Quick Sale Record View
Quick Sales allow users to efficiently enter a sales transaction without having to allocate items or specify shipping information. Quick Sale transactions do not affect inventory. The purpose of this page is to view, add, edit, or delete a Quick Sale transaction. From this page, users may also view applications to apply transactions to the Quick Sale. When Quick Sale transactions are posted, the General Ledger is updated from the transaction's Journal Entry and the Customer Balance is updated.
Software Version: 2025.12.11 and newer
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Toolbar Icons | Description |
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Fields | Description |
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Cash | A text box to enter the amount of Cash received as payment for the Quick Sale transaction. This field automatically updates when entries are made in the corresponding field in the Payment Details tab and vice versa. This defaults to '$0.00' and is never required. Database Field: ERPx_ARTransactionHeader.PmtCash |
Check | A text box to enter the amount of the Check payment for the Quick Sale transaction. This defaults to $0.00 and is never required. Database Field: ERPx_ARTransactionHeader.PmtCheck |
Credit Card | A text box to enter the amount of the Credit Card payment for the Quick Sale transaction. This defaults to $0.00 and is never required. Database Field: ERPx_ARTransactionHeader.PmtCard |
Deduction | A single select lookup to select the Payroll Deduction code for the Employee Sale. This defaults from the "Default Employee Sale Payroll Deduction Code" Preference value if one is set, otherwise it is blank. It is required, if missing the message "A Payroll Deduction Code is required for Employee Sales." will be displayed when Approving/ Posting the transaction. This is only displayed on an Employee Sale record. |
Description | A text box to add/edit the description of the transaction. This defaults to blank and is never required. If entered, this field must be <= 60 characters. The description does not have to be unique. Database Field: ERPx_ARTransactionHeader.Description |
Doc Date |
Database Field: ERPx_ARTransactionHeader.TransactionDate |
Doc No |
Database Field: ERPx_ARTransactionHeader.DocNumber |
On Account | A non-editable text box that shows the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). This is a calculated value that is not stored in a database field. |
PO |
Database Field: ERPx_ARTransactionHeader.PurchaseOrderID |
Price List | Database Field: ERPx_ARTransactionHeader.PriceListHeaderSK |
Sold To | A single-select lookup to select a Customer. This field is always required. If not assigned, the message "Please select a Customer." will be displayed. Changing the Customer will reset the defaults for the new customer and the following message is displayed on save: “Changing the Customer will reset the following values from the new Customer: Currency ID, Payment Terms, and Tax Class. The Due Date and Discount Date fields will also be recalculated using the new Payment Terms. The Price List has been removed and will have to be manually set.“. This field is always editable when the transaction is in a status of 'New'. This lookup contains all active Customers setup on the Customers list view and any Employees setup in the Employee List.
Database Field: ERPx_ARTransactionHeader.PurchaseOrderID.CustomerSK |
Status | Database Field: ERPx_ARTransactionHeader.TransactionStatusSK |
Tax Class | Database Field: ERPx_ARTransactionHeader.TaxClassSK |