Entry Forms

 

Entry forms are used to enter a new transaction  or a new record.  

 

 

                              

 

Open an entry form using the ADD icon from any of the four sections such as Sales, Purchase, Production or Warehouse. Or use the Add menu from the corresponding lists.

 

The entry boxes are distributed  into different Tabs. For example  a Customer entry form has 6 Tabs/Section such as Gen Info, Bill Info, Ship  Info,  Pay Info, Custom, Notes.  

To navigate to each sections  press on the Tab names in the bottom of the screen. Use the Left/Right Arrow button on the bottom right side to display the hidden tab names.

When a Customer form is opened in a normal hand held device the tabs up to Pay info will be displayed. Use the Right arrow key to display the rest of the tabs Custom and Notes.

 

      

(Customer entry form menu bar)

 

(Sales order entry form menu bar)

 

 

On the menu bar you have several items.

 

|<<|   or  |<|    Navigate to the record Before.

 

|>>|  or   |>|    Navigate to Next record

 

Save - Save the current opened record. You have 3 option to choose from. a)  Save - save the current record   b) Save & New - Saves current record and open a new entry form c) Save & Close - Save the current record and exit the form

 

Reset - Undo all the changes made to the current opened form.

 

Help - open the help file

 

Exit -  Exit the form with an option to save or not save.

 

Sig - Captures the Signature (See Signature for details)

 

Print - Print Report/Receipt for the transaction. (see Printing for details)

 

 

 

For a detailed  understanding of each forms refer to :

 

Items

Customer

Vendors

Sales Orders

Purchase Orders

Ship Docs

Receiving

Location Transfers

Work Orders

Adjustments

Counts