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Using the Sales Module

Sale of equipment is always recorded through a sales transaction. Document types include Quote, Order, Fulfillment Order, Invoice, Return, and Back Order. The Sales Transaction Entry window is used to enter these transactions. When you create an order or an invoice, the serial numbers of equipment recorded as inventory will automatically be recognized.

  • If the item is a piece of equipment, you must select the equipment ID in the Sales Transaction Entry window. The application will use the item number if it is an inventory item or will use the equipment ID as a non-inventory item number. You can also record sales for items that are not equipment records.
  • The selling price of a kit item and equipment record on the equipment sales document will come from the Sales Price field entered on the Sales Financial 2 tab.
  • Entering a sale for a piece of equipment will automatically add to the document any attachments that are linked to an inventory item. Unlinked attachments will also be included on the document if the Include on Sale checkbox on the Attachments tab is marked.
  • If the model of the equipment is set up to use a sales kit item, then the equipment item and all the attachments associated with the equipment and components of the kit automatically appear as one line item on the invoice. All items are reflected in the unit cost and unit price.
  • When equipment sold is recorded in the Fixed Asset Management module, you will not be able to post the sales document until the asset has been retired. You will be prompted to retire the asset. There will also be an automatic process hold on the sales document. The hold must be removed before you can post the invoice.



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