Creating Invoices
Topic Overview
Sales clerks are the key to 85 percent of the success with SystemFive™. The majority of the transactions that occur in your business are sales invoices.
In general, the duties of the sales clerks include:
- entering the sales and printing invoices
- recording and entering the customer name, address, city, phone number, etc. in the customer data base for larger sales (or account customers)
- entering customer work orders, layaways, and deposits
- entering customer's special orders (on work orders) where the special order items are automatically added to the special order queue so that the purchase order clerk can see them and add them to purchase orders
- spot checking inventory on a regular basis with a stock count list of a sub-category
- re-tagging items that may have lost their price tags
To enter sales orders and create invoices see How to Create Invoices.