Auto-Build Items Troubleshooting

Quintez's Avatar

Quintez

02 Jan, 2012 04:19 AM via web

When I try to record and auto-build items transaction, the cursor gets stuck in the date box and won't let me click record. Is there a fix for this?

  1. Support Staff 2 Posted by Mike on 03 Jan, 2012 08:36 PM

    Mike's Avatar

    Hello Quintez,

    In the Auto-Build Items transaction window, there is no date field. Perhaps you are referring to the general Build Items window that is generated after you select and an item to be auto-built? Nonetheless, I do not know of any issue with the cursor being stuck. For me, I can just hit the tab key or click into any other field to move the cursor away. More importantly, I can just click on Record to accept the transaction.

    The questions I have for you are:

    1. Is the item properly balanced? Eg, there is no Out of Balance amount at the bottom?
    2. What exact steps are you taking to get to that window?
    3. What is the date format in the date field?

    You can always try to reach us by phone for trial version help Monday-Friday, 9am-6pm EST, at 877-548-8516. As the new year has begun and it is tax season, please note that this is our busy season. The forum may be the easiest way for us to contact each other but feel free to call at your leisure either way.

    Mike
    Product Tour Guide

  2. 3 Posted by Quintez Sims on 04 Jan, 2012 07:57 PM

    Quintez Sims's Avatar

    Question about sales discounts. . .how are they recorded? When I look through the sales journal I can see the transaction for a sale, but no transaction for the discount; and the discount given account is empty.

    >

  3. Support Staff 4 Posted by Mike on 05 Jan, 2012 09:02 PM

    Mike's Avatar

    Hello Quintez,

    The software doesn't track a straight discount or % discount on the product. Honestly, I haven't heard the suggestion before so I'll be sure to pass it on. My recommendation would be that instead of discounting the products themselves, create a discount item in your Items List that you sell. Then, you can add -1 discount items to any sale and put the discount amount you'd like. This will give you the ability to then see what the total of discounts given is. You could set the "Income Account for Tracking Sales" to a COGS account. I'm not positive on if this is best practices for accounting so you may want to just have your accountant OK that.

    Mike
    Product Tour Guide

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