User Guide

Entering Inventory Sales
80 Simply Accounting
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ACCPAC INTERNATIONAL, INC. Confidential
Enter the dollar amount to be allocated to the project. You
can allocate all or part of the remaining revenue from the
item among additional projects by selecting each project,
then entering the amount. The program displays the total
amount to be allocated and the remaining amount at the top
of the dialog box.
When you have completed your allocation, a check mark
appears in the Allocate column beside the transaction in the
Sales, Orders, and Quotes window.
Freight.
Enter the cost of freight that cannot be directly
allocated to a specific item.
The amount is added to the linked Freight Revenue account
when you process the transaction.
Tax totals
(such as
GST, PST
)
.
If you have defined more than
two taxes in your system, then the program calculates and
displays in the Tax totals field, the total tax amount for all items.
If you have defined only one or two taxes in your system, then
the program displays a separate tax field for each tax total, such
as a total GST and a total PST field.
Comments.
The invoice comment entered on the Comments
tab in the System Settings dialog box appears automatically in
this field. You can change it if you wish.
Terms.
If you select Sales Order or Quote in the Transaction
field, or if you select Invoice in the Transaction Field and Pay
Later in the Paid By field, the program automatically displays
three fields and fills in the payment terms listed in the
customer’s record.
The program automatically includes invoices that have payment
terms in the To-Do Lists. Among other things, you can use the
To-Do Lists to keep track of:
■
Recurring sales you should ship and invoice this week.
■
Customers with overdue accounts, and the balance due.
Discount.
If you select Cash, Cheque, or a credit card as the
payment method, the program automatically displays two fields