User`s guide

Furniture Wizard User’s Guide

2) When creating an invoice for the special order, double click on the description line for the

invoice item to open the Edit Invoice Items Form. Click on the Details tab. You’ll notice in the

Invoice Item Notes box the requirements that you entered in the Inventory record will appear. (If

you did not enter requirements in the Inventory record, you can add them here at the Invoice

record as well.)

Position your cursor to the

right of your Invoice Item

Notes, and then double click

your selection in

Cover/Finish. Your selection

will move over to the Invoice

Item Notes.

To maintain a list of the

most commonly used

Cover/finishes, you can

make an entry in the Invoice

Item Notes and then

higihlight and click Add.

What you just typed moves

to the Cover/Finish

selection.

Invoice Item

notes will

appear on

the Invoice

and

Purchase

Order.

3) Now, you’ll want to enter the particular details for that special order. There are a few

different approaches you can take here. To get the most out of your Furniture Wizard system,

consider setting up standard cover/finish descriptions that you can use again and again. In the

Invoice Item Notes field click immediately to the right of your note (where you want the selected

text placed). Now, in the Cover/Finish box to the left of the Invoice Item Notes select the

cover/finish you desire by double clicking. You should see your selection move over to the invoice

item notes. For example, double clicking on “Pine” after positioning the cursor to the right of

“body” results in “body: pine” in Invoice Item Notes.

4) To continue creating this invoice, you can exit the Edit Invoice Form by clicking Exit. You

can either add more details or if you are finished, click “Create” to create the invoice. Continue

with the invoice processing by entering the payment details, then clicking the Process Inv button

to process this special order and create a Purchase Order.