User Guide
Contents
1. customer form of the concerned customer User Guide 10 Economix 2009 ECONOMIX SYST ME INC All rights reserved2. on your keyboard 3 Click Yes to confirm the cancellation of this product on the purchase order Automation of the courtesy reminders 1 Click on the button Calendar 2 Select a courtesy reminder date by double clicking 3 Click OK NOTE The window of courtesy reminder will appear at the time of validating a product on the invoice This feature is only configured for products having beforehand been defined as being eligible to a program of courtesy NOTE The module INVOICING being directly integrated into the customer form the information registered on the emitted invoice will transfer to the customer s form The consultation of the courtesy programs will then be possible from the customer form as well as in reports corresponding to the dates of reminder Changing the printing type 1 Click the desired printing button Small size size compatible with printers emitting receipts Large size size compatible with regular printers Email Size compatible with PDF and directly integrated with Microsoft Office Outlook Nothing No printing is desired N B The purchase order will be saved either way for consulting purposes reprinting or later modification 2 Click Accept NOTE The integration of PDF purchase orders with Microsoft Office Outlook is only possible if the customer form attached to the orders contains an e mail address User Guide 6 Economix 2009 ECONOMIX SYST ME INC All rights reserved Creating a credit note NO
3. the customer s sales history from the current invoice A History 1 Click on the button History Reaching the customer from the current invoice 1 Click on the Customer located in the left superior corner Canceling products on a current invoice 1 Click on the button Cancel Consulting a previous invoice 1 Click on the menu Invoices 2 Click Invoice Consulting 3 Enter the invoice number 4 Click OK User Guide 9 Economix 2009 ECONOMIX SYST ME INC All rights reserved NOTE No registered information about a completed invoice can be modified with the exception of the methods of payment Correcting a method of payment on a previous invoice Click on the menu Invoices Click Invoice Consulting Enter the invoice number Click OK Click Pay Click on the button of the old method of payment to deactivate it Click on the button of the new desired method of payment Click Accept ON OA ED gt NOTE The module INVOICING being directly integrated to the management of the cash registers the modifications entered on the invoice issued will automatically correct the cash registers statement Modifying the delivery address on an invoice 1 Position the cursor inside the field Address located in the left superior corner 2 Enter the new information desired NOTE This information will be effective only for the current invoicing If it is about permanent modifications these last ones must be directly corrected in the
4. the validated products grid sise 6 Automation of the courtesy reminders uas eese pua torre o Ranae e ERRXR EC URRRRIRIRRRKNESERRRRRNASSRRRRRESSRRRRiISRRRKIICSRRRXS 6 Changing the printing type esse ennt red ue ce mesi trac d etus ox dra dE tomen EIN NER tt nine nee IS aaa eiaa Naana uaa eias 6 Creating a gere 7 Assigning multiple payimierts ecu ori Rusa pe tiir nra Enna ux x oaa Ru ES ERRERERRRRRRERESRRRRXXRPNRRRRXYE DS IR TA RETRE EA 8 Creating a method of payment cicuta coiere nva b ei ua che ERED AR en teen muse RANT E EANN Ga VE ANNE REED EIE RNKE ARR ER 8 Transferring an invoice to account receivable eeeeeee nennen nnne nnne nnn nnne nn nnne nn nn nnn nn nnn 8 Applying a payment to an account receivable ss nennen nnne nnn nnne nnne ne nn nnn nnn nnn 9 Applying a credit note to ari INVOICE sssri enoei aaia nnn nna aruis usua t hagan aaa uma r kazaa arra ka ana aad dana ea N 9 Assigning a salesman to an INVOICE eee eee enero trennen nna annua n hien diin k Ragga npa n3 naa ark an Rn Pa ar Rn Ra 3G aar Ry Ra RR an 3a nian 9 Reaching the customer s sales history from the current invoice sis 9 Reaching the customer from the current invoice eeeeeeeeeeeee nnne nennen nnne nn nnne nn nnn nn nnn 9 Canceling products on a current INVOICE as siii nocentes rear iota omues ego en nan Ru xau E Ete o aie ER NA ARR Naa Sa
5. Economix User Guide Module INVOICING v2 0 ECONOMIX Solutions User Guide 1 conomix MODULE INVOICING 2009 ECONOMIX SYSTEME INC All rights reserved d Module Introduction to the module Invoices The module INVOICING is designed to answer your needs in the management of your invoices This tool allows you to manage entirely the information related to your invoicing with two functions integrated to other Economix solutions modules Creation modification of invoices Integration of the invoicing to related modules User Guide 2 Economix 2009 ECONOMIX SYST ME INC All rights reserved d Module Training plan Reaching the module INVOIGIINQ 2222 5e oaa o in nent unu hoa nnn nna x nu pu aa nun E RR X uu Ena sageneere MAUS SR E ECS Ra RR o seit 4 Creating an INVOICE 2 52 P 4 Searching for a product in the field Model eene nennen nennen non insane nen nn nn nnn 5 Modifying the INVOICING GQale 22e coa oru iuo tonnes deno heo rauco exin aue c aka uuu E eck TRAE sata ie mater tie mate KR RR DDR RR YKRPRRKRYEROPRKA 5 Modifying Ihe guane Sessan tal decease ince dus ecctetegste cat Bek cases dr meme ets denpe eestecae dueviecuttes seen di dans erdecue es 5 Modifying a price On AN INVOICE E 5 Applying a discount on We oro V e 6 Withdrawing a product from
6. TE In the case of a return or of a product exchange the invoice modifications must be brought from a new transaction having a new number of invoice 1 Click Search 2 Search the customer with the research criterion displayed NOTE For the search criterion 3 Name and 4 Contact the order of inscription for the information is not necessary for more flexibility 3 Once the search criterion completed click OK NOTE If the customer doesn t exist the system will offer to consult the entire list If you do not wish to consult the entire list click NO 4 Click on the desired customer 5 Click on the button Invoices NOTE The result of the search can group include several customers Therefore it is important to select the customer before clicking the button Invoices NOTE By opening the module invoicing the cursor will position automatically in the field Model which will allow you to begin your entry of product directly 6 Enter the product code of the return product in the field Model 7 Press Enter on your keyboard to validate the product NOTE The cursor will position automatically in the field Quantity 8 Enter the desired negative quantity Ex 1 9 Press Enter on your keyboard to validate the quantity NOTE The cursor will position in the field Comment 10 Write a comment if need be Reason of the return 11 Press Enter on your keyboard to validate the product NOTE The cursor wil
7. XRRa n DA Sea ERA RE RR RARO 9 Consulting eU W aleec E n 9 Correcting a method of payment on a previous INVO CE nennen nennen nennen nennen nnn 10 Modifying the delivery address on an invoice eeeeeeeee nnnm nnne nn nnne nn nnn nn nnn 10 User Guide 3 Economix 2009 ECONOMIX SYST ME INC All rights reserved E Module Invoices Reaching the module INVOICING 1 Click Invoices E or under the menu Invoices click Invoice Create Creating an invoice bm 1 Click Search 2 Search the customer with the research criterion displayed NOTE For the search criterion 3 Name and 4 Contact the order of inscription for the information is not necessary for more flexibility 3 Once the search criterion completed click OK NOTE If the customer doesn t exist the system will offer to consult the entire list If you do not wish to consult the entire list click NO 4 Click on the desired customer 5 Click on the button Invoices NOTE The result of the search can group include several customers Therefore it is important to select the G Invoices customer before clicking the button Invoices NOTE By opening the module invoicing the cursor will position automatically in the field Model which will allow you to begin your entry of product directly 6 Enter the product code in the field Model 7 Press Enter on your keyboard
8. l position in the field Model to enter the next returned product NOTE Repeat this operation according to the number of different products returned by the client Pay 12 Once the invoice is complete click MP IM 13 Click on the desired method of payment in the case of a reimbursement or click on the button Account receivable to apply a credit to the customer s account User Guide 7 Economix 2009 ECONOMIX SYST ME INC All rights reserved NOTE If the credit note is applied to the customer s account he will be able to use it in part or in total at the time of the next purchase 14 Click Accept NOTE The module INVOICING being directly integrated to the stocks management the returned quantities will be put back into the inventory Assigning multiple payments 1 Click on the first desired method of payment 2 Enter the first amount of payment NOTE The cursor will automatically position in the field corresponding to the selected method of payment 3 Click on the second desired method of payment NOTE The second amount of payment will automatically register in the field corresponding to the selected method of payment Creating a method of payment cu Click on the button Other CC Click Add Enter the code and description of the new type of payment Click Save Click Exit gom Transferring an invoice to account receivable 1 Click on the button Account receivable to apply an account receivable to the custome
9. r s account NOTE If an account to be received is applied to the customer s account he can pay it partially or altogether during its next purchase 2 Click Accept 3 Click Yes 4 Click Yes NOTE The module INVOICING being directly integrated to the management of the accounts receivable the customer will be able to pay directly its account from the invoicing NOTE In the case of a customer who pays its account receivable without buying additional items it is suggested to use a fictitious product ex payment CR at the price of 0 00 to apply the amount of the account receivable to the invoice and to accept the transaction User Guide 8 Economix 2009 ECONOMIX SYST ME INC All rights reserved Applying a payment to an account receivable 1 Position the cursor inside the field Apply to A R 2 Enter the amount to the account receivable 3 Click on the selected method of payment 4 Click on Accept Applying a credit note to an invoice 1 Position the cursor inside the field Apply to A R 2 Enter the negative amount of the credit note to be deducted NOTE In the case of a credit note amounts registered inside the field Accounts receivable will be negative 3 Click on the desired method of payment 4 Click Accept Assigning a salesman to an invoice 1 Click the field Salesman 2 To select an existing salesman click on the desired salesman among the list defined beforehand under the menu Options User Reaching
10. to validate the product NOTE The cursor will position automatically in the field Quantity 8 Enter the desired quantity 9 Press Enter on your keyboard to validate the quantity NOTE The cursor will position in the field Comment 10 Write a comment if need be 11 Press Enter on your keyboard to validate the product User Guide 4 Economix 2009 ECONOMIX SYST ME INC All rights reserved NOTE The cursor will position in the field Model to enter the next product NOTE Repeat this operation according to the number of different products to charge to the client Pay 12 Once the invoice is complete click MP LN 13 Click on the desired method of payment 14 Click Accept NOTE The invoice amount will automatically be entered in the field corresponding to the method of payment selected However it is possible to modify this amount with your keyboard for the following cases e The cash back amount exceeds the amount of the invoice e The customer would like to add a withdraw on his bank card Searching for a product in the field Model 1 Position the cursor inside the field Model 2 Press the F5 key on your keyboard 3 Search for the desired product with the search criteria offered 4 Select among the list of products corresponding to the search criteria used the desired product by double clicking Modifying the invoicing date 1 Position the cursor inside the field Delivery date 2 Enter the desired deli
11. very date NOTE The date of issue of the invoice situated in the right superior corner is not modifiable However in the case of invoices emitted early or late it is possible to use the field Delivery date not to falsify the administrative calculations NOTE The delivery date is the basis of the management of the courtesy programs Modifying the quantities 1 Position the cursor inside the field Ordered present in the validated products grid 2 Enter the desired quantity ordered NOTE Once the ordered quantity is modified the automatic calculation of the taxes and totals will be refreshed with the new data Modifying a price on an invoice 1 Position the cursor inside the field Price present in the validated products grid 2 Enter the desired price User Guide 5 Economix 2009 ECONOMIX SYST ME INC All rights reserved NOTE Once the price is modified the automatic calculation of the taxes and totals will be refreshed with the new data Applying a discount on a product 1 Position the cursor inside the field Dis 96 present in the validated products grid 2 Enter the desired discount NOTE The field Dis 96 is pre formatted in percentage If the desired discount is 2096 the user must enter 20 in the field Dis 96 and not 0 20 Withdrawing a product from the validated products grid 1 Position the cursor inside the field Model present in the validated products grid 2 Press simultaneously on the keys Ctrl Del
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