Topic: view and edit Sale before Process

Until there is a POS module....

In Sales, Direct Invoice, we need a way to view the transaction or invoice before it is processed.  Right now we can not see what the total amount is with the tax until we process the sale.  The customer has no way to see what he must pay until it is to late.  We need to view and edit before Process.

using 2.1

Alvin

"The roots of education are bitter, but the fruit is sweet."  - Aristotle.

Re: view and edit Sale before Process

You could have a pricelist with tax included in the price. On the final invoice there will be a line telling how much tax is included.

/Joe

Re: view and edit Sale before Process

joe wrote:

You could have a pricelist with tax included in the price. On the final invoice there will be a line telling how much tax is included.

/Joe

Yes Joe,  that is a way for now, but soon you may have thousands of items and a line at the point of sale...

All our prices do not include tax,  I see no way to add the tax to a price list?

Alvin

"The roots of education are bitter, but the fruit is sweet."  - Aristotle.

Re: view and edit Sale before Process

This wouldn't work for us because we have sell the same products in several states and in each state we have to charge a different sales tax amount.
I think with just a few changes to the direct invoice page you could make that into a nice POS interface.

Re: view and edit Sale before Process

This is only  matter of proper configuration of tax system. The selected tax rates set is intersection of customer's tax group and item tax type. This will work when your prices are set excl. tax, but this is obvious if you wish to use various local taxes (price excl. tax is ususally the same for all customers regardless their location).

So, item tax type for the items sold to some states should contain all needed taxes for all those locations. Then you define as many tax groups as you have target markets, each group containing only related state taxes. When you select customer with given state tax group, only taxes for those state will be selected on invoice.

Using additional tax selector on invoice/sales order would make FA vulnerable to user mistakes. I guess you do not want to tax your customer in Anchorage with  Miami taxes every now and then ? wink

Janusz

Re: view and edit Sale before Process

joe wrote:

You could have a pricelist with tax included in the price. On the final invoice there will be a line telling how much tax is included.

/Joe

Lets get back to this price list...

Because of  the way we do business, we do not include the tax in any sell prices in the system,  but we do like to quote prices with the tax included.  The customer likes it when they pay the price you quoted, not some added 12% price when they go to pay... you know what I mean.

It would be great if when printing a price list you could select to add a tax to the price, or filter by Customer Branch, for location, tax and currency.

What do ya think?

AM

"The roots of education are bitter, but the fruit is sweet."  - Aristotle.

Re: view and edit Sale before Process

I too would appreciate the taxes appearing during the creation of the Direct Invoice, instead of having to waiting until you print it to realize that you picked the wrong Branch, and have to start over to get rid of the Provincial Taxes.

A visual clue while generating the invoice is more reassuring, and allows for a cross check before finalizing the transaction.

The same goes for Sales Quotation Entry, Sales Order Entry and Direct Delivery.

Dan

Re: view and edit Sale before Process

Do you mean tax amount or tax rates for every line?
Janusz

Re: view and edit Sale before Process

No, just a running total at the bottom of the invoice line items, with a grand total below that.

Same format as when a delivery is created from an order, or an invoice is created from a delivery - the taxes show up there.

Dan

Re: view and edit Sale before Process

This has been fixed and committed to CVS 2.2 unstable. Affected files /sales/includes/ui/sales_order_ui.inc and /sales/sales_order_entry.php

Sales Quotation/Order Inquiry now includes the shipping cost (but not taxes). Affected file /sales/inquiry/sales_orders_view.php

/Joe

Re: view and edit Sale before Process

BTW Taxes used on invoice are selected based on tax group set for customer, so there is no way to erroneously enter bad taxes when the FA tax groups and customers are once properly configured.

Janusz

Re: view and edit Sale before Process

Overwrote those 2 files on 2.2RC to test it out.
The idea is good, but some errors were observed.

The tax line is showing up concatenated as " Included Tax (5%) Amount: 0.48 " with the box to the right actually empty.
Also the tax isn't calculating correctly - the above tax was calculated on a $10 item at $.48

Any other files that should be changed?

Could the discrepancy possibly be tied to a currency conversion somehow?
Is the work involved in calculating the tax on the shipping too complex to bother at this time?

Thanks

Dan

Re: view and edit Sale before Process

Also, just a quick note - the shipping charge text box should be right justified in the column - it currently appears left justified.

Dan

Re: view and edit Sale before Process

The calculation is correct. Remember that the Pricelist has Tax Included. Try f.i. to change the pricelist to wholesale, and you will see it presented with tax exclude. Back to Tax Included again. It is base on a Tax 5%. Example: (10 - 0.48) = 9.52 before tax. 9.52 * 0.05 = 0,48. 9.52 + 0.48 = 10. smile
I have tested this a lot and the routines are taken from the order to delivery routines where rigorious testing have been done.
It requires a correct tax setup.. Remember the 'Update' Button to the right, if you change the Shipping Charge.

/Joe
BTW. The layout problem that dano1967 points out has been fixed and committed to CVS 2.2 unstable.