Printing loading sheets is an optional feature that can make your invoicing procedure more efficient. Loading sheets are simply non-extended invoices that insure that delivery trucks are properly loaded. They are also helpful for keeping a manual record of specific catch weights for items sold by weight. Loading sheets may also be used in place of an invoice when delivering your products. They could allow for your extended invoices to be printed and mailed later in the day when your office is less busy.
Loading sheets differ from invoices in the following ways:
•A space is provided for the loader of the truck to indicate the number of items that have been loaded.
•Catchweight items will appear with weight entry lines (ex: ______. ___) so that the loader of the truck can record these catch weights.
•Extended dollar amounts and the invoice total will not appear.
•Loading sheets are designed to print on plain paper. They will, however, be clearly marked with the words LOADING SHEET at the top of each page.
•Make sure system option 31 is enabled unless you are printing the loading sheet on a pre-printed form. This system option instructs entrée to print column headings and dividing lines on the loading sheets, making it easier to read.
•If system option 63 is enabled, the loading sheet can only be printed once without providing a password. This feature is designed to prevent the possible loading an order twice. However, if changes have been made to the invoice after the loading sheet was printed, it can be printed again without the password. Most distributors do not select this option.
1. | Select Invoicing from the main menu. |
2. | Select the Invoices option. (if printing from a sales order, select the Sales Orders option instead) |
3. | Select the Print option. |
4. | Select the Loading Sheets option. |