The Quick Add dialog, found in the Orders and Invoices has received a few updates to enhance the speedy entry of PO, Order, and Invoice totals into MRSware.
Updates:
Entering an PO Number or Order Number into Quick Add that already in MRSware will update that entry with any new Sales total, if it is different.
Entering an Invoice Number with an existing PO or Order Number will create the Invoice and link it to the existing entry. If the Sales totals are different, the PO/Order total will be updated via a Discount entry and the Description will be updated to note the change.
Entering whole numbers in the % fields automatically converts them to percentages. E.g. enter “2” for 2%. The previous way of entering “0.02” to get 2% continues to work as well.
Some fields on the Quick Add continue to auto-fill in other fields when selected, which makes data entry go a little quicker, including:
Account Number is filled in when a Manufacturer and Customer combination is selected that has an Account Number in the system.
Sales Rep is automatically selected when the selected Customer has an assigned Rep. That Rep’s Split % is also filled in. Changing the Rep for this specific Order/Invoice will also select the correct default Split %.
References:
Quick Add article in Documentation:
Quick Add - Orders, Invoices, Payment Line Items
Although the Sales Import process is most commonly used when entering orders, invoices, or commission payments, there may be times when they are sent from a manufacturer (one at a time) via fax, email, or mail.
The Shipping Anticipated Date also made it to the Quick Add form in this release. Adding a "Shipping Date" in Quick Add sets the date that you are expecting the Invoice to be issued, or perhaps the date that the Customer is requesting the products to be shipped on -- usage of the field varies a bit by sales agency.
Throughout MRSware, and especially in places like the Quick Add screen, you want to make sure you are adding only correct information. For example, if I have the PO Number, I should enter that; and if I have the Order Number (this is the number the Manufacturer's system assigns when they receive the PO), enter that too. However, if I don't have the Order number (yet, or at all), don't enter a fake-number or placeholder. Later, when the real number comes in, matching to that PO Number, the Sales Importer will match the PO and Order up, and add that Order Number. If you had entered a placeholder, the system won't recognize the entry as matching and may create a duplicate.