Enter the items or services you are selling

Sales > Entering sales > Task 3: Enter the items or services you are selling

Task 3: Enter the items or services you are selling

The scrolling list in the middle of the Sales window is where you enter details of what you are selling. In this area you will enter item numbers, activity ID numbers, descriptions, account numbers (or names depending upon your selection in the Preferences window) and other information to describe your transaction.

One row in the scrolling list is one line item of the transaction. You can enter as many line items for a sale as you want. The fields that appear in the scrolling list will depend on the layout you are using.

The following illustration shows the fields for a sale with an Item layout and an Invoice status.



A	Ship	The quantity to be delivered.
B	Backorder	The quantity of the item to be placed on backorder. An order for this amount will be created automatically when you click Record.
C	Item Number	Press Tab and select an item from your item list.
D	Description	A description of the item appears automatically. You can change this if you want. If you want to check spelling in this field, click Spell. For more information, see Spell-check.
E	Location	[AccountRight Enterprise only] If you sell this item from more than one location, select the location where the item will be delivered from. For more information, see Multiple inventory locations.
F	Price	The price of the item appears automatically. You can change this if you want.
G	Disc%	[Optional] Type a volume discount as a percentage.
H	Total	The total price of the items is calculated automatically.
I	Job	[Optional] Select a job number here to assign a line item to a specific job.
J	Tax	The default tax for an item appears here. If you want to change the tax code, type or select the required tax code.

The following illustration shows the fields for a sale with a Service layout and an Invoice status. These fields also apply to the Professional and Miscellaneous layouts.



A	Description	A description of the goods or services being sold. If you want to check spelling in this field, click Spell. For more information, see Spell-check.
B	Acct # or Account Name	Select the account to which to allocate the sale. Press Tab and select an account from your accounts list. This is usually an income account. You should not select your trade debtors account for ordinary sales.
C	Amount	The amount you are charging for this sale.
D	Job	[Optional] Select a job number here to assign a line item to a specific job.
E	Tax	Select a tax code for the sale.

note : Add lines, subtotals and headers to sales transactions

You can add lines, headers and subtotals to invoices to make it easy to separate and subtotal different groups of line items on one invoice. For more information, see Adding and deleting transaction lines, headers and subtotals.