118 lines
5.4 KiB
HTML
118 lines
5.4 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="Basics">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Add a New Record</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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font.hcp2 { font-weight:bold; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px; }
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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;">Add a New Record</p>
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<p class="Help-Text"><a href="basicsmainpage.htm">Point of Sale Basics</a> <font color="#C0C0C0">|</font> <a href="../qbpos_fields/fields_capacities.htm">Program Capacities</a> <font color="#C0C0C0">|</font> <a href="../qbpos_glossary_of_terms/glossarypage.htm">Glossary</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">This general procedure is for adding a non-document record (item, department, vendor, or customer). For specific steps on creating any record or document in Point of Sale, select a link from lists below.</p>
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<p class="Help-Text">New records are typically added using a record form, even if you are in a record list when you select <span class="hcp1">N</span><font class="hcp2">ew</font>. This procedure assumes you are using a form to add a record. For instructions to add a record directly in a list, click <a href="basic_list_edit_mode.htm">here</a>.</p>
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<p class="Help-Info-Line"><font style="font-weight: bold; font-style: italic;">To add a new record:</font></p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">N</span><font class="hcp2">ew</font> from a list or form, or <font class="hcp2">Add New</font> from a drop-down in a <a href="basic315.htm">lookup</a> field.</p>
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</li>
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</ol>
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<p class="Help-Indent">A blank form is displayed.</p>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Navigate through the form <a href="../qbpos_fields/fields10.htm">fields</a>, making entries as appropriate. Be sure to complete all required fields for the record type (marked with an *).</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">click <font class="hcp2">Save</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent">Or click <font class="hcp2">Cancel</font> anytime before saving to discard the new record.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text"><font class="hcp2">For more information on adding specific record types:</font></p>
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<table cellspacing="0" width="366">
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<tr class="hcp3">
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<td style="width:49.02%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_inventory/inven402.htm">Add an item</a></p>
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</td>
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<td style="width:50.98%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_departments/dept302.htm">Add a department</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:49.02%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_customers/cust902.htm">Add a customer</a></p>
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</td>
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<td style="width:50.98%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_secadmin/secadmin02.htm">Add an employee</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:49.02%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_vendors/vend352.htm">Add a vendor</a></p>
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</td>
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<td style="width:50.98%;" class="hcp4">
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<p class="Help-Text"><a href="../qbpos_secadmin/secadmin_timecards_new.htm">Add a time record</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text" style="font-weight: bold;">For more information on creating new documents:</p>
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<table cellspacing="0" width="366">
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<tr class="hcp3">
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<td style="width:49.03%;" class="hcp4">
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<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1005.htm">New sales receipt</a></p>
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</td>
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<td style="width:50.97%;" class="hcp4">
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<p class="Help-Main-Topic-Links"><a href="../qbpos_receiving/vouch702.htm">New voucher</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:49.03%;" class="hcp4">
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<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_purchasing/po602.htm">New purchase order</a></p>
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</td>
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<td style="width:50.97%;" class="hcp4">
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<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_adjustments/memo1303.htm">New adjustment memo</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:49.03%;" class="hcp4">
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<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_customer_orders/custorder_create.htm">New customer order</a></p>
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</td>
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<td style="width:50.97%;" class="hcp4">
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<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="../qbpos_multi_store/multi_store_createslip.htm">New transfer slip</a></p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="basic302.htm">Enter data</a></p>
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<p class="Help-Main-Topic-Links"><a href="basic303.htm">List items on documents</a></p>
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<p class="Help-Text"><a href="../qbpos_fields/fields_capacities.htm">Program capacities</a></p>
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</body>
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</html>
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