Header in Preliminary invoice/offer
The header of the preliminary invoice for a customer contains all the vital information about the document: document type, customer or payer, warehouse, status and document number.
You can use the Tab key to move between the fields.
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Doc type
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In the Doc type field, you can select between preprepared document types.
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WARNING
Authorizations for Document types are set in PANTHEON. Read more about setting authorizations at this link.
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Customer
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Person to whom you sell goods or services. In this field, you can search the client by their VAT number and/or name. If the client is not in the register yet, you can add the client to subjects by clicking on this button:  .
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Warehouse
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In general, data about the warehouse is not mandatory and you don’t need to enter it. However, if you want to transfer data to an issued invoice or a packing slip, you have to select the warehouse. If not, the program will issue a warning message.
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Status
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A label about the status of the order. There three predefined statuses:
- Created – Represents information for the customer and doesn’t affect the free stock.
- Confirmed – Represents a binding order for both the customer and the supplier, and it is calculated into free stock.
- Dispatched – Automatically applied status when the order is transferred to the picking list.
- Finished – Used for orders that have not been fully dispatched; the rest of the not dispatched quantity is reversed. The program uses this data in the Sales Order Report.
If needed, you can also define additional new statuses.
An order is finished:
- Automatically, if all lines in the order are transferred into an issued invoice in their entire quantity (order status is not changed to 'Finished', but stays as it is);
- Manually, by selecting the status ‘Finished’ in the register, if finishing an order is and will not be possible for whatever reason (e. g. reversal of the remaining order).
When entering a new order, the default status will be the lowest value (by default: 1 – Created).
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Preliminary inv. No.
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This is a unique document number, consisting of: a two-digit year code, a three-digit document type code (same as in the ‘Document Types’ register) and a six-digit consecutive document number. The number is automatically generated by the program and cannot be changed.
The arrows in this field enable the user to view the previous and next entry:
- Previous entry – jumps to the previous entry in the database (if the current document displayed is no. 24, the arrow brings you to document no. 23);
- Next entry – jumps to the next entry in the database (for example, from current document no. 24 to document no. 25).
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