*** NOTE ***
Before entering any Invoices, you MUST first set-up the Reference Files, Product Lines and the Companies to enter invoices for in the Company Module. This is necessary in order to enter an invoice for proper tracking in the Sales Analysis portion of the program.

Entering a New Invoice

1. Open the Invoice Module from the Header Bar.

   1. The Invoice Module is password protected with the Commission Password.

2. Click on the “Add Record” button.

3. Select the billing company from the type searchable list.

   1. This is the company that has purchased the product.

   2. This will import the Territory and Salesman Information for the specified company.

   3. Press enter to continue.

4. Select the Manufacturer from the type searchable list.

   1. The list is composed off the abbreviations entered during Product Line Setup.

   2. This will automatically enter the default Commission percentage if it has been entered during Product Line Setup.

   3. Press enter to continue.

5. Enter the Invoice Date

   1. This is generally the date printed on the invoice from the manufacturer.

   2. This should be entered in the form of MM/DD/YY. (Ex: 01/28/04 is January 28, 2004)

   3. Press enter to continue.

6. Verify the proper Sales month is auto-filled based upon the Invoice Date and the End of Month set in the Product Line Module

7. Enter the Invoice Number

   1. This is generally the number printed on the invoice from the manufacturer.

   2. If batch entering invoices, we recommend a code be used to specify the month and product line.

   3. Press enter to continue.

8. Enter the PO Number.

   1. This is generally the number printed on the invoice from the manufacturer.

   2. If batch entering invoices this may be left blank.

   3. Press enter to continue.

9. Enter the amount of the Invoice.

   1. This is generally the Gross amount printed on the invoice from the manufacturer.

   2. Press enter to continue.

10. Enter any amount for freight that has been deducted from the invoice gross amount.

    1. This is generally the Freight amount printed on the invoice from the manufacturer.

    2. This amount will be automatically deducted from the total invoice amount and displayed in the “Net” field.

    3. Press enter to continue.

11. Verify that the Net field matches the Invoice Net amount.

    1. Press enter to continue.

12. Enter any amount for Overage.

    1. Overage can be used to enter straight commission additions such as engineering fees, start-up fees, or any other addition not covered under the normal commission amount.

    2. Press enter to continue.

13. Verify the Commission field.

    1. If no percentage was entered during Product Line Setup, than this field will be zero. This allows for manual entry of the commission amount.

    2. Press enter to continue.

       1. This will bring up the type searchable list to add the next invoice.

       2. If done entering invoices, close the find window by pressing “Escape” and then close the module using the “Close Form” button.