Invoice Record
From Tailwind Wiki
Overview
Orders/Invoices capture the customer, shipment information and charges that will later equate to an invoice transmitted to the customer.
The terms Order and Invoice can be used interchangeably within Tailwind, the only difference being the stage at which the record is being described. Before an Order/Invoice has been fully delivered, it is typically referred to as an Order and appears in the Order List. Once an order has been fully dispatched it is typically removed from the Order List and moved to the Invoicing List, which is essentially the handover from Operations to Administration.
Individual Orders/Invoices are stored in the Invoice Record.
Order Form
| Field Name | Definition |
General | |
| Customer | The internal name of this customer.
This is the name of the customer that is moving freight. The "Customer" button to the left of the text field is used to create a new Customer. Furthermore, the button to the right of the text field is used to select a customer that is already in the database. This button will either be "Select" or a Binoculars Icon depending on which version of the CMS software you are running.
|
| Contact | Represents the name of the contact.
The drop down arrow to the the right of the text field gives you the ability to list all the contacts for the chosen customer.
|
| EDI Bill To | Who the invoice will be going to.
This represents who the invoice was to be paid by the three options are:
|
| Branch | The branch that the order corresponds to.
From the drop down menu you are able to select the branch that the order corresponds to. Information on setting up branches can be found on the Company Information page.
|
| Customer Reference Number | The reference number that you use to reflect the customer order.
The customer reference number is printed out on the order report.
|
| Post | Represents the date at which you post the order. Also gives you the ability to post the related bills.
From the drop down you are able to select the date at which the order should be posted on. Furthermore, through the system configuration you have the ability to select whether or not you want to:
|
| POD Mailed | Represents the date at which the POD was mailed.
From the drop down you are able to select the date at which the POD was mailed on. Furthermore, through the system configuration you have the ability to select whether or not you want to set the POD mailed date to order posted date when:
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| User Defined Fields 1-4 | Gives you the ability to input user specific data.
In order to enable and appropriately title the User Defined Fields you will need to navigate to the system configuration by selecting from the main CMS window View / System Configuration / Look-up Tables / Orders
|
Shipments Tab
| Field Name | Definition |
Create Contact |
