I have done a sample Quote - Sales Order - Sales Invoice - Sales Receipt - Delivery Note and a Purchase Order - Purchase Invoice - Payment - Remittance Advice.
I have picked up the following issues:
- Might be an idea to rename Reference to Quote No: and remove the #
Missing Quote No:
Rename Reference to Client Purchase Order No and remove the #
No Company Logo. In one way a Sales Order is an internal document, but I can see internet companies needing to send an “sales order” to the client who has just placed an order on their website. Internet companies don’t generally send a sales invoice immediately on purchase. So should Company Logo appear on this document for Internet Sales type companies?
Document says Customer and Customer Address whereas all other Customer documents say To and Customer Address. For consistency sake have one or the other format.
I have created a custom field for Sales Quotes and Sales Orders but I only have the option to hide the custom field from printed document on Sales Quotes. There is no box that I can untick to hide custom field on Sales Order.
If I copy from Sales Quote it includes Sales Quote Number. However if I copy from Sales Order to Sales Invoice, it does not include Sales Quote No.
Sales Invoice appears to be pulling code field from Inventory Items which is correct. However its pulling the Name field from Sales Invoice Items which is wrong. So it looks different from Quote and Sales Orders which pull everything from Code field.
Rename Reference to whatever it should for that form and my question is what should I be using as a reference number on Sales Receipt. Should that be the client Purchase Order Number?
Remove # from reference numbers.
I think this document is an internal document only? So should it have the company logo?
- Remove the # from delivery note reference numbers.
- Remove # from Reference No.
Rename Reference to Purchase Invoice No
Not showing Purchase Order Number on document.
Rename Reference to whatever it should for that form and my question is what should I be using as a reference number on Purchase Payment.
My Purchase Invoice Number is not showing in description field so payment form works differently from receipt form which shows my sales invoice number in receipt form.
Does this document need Company Logo as is internal form?
- Remove the # from Invoice No.
What should the Decription title be for Quotes, Orders, Invoices, Receipts, Delivery Notes and for Purchase Orders, Purchase Invoice, Payments as I never really know what to put in. For example if I am selling a laptop to a client, I might put in Laptop for teacher name, but its more complicated if I am selling say ten laptops, three ipads and other goods such as keyboards, mouses etc. Then what do I put in to make the Description useful to both myself and client in all forms?
The problem that I am encountering with the Description Title is that when I go from Invoice to Receipt it never copies the Description so I have to keep going back and copying and pasting. In another post, someone indicated that this is not how the Description Field is meant to be used.