Software Support Pages https://magicsupport.co.uk/wiki/ 2026-05-13T21:10:45+00:00 https://magicsupport.co.uk/wiki/ https://magicsupport.co.uk/wiki/lib/exe/fetch.php?media=wiki:dokuwiki.svg text/html 2023-07-26T07:07:04+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:backorder&rev=1690355224&do=diff Back order Back orders a when a customer orders an item that is out of stock. You then order the item in from the supplier and then invoice and charge the customer once the item is back in stock, How do I create a back order? From the New Sale screen, highlight the rows that are to be placed on backorder. Then select text/html 2024-03-04T10:27:09+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:calculating_net_prices&rev=1709548029&do=diff Price Bands Each customer has a price band set in the Customer Address Book. Sales and Credit Note without a Customer ID always get the Retail price band. For additional price bands, i.e. not Retail, Trade, Factor, Wholesale. There can be a base price band that is used when not specific price for this price band is set. text/html 2023-06-07T08:20:30+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:changing_vat_rates&rev=1686126030&do=diff Note This article is for when the percentage rate of VAT has been changed by HMRC. If you are looking for how to change the VAT rate for a stock item see the stock help pages. Changing the rates of VAT as set by HMRC VAT rates can be changed in the system at any time. However, there are a few check that should be made to ensure that text/html 2022-10-31T20:51:19+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:creditnotes&rev=1667249479&do=diff Credit Notes What is the reason dropdown box for? The reason on a credit note should be set to the reason the customer has returned the goods. The reason controls which of the Book In, Write off, Add to Returns can be used. What is the difference between Book In, Write Off and Add to Returns? text/html 2022-11-03T20:13:41+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:deliveries&rev=1667506421&do=diff Deliveries Delivery are used to organise sales in to groups that are delivered together. How do I create a delivery? Select Sales, Deliveries from the main menu and select the new button from the deliveries list toolbar. Select a delivery route and press ok. text/html 2022-11-15T10:26:51+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:deliverynotes&rev=1668508011&do=diff Delivery Notes Delivery notes allow items to be booked out to a customer without raising an invoices. The invoice must be raised at a later date otherwise the customer will never be charged for the items and the delivery note will remain outstanding. text/html 2023-07-26T07:04:00+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:into&rev=1690355040&do=diff Quotations, Checkout and Revisions What is a quotation? A Quotation is the first stage in creating a sale. The `New Sale` area creates a quotation and when All sales start of as a Quotation What is a revision A revision is a copy of a quotation. They are useful in keeping a record of how a quotation has changed before the final invoice or delivery note is created. Revisions are created by selecting text/html 2022-10-31T20:49:28+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:invoices&rev=1667249368&do=diff Invoices How do I find an Invoice? Select Sales, Invoices from the main menu. Use the table to find the invoice and open the invoice by double clicking. The invoice can then be reprinted if necessary. How do I credit specific items on invoices? text/html 2025-01-23T23:38:55+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:job-descriptions&rev=1737675535&do=diff Job Descriptions and Internal Memos In AutoMagic the convention is that if an internal memo or job description exists on a sale, it refers to the item immediately above. If you do not want the comment to be linked the item above, leave a blank Job Description or Internal Memo between the item and the comment. text/html 2023-07-26T07:18:37+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:picklists&rev=1690355917&do=diff Order Picking This section covers order picking using the WMS picking functions. How do I create a picking list? The simplest way of creating a picking list is from the New Sales screen open the drop down menu next to the order picking button and select Create one picklist text/html 2025-04-18T14:46:52+00:00 Anonymous (anonymous@undisclosed.example.com) https://magicsupport.co.uk/wiki/doku.php?id=automagic:sales:tracking&rev=1744987612&do=diff Sales Tracking What is the function of the status field on the sales? Each sales order can be placed in to a state. The state indicates where in the order fulfilment process the order is. For example, a typical flow of sales order states is: * Order confirmed