Easily Insert Option Field in the Sales Receipt

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How to Insert Option Field in the Sales Receipt

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my systems analysts here at DWD technology group today we are going to review how to add a user-defined field to sales order and sales order invoice data entry screens and sage 100 the first step to adding a field to sage 100 is really the decision of what you need to record in order to get the results youre looking for a lot of times the field that you add youre adding because you want to create a report or be able to find data in this example Im going to add a field that is a drop down for trade shows because every order that I get from a trade show I would like to be able to select the trade show the order came from so that later on Im a report on how many sales actually come from going to a trade show so in order to do that I have to be an administrator of sage 100 erp I should see a folder on my modules menu called custom office I expand that I go into main and I go into user-defined field and table maintenance clicking on that will open a window that shows you every module wi

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How do I edit a Sales item in QuickBooks?

Edit items Select Lists, then select Item List (for Windows) or Items (for Mac). Double-click the item you want to change. Edit the info for the item. Select OK.

How do I customize Sales receipts in QuickBooks desktop?

On the QuickBooks Home screen or the Customers menu, go to Create Sales Receipts/Enter Sales Receipts. From the Customer: Job drop-down, select a customer or job. If the customer is not on the list yet, you can click Add New. Fill in the relevant information at the top of the form like the Date and Sale No.

How do I enter a sales receipt in QuickBooks?

More videos on YouTube Select + New. Select Sales receipt. Select the customer from the Customer dropdown. Enter the sales info, such as the payment method. Enter line items for the products and services you sold. When youre done, select Save and send to email the receipt.

How do I add a custom field to an invoice?

Create custom fields Go to Settings ⚙. Select Add custom field. Give your custom field a name. Select the type of data that will go in your custom field: Text and number, Number only, Date, or Dropdown list. Select the category the custom field belongs to: Customer, Transaction, or Vendor.

How do I edit a sales receipt in QuickBooks?

Heres how to edit the information. In the QuickBooks Online mobile app, tap Menu ☰. Select the ALL tab. In the Money in section, select Sales receipts or Invoice payments. Select the sales receipt or invoice payment that you want to edit. Select Edit ✎. Make changes, then select Save.

Can you customize a Sales receipt in QuickBooks?

QuickBooks uses your default template each time you make a new invoice, sales receipt, or estimate. You can select a different template for specific transactions directly from the form: Create or open an existing invoice, sales receipt, or estimate. Select Customize in the footer.

How do I add a field in QuickBooks?

Create custom item fields Go to the Lists menu and select Item List. Double-click any item on the list to open and edit it. Select Custom Fields. Then select Define Fields. Name your custom field in the Label column. In the Use column, select the checkbox to turn on the custom field. Select OK to save the custom field.

How do I edit a Sales receipt template in QuickBooks POS?

Heres how. From the Home screen, select Sales History. Select the Sales Receipt you want to edit. Select I Want to, then select Change/Edit Customer. Select the Enter customer name or phone dropdown, then select the customer to apply the receipt to. Select OK.

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