Wizards — Issue

Create SAD

This feature provides a shortcut to creating a new SAD for exporting goods or creating an entry in the records (for holders of the corresponding CURS permits).

Create Intrastat

This feature provides a shortcut to creating a new Intrastat report about receiving goods or dispatching goods.

Insert Line (Ctrl+N)

Enables you to insert a new line ABOVE the currently selected line.

Renumber lines

With the renumber lines feature, you can change the consecutive numbers of lines on a document.

Distribution using distribution key

Distribution using distribution key divides an individual line on a document or all the lines by the preprepared distribution key from the Distribution Keys register.

Fill-In Cost Center and Department

Enables you to fill in Cost Center and Department ID to the document lines.

View Price Calculation

A form opens that provides an insight into how the sale price came to be on a specific invoice. On this form, all relevant prices and arranged rebates for individual lines of the specific issued invoice are displayed.

Transactions with Customers

This feature enables you to view the structure of open lines of a subject, both as a customer and a supplier.

Copy Tax Type

This feature enables you to change tax rates in all lines on the selected document.

Fill In Lines

This feature fills in lines of the selected document with items that are, on the date listed on the packing slip and entered into the header, located in the currently selected warehouse.

Link Documents

Enables you to link documents.

Link Order

Using the order linking wizard, you can link documents on issue and receiving documents.

Move Documents

This feature enables you to move documents from one document type to another.

Copy Lines to Contract Prices

This feature is used for simplified data entry into the contract prices in the Items register or in the Subjects register.

Print Payment Order Form

Enables you to immediately create a payment order form from a document. The payment order can be submitted to the customer along with the invoice or pre-payment order.

Print Labels

This feature enables you to print labels that equip items. The labels can contain a barcode, price, data about the item required by law, etc.

Print Goods Document Range

This feature is useful if invoices are not printed one at a time, but e.g. printed and sent out at the end of the work day. It is also suitable for collectively printing invoices that were created with periodical invoicing, and printing all issued invoices for a specific customer for a specific time period etc.

Re-Export Report

If you are creating an invoice for export, this feature provides a shortcut to the re-export report.

Verify fiscally unverified invoices

The wizard for reviewing unfiscalized documents is used for subsequent invoice fiscalization.

Show IID

When a wizard runs, an additional window opens, where the IID number of the fiscalized invoice is displayed.

Technical Correction

If the data sent into verification is different from the invoices that were issued to customers (incorrect invoice data was sent into verification), the incorrect data must be corrected.

Change Price for Sent Items

This feature enables you to change the price of an item on an issued document, in case the sale price is different than the price on the Price Calculation

Check Stock

You can find more information about checking stock on different document types HERE.

Check for Discrepancies between Sale and Purchase Price

It has already been mentioned that the value of the issue line, where the sale price is lower than valuation price, increased by some minimal margin, as set in the program parameters, colours red by default.