The easiest way to enter a Transaction is directly from the Works module but if needed users can also add Transactions from the Transaction Module.
Add a New Transaction
- Select Transactions>All Transactions from the Main Menu
- Select New>Transaction Record on the black Toolbar to create new Transaction records.
In each module when you select New > Module Record a series of panes will appear to assist in adding the new record.
Types of Transactions to create from Transactions
- Invoice: Create Invoice Transactions when a sale is made.
- Offer: Create an Offer Transaction to keep track of which works are offered to clients and when it was offered.
- Consignment: Create a Consignment Transaction when works are sent out on consignment.
- Loan: Create a Loan Transaction when works are sent out on loan.
- Shipment: Create a Shipment Transaction to keep track of when work moves location, when it moves and where it moves to.
- Return: Users can create a Return Transactions by converting from a Consignment, Loan, Exhibition, or an Offer/Approval Transaction.
- Receive Payment: Create a Receive Payment to keep track of payments in on sales and co-ownership.
- Payment: Create a Payment Transactions to keep track of payments out to consignors and co-owners.
- Work Receipt: Create a Receive Works Transaction to keep track of when a work is received.
- Credit Memo: Create a Credit Memo when reversing a sale.
- Cash Sale: Create a Cash Sale Transaction to denote both a sale and a receive payment.
- Select New>Transaction Record on the black Toolbar to create new Transaction records.
- Select the type of Transaction and click on the Next button.
- On the next pane select the Sold to and Ship To fields from the Contact list.
- Use the search field to find the contact and click on the -> to move the Contact over to the Sold To or Ship To fields.
- Select the Add New icon
next to the Contact list to Add a New Contact if needed.
- When complete select the Next button.
- Select the inventory for the Transaction.
- Users may click on the Magnifying Glass icon
to select the search criteria. Or utilize the Pre-defined Sets (Worksheet, ViewSet) to find the records.
- When complete select the Finish button to view the Transaction Detail Pane and make any necessary edits on the screen.