... or a selection of a
specific documents type (for Debtors or Customers - Invoices, Credit
Notes and Quotes), and (for Creditors or Suppliers - Purchase, Supplier
Returns and Orders).
...
...
created for each document, document type (Invoice, Credit Note,
Purchase, Supplier Returns document, Quotes and Orders), as well as the
Total amount of the Document Inclusive of VAT/GST/Sales T...
...
created for each document, document type (Invoice, Credit Note,
Purchase, Supplier Returns document, Quotes and Orders), as well as the
Total amount of the Document Inclusive of VAT/GST/Sales T...
...
created for each document, document type (Invoice, Credit Note,
Purchase, Supplier Returns document, Quotes and Orders), as well as the
Total amount of the Document Inclusive of VAT/GST/Sales T...
...nsaction (e.g. Description, etc.) are displayed in
a bold font type and are displayed between a double quotes identifier
(”), (e.g. Description=”A-ONE Suppliers”).
...
... or a selection of a
specific documents type (for Debtors or Customers - Invoices, Credit
Notes and Quotes), and (for Creditors or Suppliers - Purchase, Supplier
Returns and Orders).
...
...r
of a product (stock item) as a comment on your sales documents
(Invoices, Credit Notes and / or Quotes) and / or on Purchase documents
(Purchase and Supplier Returns documents and / or O...
...upplier Returns
documents which have not yet been posted (updated) to the ledger.
Quotes / Orders - Select to include Quotes and Orders in this report.
Sho...
...ically the same on all
report option screens. All documents (invoices, credit notes, delivery
notes and quotes for debtors and purchase, supplier returns and orders
for creditors (suppliers)) can a...
Select Spreadsheet Stock Files
If you have Stock Item data in a Lotus Spreadsheet stored on your
system, you may import that data into the Stock Item - Adjustments
screen.
- The da
Advanced Stock Adjustments
This option allows you to adjust or edit the values of a selected
Stock Item manually in the selected columns. Working in this option is
very similar to editing data
Trading Stock Shortages
During the financial year some of the trading stock you have
purchased during the year, may have been lost or stolen. A physical
stock count is normally done by many b
Selling Prices Adjustments
This option allows you to change the selling prices of a selected
stock item or all of your stock items, or service items, by a specified
percentage.
To be ab
Quantity and Average Cost
This option allows you to change the quantity of stock on hand. The
total cost price will remain unchanged, but the average cost price will
be changed, due to the ch
Average and Latest Cost
This option allows you to adjust either the average cost, or the
latest cost, of a particular line item. If you change the average cost,
TurboCASH will change the lates
...ch are not yet updated (posted) to the
ledger. You may also need to check if there are any Orders and Quotes,
which are not confirmed.
The necessary stock reports ar...
...The
document listing will list the documents for a selected document type,
e.g. Invoices, Credit Notes, Quotes and Point-of-Sale Invoices for
debtors (customers) and Purchase, Supplier Returns docu...
...ete Documents
This option is used to delete the selected document types
(Invoices, Credit Notes or Quotes for your debtors (customers) and
Purchases, Supplier Returns or Orders for your credit...
...s have not yet been deleted. The
document types, which may be selected, are Invoices, Credit Notes, and
Quotes for your debtors (customers) and Purchases, Supplier Returns
documents and Orders for ...
...eed to update (post) the unprinted
documents in this Input→Update Ledger menu option.
- Quotes for debtors (customers) and Orders for creditors (suppliers) cannot be updated (posted)...
...the context menu, select the
Change account option. The Debtor Accounts (if Invoices, Credit Notes
or Quotes is selected) or the Creditor Accounts (if Purchases, Supplier
Returns or Orders is se...
Generate Repeating Invoice Events
In addition to the Repeating Invoices facility where you may select
Invoices from the Invoice history which occur frequently, or on a
regular basis (e.g. eve
...ts on the Input→Calendar
menu option. You may select to generate Invoices for selected Invoices
or Quotes from the Invoice History List to one or many debtor accounts.
Once selec...
Delivery Notes
You may need to print Delivery Notes for Invoices issued to debtors
(customers) which will accompany the stock items or goods when the
goods are dispatched or delivered to the
Credit Notes
Credit Notes are created to refund debtors (customers) if they return stock
items or goods, or to correct incorrect Invoices, which have been updated
(posted) to the ledger.
...the customer, documenting the sales transaction. Invoices are
automatically created when:
Quotes have been confirmed and converted to an Invoice in the
Input→Documents→Con...
Confirm Quotes (Convert to Invoices)
Once the debtor (customer) accepts the Quote (created on the
Input→Documents→Quotations menu option), it can then be
confirmed and converted to
Quotes
Debtors (customers) may ask you for a quotation on your products for various reasons. TurboCASH
allows you to create a Quote for any of the stock items in your stock
code file. When a d
Supplier Returns Documents
Supplier Returns documents are used to enter the goods or stock you have
returned to your creditors (suppliers), or to correct incorrect Purchases
documents, which
Purchase Documents (Goods Received Notes)
You may create new Purchase documents, which is a source document that may be
sent to the supplier to acknowledge that the stock items or goods hav
...F3 keys on
your keyboard. Alternatively, press the Alt+I+D+N keys on your
keyboard.
The Confirm Quotes and Orders screen is displayed:
Select Orders in the Document...
Orders
You may need to place Orders with your creditors (suppliers). The creditor
(supplier) will supply or deliver the goods as specified on the Order.
When the Goods are received, you
...lect to print and display the company logo instead of the address
on documents (Invoices, Credit Notes, Quotes, Delivery Notes, Purchases,
Supplier Returns documents and Orders).
To do this...
...cuments screen, or the Documents tab of the
Edit→Accounts→Debtor (Invoices, Credit Notes and Quotes) and
Edit→Accounts→Creditor (Purchase, Supplier Returns documents
and O...
...ts screen, or the
Documents tab of the Edit→Accounts→Debtor
(Invoices, Credit Notes and Quotes) and Edit→Accounts→Creditor
(Purchase, Supplier Returns documents and Ord...
...rr;Print menu option,
Documents tab of the Edit→Accounts→Debtor
(Invoices, Credit Notes and Quotes) and Edit→Accounts→Creditor
(Purchase, Supplier Returns documents and Order...
Dot-matrix Printer Paper Setup
The Dot-matrix Printer Paper Setup allows you to set the paper type, size,
quality and margins pages for documents, statements, and other reports or lists.
Printer Settings
Any document, when printed to a printer, will print on your Operating
System’s default printer. You may set any other printer as the default printer
in the Setup→
...rr;Print menu option,
Documents tab of the Edit→Accounts→Debtor
(Invoices, Credit Notes and Quotes) and Edit→Accounts→Creditor
(Purchase, Supplier Returns documents and Order...
... Set of Books to be displayed on documents and reports.
When documents (Invoices, Credit Notes and Quotes for debtors (customers) and
Purchase documents, Supplier Returns documents and Orders...
...ayout files for each document type - Invoices, Credit Notes, Purchases,
Supplier Returns, Orders and Quotes).
Print frames on documents which are part of the layout
...
...specific percentage of discount to a debtor (customer)
on sales documents (Invoices, Credit Notes and Quotes) for a specific stock item
(item discount), you need to do the following basic sett...
...xclusive of VAT/GST/Sales Tax on all documents for debtors (customers)
(Invoices, Credit Notes and Quotes) and documents for creditors (suppliers)
(Purchase, Supplier Returns and Orders)...
...sed in the Document Entry screen before
these documents were updated (posted) to the ledger.
- Quotes and Orders will not be listed, if the Unposted field is not selected on
the Document...
...ck item
code file, you need to create documents for your debtors (customers) (Invoices,
Credit Notes, Quotes and documents (Purchase documents, Supplier Returns
documents and Orders) for your cr...
...rs and receipts journal. If you process documents for your
debtors (customers) (invoices, credit notes, quotes and point-of-sale
invoices), TurboCASH will calculate the correct Output Tax (VAT) in...
...k Items
menu option. When you process documents for your debtors (customers)
(invoices, credit notes, quotes and point-of-sale invoices), and you
select a Stock Item, TurboCASH will calculate th...
...d to set up a Service Stock Item. You will be able to generate
documents such as Invoices, Credit Notes, Quotes, Orders, Purchases and
Supplier Returns.
If you do not intend to use documents, ...
... you may still select a different
salesperson when processing documents (Invoices, Credit Notes and
Quotes).
- If salespersons are used when you process debtors or customer...
...he paper size, margins, etc. for the
dot-matrix printer.
Click on the Quotes
tab, or any other tab, if you wish to check, select and enter details
for any o...
Documents Setup - QuotesQuotes will record the promise to sell specified goods or stock
items at certain prices and quantities if the debtor or customer
accepts the quote within a specified p
Documents Setup - Credit Notes
Credit notes will record the sales returns received from your
debtors (customers) from your stock code file. This source document
will (once updated (posted) to
Documents Setup - Invoices
Invoices will record the sales transactions with your debtors from
your stock code file. This source document will, once updated (posted)
to the ledger, record the s
...tup
This option allows you to set up your debtor or customer documents
(Invoices, Credit Notes and Quotes) and your creditor or supplier
documents (Purchases, Orders and Supplier Returns). The...
...our
Documents. Document Groups allows you to group or categorise the
Documents (Invoices, Credit Notes, Quotes, Purchases, Supplier Returns
and Orders) on which you would like to report.
You ...
...
Document Group 1 / 2
- To group or categorise the Documents (Invoices, Credit Notes, Quotes,
Purchases, Supplier Returns and Orders) on which you would like to
report.
...
..., e-mail or fax. You may
also load a logo picture to be displayed on documents (Invoices, Credit
Notes, Quotes, Purchases, Supplier Returns documents and Orders) and to
set your Windows™ oper...
Company Information and Default Settings
This Company Information consists of two screens on which you need to enter and / or select a few options:
Address - Enter
all your busin
Batch Types
This option allows you to create, delete an existing batch type or
edit / change the name of an existing batch type in which you wish to
enter, post (update) your transactions to
...ethod and other settings
Documents - Document numbers, Batches and Paper Type. Quotes and Orders are new in TurboCASH T3. If you wish to implement these facilities, you need...
...
Documents - This
option allows you to set up your documents Invoices, Credit Notes,
Quotes, Orders, Purchases and Supplier Returns documents, you wish to
hand to customers (d...
...
Documents - This
option allows you to set up your documents Invoices, Credit Notes,
Quotes, Orders, Purchases and Supplier Returns documents, you wish to
hand to customers (de...
...
Retail Entity - Trading in Stock Items, TurboCASH
will generate documents (Invoices, Credit Notes, Quotes for your
debtors (customers) and Purchase, Supplier Returns and Orders for your
credi...
...sts your documents, such as
invoices, credit notes, purchases, supplier returns documents, orders and quotes
or a selection of documents or for a selected period.
Stock - ...
...usually are pre-printed. The
following documents are available:
For debtors (customers) - Quotes, Invoices and Credit Notes.
Point-of-Sale Invoices are available if you wish to use ...
...itor accounts.
Should you generate documents from your stock item code file, you may also
create quotes, confirm and convert these quotes to invoices and enter or edit
invoices and credit n...
...
Documents - Delete documents for debtors or
customers (invoices, credit notes and quotes) or delete documents for creditors
(purchases, returns and orders).
...
...ebtors
(customers), you may click on the down arrow to select one of the available
sales documents (quotes, invoices or credit notes) and point-of-sale invoices.
To access documents f...
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