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- Cash: An optional field to enter the amount of cash received from the fisherman and/or tender for the sale.
- Check: An optional field to enter the amount received from the fisherman and/or tender via check for the sale.
- Credit Card: An optional field to enter the amount received from the fisherman and/or tender via credit card for the sale.
- Description: An optional field for describing the fisherman sale.
- Doc Date: Identifies the date of the transaction. This field defaults to today’s date but can be edited.
- Doc No: Identifies the document number for the transaction. This field is not required but, if entered, must be unique by transaction type.
- Fisherman: Identifies the fisherman who purchased or returned the item(s). This field provides a lookup of all active fishermen and fishermen/tenders.
- Price List: displays a dropdown menu containing all of the available price lists to assign to the transaction. This field is editable, the price list assigned to a fisherman will be displayed if a price list has been assigned to the fisherman selected in the transaction. For more information on price lists, refer to the user guide here.
- Status: This field is to select the status from the following options:
- New - This is the default.
- Approved - Used when there is a two-step process for finalizing transactions. Setting the status to “Approved” disables all editable fields except Status.
- Ready to Post - Used when the user is ready to post the transaction. Setting the status to “Ready to Post” disables all editable fields including status.
- Tax Class: This field is to select the Tax Class to apply to the taxable items on the transaction. This field is enabled only if the Company preference for 'Enable Sales Tax on Fisherman Sales' is set to 'Yes'.
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