TurboCASH4 - (838) - 2021

Right-click to display the following menu:

The options are as follows:

1.Salesperson – Change the Salesperson (as added in the Setup → System parameters → Salesperson or Setup → System parameters → Groups (Salespersons) menus).

2.Set Reporting group 1 – Change the reporting group of a document, if Reporting group 1 was set for Documents (as added in the Setup → System parameters → Groups (Document groups 1) menu).

3.Set Reporting group 2 – Change the reporting group of a document, if Reporting group 2 was set for Documents (as added in the Setup → System parameters → Groups (Document group 2) menu).

4.Documents

a)Copy document – Create an exact copy of a selected document and add it as a new document to the list.

b)Convert invoice to order – Create an Order from a selected Invoice. The Creditor (supplier / vendor) accounts screen will be displayed on which you need to select a creditor (supplier / vendor) account. This will add it as a new document to the list of Orders. You may edit the Order and then convert the Order to a Purchase document.

c)Convert to credit note / supplier return – Create an Credit note for an Invoice. For Purchases, it will create a  Supplier return note.

d)Convert documents to a single document – This will convert multiple selected Quotes or Orders to a single document.  

e)Redo discount on document – This will refresh the discount on a selected document.

f)Edit account – Edit an account for a selected document:

i)Debtor (customer / client) accounts - Sales document (Quote, Invoice or Credit note).

ii)Creditor (supplier / vendor) accounts - Purchase document (Order, Purchase or  Supplier return).

g)Change account – Select another account for a selected document:

i)Debtor (customer / client) accounts - Sales document (Quote, Invoice or Credit note).

ii)Creditor (supplier / vendor) accounts - Purchase document (Order, Purchase or  Supplier return).

h)Create purchase on default supplier 1 – This option will only be available for Purchase documents.

5.Print

a)Print barcodes – This will print only the barcodes of all stock item codes included on a selected document(s).

b)Print labels – This will only print the name (account description) of a debtor customer / client on a selected sales document. In the case of a purchase document, it will print the name (account description) of the creditor (supplier / vendor).

6.Others

a)Import – This option allows you to import a exported document from a valid existing export.txf file. TurboCASH4 Data Exchange files are Exported (created) in the Tools → Export (Documents) menu.

b)Totals – This will list a summary of the Exclusive, Inclusive, Open amounts and the records on an Information screen.

c)Show details – This will display a mouse-over screen displaying the details (i.e. account description,  document number, stock description, quantity and amount (inclusive of tax) of the selected document.  

d)Open item link – This will launch the Open item link screen displaying the transactions of the debtor (customer / client) or creditor (supplier / vendor) account on a selected document. 

7.Plugin action – Launch some actions if plugins are activated.

8.Plugin mass action – Launch the mass actions (multiple actions), if plugins are activated and supported.