Add item

You can search items/product by code, name or supplier ID. The data can be entered manually or selected from the drop-down menu.

Quantity

After selecting an item, the default quantity is 1, but you can change it. If you enter a larger quantity than you currently have in stock, the program issues a warning: Stock cannot be less than zero!

Price

The price is automatically applied from the Items register. This field shows the retail price. It can also be changed.

Discount %

The discount is applied from the Subjects register. You can also enter it manually.

Add line

By clicking + or the Enter key, the selected set with all data is added to lines.

Access to the following functionalities:

• Note
• Serial numbers
• Stock
• Stock Cards
• Delete

Poz.

The consecutive line number, automatically generated by the program.

Item

The item ID (code) of the selected item. This data cannot be changed.

Name

The name of the selected item can also be changed.

Quantity

Issued quantity, 1 by default.

U/M

Unit of measurement for the specific item (applied from the Items register).

Price/U/M

Sale price (default value based on the customer’s pricing level in the Items register or the Contract prices). This data can also be entered manually. You can also select a price from one of the four pricing levels.

If you are issuing the invoice in a currency different from the one selected in the Items register or in contract prices, the program applies the exchange rate of the bank selected in the “Bank – Price List” field on the date if goods delivery.

For specifics of default retail prices when using separate sale price calculations, see Separate Sale Pricing by Warehouse.

Discount %

Discount in the item line. The data can also be entered manually or by defining the rebate in the Subjects register.

VAT

Tax rates. The default value is applied from the Items register or from settings, but it can also be entered manually.

Warehouse price

The price of the goods in the warehouse, it depends on the selected mode of stock valuation, predefined on Warehouse. This is the price at which stock will be relieved in the issuing warehouse. This data cannot be manually changed.

Excl. VAT

Value of the line excluding tax = ((quantity*price) – rebate). This data cannot be manually changed.

Tax amount

The amount of tax in the individual line.

Total

Value of the line = ((quantity*price) – rebate) + VAT amount. This data can be changed.

By default, the cost center value is applied from the Items register in PANTHEON, but it can also be changed/selected from the drop-down menu in the field.

The information about the cost center in lines is transferred to the created document.

If entering the cost center is marked as mandatory in the Document types register in PANTHEON and you try to complete a form without this data, the program will issue a warning: Cost center must be specified!

This data is only mandatory if you set it up in the Receiving Document types register. The program searches for department data in the following order:

• if the department is entered in the Items register, this data will be applied, as it has high priority;
• if there is no data on department in the Items register, the data entered in General information will be applied.

You can also fill in this data with the help of a distribution key. Distribution Keys can only be set in PANTHEON.

Message text

You can select a default text from the Texts register which is then displayed on the document. Here, you can select several texts at the same time.

Discount %

Discount value in percentage.

Discount

Discount value as a sum of all lines. You can also manually enter the discount here, either in percentage (%) or in amount.

Value

Total value of all document lines (in the local currency) with the discount included.

Total tax

Value of the calculated VAT (in the local currency).

Amount due

Total amount to pay to the supplier (in the local currency).