When entering a new quotation, work order or invoice you do not need to select the customer from the drop down list.
The Convert button will display a menu with options for changing the status of the document.
You can convert a Pending Quote to a Work Order or go straight to Invoice.
Lost
.Many times in real life, lost quotations becomes orders.
Lost Quotation
back to a Pending Quotation
or go directly to Invoice or Work Order.Duplicate
button.A Canceled Work Order can be converted back to an In-Progress Work Order
Once you have created and invoice you can only change the status to a voided invoice.
Voiding an invoice will not only remove the transaction from the customer's register, which will subsequently reduce your customer's balance, it will also disable the Convert
button.
Duplicate
button.Similar to the old quote pad system you can easily add remark lines.
Remark Line
button and select one of your pre-defined remark lines or you can choose to insert a blank remark line.
Many smaller companies will only use the remark line system instead of capturing all the design detail.
SHIFT
key while clicking on the remark line button.
The separator line will divide a work order in to sub sections.
This action has multiple implications:
To add a separator line, click on the Add Separator Line
button in the sales screen. FastManager will automatically add the line to the bottom of you sales screen. You can then drag it to another position.
SHIFT
key while you click on the button.
One of the major benefits in FastManager compared to any other product, including generic account software, is that you can choose if you want to amortize your services prices into the garment price.
Once amortized you can still override the selling price, and FastManager will then adjust the garment price to accommodate a rounded total.
FastManager will only amortize into items that are flagged as Included in item count
within that separator group.
To amortize a line item into other items, check the Amortization
box in that row.
As we said before FastManager is basically a sophisticated lookup system, saving you all the time and hassle of calculating or looking up costs and prices.
You can select if you want line items to print on customer documents or not.
FastManager will automatically add any items from your order to the PO Wizard, if they have that option enabled on the work order (WIP)
Imported vendor catalogs will have this option enabled by default for all items
and you can set the option to enabled or not in your own custom items, in their setup on the catalog item edit screen
If a customer is supplying your their goods you can tell FastManager that the items are Customer Goods
Job Board
.Customer Goods
ensure that the check box under the CG
column (which stands for customer goods) is checked.FastManager counts the number of items you have in 3 instances:
For example, you would not want FastManager to amortize your embellishment costs into a line item called Shipping
.
If you want to exclude an item from the total item count right-click on the line item and uncheck: Include in total item count
You can select to synchronize the number of embellishments with the number of items within a separator group.
You can set each price list up to synchronize by default when creating the various price lists
You can toggle this setting by right-clicking on the service line and selecting Sync Qty With Item Count
FastManager will also automatically turn the synchronization off when you overtype the service quantity assuming that you want to enter the quantity manually.
You can change the markup assigned to a catalog item for a single line item at a time for a particular order.
This will not change the default markup assigned in the master file.
Change Markup
and select the new markup that you want to apply to that item (for this order only)
FastManager will automatically set the deposit required percentage to that of the selected customer.
However if you are entering a new customer (Creating a customer on the fly), then FastManager will default to what you have selected in the company preferences.
To change deposit percentage for a particular order, simply click on the deposit percentage label and enter a new percentage
Deposit
label and change it for just this order.FastManager will automatically change the tax percentage (visible at the lower-right of the Sales Screen) to that of the selected customer.
To change tax type for a particular order, simply click on any of the tax percentages below and select a new tax type.
FastManager will automatically add a prefix to your WO number.
Prefix | Meaning |
---|---|
S | Screen Printing |
E | Embroidery |
G | Garment Printing |
H | Heat Pressing |
O | Other - Generic Embellishment |
You can select to mark an order as urgent.
Each line item in the sales screen is linked to a sales group.
You can configure or change the associated sales group for a given Pricing item from it's maintenance screen.
To override (change) the Sales Group on-the-fly on the Sales Screen, right-click on any item row and go to Change Sales Group
in the context menu:
Remember to select the correct Sales Group when creating Temporary Items: