Re: [SL] Explanation of menus

[David B. <dav...@sb...>]

On Thu, 2006-12-07 at 14:38 +0530, Srimal Jayawardena wrote:
> Hi
> 
> W are bit new to sql ledger.
> 
> Could someone explain the exact meanings of the following menu items.
I don't use all of the menu items that you are talking about, so I can
only expand upon what I am familiar with.  A suggestion...if you are not
needing particular items, deselect them through admin.pl to clean up
your menus.
> 
> Under AR we have
> 
>    1. Add Transaction
>    2. Sales Invoice

> Under POS we have
> 
>    1. Sale
> 
> 
> Under AR > Customer > Search > Open Customer
> We have:
> 
>    1. AR Transaction
>    2. Sales Invoice
>    3. POS
>    4. Sales Order
>    5. Quotation
This isn't doing much for me...I am not familiar with this list.  Likely
a screen that I don't use much (ever) or your menus are set up
differently from mine.  If these are the check box selections on the
screen that I believe you are looking at, it is simply a different way
of looking at things with date range options, more or less information
etc.  Can't offer much here.
> 1-4 looks the same to me, but there must be some difference.
> 
> My guess is this:
> 
> Sales Order: Goods is not yet delivered, but only an order is taken via the
> phone
A variant is that you can enter a sales order, deliver products from it
and affect inventory by using the Shipping --> Ship feature.  This is
useful if a customer wants a running order billed periodically.  This
allows you to add items to the sales order, deliver (affecting inventory
with shipping for purchasing reasons...at least in my case) and invoice
at set days/dates.
> POS: The customer will come over and buy it over the counter
POS...being Point Of Sale, is typically for such transactions.  I don't
use this function so don't have much more to add.
> Sales Invoice: The customer will buy it over the counter, but terms are
> credit and delivery instantly over the counter.
Sales invoice is, for me, the step I take in converting a sales order
into an invoice.  You can also add a sales invoice skipping over the
sales order step.  You can still collect for the invoice at time of
delivery/pick up.  We have many COD (cash on delivery) customers that
are simply set up with terms of "0".
> AR Transaction: The goods on order is delivered to the customer on credit.
I believe that you could use this for several different scenarios
whether a customer is prepaying, using credit etc.  A/R Transactions are
also useful for billing a customer for things other than goods &
services.  This allows you to select items from your chart of accounts
that are selected to show up as income.  I use A/R Transactions to add
service charges against past due balances prior to cutting statements.

Hopefully what I have said isn't more confusing and that I understood
your question.

David Boyle
NAPCO


> 
> Thanks in advance
> 
> Srimal and Metta
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