Article Summary

Quick Entry is Sales.Live’s single screen for entry of sales quotes, orders and invoices.

Note:

If in Connected mode your transaction will be posted into your Business System and depending on your Sales .Live setup:

• a copy of the transaction will be sent to your Customer;
  

• a copy will be sent to your head office.
  

First, choose a Customer

Type any part of the customer’s name and all matching customers will be listed.

Click the customer you want.

Use a Sales Template

Finalise Entry - review and amend

• Date -  enter this directly as dd/mm/yyyy or click and choose from the calendar
  

• Reference - add a reference you see fit (optional)
  

• Notes - any special notes
  

• Sales Representative - this defaults from your login but can be over-ridden
  

• Discount - Tick the box to select a discount % or discount value then enter in the field below
  Note: % discounts are applied to the lines of the sale - if you selected a value discount this will only be shown as a final deduction from the order total.

• Warehouse - choose from the list of available warehouses Warning: your login may be restricted to certain warehouses only

You can then adjust the lines (products) on your sale as follows:

• Warehouse - if you have access to multiple warehouses you can direct a particular product to come from a warehouse other than the default.
  

• UOM - if your product is sold in various units you can choose a different unit here
  

• Quantity - enter the revised quantity or use the + and - buttons
  

• Price Ex - you can override the default price (before tax) here
  

• Discount
  If you selected a % discount it can be overridden on any line by entering a new % or a discount value.
  To override a value discount use the field in the sale header (above) 

Finalise 

To generate a preview or file copy, press 

Signature

If enabled in your Sales .Live setup, you will see a screen where you can capture a Customer signature:

If you are using a touch-sensitive screen such as a tablet or phone the signature can be written directly here.

This signature is stored along with your sale in your business system.

Email a copy

If enabled in your Sales .Live setup, you’ll now see a window where you can choose to email a copy of the document. 

If your customer has appropriate contacts these will be shown - just tick those applicable. If not, just enter the email address in the box.
Note: the contacts shown includes all those in the Contacts list for the Customer plus the main contact on the Customer in your Business System.

Completed

Your completed sale will then be confirmed:

To save you waiting, the sale won't be posted immediately to your Business System but will go into a queue.