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Non-Inventory Item

This feature allows you to add an item to an invoice that is not part of your inventory. To access this screen, select Non-Inventory Item from the Invoice menu (Modern) or the Inventory menu (Traditional). You can also press in either Invoice Screen.

To add a non-inventory item to an invoice:


Enter the description, cost, quantity, and price of the non-inventory item. Click on the box next to the desired tax level(s) to choose the type of tax to be applied to this item. If Auto Cost % is set to Yes in the Setup Screen, CRE will automatically calculate the cost once the price of the noninventory item is entered. Click on Add To Invoice or press to add the item to the invoice. Click on Cancel or press to quit without adding the item to the invoice.

Print Ticket/Voucher


This feature allows you to print additional tickets or vouchers for an item (Traditional Invoice Screen only). You must enter the administrator password before printing additional tickets or vouchers.

Steps for Invoicing an Order
1. Select Customer (Chapter 4: Creating Invoices):

Use the default Cash Customer (#101) Or Use Find or Quick Search to select a customer

2. Tax (Chapter 4: Creating Invoices)
:

Use the default Tax Invoice Or Select Tax Exempt Invoice NOTE: In the Traditional Invoice Screen, you must select No Tax This Order BEFORE you add any items to the invoice or else taxable items will be taxed.

3. Select Inventory Items to be placed on the Invoice Grid (Chapter 4: Creating Invoices):

You can either scan in the item number with a bar code scanner or manually enter the item number or item name. If you don't know the entire number for an item, you can type the first few characters then click on the down arrow to display all the items beginning with those characters.

A. Select Modifiers for an item (Chapter 2: Inventory Control):

If you selected modifiers for an item in the Inventory Maintenance screen, a screen like this will appear when the item is selected for an invoice. Select modifiers by clicking on the corresponding boxes with the mouse or use to move to the desired box then type 'X'. Selected modifiers are indented below the item in the inventory grid.

B. Non-Inventory Items (Chapter 2: Inventory Control):

If you wish to add a non-inventory item to the invoice grid, select Non-Inventory Item from the Invoice menu (Modern) or the Inventory menu (Traditional). The Non-Inventory Item screen will appear. Enter the required information, then click on Add to Invoice or press to add the item to the current invoice. To quit without adding an item, click on Cancel. NOTE: All items entered using the Non-Inventory Item screen will be tracked under the item Non- Inventory Item.

4. Deleting an Item from the Invoice Grid (Chapter 4: Creating Invoices):

To delete an item from the invoice, highlight the item to be deleted, and then click on Delete (Modern) or press (Modern and Traditional). The item will be deleted from the invoice grid.

5. Changing the Item Quantity on the Invoice Grid (Chapter 4: Creating Invoices):


You may change the quantity for an item once it has been added to the invoice grid. In the Modern Invoice Screen, position the cursor on the desired item then click on Quan Change. In the Traditional Invoice Screen, position the cursor on the desired quantity then press . Enter the correct quantity once the prompt appears, then press or click on OK, or click on Cancel to exit without changing the quantity.

6. Changing the Item Price on the Invoice Grid (Chapter 4: Creating Invoices):


You may change the price for an item once it has been added to the invoice grid. In the Modern Invoice Screen, position the cursor on the desired item then click on Price Change. In the Traditional Invoice Screen, position the cursor on the desired price then press . Enter the correct price once the prompt appear, then press or click on OK, or click on Cancel to exit without changing the price.

7. Repeat steps 3-6 for all items purchased.


8. Invoice Notes (Chapter 4: Creating Invoices):


Add notes to an invoice by selecting Notes from the Invoice Properties screen (Modern) or Invoice Notes from the Invoice menu (Traditional).

9. Invoice Discount (Chapter 4: Creating Invoices):


Apply a specific discount amount to the entire invoice by selecting Discount from the Invoice Properties screen (Modern) or Invoice Discount from the Invoice menu (Traditional).

10. Line Discount (Chapter 4: Creating Invoices):


Apply a discount to a specific line number of the invoice by clicking on Discount (Modern) or selecting Line Discount from the Invoice menu (Traditional) or by pressing (Both).

11. Put Invoice On Hold (Chapter 4: Creating Invoices):


Place an invoice on hold by clicking on Hold Invoice (Modern) or by selecting Put Invoice On Hold from the Invoice menu (Traditional). You will be prompted to enter a Hold ID of up to 4 digits.

12. Recall On Hold Invoice (Chapter 4: Creating Invoices):


To recall an On Hold Invoice, select Recall On Hold Invoice from the Cashier Functions screen (Modern) or the Sales Information menu (Traditional). You will be prompted to enter the Hold ID that you originally entered when you placed the invoice on hold.

13. Select Payment Method (Chapter 4: Creating Invoices):


There are five payment methods:


Credit Card:
You will be prompted to enter credit card information for the sale

Cash:
This is the default payment method.

Check:
You will be prompted to enter the check number.

Split Tender:
This uses a combination of two or more payment methods.

On Account:
This form of payment can only be selected if the customer has an open account.

14. End Transaction (Chapter 4: Creating Invoices):

Once all of the items have been added and you have selected the payment method, click on End Transaction or press to complete the invoice.

15. Amount Tendered:

This is the amount of money that the customer gave to the cashier. Enter the correct amount tendered, then click on OK or press to complete the transaction. Click on Cancel or press to exit without completing the transaction.

16. Receipt Prompt:


If Print Invoices is set to Prompt in the Setup Screen, this screen will appear. Click on Yes or press 'Y' to print a receipt, or click on No or press 'N' if you do not want to print a receipt.

Change:

This is the amount that the customer should receive back based on the amount tendered and the grand total of the invoice. Click on OK, press , or press to clear the screen for a new invoice.


Return to pages on Cash or Discount

Go on to pages on Reporting Screen or Sales by Vendor

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