Debtor Manual

ORDERS - PROHIBITED STOCK

ITEMS

The facility is now available to set up Inventory Stock Codes that can be used when producing a

Debtor Order but are “Prohibited from Invoicing” . This means they can be included on an order, but must be removed prior to invoicing.

This allows general labour codes to be stated at order stage to ensure that details of what needs to be done and any other notes can be added without having to guess what the final entries will be.

Example:

Your business has 5 Technicians who each have a Labour Code with their relevant 'charge out' rate. However at the time of generating the initial order, you have no idea who will actually be given the job to process. Using this "Prohibited" code allows you to make sure a Labour code is entered, but ensures that these codes will be swapped for actual labour billing code before invoicing by way of an on screen reminder.

Details on the set up of these specific Inventory Stock Codes is detailed in the Inventory

Manual - see Stock Other Tab

Example of Stock Item:

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When this code is added to Debtor Order it will appear as normal, and allows you to add notes if applicable which would then appear on the Debtor Order - Picking Slip/Delivery Docket for internal use.

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When the Order is complete and is ready for Invoicing, it is assumed that the correct information has been supplied to you by your staff and you now know what the correct Labour

Codes need to be added to the Order before Invoiving.

Firstly you will need to ensure that you remove the Prohibited code from the Order before an

Invoice can be generated. The system will prompt you do this with the following message.

Once the old code is removed, simply add the final stock item to the Order as normal and

Invoice the order as per normal procedures.

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