Main Tab

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Use this tab to capture the general information about the counter sale, such as who is purchasing the product and the salesperson who sold it.

Number

Enter a unique number. This field is alphanumeric. You can have Greentree Desktop generate the numbers for you.

Summary

Enter text to identify the item, up to 50 alphanumeric characters.

View

This field determines which records you have access to. The default view is set on the CRM Module Control form. You can modify your view (depending on your security level) by selecting one of these options:

Organisation

This field defaults to the organisation selected on the Counter Sales tab on the Module Control form.

Define an account to which the counter sales records are posted. Select this account on the Module Control form to default to the organisation. You can select another organisation from the dropdown list.

You can select a contact. The status of the contact also displays.

Barcode

Use the Barcode field to scan and identify the inventory item. The barcode is validated with the barcode entered for the inventory item in Greentree.

This field also determines the receipt type. Enter the number of the receipt type you require, displayed below the Barcode field. The receipt detail fields displays.

Sales person

This field displays the salesperson involved in the counter sale. You can define a salesperson for the default counter sale organisation.

You can change the salesperson by selecting another one from the dropdown list.

Stage

Select a stage from the list.

Currency

The base currency set in Greentree Desktop displays. You cannot modify this field.

The base currency is set for each company on the Company Maintenance form.

Type

This field uses the module through which you gained access to quotes. You cannot modify this field. Quotes are available to these modules:

• Sales & Marketing - Type defaults to Sales.
• Service & Support - Type defaults to Service.
• Events Management - Type defaults to Events.
• Counter Sales - Type defaults to Counter Sale. Refunds can be entered through Type Refund.
• Donations - Type defaults to Donation.
• Pledges - Type defaults to Pledges.

Created Date

This date defaults to the system date when you enter a new counter sale. You can change the date.

Invoice Number

This field is updated when the counter sale is processed by clicking the Finalise button. This field is display only.

Double-click the invoice number to view details of the invoice.

Price Book

If the:

• Selected organisation is of type Customer (which is required to process a counter sale), then the price book defaults to the price book for the Accounts Receivable customer.
• Selected organisation is not of type Customer, then the price book defaults to the price book set on the Inventory Module Control form.
• Inventory module is not enabled or no price book is set at inventory level, then price book on the counter sale is blank. You can select another price book for the counter sale. The price book of the line items in the counter sale defaults to this field.

Primary

This field defaults to selected and indicates that the record is the primary counter sale record.

Locked

The counter sale transaction is automatically locked after you click the Finalise button. You can also lock a counter sale by selecting this field.

You cannot change a locked record. You can unlock locked records on the Unlock Quotes form.

Authority Sighted

Select this option to indicate that a paper-based order is received.

Approved

Select this option if the counter sale is approved.

Invoice Number

This field is updated when you click the Finalise button. For a counter sale, it displays the invoice number. For a refund, it displays the credit note number.

This field is display only. Double-click the number to view the detail of the invoice or credit note.

Discount

This field displays the total discount for the counter sale. This field is calculated using the discount per line item included. You cannot modify this field.

Net

This field displays the total net income for the counter sale. This field is calculated based on:

• If tax type of the line item is inclusive of tax, it is calculated as (Price + Tax) — Discount for all the line items included on the record.
• If tax type of the line item does not include tax, it is calculated as Price - Discount for all the line items included on the record.

You cannot modify this field.

Sale Total

This field displays the total amount for the counter sale. This field is calculated using the line total for each item, including tax. You cannot modify this field.

Transaction Lines

This table displays detail for each line. You can add, edit, or view lines. Line numbers are allocated as line items are added. You can maintain the line numbers through editing the number column in the table.

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