Sales (Lay-bys) help
Transaction Detail explaination:
- GST $ = Total GST on purchased works or non-catalogued items
- Sale $ = Amount expected to be received for sale of item
- C.Rate = Commission rate the Art Centre charges on catalogued works, 0.4 equals 40%
- C.$ = Commission amount the Art Centre charges on catalogued works
- C.GST = GST amount included in the C.$
Add Lay-by: including different categories and status of items. Change and manage commission rates
- Go to: [Sales], select [Add Sales]
- Lay-by is used when no payment is received and the artwork is not taken by the customer.
- Select a customer (type min. of 3 letters and then select)
- Select [Lay-by]
- Select sale type
- Change the default Commission if required (this can be changed on a item by item basis)
- Click [+] at the bottom left of the grid
- Type in catalogue number (enter minimum of three characters to search, then select from the list)
- Enter sale price (and any discount, if applicable)
- For stock items (anything owned by the art centre), select from the categories available, and any other details
- Click [Save]
- Click [Print] if needed.
Make Payment on a Lay-by
Tip: this function allows money to be received against a lay-by, without the artists’ account recording any income. Used where no payment was received at the time of sale, but some payment has now been received
- Go to: [Search] >, select [Search & Pay Sales]
- Select a customer, or search(min. of 3 letters press enter and then select) in the ‘Sales’ grid
- Filter selecting [All/Invoice/Lay-by] and/or clicking [Show Owing]
- Check the box next to the sale for which payment has been received
- Move to the ‘Payments’ grid, click [+] at the bottom left of the grid then enter the payment details
- Click [Save]
Edit Lay-by
NB: You can't edit an exported Invoice. You also can't edit an Invoice with a payment, first delete the payment, then edit the Invoice and then add the payment back.
- Go to: [Search] >, select [Search & Pay Sales]
- Select a customer, or search(min. of 3 letters press enter and then select) in the ‘Sales’ grid
- Filter selecting [All/Receipt/Invoice/Lay-by] and/or clicking [Show Owing / Show All]
- Click the customer/sale
- Click [Edit]
- Modify any of the sale details
- If you need to delete an item, click [-] at the end of the line
- Once Edit has been completed, Click [Save]
Print and email Lay-by, including a batch of certificates
- This can be done after any save action, otherwise
- Go to: [Sales] > [Search & Pay Sales]
- Select a customer, or search(min. of 3 letters press enter and then select) in the ‘Sales’ grid
- Filter selecting [All/Receipt/Invoice/Lay-by] and/or clicking [Show Owing / Show All]
- Click the customer/sale
- Click the desired report
- Once loaded, [Print] or [Save] as required