User`s guide

Furniture Wizard User’s Guide
Creating an Invoice
1) From the main menu click on “New Invoice,” and Furniture Wizard will open up the
Invoice Form. You will see selection field on the left (Supplier, Category, Item Number, Model,
Type/Size, Cover/Finish) that will help search for the specific Inventory item you are looking for.
After using the combo box from one or more of these fields to narrow down your selection, select
the item from the description box to the right by double clicking. The invoice item will be placed in
the detail lines of the invoice.
2) At this point you can edit the Selling Price or Quantity by double clicking on the item
description in the detail line. Your changes to Selling Price or Quantity are made here!
Double click
the inventory
item from the
Model and
Description
box to place it
in the detail
line.
Use the
combo box
fields to
narrow
down your
selection.
Double click on
Description of the
item to edit price
and quantity as
needed, and add
invoice notes if
desired.
Double click
inside tax
field to open
adjustments
window.
Click “No Tax
Discount” to
back out Sales
Tax, or enter a
flat discount
amount.
Notes for a specific invoice item can be entered in this form as well –
these notes are FYI only and do not appear on the invoice. Invoice
notes that do appear on the invoice are entered on the main Invoice
Form.
3) Before you create the invoice you can make changes to the Sales Tax, Delivery Charge,
or Discount by double clicking on the Tax field. The Adjustments Form will appear. Here you can
enter a delivery charge, discount, select a local tax rate, or apply the “No Sales Tax” Discount,
which automatically will back out the Sales Tax, apply the discount to the price, and calculate a
new sales tax for your tax reporting purposes.
4) After all invoice items have been added, the Selling Price and Quantity are correct, and
any Adjustments made, click on the “Create” button. The Process Invoice Form will open, and
you’ll need to enter Invoice Number (unless auto-numbered by Furniture Wizard via User
Preferences), Branch ID, Order Date, Sold By, LN Sold To (Last Name Sold To). Although
optional, don’t forget how useful the Referred By field can be.
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