Author Topic: invoice with auto update numerator tutorial  (Read 12009 times)

maozen

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invoice with auto update numerator tutorial
« on: May 31, 2012, 09:11:39 am »
HI,

I will try to resume how to create an invoice with auto update numerator

The main idea is to update the INVOICE NUMERATOR once you select a customer for the invoicing.

1) Create a real or fake customer in CUSTOMERS>CUSTOMER LIST>ADD CUSTOMER (Hoterwhise you'll became crazye like me....)

2) Create a Numerator called INVOICE NUM or whatever you like in SETTINGS>NUMERATORS>ADD NUMERATOR

3) Creata a printer template for the invoice in SETTINGS>PRINTER TEMPLATES>ADD  PRINTER TEMPLATE and call it INVOICE
         and use the following fields to print the customer data
        {ACC NAME} Account Name
        {ACC GROUPCODE} Account Group Code
        {ACC ADDRESS} Account Address
        {ACC PHONE} Account Phone
        {ACC NOTE} Account Note  ( I USE THIS FOR THE VAT NUMBER, COULD BE NICE TO HAVE DIRECTLY THE VAT NUMBER FIELD)

4) Create a Print Job in SETTINGS>PRINT JOBS>ADD PRINT JOB and call it PRINT INVOICE JOB
          Printing Content : All Lines
          Button Header : INVOICE
          Auto Print After : Manual
          Lock Ticket : Checked
          Display at POS Screen : Checked
          Display at PAYMENT Screen : Checked

5) Create an action in SETTINGS>ACTIONS>ADD ACTION and call it INCREASE INVOICE NUMERATOR
         With Actyon Type : Update Program Setting
         Setting Name : INVOICE NUM
         Setting Value : 1
         Update Type : Increase
         IsLocal : False

6) Create an action in SETTINGS>ACTIONS>ADD ACTION and call it PRINT INVOICE
         With Actyon Type : Execute Print Job
         Print Job Name : PRINT INVOICE JOB(or the name you used)

7) Clone the previous action by right click on it and save it like REPRINT INVOICE

8) Create a rule in SETTINGS>RULES>ADD RULE and call it PRINT AND UPDATE INVOICE
          Event Name : Customer Selected for Ticket
          Actions : INCREASE INVOICE NUMERATOR
                        PRINT INVOICE
                        REPRINT INVOICE

In this way once you select a customer for a table you'll get the numerator updated and the invoice printed in two copies.

Hope i remenbered everything.....
« Last Edit: May 31, 2012, 09:51:29 am by maozen »

lukongodo

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Re: invoice with auto update numerator tutorial
« Reply #1 on: August 06, 2012, 09:29:47 am »
Very educative thanks.

I need some clarifications.
1. How do I put the invoice number in the header and
2. How do I make it print only after a customer is selected and is settled to Customer account.

Ken

evail

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Re: invoice with auto update numerator tutorial
« Reply #2 on: August 07, 2012, 12:36:07 am »
@Lukongodo
1. I am assuming that the {TICKET NO} is the INVOICE NUM

2. I am guessing that there is no Event for settling to Customer Account. Therefore it is assumed here that once a customer is selected it becomes an Invoice.

@Maozen
3. Use Ticket Tag for Invoice Numbering. You can assign a Numerator for Ticket Tags.
http://doc.sambapos.org/doku.php/en/guide/ticket_tags

No need to make actions or rules for this.
Numbering will be different for Tags if numerator is different.
You will only need to select the TAG in POS.
Select the Tag in Print Job so that the Invoice Template will be printed for that TAG.

Hope this helps.




« Last Edit: August 07, 2012, 12:45:54 am by evail »

lukongodo

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Re: invoice with auto update numerator tutorial
« Reply #3 on: August 07, 2012, 07:48:50 am »
OK I see how I can use the tags to label the tickets before assigning the customer which will then force them to be printed. But how about the numerator I created and want to add it on the invoice?

Ken

evail

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Re: invoice with auto update numerator tutorial
« Reply #4 on: August 07, 2012, 09:44:27 am »
Create a Ticket Tag as shown and select the Numerator with 1 Sub Tag.

In Department select the Ticket Tag.

Printer Template does not contain anything special. Invoice number is same as Ticket No {TICKET NO}

at Print Job select the Tag and the Printer Template.

In POS, Tag will be visible for you to select whenever you require to make an Invoice. Image in Next Post.
« Last Edit: August 07, 2012, 09:47:02 am by evail »

evail

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Re: invoice with auto update numerator tutorial
« Reply #5 on: August 07, 2012, 09:45:18 am »
Screenshots of POS, History and Invoice here :)