Documents

To create a new document, tap "+" in a corresponding journal or choose "New" in the context menu. If you need to save the document, answer "Yes" when you quit the document. If you tap "No", the new or changed document will not be saved. Tapping "Cancel" allows you to continue working in the document.

"Details" Tab

in "Purchase" and "Sale" Documents

This tab stores the following information:

  • "Date" — the set date when the event, registered in the document, took place
  • "Time" — the set time when the event, registered in the document, took place
  • "Counterpart" — is selected from the "Counterparts" reference
  • "Stockroom" — is selected from the "Stockrooms" reference
  • "Price Type" (for "Sales" only) — is selected from the "Selling Prices" reference
  • "Notes" — you can enter your comment here

Besides, there is also a check-box "Show Invoice".

In “Relocation” document

besides “Date”, “Time”, “Notes” fields there are also:

  • "Source Stockroom" — select a source from the "Stockrooms" reference
  • "Target Stockroom" — select a target from the "Stockrooms" reference

"Invoice" & “Delivery” tabs

These tabs contain the information about the purchased and sold goods, their quantities, prices, amounts. The structure of the table cannot be changed. It contains:

Field name Type Description
_id INTEGER Identifier
price REAL Actual price that set in the document
item_id_name TEXT Item name
count REAL Quantity
amount REAL Total amount of the row

The tabular section of "Relocation" does not contain the "price" and "amount" fields.

The "Invoice" and “Delivery” tabs are a tabular forms. The control form tools, available in it, are: the menu item "Settings" and adding a new element (the "+" button, that takes us to the Item Selection Table.) Sorting can be performed by any column.

Context menu in document's tabular sections contains two items:

  • ”Edit” — allows to edit quantity and price in current row
  • ”Delete” — deletes a current row

Item Selection Table

This table is designed to add items to the document's “Invoice” and “Delivery” tabs, and to set a desired quantity and price. The structure of the table is the same as in the “Items” reference, but has some additional fields.

Additional fields of Purchase's Item Selection Table

Field name Type Description
doc_purchase_item_id TEXT Item identifier
doc_purchase_item_price REAL Price to be set
doc_purchase_item_count REAL Quantity to be set

Additional fields of Sale's Item Selection Table

Field name Type Description
doc_sale_item_id TEXT Item identifier
doc_sale_item_price REAL Price to be set
doc_sale_item_count REAL Quantity to be set

Additional fields of Relocation's Item Selection Table

Field name Type Description
doc_relocation_item_id TEXT Item identifier
doc_relocation_item_count REAL Quantity to be set

Tap "+" in the top right corner of the "Invoice" and “Delivery” tabs to go to the Item Selection Table.

The form control tools are the same as in the “Items” reference: the menu items (and control buttons) of "Settings", "Filter", "Create a new group", "Hierarchy" and adding a new element ("+"). A new group or an element will be added to the “Items” reference. Sorting can be performed by any column. The context menu is absent.

"√" Button

The "√" button in the Item Selection Table saves changes and takes us to the document's “Invoice” or "Delivery" tab. The same effect can be reached by pressing "Back".

Setting the Quantity and Price. Changing the Category of Price in the "Sale" Document

To set the quantity and price, a corresponding dialogue window is used. To call it, tap the row you want to edit in any cell, except "Qty".

Tap the "Price" window and change the rate using the virtual keyboard. Tap "Next" when finished. Enter quantity and tap "OK". Change the number using the up (+) and down (-) arrows.

You can also set the desired quantity directly in the Item Selection Table. Just tap the cell "Quantity" of a corresponding row.

The quantity rises by 1. The next tap increases the quantity by 1 more. If you work in the "Purchase" document, the price will be copied from the field “Purchasing Price.” In the "Sale" document the set price will correspond to the “Category of Price” from the “Details” tab.

How to Set Different Categories of Prices in one “Sale” Document

You can use different categories of prices in the same "Sale" document. How does it work? Choose the category of price in the "Details" tab of the “Sales” document. Take the “Invoice” (“Delivery”) tab and tap “+” to go to the Item Selection Table. Set the desired quantity for the goods, that you sell with this category of price. Return to the "Details" tab and change the category of prices. Answer "No" when asked to recalculate the existing items. Go to the “Invoice” (“Delivery”) tab and tap "+" to enter Item Selection Table again. The price for new items will be calculated using the new category of prices. Repeat it as many time as you need. Please note, that if you answer "Yes" about recalculating items, ALL prices (for all items in the “Invoice” (“Delivery”) tab) will be changed.

"Payment" Document

To create a document, enter the Payments journal and tap "+". The document has no tabs. Just fill in all the fields.

  • "Date" — the set date when the event, registered in the document, took place
  • "Time" — the set time when the event, registered in the document, took place
  • "Base-document" — select a corresponding document; when you choose it, the fields "Counterpart" and "Amount" are filled in automatically
  • "Counterpart" — select a corresponding person or company; if you change a counterpart, the “Base-document” field is cleared. If you choose a counterpart before a base-document, the filter on this counterpart is set in the journal of documents
  • "Total" — you can correct the amount, if it differs from the one you received
  • "Notes" — you can enter your comment here