For receipt and delivery notes, the amount and tax rates are determined either manually, or based on price list data, or from goods cards.
In addition to the above methods for setting amounts and tax rates, the Set amounts... group function (also called Set prices) is available for the goods of an open delivery notes.
This function can also be called through the context menu.
The Set prices... window for the receipt note:
For the delivery note:
- Set amount (e/t) as purchase amount with coefficient and Set amount (i/t) as a purchase price with coefficient will be available for a receipt note if the document is saved and the amount e/t fields and amount i/t fields have value different from 0
- Set the amount (e/t) as sale amount with coefficient and Set the amount (i/t) as sale amount with coefficient will be available for a delivery note if the document is saved and the amount e/t fields and amount i/t fields have value different from 0
Set amount (e/t) as purchase with a coefficient” and “Set amount (b / n) as a purchase with a coefficient” - for the invoice will be available if the document is saved and active, i.e. the cost price of the invoice goods is calculated.
If, before calling the “Set Amounts…” function, select a part of the goods in the invoice using [Ctrl] or [Shift], then the amounts will be set ONLY for the selected goods.
If the "Set Amounts..." function was called without selecting goods in the invoice, then recalculation of the amounts will be performed for all goods on the invoice.
To change the amounts on the invoice, in the "Set amounts ..." window, select which of the amounts you need to change (w/n amount or w/n amount) and select the change method:
- Coefficient – specify a positive integer or fractional value of the coefficient by which the selected amount of invoice items will be multiplied.
- Discount/markup,% - set the percentage coefficient for calculating the selected amount of goods on the invoice. A negative value will be calculated as a "Discount" on the amount, a positive value will be calculated as a "Markup" on the amount.
- Discount/Markup - Specify the total amount to be subtracted (negative value) or added (positive value) to the selected invoice item total.
If you set the coefficient in one of the fields, then when the cursor is positioned in another field, the system will automatically calculate other coefficients relative to the specified one (in the figure - the value is set to -10%, the calculated coefficient is 0.9 and the discount / markup is -373).
The amounts in invoices are set relative to the value received in the "Coefficient" field. Each invoice line is multiplied by the value from this field.
You can also change the tax rates of the selected items on the invoice using the “Set Amounts…” function. For this:
- Select the goods on the invoice using [Ctrl] or [Shift];
- Select the function of the context menu "Set amounts ..." or select the item "Set amounts ..." of the main menu item "Document";
To change the tax rate for all goods on an invoice, you do not need to select the goods on the invoice.
- Set a marker for the type of tax that you want to change (VAT or VAT);
- Select the percentage rate to calculate the tax on the selected invoice items.