Manager Free desktop version 24.9.2.1834 windows 11 Pro
Variable invoice
Hope someone can help please.
Firstly, let me thank you for an excellent package I have used it for years now and really appreciate how Manager has developed to handle everything I throw at it.
I have a smoke detector, and remote controller that I import and have included both items to my inventory.
When we install the detectors, sometimes there are already existing wired detectors that need to be removed and plugged and that may be one or 2 plugging’s.
Ok so here’s the challenge
I want to quote and invoice all the items as a single price and still have control over the inventory. the reason is that we do not want to show the customer how we arrive at the total price
Let me explain how the invoices will work…
Single or multiple smoke detectors
or
Single or multiple smoke detectors with remote controller
or
Single or multiple smoke detectors with remote controller and one plugged mains cable
or
Single or multiple smoke detectors with remote controller and two plugged mains cable
Is there a way that I can hide the line totals and only show the whole invoice total on the customers copy?
To give an example, the following invoice and quote when printed will show $390
4 smoke detectors $320
1 remote control $ 20
2 plugged mains cable $ 50
TOTAL $390
As you can see the detectors and remotes are inventory and plugged cables are service items
Thank you so much, this solves most of the lump sum invoice based on a number of inventory items, however I still require a little further assistance please.
Let me use the following examle, which is slightly different from the original example but still one of the variants eg “Single or multiple smoke detectors with remote controller and one plugged mains cable”
4 smoke detectors $320
1 remote control $ 20
1 plugged mains cable $ 25
TOTAL $365
As you can see the detectors and remotes are inventory and plugged cables are service items
So how can I keep the invoice as a lump sum, as I can’t see a way around using the non-inventory option.
Let me expand that out a little further…
as you can see from the original enquiry, I have 4 different options for quoting or invoicing and I want to use the inventory kit for the material items and a general ledger item ( in sales) for the service and still show the invoice as a lump sum. I had toyed with the idea that I just put 50 plugged mains cable in as Inventory and adjust at the end of each job but that is really messy and subject to human error.
Summarising then, whatever the customer is quoted, then invoiced, I would like it to be a lumpsum, but be able to breakdown the inventory ( as you have perfectly explained) and the service charge without showing any line values but just a lumpsum invoice.
Is it possible not to show the line value for the plugged mains cable?, then the invoice would show the lumpsum total?
Sorry for the repetition, but I wanted to try and fully expalin the scenarios.
kind regards Mifs
What I am wanting to do is to have the plugged mains cable not as an inventory but as a sales item. Am I able to create a production order to show an inventory kit and a general ledger item like the plugged mains cable, which is material and service combination with a lump sum price?
Kind regards
Mifs
Try it in a test business. @Mabaega gave all the right options. So just create an Inventory kit and include it in a Production order together with a non-inventory service, and see if it gives the result you want.
By the way, why are the smoke detectors, remote control and plugged mains cable not regarded as inventory items? Are they not physical, countable assets that you sell to your customer?
Extract from first enquiry above…I have a smoke detector, and remote controller that I import and have included both items to my inventory.
When we install the detectors, sometimes there are already existing wired detectors that need to be removed and plugged and that may be one or 2 plugging’s… That means the wires in the house are plugged (capped) to make them inactive, so it is a service and not a product or an inventory item.
So getting back to the enquiry at hand…The inventory kit Lubos suggested works fantastic if everything was inventory however as soon as I try to add a sales item it removes the option of a lumpsum invoice…
What I am wanting to do is to have the plugged mains cable not as an inventory but as a sales item. Am I able to create a production order to show an inventory kit and a general ledger item like the plugged mains cable, which is material and service combination with a lump sum price?
I guess in summary the question is can i have an inventory kit, prodiction order or anyother configuration that will allow me to have a lumpsum invoice and at the same time keep a control of the inventory. I did try the production order but it only offered me a selection of inventory items and not a service non-inventory item…
So back to my original post… Ok so here’s the challenge
I want to quote and invoice all the items as a single price and still have control over the inventory. the reason is that we do not want to show the customer how we arrive at the total price
Let me explain how the invoices will work…
Single or multiple smoke detectors
or
Single or multiple smoke detectors with remote controller
or
Single or multiple smoke detectors with remote controller and one plugged (capped) mains cable
or
Single or multiple smoke detectors with remote controller and two plugged (capped) mains cable
Is there a way that I can hide the line totals and only show the whole invoice total on the customers copy?
To give an example, the following invoice and quote when printed will show $390
4 smoke detectors $320
1 remote control $ 20
2 plugged mains cable $ 50
TOTAL $390
As you can see the detectors and remotes are inventory and plugged cables are service items
Hope you can help as I am sure I am missing something that your experience can provide
Happy New Year
kind regards
Mifs
To add to the above, this is my enquiry from the 1st January Ok so here’s the challenge
I want to quote and invoice all the items as a single price and still have control over the inventory. the reason is that we do not want to show the customer how we arrive at the total price
Let me explain how the invoices will work…
Single or multiple smoke detectors
or
Single or multiple smoke detectors with remote controller
or
Single or multiple smoke detectors with remote controller and one plugged (capped) mains cable
or
Single or multiple smoke detectors with remote controller and two plugged (capped) mains cable
Is there a way that I can hide the line totals and only show the whole invoice total on the customers copy?
To give an example, the following invoice and quote when printed will show $390
4 smoke detectors $320
1 remote control $ 20
2 plugged mains cable $ 50
TOTAL $390
As you can see the detectors and remotes are inventory and plugged cables are service items
Hope you can help as I am sure I am missing something that your experience can provide
Happy New Year
kind regards
I have been trying all different scenarios in test businesses for a few weeks now and even with the assistance from the forum am unable to solve my original query.
Here’s another thought. Can I do an inventory kit and show the sell price on each of the items.
Looks like Manager has no solution to my query. I have noted the many great ideas posed, (to be actiooned if compatible and & workable) and thank those involved for their time.
In closing, permit me to ask one more time ( in case a fresh set of eyes are viewing this post), is there any way I can hide the unit price and line total from quotes and invoice (and just leave the invoice total at the bottom) other than putting a piece of paper over the information, or redacting a PDF with a blank overlay. Hey, and thanks for a fantastic program
