Sales register: Sage Intacct Sales Register Report Sage Intacct Tips, Tricks and Components
This screen can also be accessed via the Add Client button on the “Schedule Appointment” screen in the calendar. So, Sales Register report gives us ability to analyse the type of transaction and track the complete sales process. This area of the screen (below the Invoice Listing) displays a detailed breakdown of the sale in progress.
You may also start typing the first characters of the Employee ID. As you type each letter, the search will instantly narrow down. The client must be selected for this invoice if you wish to have transaction history attached to their record. So to fulfil their requirement there is a report in Sage Intacct named as the Sales Register in the AR module. There are checkboxes we can choose to run the report with transaction details, payment details, and credit details. Click over the Qty (quantity) field to edit the quantity of the item. When departments are made and items are assigned, they will show in the space to the right.
Sales Register (Point Of Sale)
Click this button to clear the invoice and return to a blank POS screen. If you are using a receipt printer, a receipt may print with a summary of the no sale performed. This button will remove the corresponding line item from the invoice listing. If an employee is not selected, the user that is currently logged in will be assigned to the sale. Click the drop down to select the employee from the listing of all the employees entered.
- So, Sales Register report gives us ability to analyse the type of transaction and track the complete sales process.
- This area of the screen (below the Invoice Listing) displays a detailed breakdown of the sale in progress.
- The following screen will open when you click the button next to the client name field.
- Each transaction shows the date, customer ID and name, invoice or adjustment number, due date, description, amount, and amount paid.
- Click the drop down to select the employee from the listing of all the employees entered.
- You can also do this by clicking Client Details when a client has been selected in the “Schedule Appointment” screen.
Sales Register Report shows monthly summary of sales transactions and closing balances. Each transaction shows the date, customer ID and name, invoice or adjustment number, due date, description, amount, and amount paid. Each month can be viewed by selecting that month also you can change the display according to the information required.
Sage Intacct Sales Register Report
You can also compare similar data of two or more companies from same data directory. This area of the screen (below the Client Information area) lists all the items you have chosen for this sale. It also displays the quantity, price and employee assigned to the sale. You can also do this by clicking Client Details when a client has been selected in the “Schedule Appointment” screen. The following screen will open when you click the button next to the client name field. Enter the information that the client provides and click the “Save Client” button.
Items belonging to the selected department to the left will display here.