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Sales Form - Create (Layback)
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| To create or change (edit) a Layback Sales Form, select the Menu Tree then expand the Sales /POS tree branch then select Layback Sales Forms by double left-clicking on it. Or select it from the Windows Drop-Down menu that is organized in the same way as the Menu Tree.
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| The Customer Selection and Sales Form (Layback) Maintenance Related Tables are displayed. These tables are "related" by the application and when each Customer is selected/highlighted, that particular Customer's Sales Forms are displayed in the Sales Form Management Browse List. If the Customer has multiple Sales Forms, the line items for whichever Sales Form is selected/highlighted in the Sales Form Management Browse List is displayed in the Line Items For Selected Sales Form Browse List.
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Use the cursor movement keys or the mouse to select a customer and then press the  button below the Customer list. You can then enter a new Customer in the customer file.
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Press the button below the Sales Forms list to add a new Sales Form or the  button to change an existing Sales Form for the Customer that was added or selected in the Customer list.
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The Sales Form Maintenance Form is displayed and you can make the Sales Form's Status one of the following.  Changing the Sales Form's Status will change some of the Sales Form's functionality to fit whichever Status is selected. The types of changes include the managing of inventory items used in the sales form and the title of the printed Sales Form report.
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| The Sales Form can be used to make:
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| Estimates, Quotes, Pick Lists, Work Orders, Orders and Invoices.
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| While Orders affect inventory, Estimates, Pick Lists and Quotes do not. All types of Sales Forms can be changed to an Pick List, Work Order, or (Sales) Order and at this time inventory is taken from the Inventory Control File by the system.
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| The Customer Name and Sales Form (Order/Invoice Number) are preset as new Sales Forms entered for a Customer record by the system.
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Enter (or select from a (control) file using the  button the:
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| 1. | Sales Form Date
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| 2. | Ship Date
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| 3. | Purchase Order Number
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| 4. | Sold By
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| 5. | Discount Rate (If applicable.)
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| 6. | Sales Tax Id (if applicable)
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| 7. | Type.
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| Many of these fields will be filled in from the default data in the selected Customer's record on file.
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| From this Sales Form window you can:
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| 1. | Apply shipping charges by pressing the  button
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| 2. | Apply a payment by pressing the  button and the Sales Form Payment Table will display.
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| 4. | Press the button to add a payment item and the Sales Form Payment Form will display:
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| 6. | Press the button and the Payment Selection List will display to select the type of payment. NOTE: There must be identical matching "control status" inventory items in the inventory (control) file and the payments (control) file or the application's payment processing functionality will not work properly...
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| 7. | 
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| 8. | Select a Payment Type by double left clicking on one of them or select/highlight the proper one and press the button and the Sales Form Payment Form is again displayed with the payment type information filled in.
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| 10. | Either key in the payment amount directly into the Payment Amount: field or select the  button to get the balance due amount auto-entered into the Payment Amount: field.
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| 12. | Key in the Reference: field and the Credit Card/Check Number: field information...
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| 13. | Press the  button to complete the transaction or press the  button to cancel the form and return to the previous payment processing screen to back out of payment processing or do the payment processing again...
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| 14. | The Sales Form (Layback) Maintenance Screen will be re-displayed...
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| 16. | Print a demand Sales Form (Estimate/Order/Pick List/Work Order/Invoice depending on where the Status is set in the actual business transaction at the time and what kind of a transaction it is) by pressing one of the   Buttons.
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| Be sure to read and follow the prompts on the screens during the printing process which is shown below.
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| Once these are completed, press the Line Item Insert button to add detail transactions to the invoice.
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| The Build an Order Line Item Detail Form is displayed.
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| The Sales Form Detail form is used to enter products and/or services being sold from the inventory "control file". This Sales Form Detail form can also be used to edit previously entered items when a previously entered item is selected on the Sales Form.
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| If items necessary for a Sales Form should already be in the Inventory (Control) File, use the button to select one from the inventory selection screen when it comes up over the top of the Sales Form Detail dialog box.
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Or if the item is not already in the Inventory (Control) File, use the  button to add and then select the newly added item as a sales form line item.
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| It is necessary to enter a minimum of the Item Number, Quantity, and Unit Price to complete this form. The remaining data is either preset or can be optionally entered and in some cases, changed (selected and keyed over). To enter an extended or more verbose description, use the Extended Description Box. When finished entering the data press the Ok button to complete this form. Completing the Order Detail Form returns back to the Order Form ready to repeat the process for any remaining items to be added to this Sales Form.
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| Once all of the items on the Sales Form have been entered, add a shipping amount, if needed, by pressing the and add a payment amound, if needed, by pressing the button. You can then press the desired button to print the sales form and the Report Destination dialog box will be displayed.
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| Below shows a dialog box with a "normal" stand-alone printer selected.
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The user can change the "Current Printer" to any installed and active "printer driver" using the  button. This feature also gives the ability to also send any report to any printer in a network. It also allows a report to be sent by eMail, FAX, or make a .PDF file if those printer drivers and/or Utility Applicarions have been installed.
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| Below shows a .pdf file printer driver selected.
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| Below shows a network printer.
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| NOTE: BE SURE AND SET THE PRINTER DRIVER BACK TO WHICHEVER PRINTER DRIVER IS THE "STANDARD" PRINTER DRIVER AFTER CHANGING THE PRINTER DRIVER TO SOMETHING "SPECIAL".
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The Sales Form can be posted to the Accounting Modules (if used) and printed as an Invoice by pressing the  button.
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| The Sales Form "Status" automatically get set to "Invoice" by the backbround application functionality and is printed as an Invoice.
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| NOTE: Once the button has been pressed, the Sales Form can not be altered because it has been posted to the accounting modules. All fields and functions on the form become disabled.
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| Repeat the above processes for all outstanding (unpaid) customer Sales Forms to progress them through the Sales Process by their different stages according to your daily business need.
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| To view and/or print "Invoiced/posted" Sales Forms click on the proper Menu Tree choice and the Sales Form Query browse list will appear.
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Press one of the two printer icons  to print the Sales Form Report depending on which report "format" (service or parts) is needed.
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| The fillowing Report Printing dialog box will appear.
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| Use the button and the fillowing dialog box will be displayed.
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| Use the printer selection drop-down to select one of the installed Windows printers.
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| Select the button to complete the print operation.
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