Task 3: Enter the items or services you are selling

The scrolling list in the middle of the Sales window is where you enter details of what you are selling. In this area you enter item numbers, activity ID numbers, descriptions, account numbers (or names depending on your selection in the Preferences window) and other information to describe the transaction.

One row in the scrolling list is one line item of the transaction. You can enter as many line items for a sale as you want. The fields that appear in the scrolling list differ depending on the layout you are using.

The following illustration briefly describes the line-item entries you can make for a sale with an Item layout and an Invoice status.


A	Deliver	Type the quantity to be delivered.
B	Backorder	Type the quantity of the item to be placed on backorder. An order for this amount will be created automatically when you click Record.
C	Item Number	Type your item number or select it from your item list.
D	Description	A description of the item appears automatically. You can change this if you want.
E	Location	[AccountEdge Plus only] If you sell this item from multiple locations, select the location where the item will be delivered from. For more information, see Multiple stock locations.
F	Price	The price of the item appears automatically. You can change this if you want.
G	Disc%	[Optional] Enter a volume discount as a percentage.
H	Total	The total price of the items is calculated automatically.
I	Job	[Optional] Type or select a job number here to assign a line item to a job.
J	VAT	Type or select a VAT code for the line item.

The following illustration shows the line item entries for a sale with a Service layout and an Invoice status. These fields also appear in the Professional and Miscellaneous layouts.


A	Description	Enter a description of the goods or services being sold.
B	Acct No. or Name	Enter the account to which the sale is to be allocated.
C	Amount	Type the amount you are charging for this service
D	Job	[Optional] Type or select a job number to assign a line item to a job.
E	VAT	Type or select a VAT code.

note : Add lines, subtotals and headers to sales transactions

You can add lines, headers and subtotals to invoices to make it easy to separate and subtotal different groups of line items on one invoice. For more information, see Adding and deleting transaction lines, subtotals and headers in sales transactions.