This function creates a Sales Order for each customer whose inventory you are managing. The Sales Order consists of a single Line Item: a calculated fee for storing products for the month. This function can be found in the Inventory Main Menu.
The amount charged the customer for each product is determined by the STORAGE FEE $/% you entered for the product. You set up a formula for calculating the amount to charge for each product in FILES|Setup Sales Order Options.
You are warned if you attempt to generate a storage fee more than once in the last 30 days. You may override this warning.
Fields
| GENERATE FOR WHICH PRODUCTS? | Begin by selecting which products to generate orders for. Select either:
Tagged Products |
| STANDARD MONTHLY FEE (PRODUCT ID) | Enter the PRODUCT ID of the Product/Service to use for billing the Standard Monthly Fee. Leave blank if you do not charge such a fee. |
| PER ORDER PROCESSING FEE (PRODUCT ID) | Enter the PRODUCT ID to use for applying a per order processing fee. Simple Accounting will search for and total all charges added with this PRODUCT ID within the date range. Leave blank if you do not charge such a fee. |
| PER ITEM PERCENTAGE | Enter the percentage of the total Customers value of stored product to be charged on the Sales Order. |
| PER ITEM PROCESSING | Enter the PRODUCT ID of the Product/Service to use for FEE (PRODUCT ID) applying a per item processing fee. Simple Accounting will search for and total all charges added with this PRODUCT ID within the date range. Leave blank if you do not charge such a fee. |
| SUMMARY CHARGE | This lets you enter a miscellaneous charge to the bill not covered by the standard monthly fee. Enter the PRODUCT ID of the service to apply this to, then the AMOUNT, then finally, a description. Leave these fields blank if you do not charge such a fee. |
| NOTES | Enter up to a page of free text in this Note Taker field. This text is copied to the generated Sales Orders Order Notes. If your Customer Invoices are so formatted, this will print at the footer of the invoice. This is useful in providing additional information such as services performed and your company policies. |
Buttons
[Proceed] Generate the sales orders for the selected customer/products. Like other sales orders, you can edit the sales orders generated here from the Sales Order Browse. Generated sales orders are automatically tagged to make billing easy.
Simply go to the sales order browse and press [Print], then Invoices, to bill all tagged items.
