For example, you have chosen Invoice docket type. You are starting from General window. Enter the customer in Customer... field by tapping the corresponding button and selecting the customer from the list (I button allows you to view/edit this customer details). If you have selected Purchase Order docket type, this field will be named Supplier... and the content will be selected from the existing list of suppliers - all other fields are the same but the automatic processing of this docket will be, of course, different. The content of Type field is corresponding to your original choice but if you wish, you can change it by tapping and selecting other available type. Set the docket status in Status field (select the necessary value from the list). Number assigned is the next number after previously entered docket's number (but you can set your own number here by manual edit or ... button). The Date will be automatically set as "today", but you can select other date by tapping . If you have already posted this docket, select Yes value in Posted field; otherwise leave No there. Gross field is being calculating automatically depending on other values you will enter in next windows.

Now go to Additional window.

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Fig.13. Docket/ Additional

Additional window allows you to add secondary reference info to your docket. If you wish to reference some other docket related to current one, define its Ref Type by selecting the proper value from the list and enter its Ref Number. If this docket exists in current database, you can check its details by tapping View the Referenced Docket... button. If you know the number your customer will assign/has assigned to this docket, you can enter it in Customers # field. If this docket is valid until certain date, you can check Date Due box and enter the date with button. Here you can also add any related Notes if you wish.

Now proceed to Stock window.

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Step 4

Fig.14a. Docket/ Stock	Fig.14b. Checking Product Info

Stock window allows referring this docket to your current stock; processing the docket by system will affect the stock content and status automatically. Tap Add... button to add the products existing in your stock to the docket (by selecting the necessary product from the list). When adding product, you will be able to set Product Information in corresponding window.

Product field indicates the product you selected for addition (you can check its properties by tapping I button). Enter the Quantity you wish to add to this docket. Price field shows default sales price but you can alter it. Net field shows total price depending on quantity. Sales Tax... button allows setting the tax applicable to this product (by selecting it from the list). Tax amount field contains the tax in money equivalent. Gross field shows total amount including tax.

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Dispatching the products

Fig.14c. Products added	Fig.15. Dispatching the products

After you finished adding the products to docket, you can proceed to next window or (if the products are already dispatched), tap Dispatched Stock... button. In Dispatched Stock window Dispatch... button allows to dispatch the product per item while Dispatch All button dispatches the whole list. The products dispatched are automatically subtracted from your stock once you have confirmed the operation.

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Step 5

Fig.16. Docket/ Details

Now you can check the docket summary in Details window. Discount % is the default discount applied to this customer (you have defined it in CUSTOMER ACCOUNT chapter), but you can alter it by tapping ... button. Shipment... field defines the shipment type (as usual, you can select it from the list or create own type). Shipment type will define the carriage cost for the products included in docket. Bottom part of this window is automatically calculated summary of your docket (however you still can adjust Discount and Carriage values manually).

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Step 6

Fig.17. Docket/ Payment

Payment window allows you to accept the payment to current docket (right now or later). Enter the Payment Amount, then tap Pmt. Method... button to select the method of payment from the list or create own method. Payment Ref field is allowing to enter the reference related to payment (if any). Gross value is full amount due according to this docket; it is calculated automatically. Payment Due is unpaid amount (if the payment is made by parts).

Tap Accept button and new docket addressed to customer is created (in case of existing document edit, Accept confirms the changes).

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