Add stock or catalogue items to an invoice

Stock and catalogue items are added to invoices using the Include button(ALT^U) on the Stock form or on the Catalogues form. Note: since items can be sold from several sources (ex Stock, ex Catalogue, ex Web etc.) it is important that the correct source of the sale be recorded. To achieve this follow the on screen instructions when you invoke the Include function.

You can review the items already added to the current invoice at any time by displaying the active transaction. (Use the ACTIVE command (ALT^T) on the Stock or Catalogue form). Switch between this Draft Invoice and the Inventory forms as required to confirm additions, etc.

All additions to Transactions are automatically directed to the Active Transaction IDH_TransActive for theCurrent customer.