span class="hcp5">Qty +</span> and <span class="hcp5">Qty</span> : Changes sales quantity up or down 1 unit with each click.<img src="../image/vch_qty-cost_entry.gif" alt="" width="167" height="48" align="right" border="0" class="hcp1"></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"> <span class="hcp5">Qty/Cost:</span> Edit quantity or order cost.  </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Note" style="margin-left: 43px;"><span class="hcp5">Tip</span>: You can also enter the extended cost and quantity here and let Point of Sale calculate the order cost for you. This is especially useful for maintaining accurate cost tracking of (typically low-cost) items for which you want to track costs with several decimal places. The system will calculate and store the cost at 5 decimal places (but only displays two). <a href="../qbpos_basic_procedures/basic311.htm">Learn more</a>.</p>
|
||||
<ul class="hcp7">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><font class="hcp8">Edit:</font> Open the Item Properties window and edit other information, such as item description or price. Pro users can enter a serial number or assign commissions on this window.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"><span class="hcp5">Return Item:</span> If this item is being returned by the customer. This choice makes the quantity negative.  <a href="../qbpos_recording_sales_and_returns/receipt1016.htm">Learn more about taking returns</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted"> <span class="hcp5">Remove:</span> Delete the item from the receipt.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Text"> </p>
|
||||
</div></li>
|
||||
</ol>
|
||||
<p class="Help-Indent"><img src="../image/vchr_lineitem.gif" alt="Voucher Item" title="Voucher Item" style="border: none; margin-left: 0px; margin-right: 0px; margin-top: 12px; margin-bottom: 12px;" width="447" height="51" border="0"></p>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Repeat until all items being received have been listed.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Note" style="margin-left: 36px;"><font class="hcp9"><span style="font-style: normal; font-weight: bold;">Note:</span> <span style="font-style: normal;">It is suggested you not mix items from different vendors on receiving vouchers as this would hamper your ability to view accurate</span></font> <a href="../qbpos_vendors/vend360.htm">vendor histories</a> and reports, and make it difficult to match vendor invoices with the bills created by point of Sale in your QuickBooks Desktop financial software<font class="hcp9">.</font></p>
|
||||
<ol start="5">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">In the <span class="hcp5">Enter vendor name or phone</span> box, type or scan vendor information to add the vendor to the voucher. <a class="dropspot" href="javascript:TextPopup(this)" id="a6"><img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
|
||||
<div class="droptext" id="POPUP242617890" style="display: none;">
|
||||
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
|
||||
<col style="width: 100%;">
|
||||
<tr class="hcp3">
|
||||
<td style="width:100%;" class="hcp4">
|
||||
<p class="Help-Text">Begin typing the vendor company name (recommended) or other search keyword ( phone number, contact  name, etc).</p>
|
||||
<ul class="hcp7">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">As you type, Point of Sale shows a drop-down list of your matching vendors, separated into company name matches and matches using all vendor fields. If there are company name matches, they are displayed first. Click the results line to open all field matches if necessary.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent" style="margin-left: 27px;"><img src="../image/vendor_ondocument.gif" alt="" width="432" height="146" border="0" class="hcp1"></p>
|
||||
<ul class="hcp7">
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List"><span class="hcp5">Option</span>: With no entry in the field, click the <img src="../image/plus_icon.gif" alt="" width="14" height="15" border="0" class="hcp1"> icon to show your entire vendor list. You can scroll through the list to look for the customer.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Click a name to select it. Keyboard users can use the arrow up/down keys to move through the list and <span class="hcp5"><Enter></span> to make a selection.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">If the selected vendor has open POs you are prompted to <a href="vouch752.htm">receive against them</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">If the vendor isn't in your list, click the  <font class="hcp8">Add New Vendor</font> to create a <a href="../qbpos_vendors/vend352.htm">new vendor</a> record.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Click the <span class="hcp5">View/Edit</span> button to open the vendor record or the <span class="hcp5">Delete</span> button to remove the vendor from the voucher (does not delete them from vendor list).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Indent"><img src="../image/cust_edit_on_doc.gif" alt="Customer field on receipt" width="194" height="80" border="0" class="hcp1"></p>
|
||||
<p class="Help-Text"> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p class="Help-Nested-List"> </p>
|
||||
</div></li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Enter information in other voucher fields as appropriate. Commonly use fields on vouchers include <a href="../qbpos_purchasing/po_instructionscomments.htm">comments</a> and <a href="vouch715.htm">freight, fees, and discounts</a> which can be <a href="voucher_spreadcosts.htm">spread</a> across item costs at your discretion.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If you want to print tags for the received items, select <span class="hcp5">Print Tags</span> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If item costs on this voucher are different than what is currently recorded in inventory, you are alerted you may want to <a href="voucher_updateprices.htm">review and update your prices</a> before printing tags.</p>
|
||||
<ol start="7">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click <font class="hcp8">Print Voucher</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_additem_whle_making_document.htm">How do I receive an item not yet in inventory?</a></p>
|
||||
<p class="Help-Text">(Pro) If you order an item from multiple vendors read the notes about listing <a href="../qbpos_inventory/inv_multivendor.htm">multi-vendor items</a> on vouchers.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch702.htm">Return to top</a></p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">Copy a voucher</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_holding_a_document.htm">Cancel or hold a voucher in progress</a></p>
|
||||
<p class="Help-Text"><a href="vouch754.htm">Effects of saving a receiving voucher</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP182491163');
|
||||
TextPopupInit('a5','POPUP242638837');
|
||||
TextPopupInit('a4','POPUP242809849');
|
||||
TextPopupInit('a3','POPUP242982963');
|
||||
TextPopupInit('a2','POPUP242504057');
|
||||
TextPopupInit('a6','POPUP242617890');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
88
QB_Help_Web/POS_Help/qbpos_receiving/vouch715.htm
Normal file
88
QB_Help_Web/POS_Help/qbpos_receiving/vouch715.htm
Normal file
@@ -0,0 +1,88 @@
|
||||
|
||||
<!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="Vouchers">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Enter Voucher Discounts, Freight, and Fees</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">
|
||||
<!--
|
||||
ol.hcp1 { list-style:decimal; }
|
||||
span.hcp2 { font-weight:bold; }
|
||||
img.hcp3 { 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;">Enter <span style="background-color: #008000;">Voucher Discounts, Freight, and Fees</span></p>
|
||||
<p class="Help-Text"><a href="vouch702.htm">Create a Voucher: Basic Steps</a> <span style="color: #c0c0c0;">|</span> <a href="vouchersoverview.htm">Receiving Overview</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">Discounts, freight, and fees related to the purchase of merchandise can be added to receiving vouchers at your discretion. Optionally, you can spread these amounts over the cost of the items being received.</p>
|
||||
<p class="Help-Info-Line">To add discounts, freight, or fees:</p>
|
||||
<ol class="hcp1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">If <a href="vouch752.htm">receiving against a purchase order</a>, discounts entered on the PO are automatically transferred proportionally to the voucher and you are prompted and have the option of transferring a fee from the PO. See the notes below for more information.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">AND/OR</p>
|
||||
<p class="Help-Indent">From the I Want To menu, select <span class="hcp2">Enter Discount/Fee/Freight</span>. Place the cursor in the applicable field and manually enter or edit an amount. Discounts can be entered as a percentage (calculated from the voucher subtotal) or amount.</p>
|
||||
<p class="Help-Indent"><img src="../image/vchr_discfreightfees.gif" alt="Receiving voucher" title="Receiving voucher" width="325" height="187" border="0" class="hcp3"></p>
|
||||
<ol start="2" class="hcp1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">To spread (allocate) these amounts over the cost of the items being received, select the <font style="font-weight: bold;">Spread Discount, Freight and Fees</font> check box. Note that once these amounts have been spread and the voucher saved, they cannot be edited or unspread.  <a href="voucher_spreadcosts.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Complete the voucher and /printsave.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If a <span class="hcp2">discount</span> is entered on a referenced PO, it is transferred to a receiving voucher proportionally, i.e. if 50% of the items (by value) ordered on the PO are received, then 50% of the PO discount is automatically suggested on the voucher. You can edit the voucher discount amount if you prefer to handle this differently.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If a <span class="hcp2">fee</span> has been entered on a referenced PO, you are alerted and can transfer the amounts to the voucher at your discretion. Since multiple vouchers can reference a single PO, you should be careful to transfer the fee amount only once, or edit the amount on the voucher to allocate the fee across the vouchers.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Discount, freight, and fee amounts may be edited even after a voucher has been saved, subject to the following:</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If spread over the cost of the received items before saving, the amounts cannot be changed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If not spread, integrated with QuickBooks Desktop financial software, and entering vendor billing information in QuickBooks Desktop, these amounts can no longer be edited after the voucher has been <a href="../qbpos_qb_data_exchange/qbfs_receivingvouchers.htm">sent to QuickBooks Desktop</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">If not spread, integrated with QuickBooks Desktop financial software, and entering vendor billing information in Point of Sale, these amounts can no longer be edited after adding the vendor billing information to the voucher and sending to QuickBooks Desktop (this may be the second time the voucher is sent to QuickBooks Desktop).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch702.htm">Create a new voucher</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">Copy a voucher</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-Store purchasing & receiving</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="hcp3">  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>
|
||||
</body>
|
||||
</html>
|
||||
70
QB_Help_Web/POS_Help/qbpos_receiving/vouch722.htm
Normal file
70
QB_Help_Web/POS_Help/qbpos_receiving/vouch722.htm
Normal file
@@ -0,0 +1,70 @@
|
||||
|
||||
<!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="Vouchers">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Edit a Saved Voucher</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; }
|
||||
-->
|
||||
</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;">Edit a Saved Voucher</p>
|
||||
<p class="Help-Text" style="font-family: Arial, sans-serif;"><br>
|
||||
The only information that can be edited on a saved voucher is vendor billing information and freight, fees, and discounts (if they were not entered and spread when the voucher was made).</p>
|
||||
<p class="Help-Text">Editing may be further restricted by your security rights, preference settings, and whether the voucher has been sent yet to your QuickBooks Desktop financial software. For multi-store configurations, the store location, and whether the voucher has been sent to Headquarters are also factors.</p>
|
||||
<p class="Help-Info-Line">To edit a former voucher:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find</a> and select the voucher in your receiving history.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the I Want To menu, select <font style="font-weight: bold;">Enter Billing Info</font> or <span class="hcp1">Enter Discount/Fee/Freight</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The appropriate dialog is opened.</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter information in the available fields (editable fields are white in color). Learn more about: <a href="voucher_billinginfo.htm">Vendor Billing Information</a> or <a href="vouch715.htm">Freight, Fees, & Discounts</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click <span class="hcp1">OK</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-bottom: 0px; margin-top: 0px;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you discover errors or need to return merchandise to a vendor after receiving it into inventory, create a <a href="voucher_returns.htm">return voucher</a> for the specific item or <a href="vouch723.htm">reverse the entire voucher</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Editing a voucher affects receiving history and any reports generated from that history. It has no effect on inventory or on a referenced PO.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Point of Sale may send  an edited voucher to QuickBooks Desktop a second time to post the new information. <a href="../qbpos_qb_data_exchange/qbfs_receivingvouchers.htm">How and why?</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Read <a href="../qbpos_multi_store/multistore_remotevoucherreverse.htm">more</a> about correcting vouchers at remote stores.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Main-Topic-Links"> </p>
|
||||
</body>
|
||||
</html>
|
||||
82
QB_Help_Web/POS_Help/qbpos_receiving/vouch723.htm
Normal file
82
QB_Help_Web/POS_Help/qbpos_receiving/vouch723.htm
Normal file
@@ -0,0 +1,82 @@
|
||||
|
||||
<!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="Vouchers">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Reverse a Voucher</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-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;">Reverse a Voucher</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/navigation_find/basic_find_voucher.htm">Find a Voucher</a> <span class="hcp1">|</span> <a href="vouch722.htm">Edit a Voucher</a> <span class="hcp1">|</span> <a href="vouchersoverview.htm">Receiving Overview</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">If an error is discovered on a saved voucher, other than in the <a href="vouch722.htm">editable fields</a>, it is necessary to reverse the voucher and then create a new, corrected one to update your receiving history and inventory.</p>
|
||||
<p class="Help-Info-Line">To reverse a voucher:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Locate and highlight/display the voucher to be reversed in your receiving history.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp2">Reverse</span> from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If you are integrated with QuickBooks Desktop, a notice about the vendor credit that will be created is displayed. Read and confirm this message.</p>
|
||||
<p class="Help-Text">If needed, create a new <a href="receiving_copyandcorrectvoucher.htm">corrected voucher</a> as described here.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Reversing a receiving voucher takes the received quantity of each listed item back out of inventory and, if applicable, adjusts the average unit cost of the remaining on-hand quantity. It does this by automatically creating a new return voucher with an equal but opposite effect (lists negative quantities instead of positive).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When completed, the <span class="hcp2">Status</span> of the original voucher will be <font class="hcp3">Reversed</font> and the status of the new return voucher that is created will be marked <font class="hcp3">Reversing</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If the original voucher referenced a purchase order (PO), reversing it will also revert the PO fill status and balances, providing the PO has not been deleted.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If an item listed on a reversed voucher has been deleted from inventory, the reversal causes the item to be added back to inventory. <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_inventory/inven_delitemsaddedback.htm');return false;">Learn more<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software, and the original voucher has already been sent to QuickBooks Desktop, the <a href="../qbpos_qb_data_exchange/qbfs_returnvouchers.htm">reversing (return) voucher is also sent</a> and results in a vendor credit being created. The credit is not automatically applied to open bills in your financial software. In QuickBooks Desktop, select <span class="hcp2">Pay Bills</span> from the Vendors menu and apply the credit. Refer to your QuickBooks Desktop financial software documentation if you need additional assistance. Note: If the original voucher has not yet been sent to QuickBooks Desktop, then neither the original or reversing voucher are sent and no entries are made in your financial software for the transaction.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) Headquarters can reverse a former voucher without restrictions. Remote stores, however, can only reverse a voucher until it has been sent to Headquarters. <a href="../qbpos_multi_store/multistore_remotevoucherreverse.htm">Learn more</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-Store Purchasing & Receiving</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
70
QB_Help_Web/POS_Help/qbpos_receiving/vouch740.htm
Normal file
70
QB_Help_Web/POS_Help/qbpos_receiving/vouch740.htm
Normal file
@@ -0,0 +1,70 @@
|
||||
|
||||
<!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>Print Vouchers</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; }
|
||||
-->
|
||||
</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;">Print Vouchers</p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_email_documents.htm">E-mail Documents</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/printing/basic243.htm">Printing Basics</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">If creating a new voucher select <font class="hcp1">Print Voucher</font> to both print and save the voucher.</p>
|
||||
<p class="Help-Info-Line">To print a voucher from receiving history:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find</a> and select the voucher in your receiving history.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the I Want To menu, select <font class="hcp1">Reprint</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If presented with a print option dialog, you may:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Change the printer you want to use</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Specify the number of copies you want to print</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Preview or change the print template used (select <span style="font-weight: bold;">More Options</span> to access)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="4" style="list-style: decimal;">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <font class="hcp1">Preview</font> or <font class="hcp1">Print</font> to output the vouchers</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouchersoverview.htm">Receiving overview</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic338.htm">Print tags</a></p>
|
||||
</body>
|
||||
</html>
|
||||
77
QB_Help_Web/POS_Help/qbpos_receiving/vouch751.htm
Normal file
77
QB_Help_Web/POS_Help/qbpos_receiving/vouch751.htm
Normal file
@@ -0,0 +1,77 @@
|
||||
|
||||
<!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="Vouchers">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Handling Voucher Costs</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; }
|
||||
-->
|
||||
</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;">Handling Voucher Costs</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">|</span> <a href="voucher_updateprices.htm">Update Item Prices When Costs Change</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">Point of Sale <font style="font-style: italic;">averages</font> the cost of inventory items. This means that when items are received at a cost different from the current average unit cost in inventory, the received quantities and costs are averaged together with the existing inventory quantities and costs to determine the new <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_avgcost">average unit cost</a> of the item.</p>
|
||||
<p class="Help-Indent"><span class="hcp1">Example:</span> If you have 10 of an item that was purchased at an <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_ordercost">order cost</a> of $5 and then receive 10 more purchased at an order cost of $10, the new average unit cost of the item is $7.50.</p>
|
||||
<p class="Help-Indent" style="text-align: center;">(10 x 5) + (10 x 10)/20 = 7.50</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">This allows you to set an accurate profit <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_margin">margin</a> for items and maintain an accurate inventory valuation when using Point of Sale in conjunction with QuickBooks Desktop financial software.</p>
|
||||
<p class="Help-Text">When receiving merchandise, Point of Sale will suggest the cost  on the voucher as: 1) the order cost on a referenced purchase order, or, if no purchase order is involved, 2) the current order cost from inventory.</p>
|
||||
<p class="Help-Text">Review and ensure that the correct cost information is entered on the voucher.</p>
|
||||
<p class="Help-Info-Line">To change the voucher cost of an item when receiving:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Highlight the item in the voucher item list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Click <span class="hcp1">Qty/Cost</span>, enter the new cost, then click <span class="hcp1">OK</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text">If the voucher cost is different than what is recorded in inventory, Point of Sale will alert you that you may want to review and <a href="../qbpos_inventory/inven410.htm">edit your item prices</a>.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The <a href="../qbpos_inventory/inven_ordercost.htm">order cost</a> in inventory is not an averaged cost. When items are received at a new cost, that cost becomes the new order cost in inventory and will be suggested as the cost on future purchase orders and vouchers.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Point of Sale supports cost and price entries of up to five decimal places to facilitate ordering, receiving, and tracking items costing fractional cents. <a href="../qbpos_basic_procedures/basic311.htm">Learn more</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">You can restrict an employee's rights to view item costs by using Point of Sales <a href="../qbpos_secadmin/secadminoverview.htm">security features</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Your inventory prices are updated automatically by receiving vouchers only it the previous regular price is $0 (zero) AND you have a margin or markup entered on the item record.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="voucher_billinginfo.htm">How vouchers are transferred to QuickBooks Desktop financial software</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." style="border: none;" width="9" height="15" border="0">  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>
|
||||
</body>
|
||||
</html>
|
||||
106
QB_Help_Web/POS_Help/qbpos_receiving/vouch752.htm
Normal file
106
QB_Help_Web/POS_Help/qbpos_receiving/vouch752.htm
Normal file
@@ -0,0 +1,106 @@
|
||||
|
||||
<!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="Vouchers">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Receive Items Ordered on a Purchase Order</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; }
|
||||
font.hcp2 { 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;">Receive Items Ordered on a Purchase Order</p>
|
||||
<p class="Help-Text"><a href="vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a></p>
|
||||
<div style="float: none;">
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Text">Receiving against a purchase order (PO) is the fastest and most accurate way to receive merchandise. A voucher can receive against one or more POs, and additional items can be added to the voucher using normal methods.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span class="hcp1">Important Note:</span> If maintaining accurate vendor histories, receiving reports, and being able to match up vendor bills and invoices in your financial software is important to you, we recommend against receiving against purchase orders from different vendors on a single receiving voucher. A good practice is to receive against a single PO from a single vendor with each voucher. Likewise, if you <a href="voucher_spreadcosts.htm">spread freight, fees, and discounts</a> across item costs, it is a good practice to receive against only one purchase order per voucher. Otherwise, you may be spreading fees or discounts associated with one order over items from another.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Receiving items ordered on a PO can be initiated from a new voucher (as described below) or directly from the purchase order against which you are receiving. From the purchase order you are receiving against:  Select <span class="hcp1">Receive Items</span> from the I Want to Menu</p>
|
||||
<p class="Help-Info-Line">To receive items ordered on a PO:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the Purchasing menu at the home page, select <span class="hcp1">Receive Items</span>. A blank receiving voucher is opened.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"> From the I Want To menu, select <span class="hcp1">Receive from PO</span>. The <a href="voucher_selectpos.htm">Select POs</a> dialog is opened.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt; font-weight: normal;">
|
||||
<p class="Help-Steps" style="font-weight: normal;">At the top of the Select POs dialog, select the vendor. Only POs from the selected vendor are shown.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Choose the PO(s) to receive against by selecting the checkboxes on the left. You can select one, multiple, or all POs in the list.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">R</span><font class="hcp2">eceive All Due</font> to bring ALL the due items and quantities from selected POs to the voucher.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">OR</p>
|
||||
<p class="Help-Indent">Choose <span class="hcp1">S</span><font class="hcp2">elect Items to Receive</font> to receive only some of the items. Enter quantities for the items you want to bring to the voucher in the <span class="hcp1">Doc Qty</span> field and then select <font class="hcp2">Continue</font>. <a href="voucher_selectpoitems.htm">Learn more</a></p>
|
||||
<p class="Help-Note" style="margin-left: 24px;"><span class="hcp1">Tip</span>: If receiving all but a few of the items, it may be faster to choose <span class="hcp1">Receive All Due</span> and then edit the quantities on the voucher.</p>
|
||||
<ol start="6">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">If the referenced PO(s) include fees, you are asked if you would like to apply them to this voucher. Select <font class="hcp2">Yes</font> or <span class="hcp1">N</span><font class="hcp2">o</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Review the <span class="hcp1">Unit</span> <font class="hcp2">Cost</font> and <span class="hcp1">Qty</span> of each item to be sure they reflect the actual order values. <a href="vouch753.htm">Edit</a> it if necessary.  <a href="vouch751.htm">Learn more about voucher costs</a></p>
|
||||
</li>
|
||||
</ol>
|
||||
<ol start="8">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">If applicable, add other received items (not on PO) using standard <a href="../qbpos_basic_procedures/basic303.htm">item listing</a> methods.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">To enter or edit <a href="vouch715.htm">discounts, fees, and/or freight</a> charges, select <span class="hcp1">Enter Discount/Fee/Freight</span> from the I Want To menu and enter the amounts. If applicable, select the <span class="hcp1">S</span><font class="hcp2">pread discount, freight and fee</font> check box to allocate these amounts over the individual item costs. <a href="voucher_spreadcosts.htm">Learn more about spreading these amounts</a></p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">If available, review or enter <a href="voucher_billinginfo.htm">vendor billing information</a>. Select <span class="hcp1">Enter Billing Info</span> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">S</span><font class="hcp2">ave & Print</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Saving a voucher that references a PO automatically updates the POs <a href="../qbpos_purchasing/po632.htm">fill status</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">(Pro) If you generated a PO from a customer order (sales order), the customer order and purchase order numbers for the received items are shown in the voucher item list. Click the <span class="hcp1">Show PO</span> or <span class="hcp1">Show SO</span> buttons to view the orders.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Bulleted">       <img src="../image/voucher_po-so_links.gif" alt="Voucher item" title="Voucher item" style="border: none;" width="562" height="64" border="0"></p>
|
||||
<p class="Related-Topics"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs06.htm">Warn if PO is past its cancel date</a></p>
|
||||
<p class="Help-Text"><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
|
||||
<p class="Help-Text"><a href="vouch753.htm">Edit voucher items</a></p>
|
||||
<p class="Help-Text"><a href="voucher_updateprices.htm">Update item prices from a receiving voucher</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print tags</a></p>
|
||||
<p class="Help-Text"><a href="vouch754.htm">Effects of saving a receiving voucher</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-store purchasing & receiving</a></p>
|
||||
</body>
|
||||
</html>
|
||||
63
QB_Help_Web/POS_Help/qbpos_receiving/vouch753.htm
Normal file
63
QB_Help_Web/POS_Help/qbpos_receiving/vouch753.htm
Normal file
@@ -0,0 +1,63 @@
|
||||
|
||||
<!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="Vouchers">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Edit Voucher Items</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; }
|
||||
-->
|
||||
</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;">Edit Voucher Items</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch722.htm">Edit Other Voucher Information</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/basic320.htm">Delete Items</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">There are two methods of editing items after listing them on a voucher (but before saving).</p>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Click <span class="hcp1">Qty +</span> and <span class="hcp1">Qty </span>  to increase or decrease the item quantity by one unit with each click.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Click <span class="hcp1">Qty/Cost</span> to edit the received quantity or order cost. You can also enter the quantity and extended cost on this dialog and Point of Sale will calculate and display the order cost (calculated to 5 decimal places, display to two decimal places).  </p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Select <span class="hcp1">Return Item</span>, this button changes a positive quantity to negative when returning items to a vendor.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="margin-left: -20px;">
|
||||
<p class="Help-Nested-List">Select <font style="font-weight: bold;">Edit</font> to open the Item Information window to access other editable fields. For example, you can u<a href="voucher_updateprices.htm">pdate the item's price</a> when costs change here or enter <a href="../qbpos_basic_procedures/basic_serial_number.htm">item serial numbers</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Voucher items cannot be edited after saving the voucher. If an error is discovered in the listed items after saving, you will need to <a href="vouch723.htm">reverse the voucher</a> or create a <a href="voucher_returns.htm">return voucher</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic303.htm">List items</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch752.htm">Receive items from a PO</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouchersoverview.htm">Receiving overview</a></p>
|
||||
</body>
|
||||
</html>
|
||||
109
QB_Help_Web/POS_Help/qbpos_receiving/vouch754.htm
Normal file
109
QB_Help_Web/POS_Help/qbpos_receiving/vouch754.htm
Normal file
@@ -0,0 +1,109 @@
|
||||
|
||||
<!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>Effects of Saving a Receiving Voucher</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; }
|
||||
td.hcp2 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
font.hcp3 { font-weight:bold; }
|
||||
span.hcp4 { 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;">Effects of Saving a Receiving Voucher</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="vouchersoverview.htm">Receiving Overview</a> <span class="hcp1">|</span> <a href="../qbpos_company_preferences/companyprefs_receiving.htm">Receiving Preferences</a></p>
|
||||
<div class="droptext" id="POPUP322588971" style="display: none;">
|
||||
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
|
||||
<col style="width: 45.882%;">
|
||||
<col style="width: 54.118%;">
|
||||
<tr style="vertical-align: top;">
|
||||
<td style="width:45.882%;" class="hcp2">
|
||||
<p><a href="vouch752.htm">Receive against a PO</a></p>
|
||||
<p><a href="vouch702.htm">Receive without a PO</a></p>
|
||||
<p><a href="vouch751.htm">Update cost of received item</a></p>
|
||||
<p><a href="voucher_updateprices.htm">Update price of received item</a></p>
|
||||
<p><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
|
||||
<p><a href="vouch715.htm">Enter discounts, freight, and fees</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/basic_serial_number.htm">Record item serial numbers</a></p>
|
||||
</td>
|
||||
<td style="width:54.118%;" class="hcp2">
|
||||
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a saved voucher</a></p>
|
||||
<p><a href="vouch722.htm">Edit a voucher</a></p>
|
||||
<p><a href="vouch723.htm">Reverse (correct) a voucher</a></p>
|
||||
<p><a href="../qbpos_vendors/vend360.htm">View a vendor's receiving history</a></p>
|
||||
<p><a href="voucher_returns.htm">Return merchandise to vendors</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print tags from a voucher</a></p>
|
||||
<p><a href="../qbpos_multi_store/multi_store_transfers.htm">Transfer items to other stores</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<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">When you print/save a receiving voucher, Point of Sale performs the following actions:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Adds the quantities received into inventory (subtracts if a return voucher).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Re-calculates the received items' <font class="hcp3">Average Unit Cost</font> in inventory, if the cost has changed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Updates received items' <font class="hcp3">Order Cost</font> in inventory, if changed, to the cost listed on the voucher.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Updates item prices if the item prices were formerly zero (i.e., new items being received for the first time) based on your defined margin or markup and any Price Level markdowns specified in company preferences.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Updates item <font class="hcp3">Margin %</font> and <font class="hcp3">Markup%</font>, and prices if you manually updated them from the voucher, if the cost has changed and the inventory price was not formerly zero (reorder items).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Updates the received items' <span class="hcp4">Last Received Date.</span></p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Adds the voucher to your receiving history, item history, and the vendors history.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Updates any referenced POs fill status and item <span class="hcp4">Received</span> quantities.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Prints a copy of the voucher.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If integrated, sends the voucher to QuickBooks Desktop financial software on the next financial exchange. <a href="../qbpos_qb_data_exchange/qbfs_receivingvouchers.htm">Learn more</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouchersoverview.htm">Receiving overview</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP322588971');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
94
QB_Help_Web/POS_Help/qbpos_receiving/voucher_billinginfo.htm
Normal file
94
QB_Help_Web/POS_Help/qbpos_receiving/voucher_billinginfo.htm
Normal file
@@ -0,0 +1,94 @@
|
||||
|
||||
<!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>Enter Vendor Billing Information</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; }
|
||||
font.hcp2 { font-weight:bold; }
|
||||
img.hcp3 { 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;">Enter Vendor Billing Information</p>
|
||||
<p class="Help-Text"><a href="vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_qb_data_exchange/qbfs_receivingvouchers.htm">How Vouchers are Sent to QuickBooks Desktop</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">You can enter vendor billing information, such as Invoice #, terms, bill and due dates, etc. for your merchandise purchases in either Point of Sale or in QuickBooks Desktop financial software. The setting that determines if the vendor billing fields are on the Point of Sale voucher form is located in <a href="../qbpos_company_preferences/companyprefs_receiving.htm">company preferences</a>.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note"><span class="hcp1">Note:</span> This setting affects whether the necessary fields are included on the voucher form and how vouchers are sent to your financial software. We recommend you use the <span class="hcp1">"How Vouchers are Sent..."</span> link above to read about the differences before changing this setting.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">By default, the vendor billing fields are not on the Point of Sale voucher form. You can change this setting if you do not use QuickBooks Desktop financial software or if you prefer entering the information in Point of Sale.</p>
|
||||
<p class="Help-Info-Line">To change where vendor billing information is entered:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the File menu, select <font class="hcp2">Preferences</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp2">Company</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <font class="hcp2">Receiving</font> from the left-hand preference menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select or clear the check box labeled <font class="hcp2">Enter vendor billing information in Point of Sale</font>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click <span class="hcp1">S</span><font class="hcp2">ave</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">With the vendor billing fields added to Point of Sale, you can easily review and add billing information when you are making or editing a voucher.</p>
|
||||
<p class="Help-Info-Line">To enter vendor billing information on the voucher:</p>
|
||||
<ol style="list-style: decimal;">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">With the voucher displayed, select <span class="hcp1">Enter Billing Info</span> from the I Want To menu. The Billing Information dialog is displayed. <a class="dropspot" href="javascript:TextPopup(this)" id="a1">View example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp3"></a></p>
|
||||
<div class="droptext" id="POPUP248959163" style="display: none;">
|
||||
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
|
||||
<col style="width: 100%;">
|
||||
<tr style="vertical-align: top;">
|
||||
<td style="width: 100%; padding-right: 10px; padding-left: 10px;">
|
||||
<p><img src="../image/vchr_billinginfo.gif" alt="Vendor Billing Info" width="481" height="248" border="0" class="hcp3"></p>
|
||||
<p> </p>
|
||||
<p> </p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div></li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Review and enter/edit information as needed. Typically, this information comes from the invoice from the vendor.  The <a href="../qbpos_vendors/vend359.htm">vendor terms</a> are suggested as the default terms from the vendor record or are carried from the PO. They can be edited here if necessary for this shipment.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbdataoverview.htm">Financial Exchange overview</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="hcp3">  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( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
|
||||
TextPopupInit('a1','POPUP248959163');
|
||||
//]]></script>
|
||||
</body>
|
||||
</html>
|
||||
45
QB_Help_Web/POS_Help/qbpos_receiving/voucher_hdi.htm
Normal file
45
QB_Help_Web/POS_Help/qbpos_receiving/voucher_hdi.htm
Normal file
@@ -0,0 +1,45 @@
|
||||
|
||||
<!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="Help and support">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>voucher_hdi</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;">Receiving Merchandise: How Do I?</p>
|
||||
|
||||
<p class="Help-Text">This is a popup topic and has been hidden.</p>
|
||||
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch701.htm">Access receiving vouchers and receiving history</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch702.htm">Create a new voucher</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch752.htm">Receive items ordered on a purchase order (PO)</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch715.htm">Record freight, fees, and discounts</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_voucher.htm">Find a voucher</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch722.htm">Edit a voucher</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch723.htm">Correct (reverse) a voucher</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="voucher_returns.htm">Return merchandise to vendors</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_vendors/vend360.htm">View a vendors receiving history</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch751.htm">Handle voucher cost and price</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/printing/basic338.htm">Print tags from vouchers</a></p>
|
||||
|
||||
<p class="Help-Text">More </p>
|
||||
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text">Click anywhere to close this window</p>
|
||||
</body>
|
||||
</html>
|
||||
99
QB_Help_Web/POS_Help/qbpos_receiving/voucher_returns.htm
Normal file
99
QB_Help_Web/POS_Help/qbpos_receiving/voucher_returns.htm
Normal file
@@ -0,0 +1,99 @@
|
||||
|
||||
<!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>Return Merchandise to Vendors</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; }
|
||||
-->
|
||||
</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;">Return <span style="background-color: #008000;">Merchandise to Vendors</span></p>
|
||||
<p class="Help-Text"><a href="vouchersoverview.htm">Receiving Overview</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">Merchandise being returned to a vendor is recorded on a  voucher in the same way in which you receive items. The only difference is you enter a negative quantity for the returned items.</p>
|
||||
<p class="Help-Text" style="font-weight: normal;">If the merchandise being returned hasn't been received into your Point of Sale inventory via a receiving voucher, such as when discovering damaged goods upon arrival, you may choose to simply not receive it. No separate return document needs to be made in this case.</p>
|
||||
<p class="Help-Text" style="font-weight: normal;"> </p>
|
||||
<p class="Help-Note"><span style="font-weight: bold; color: #ff0000;">Important  Note:</span> <span style="background-color: Transparent;">If you need to match and reconcile vendor invoices, bills, and payments, such as in QuickBooks Desktop financial software, we recommend never mixing received and returned items on a single voucher. Doing so would result in "net" documents being created in your financial software, instead of individual bills and vendor credits.</span></p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">You can create a return voucher by manually creating it or by copying the original voucher and making it a return. The second choice is best if returning all or most of  the items received on a voucher.</p>
|
||||
<p class="Help-Info-Line">To manually create a return voucher:</p>
|
||||
<p class="Help-Text">Follow the basic procedure for <a href="vouch702.htm">creating a voucher</a>:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Receive Items</span> from the Purchasing menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List the quantities and cost of the items being returned.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">The current order cost from inventory is suggested as the voucher cost. Edit to match original received cost as necessary.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List">
|
||||
<p class="Help-Nested-List">Be sure to enter negative quantities. One way is to click the  <span class="hcp1">Return Item</span> for each item.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Save the voucher.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Info-Line">To make a return by copying the original receiving voucher:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps"><a href="../qbpos_basic_procedures/navigation_find/basic_find_voucher.htm">Locate</a> the original receiving voucher in your receiving history.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select <span class="hcp1">Return to Vendor</span>  from the I Want To menu.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">A new voucher with the same information (except vendor billing information) as the original is opened with the quantities converted to negative quantities..</p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Edit the items and other information as needed.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Save the voucher.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Do not make a return voucher for merchandise that has never been received into inventory, such as when you refuse delivery of merchandise that arrives damaged.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Upon saving, a return voucher deducts the returned item quantities from inventory, updates a referenced purchase orders fill status, and is added to your receiving history.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If integrated with QuickBooks Desktop financial software, the vendor credit that results from a return voucher is not automatically applied to open bills in your financial software. In QuickBooks Desktop, select <span class="hcp1">Pay Bills</span> from the Vendors menu and apply the credit.  Refer to your QuickBooks Desktop financial software documentation if you need additional help. <a href="../qbpos_qb_data_exchange/qbfs_returnvouchers.htm">Learn More</a>.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/navigation_find/basic_find_voucher.htm">Find a voucher</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_multi_store/multi_store_purchasing.htm">Multi-Store Purchasing & Receiving</a></p>
|
||||
</body>
|
||||
</html>
|
||||
@@ -0,0 +1,57 @@
|
||||
|
||||
<!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>Select Items to Receive</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; }
|
||||
font.hcp2 { 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;">Select Items to Receive</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</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-Note">This information applies to the <span class="hcp1">Select Items to Receive</span> window, accessed when receiving against a purchase order.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Use this window to specify the quantity of items being received from selected purchase orders. All remaining due items from the selected POs are included in the list for selection.</p>
|
||||
<p class="Help-Info-Line">To select items:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Enter the quantity of each item being received in the <font class="hcp2">Doc Qty</font> column,</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent" style="font-weight: bold;">Or</p>
|
||||
<p class="Help-Indent">Choose <span class="hcp1">Select All</span> to receive all  remaining due items to the voucher.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select <font class="hcp2">Continue</font>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The items with specified quantities are transferred to the receiving voucher.</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Text" style="font-style: normal;"><span class="hcp1">Tip:</span>  A quick way to receive most but not all items in the list is to choose <font class="hcp2">Select All</font> to populate the <font class="hcp2">Doc Qty</font> column for all items with the due quantity. Then edit the <font class="hcp2">Doc Qty</font> for the few items not being received before selecting <font class="hcp2">Continue</font>.</p>
|
||||
</body>
|
||||
</html>
|
||||
73
QB_Help_Web/POS_Help/qbpos_receiving/voucher_selectpos.htm
Normal file
73
QB_Help_Web/POS_Help/qbpos_receiving/voucher_selectpos.htm
Normal file
@@ -0,0 +1,73 @@
|
||||
|
||||
<!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>Select Purchase Orders</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; }
|
||||
font.hcp2 { 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;">Select Purchase Orders</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a></p>
|
||||
<div>
|
||||
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
|
||||
color: #800000;">Pro</p>
|
||||
</div>
|
||||
<p class="Help-Note">This information applies to the <span class="hcp1">Select POs</span> window, accessed from a receiving voucher when receiving against purchase orders.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Text">Use this window to select the purchase order(s) from which you are receiving items.</p>
|
||||
<p class="Help-Info-Line">To select purchase orders:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">In the <span class="hcp1">Show POs For:</span> field, select a vendor or choose to show POs for all vendors.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">If you already selected the vendor on the voucher, that vendor is pre-selected for you here.</p>
|
||||
<ol start="2">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click the checkboxes in the <font class="hcp2">Select</font> column to choose POs (or use the <font class="hcp2">Select All</font> button on the right).</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">Select one of the choices for receiving items from the selected POs:</p>
|
||||
</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp2">Receive All Due</font> Transfers all items and quantities from the selected POs to the voucher.</p>
|
||||
</li>
|
||||
<li class="p-Help-Nested-List" style="font-size: 9pt;">
|
||||
<p class="Help-Nested-List"><font class="hcp2">Select Items to Receive</font> Opens an <a href="voucher_selectpoitems.htm">item selection</a> window, allowing you to enter received quantities for specific items.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">In order to maintain accurate vendor histories and receiving reports, and to be able to match up vendor bills and invoices in your financial software, we recommend never receiving items from multiple vendors on a single receiving voucher. A good practice is to receive against a single PO from a single vendor with each voucher.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If you <a href="voucher_spreadcosts.htm">spread freight, fees, and discounts</a> across received item costs, it is a good practice to receive against only one purchase order per voucher. Otherwise, you may be spreading fees or discounts associated with one order over items from another.</p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
87
QB_Help_Web/POS_Help/qbpos_receiving/voucher_spreadcosts.htm
Normal file
87
QB_Help_Web/POS_Help/qbpos_receiving/voucher_spreadcosts.htm
Normal file
@@ -0,0 +1,87 @@
|
||||
|
||||
<!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>Spread Discounts, Freight, and Fees Across Item Costs</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;
|
||||
margin-left:0px;
|
||||
margin-right:0px;
|
||||
margin-top:10px;
|
||||
margin-bottom:10px; }
|
||||
-->
|
||||
</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;">Spread Discounts, Fees, and Freight Across Item Costs</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="vouch752.htm">Receive Purchase Order Items</a> <span style="color: #c0c0c0;">|</span> <a href="vouch715.htm">Enter Voucher Discounts, Feels, and Freight</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">Discounts, fees, and freight entered on a receiving voucher can be spread across the costs of the items being received. Spreading these amounts helps you track a truer average cost for your items.</p>
|
||||
<p class="Help-Info-Line">To spread these amounts on a voucher:</p>
|
||||
<ol>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">List all items being received on the voucher, either <a href="vouch702.htm">manually</a> or by referencing the <a href="vouch752.htm">purchase order</a> on which they were ordered.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps" style="font-size: 9pt;">
|
||||
<p class="Help-Steps">From the I Want To menu, select <span class="hcp1">Enter Discount/Fee/Freight</span> and enter amounts as applicable.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent" style="text-align: center;"><img src="../image/vchr_discfreightfees.gif" alt="Receiving Voucher" title="Receiving Voucher" width="325" height="187" border="0" class="hcp2"></p>
|
||||
<ol start="3">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select the <font style="font-weight: bold;">Spread Discount, Freight, and Fee</font> check box.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">Note that the amounts previously entered are zeroed out as these amounts are now spread across the individual item costs on the voucher. The total remains the same.</p>
|
||||
<p class="Help-Indent" style="text-align: center;"><img src="../image/vchr_discfreightfees_spread.gif" alt="Receiving Voucher with discount, freight, and fees spread" title="Receiving Voucher with discount, freight, and fees spread" width="325" height="188" border="0" class="hcp2"></p>
|
||||
<ol start="4">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Click <span class="hcp1">Close</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Complete and print/save the voucher.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When spread, the sum of discounts, freight, and fees is distributed across all items on the voucher proportionally based on each items <span class="hcp1">extended cost</span>. Due to rounding, this amount may result in fractional cents applied to the voucher cost.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The discount, freight, and fee fields at the bottom of the voucher form are no longer editable after spreading, since these amounts are now reflected in the individual item extended costs and in the voucher subtotal.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Clearing the spread check box before saving the voucher will restore the costs to their prior state and make the discount, freight, and fee fields editable again.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Once the voucher is saved, these amounts cannot be unspread or changed. Likewise, if the voucher is saved without spreading, it cannot be edited later to spread (though in this case the fields themselves are editable, since the amounts may not have been known at the time the voucher was created and saved).</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">When spreading, it is the item average unit cost that is affected in inventory. Item order cost is not adjusted. <a href="../qbpos_inventory/inven_ordercost.htm">How does order cost differ from average unit cost?</a></p>
|
||||
</li>
|
||||
</ul>
|
||||
</body>
|
||||
</html>
|
||||
114
QB_Help_Web/POS_Help/qbpos_receiving/voucher_updateprices.htm
Normal file
114
QB_Help_Web/POS_Help/qbpos_receiving/voucher_updateprices.htm
Normal file
@@ -0,0 +1,114 @@
|
||||
|
||||
<!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>Update Item Prices from a Receiving Voucher</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">
|
||||
<!--
|
||||
ol.hcp1 { list-style:decimal; }
|
||||
span.hcp2 { 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;">Update Item Prices from a Receiving Voucher</p>
|
||||
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="vouchersoverview.htm">Receiving Overview</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_basic_procedures/printing/basic338.htm">Print Price Tags</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">It's inevitable. Your vendor raises their price for an item and you need to decide whether to pass on the increase to your customers.</p>
|
||||
<p class="Help-Text">Point of Sale alerts you when a reorder item cost on a voucher is different than the current inventory cost, but does not automatically update the price. Whether you change your price and by how much is at your discretion.</p>
|
||||
<p class="Help-Text">You can change the price and print new tags from the voucher, if you wish.</p>
|
||||
<p class="Help-Info-Line">To update the price and print new tags from the receiving voucher:</p>
|
||||
<ol class="hcp1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">When you go to print/save the voucher, you are alerted that you are receiving an item or items at a new cost. Answer <span class="hcp2">Yes</span>, that you want to review  the prices before saving the voucher.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Select the item with the new cost in the voucher item list and then click <span class="hcp2">Edit</span>.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Indent">The Item Information window opens, as shown here, displaying price and margin information (other information removed from illustration for clarity).</p>
|
||||
<p class="Help-Text" style="text-align: center;"><img src="../image/voucher_updateprice.gif" alt="" style="border: none;" width="175" height="110" border="0"></p>
|
||||
<p class="Help-Indent">The item price shown is your current Regular Price from inventory. The margin and markup numbers show what your profit margin <span style="font-style: italic;">would be at this price relative to the cost on the voucher (not relative to your average unit cost; see note below)</span>.</p>
|
||||
<ol start="3" class="hcp1">
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Adjust the item price by entering a new price or by adjusting the margin or markup and then select <span class="hcp2">OK</span>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">To print new price tags from the voucher, with the item highlighted select <span class="hcp2">Print Tags</span> from the I Want To menu.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Repeat for other items, if applicable.</p>
|
||||
</li>
|
||||
<li class="p-Help-Steps">
|
||||
<p class="Help-Steps">Print/save the voucher.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Heading-2">Notes:</p>
|
||||
<ul style="list-style: disc;">
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">The new regular sales price (and markdown price levels if you use them) are updated in inventory when you save the voucher.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">Use the margin and markup shown on the voucher as a guideline in setting price. When saving the voucher, these values will be recalculated in inventory relative to the new <a href="../qbpos_inventory/inven_avgunitcost.htm">average unit cost</a>.</p>
|
||||
</li>
|
||||
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||||
<p class="Help-Bulleted">If items received on a voucher are brand new (i.e., do not yet have a regular price defined in inventory, but do have a margin or markup defined) Point of Sale will automatically calculate the regular price by applying the specified margin or markup to the voucher cost upon saving. If you use markdown price levels, those prices are also calculated based on the markdown percentages specified on the item record (and defined in company preferences).</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_pricelevels.htm">Use Markdown Price Levels</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_reminders_pricechange.htm">Price Change Reminders</a></p>
|
||||
<p class="Help-Text"><a href="../qbpos_inventory/inven_pricecostrelationship.htm">Price/Cost Relationship</a></p>
|
||||
<div style="width: 100%; position: relative;" id="footer"><script language="JavaScript1.2" type="text/javascript">
|
||||
//<![CDATA[
|
||||
function ExtractFileName()
|
||||
{
|
||||
var doc = unescape(document.URL);
|
||||
var cut_start = doc.lastIndexOf("/") + 1;
|
||||
var to_end = doc.lastIndexOf(".htm");
|
||||
var chm_file = doc.substring(cut_start,to_end);
|
||||
|
||||
return chm_file;
|
||||
}
|
||||
function FeedbackPressYes()
|
||||
{
|
||||
FeedbackID.innerHTML = "<font style=\"font-weight: bold; color: #008000;\">Thank You! Your feedback helps us improve Point of Sale!<\/font>";
|
||||
ButtonID.innerHTML = "";
|
||||
document.URL="qbpos:command.sendfeedback.help?ui=false&hlp_score=1&hlp_doc_name=" + ExtractFileName();
|
||||
}
|
||||
|
||||
function FeedbackPressNo()
|
||||
{
|
||||
document.URL="qbpos:command.sendfeedback.help?hlp_score=0&hlp_doc_name=" + ExtractFileName();
|
||||
}
|
||||
//]]>
|
||||
</script>
|
||||
<p class="Help-Text"> </p>
|
||||
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="image\lightningbolt_shg.gif" title="image\lightningbolt_shg.gif" width="9" height="15" border="0"> Additional online resources. Internet connection required.</p>
|
||||
<p class="Help-Text" style="margin-left: 12px;"><a href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale Community User Forums</a> Connect with other users and experts to ask questions, get answers, and exchange advice, tips, and tricks for free.</p>
|
||||
<p class="Help-Text" style="margin-left: 12px;"><a href="http://www.quickbooks.com/support">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>
|
||||
<p class="Help-Text" id="FeedbackID" style="margin-left: 12px; margin-top: 8pt; font-weight: normal;"><span class="hcp2">Help us help you</span>.  Did the information in this topic answer your question?</p>
|
||||
<p class="Help-Text" id="ButtonID" style="margin-left: 24px;"><a href="javascript:FeedbackPressYes()"><img src="../image/yes_button.gif" alt="image\yes_button.gif" title="image\yes_button.gif" width="32" height="20" border="0"></a>   <a href="javascript:FeedbackPressNo()"><img src="../image/no_button.gif" alt="image\no_button.gif" title="image\no_button.gif" width="32" height="20" border="0"></a></p>
|
||||
<p class="Help-Text"> </p>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
88
QB_Help_Web/POS_Help/qbpos_receiving/vouchersoverview.htm
Normal file
88
QB_Help_Web/POS_Help/qbpos_receiving/vouchersoverview.htm
Normal file
@@ -0,0 +1,88 @@
|
||||
|
||||
<!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="Vouchers">
|
||||
<meta name="generator" content="Adobe RoboHelp 2019">
|
||||
<title>Receiving Overview</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; }
|
||||
td.hcp2 { padding-right:10px;
|
||||
padding-left:10px; }
|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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|
||||
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">Receiving Overview</p>
|
||||
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" style="border: none;" width="11" height="11" border="0"></a> <span class="hcp1">|</span> <a href="../qbpos_company_preferences/companyprefs_receiving.htm">Receiving Preferences</a> <span class="hcp1">|</span> <a href="../qbpos_fields/fields07.htm">Voucher Field Descriptions</a></p>
|
||||
<div class="droptext" id="POPUP302421356" style="display: none;">
|
||||
<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
|
||||
<col style="width: 45.882%;">
|
||||
<col style="width: 54.118%;">
|
||||
<tr style="vertical-align: top;">
|
||||
<td style="width:45.882%;" class="hcp2">
|
||||
<p><a href="vouch752.htm">Receive against a PO</a></p>
|
||||
<p><a href="vouch702.htm">Receive without a PO</a></p>
|
||||
<p><a href="vouch751.htm">Update cost of received item</a></p>
|
||||
<p><a href="voucher_updateprices.htm">Update price of received item</a></p>
|
||||
<p><a href="voucher_billinginfo.htm">Enter vendor billing information</a></p>
|
||||
<p><a href="vouch715.htm">Enter discounts, freight, and fees</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/basic_serial_number.htm">Record item serial numbers</a></p>
|
||||
</td>
|
||||
<td style="width:54.118%;" class="hcp2">
|
||||
<p><a href="../qbpos_basic_procedures/navigation_find/basic_find_general.htm">Find a saved voucher</a></p>
|
||||
<p><a href="vouch722.htm">Edit a voucher</a></p>
|
||||
<p><a href="vouch723.htm">Reverse (correct) a voucher</a></p>
|
||||
<p><a href="../qbpos_vendors/vend360.htm">View a vendor's receiving history</a></p>
|
||||
<p><a href="voucher_returns.htm">Return merchandise to vendors</a></p>
|
||||
<p><a href="../qbpos_basic_procedures/printing/basic_taginstructions.htm">Print tags from a voucher</a></p>
|
||||
<p><a href="../qbpos_multi_store/multi_store_transfers.htm">Transfer items to other stores</a></p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
<p> </p>
|
||||
</div>
|
||||
<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">A <font class="hcp4">receiving voucher</font> is a Point of Sale history document that provides a permanent record of merchandise received from a vendor into inventory. A <font class="hcp4">return voucher</font>, on the other hand, records merchandise returned to the vendor and removed from inventory. The term voucher is used to refer to both receiving and return vouchers, unless otherwise specified.</p>
|
||||
<p class="Help-Text">After a voucher is saved, it is stored in your receiving history. Both receiving and return vouchers are maintained in a single list.</p>
|
||||
<p class="Help-Text">When receiving merchandise ordered on a purchase order, you can bring any or all of the ordered items to the voucher by "referencing" the PO on the voucher. The <a href="../qbpos_purchasing/po632.htm">PO fill status</a> will be updated when the voucher is saved.</p>
|
||||
|
||||
<p class="Help-Text">When receiving an item that you have open customer orders for, Point of Sale will alert you and add the item to the <a class="hcp1" href="../qbpos_inventory/inven_reminders_fillso.htm">fill customer order reminders</a> list. If you generated a purchase order from the customer order to get the item from your vendor, Point of Sale will display the customer order number and customer name right on the receiving voucher to assist in quickly filling the order.</p>
|
||||
|
||||
<p class="Help-Text">Saving a voucher updates the received items <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_avgcost">average unit cost</a>, <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_ordercost">order cost</a>, and on-hand quantity in inventory. To keep accurate track of the value of your inventory, it is important to enter the correct cost information for received items on the voucher.</p>
|
||||
<p class="Help-Text">If an item is received on a voucher at a new cost, you are alerted so you can review and possibly update your prices to maintain your desired profit margin. Item prices are only automatically updated by a voucher if the previous price was $0 (typical for new items being received for first time) and you have defined a margin or markup in inventory.</p>
|
||||
<p> </p>
|
||||
<p class="Related-Topics">Related Topics</p>
|
||||
<p class="Help-Main-Topic-Links"><a href="vouch752.htm">Receiving against a PO</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="voucher_billinginfo.htm">Handling vendor billing information</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="voucher_updateprices.htm">Updating item prices when costs change</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_13">Security rights for receiving</a></p>
|
||||
<p class="Help-Main-Topic-Links"><a href="../qbpos_qb_data_exchange/qbfs_receivingvouchers.htm">How vouchers are sent to QuickBooks Desktop financial software</a></p>
|
||||
|
||||
|
||||
<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
|
||||
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|
||||
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|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user