Processing a Franchise store Tax Invoice for Company stores

Processing a Franchise store Tax Invoice for Company stores


Processing a Franchise store Tax Invoice for Company stores (This replaces the current B-type sales order process)

This Point-of-Sale process enables a Company store to receive parts into their inventory using the Franchises Tax Invoice, 


  1. In Point of Sale, use Customer Search to find the franchise store



  1. Select Other Sales > Refund


  1. In the Refund Details screen, click the search function and select CF Franchise Purchase

A screenshot of a computerAI-generated content may be incorrect.


  1. Click the Customer Reference button and input the Franchise Invoice Number Prefixed with Inv (e.g. Inv-53738485)



  1. Enter the item code/s into the sales screen, the quantity will show as a minus



  1. Select Charge Account to complete the sale. 
  2. Add Refund Processed reason as Franchise invoice


 



    • Related Articles

    • Company & Franchise Store Stocktake

      Store Manager Stocktake Procedure Pre-stocktake Preparation Prior to running a stocktake, ensure all basic housekeeping is done. Receive Outstanding Transfers. (Company and multiple stores in one dataset only) Ensure Credits and Invoices have been ...

    • Daily Banking – Company stores

      Daily Banking – Company stores When cash is received it must be deposited at the bank preferably on the same day or the next working day. Note – the same banking details are used at each site. Pedders Suspension BSB - 033002 Acc - 222740 Carry out ...

    • Contra Customer to Supplier

      Processing a Contra Journal Contra Journal A Contra Transaction is used to move an Invoice or Credit Note from an Accounts Receivable account to an Accounts Payable account. For Example, if a Franchisee has an Invoice to a Company Store, they can use ...

    • Credit card Surcharge

      Hi Stores, we now can give your Point of Sale an automated credit card surcharge process when triggering an EFPOS type transaction, this update is an all-in change, so if applied to your POS, the EFT sale will always have to have the surcharge ...

    • Franchise Z Type Item Pricing Procedure

      Franchise Z Type Item Parts Pricing Procedure This process is for setting and or the adjustment of Item Codes (Part numbers) that are Z Type items, Z Type Items are predominately used for Labour and additional service charges, and can be maintained ...