...
- Cash: An optional field to enter the amount of cash received from the employee for the sale.
- Check: An optional field to enter the amount received from the employee via check for the sale.
- Credit Card: An optional field to enter the amount received from the employee via credit card for the sale.
- Deduction: Select the payroll deduction for the employee sale.
- Description: An optional field for a description of the transaction.
- Doc Date: Identifies the date of the sale or return.
- Doc No: An optional field for a document number. If entered, the Doc No must be unique by transaction type.
- Sold To: Select the employee being sold the item(s) or returning the item(s).
- 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: An optional field is to select the tax class to apply to the transaction in order to charge sales tax. This field is only enabled if the Company module preference for 'Enable Sales Tax on Employee Sales' is set to 'Yes'.
Adding line items
By default, new employee sales open with Click New from the grid toolbar to add blank rows for data entry. By default clicking New creates 5 blank rows for data entry. Complete the data entry by adding one line for each transaction.
Note: Additional lines can be added by clicking New grid toolbar icon.
Required line item fields
...