89 lines
6.6 KiB
HTML
89 lines
6.6 KiB
HTML
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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>Enter Voucher Discounts, Freight, and Fees</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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ol.hcp1 { list-style:decimal; }
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span.hcp2 { font-weight:bold; }
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img.hcp3 { border:none; }
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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;">Enter <span style="background-color: #008000;">Voucher Discounts, Freight, and Fees</span></p>
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<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>
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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">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>
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<p class="Help-Info-Line">To add discounts, freight, or fees:</p>
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<ol class="hcp1">
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<li class="p-Help-Steps">
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<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>
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</li>
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</ol>
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<p class="Help-Indent">AND/OR</p>
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<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>
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<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>
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<ol start="2" class="hcp1">
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<li class="p-Help-Steps">
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<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>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Complete the voucher and /printsave.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</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">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>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<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>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Discount, freight, and fee amounts may be edited even after a voucher has been saved, subject to the following:</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If spread over the cost of the received items before saving, the amounts cannot be changed.</p>
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</li>
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<li class="p-Help-Nested-List">
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<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>
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</li>
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<li class="p-Help-Nested-List">
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<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>
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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="voucher_billinginfo.htm">Enter vendor billing information</a></p>
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<p class="Help-Main-Topic-Links"><a href="vouch702.htm">Create a new voucher</a></p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">Copy a voucher</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</a></p>
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<div style="width: 100%; position: relative;" id="footer">
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<p> </p>
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<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>
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<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>
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<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>
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</div>
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</body>
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</html>
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