Main Screens

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Main Screens
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Key Areas >Sales > Main Screens

Glossary Item Box

Overview

This section provides a provides a quick look at the two main screens that are used  to create sales.  These two screens are referred to as the 'Sales Screen' and the 'Finalise Sales Screen'. 

There are three different types of sales screen available to you.  Your individual business needs and industry will dictate which of the three types will be most suitable for you.  For more information regarding the individual sales screens, click on the relevant article below.  The primary task of the sales screen is to add items to a sale record in preparation to charge the customer, but also allows some manipulation of prices, both manual and automatic, as well as access to related functionality such as quote creation.  To learn more about this functionality, see the 'How to use this screen' section in the applicable sales screen article below.

The finalise sale screen is common to all sale screen types.  This screen handles the sale finalisation by confirming payment methods & customers.  Once a sale has been 'finalised', it is committed to the system and can no longer be altered.  Please note that alterations after sale finalisation, such as reversals, are handled via the Reverse Sales dialog.  Refer to the Finalise Sale Screen article to learn more about this sale screen.

 

The following Screens are covered in this section.