The scrolling list in the middle of the Sales window is the main area where sales are created. In this area, you'll enter item numbers, activity ID numbers, descriptions, accounts and various other information that will serve as the detail for your transaction.
Line items
The information that you enter in one row in the scrolling list is one line item of the transaction. You can enter as many line items as you want on each sale. The actual fields that appear in the scrolling list differ, depending on the sale layout you're creating.
Note: The Location column will appear after you've added a second location
If you want, you can insert a line in the scrolling list to separate a line item or a group of line items from one another. When the sale is printed, a blank line will appear between the line items or groups.
If you need to enter your line items in a certain order, and you find that you inadvertently left out an item, you can insert a line and enter the skipped line item. The new line can be inserted above the current line.
Headers
One or several headers can be added to a sale. If you want to group your transactions according to the type of item, activity or service you sell, you can insert a header that identifies the group. To insert the header as you enter line items, insert the header before you enter the next line item. You can also enter your line items first and then insert headers. The header text you enter will appear in the Description/Notes column of the sale. The text will appear dimmed when you view the sale on the screen.
Subtotals
In the same manner, if you want to show one or several subtotals of the charges according to the types of items or services you sell, you may want to insert a subtotal. You can insert the subtotal as you enter line items by inserting a subtotal line before you enter the next line item. You also can enter your line items first and then insert subtotal lines. MYOB AccountEdge will calculate the subtotal by adding the individual amounts that appear above the subtotal line and below the last subtotal, if there is one. The subtotal text and the subtotal amount will appear dimmed when you view the sale on the screen. The subtotal text, which appears in the Description/Notes column of the sale, can be changed to the text of your choice. (The subtotal amount can't be edited.)
Deleting lines
Deleting a line is easy, too. You can delete transaction, blank, header and subtotal lines. When you choose to delete a line the current line is deleted. All of the lines below the deleted line will move up a line. Subtotal(s), tax, total amount and balance due will be recalculated when a line with an amount is deleted.
To view these options, a card must be already entered in the Card field. You'll then click in the scrolling list of the sale and choose Edit on the menu bar.
You can insert a line, delete a line, insert a header line or insert a subtotal line at any time before you record the sale. If your company file is changeable, these options are also available to you so that you can edit the lines after you've recorded the sale. (Choosing changeable or unchangeable transactions)
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