This will open the Transactions screen in ADD/NEW mode so that you can quickly add a new Sale. You can also use the keyboard shortcut by hitting the 'F6' key on your keyboard.
Please see the Transaction help topic for more information on adding a transaction.
Transactions
Enter a Transaction:
1. Click File –> Transactions on the main menu.
2. Click ‘New’ on the toolbar.
3. Click the ‘Add Line F4’ button to enter an item.
4. Enter the inventory number of the item to be sold in the ScanCode field and tab through the other fields, or double-click on any of the item fields to search for the item.
5. Enter the listed retail price of the item in the ‘Price Was’ field.
6. Enter the actual sale price in the ‘Price Now’ field.
7. Select the type of tax to be applied to the sale from the ‘Tax Type’ pull-down menu.
8. Click the ‘Client’ tab.
9. If the item is being sold to a pre-existing client, enter any part of the client’s name in the ‘Look Up Client’ field to search for the contact listing. If the item is being sold to a new client, enter the client info in the available fields.
10. Click the ‘Payments’ tab.
11. Double-click the ‘Pay Type’ field to select type of payment.
12. If client will be paying in installments:
a. Click the ‘Install’ option under ‘Pay Type’ to open the ‘Payment Calculator’ window.
b. Enter the number of payments, frequency of payments and the date of the first payment.
c. Click ‘Calculate’ – Masterpiece will calculate the payment amounts and dates.
13. Click ‘Save’ on the toolbar.