Sales
Create sales lead
There are 3 ways to create a sales lead: From the module sales lead > click on New. Copy another document to a new sales lead. For instance from sales lead to a sales lead. Click in the right upper c…
Create sales opportunity
There are 3 ways to create a sales opportunity From the module sales opportunity > click on New. Copy another document to a new sales opportunity. For instance from sales lead to a sales opportunity.…
Create sales quotation
There are 3 ways to create a new sales quotation: From the program sales quotation > click on the button New. Duplicate another document to a new sales quotation, for instance from sales opportunity…
Set validity period on sales quotations
1. Set validity period as default. In the company settings you can set how many days a sales quotation is valid by default. The number of days set here is added to the date on which the quotation is…
Create sales order
There are 3 ways to create a sales order From the module sales order> click on New. Copy another document to a new sales order. For instance from sales quotation to a sales order. Click in the right…
Credit sales order
There are a number of options and it depends on the phase of the sales order. Sales order has already been delivered (and possibly also invoiced): Go through the entire process again, but with negati…
Link a payment phasing to a sales order
By linking payment phasing to a sales order, you can have this order paid in parts. For example, 50% upon order and 50% upon delivery. In order to link a payment phasing to a sales order, it must exi…
Search for payment phasing lines still to be invoiced and create invoices
1. Search for payment phasing lines to be invoiced. If a payment phasing is linked to a sales order, you also want to be able to search for the lines that need to be invoiced. Go to the Payment phas…
Modify / adjust existing payment phasing line
1. A payment phasing line no longer needs to be invoiced:. Solution: Set the payment phasing line to 'don't show'. The line will then no longer appear in the search 'to be invoiced' within the Paym…
Create sales invoice
Sales invoices can be created in many ways. This manual discusses invoices that are created separately or that are duplicated from the following documents: sales quotation - sales order - service ord…
Booking sales invoices to Twinfield
Search for invoices not yet booked Go to the home screen of the sales invoice module. Click on the default search in the home screen 'show all records not booked to Twinfield'. Book a single invoice…
Credit sales invoice
A credit invoice in Newbase is an invoice with a negative total amount. Go to the sales invoice you want to credit or to a set of sales invoices you want to credit. Click on the next step icon at the…
Delete a sales invoice
If there records linked to a sales invoice, you cannot delete the invoice. For example, if there is a message attached to the sales invoice, you will first have to disconnect or delete this message.…
Create proforma invoice
In order to be able to create a proforma invoice, a number of things need to be/have been set up, click here for more information about this. A proforma invoice is created in the sales order program…
UBL (XML) Sales invoice - e-factoring - OIN - HRN number
1. What is UBL?. UBL stands for Universal Business Language. It is a library of standard business XML documents and is designed to replace fax and paper business correspondence. UBL makes it possib…
Link products to a document
In the entry screen of your document you have the option to link products. You do this via the widget 'financial lines'. Where this widget is located differs per person/role and depends on how it is…
How can I see the stock in a sales document?
It can be useful to see what the stock of a product is while in a sales document. Stock of a line in a sales document can be seen in the widget 'selected line sales stock' (WID00924). If you do not h…
Create a collective invoice from different sales orders or deliveries (collect invoice lines)
It is possible to create sales invoice lines from different sales orders or deliveries from one debtor and collect these lines onto 1 invoice. For this you need the module 'Sales invoice lines to col…
Why is a sales order not found using the query 'to be invoiced'
Within the sales order module you can use the default query: still to invoice This query shows sales orders that meet the following requirements: The amount of the sales order is greater than 00.00 T…
How does a discount / surcharge work in Newbase?
1. General. Within the standard settings of Newbase you can choose between 2 variants. How Newbase operates concerning discounts and surcharges depends on these settings. 1. Discount or surcharge on…
Re-book a sales invoice to Twinfield or set it to manually booked
As soon as an invoice is booked to Twinfield, the 'status booked' checkbox is automatically checked. The booking number field is also filled with the number that Twinfield returns. If a draft(concept…
Give a sales invoice another date - backdating
Normally, the date of locking the invoice is used as the invoice date. If you want a different date on the invoice, you can set this manually in the Print setting widget within the sales invoice. Adj…
Set a sales invoice (partly) to paid manually
General operation of collecting payments: Paying a purchase or sales invoice is normally done by retrieving outstanding items from Twinfield. Click here for more information. If Newbase recognizes th…
Whether or not to print a sales invoice line with number 0
If a sales invoice line has a number of 0, it is possible to indicate whether or not it should be printed (displayed on the PDF). You do this within the relevant sales invoice in the 'Print setting'…
There is no VAT on the order or invoice
Is there no VAT on the order or invoice while you expect it? Check below: Go to the widget 'financial options'. Check whether the field trade region is filled in and whether the VAT box is selected.…
Want to link a debtor to a document but cannot find the debtor?
If you want to link a debtor to a document, for example a sales order, and the debtor is not shown, then this debtor is probably not locked!
Adjust quantities on a sales order if there is already a purchase order, receipt, delivery?
Products are linked to a sales order. The quantities of products can be adjusted if there is no link with a purchase order. As soon as there is a link with a purchase order, you cannot adjust these q…
Whether or not to print a sales invoice line with quantity 0
If a sales invoice line has a quantity of 0, it is possible to indicate whether or not it should be printed (shown on the PDF). You can do this within the relevant sales invoice in the 'Print setting…
List of sales invoices with purchase - sales - margin
Within the sales invoice module there is a standard list view that shows the purchase price, the sales price and the gross margin side by side. This list shows the commercial margin. Go to the sales…
How is the expiry date of a sales invoice determined?
This date is determined by the payment term which is set on the sales invoice (origin is the debtor). The payment term can be changed manually on the invoice. Check the settings via the widget Condit…
Check stock within a sales order
Within a sales order you can see whether there is stock of the product you have linked to the order. You can see this within the 'selected line sales stock' widget. First select the line for which yo…
Error when booking to Twinfield: ...performance type must be entered
It is important to realize that Twinfield sends this message back to Newbase after Twinfield has performed checks. This message means that the performance type is not entered on the ledger number tha…
How can you renew / update product data in existing financial sales documents?
If you have changed something in the product database, this data will be adopted when creating new documents. Existing documents still contain the 'old' product data. If you also want to renew the da…
Set a sales order to 'paid'
It is not possible to set a sales order to paid. Within Newbase you can only set a purchase or sales invoice to paid manually. Click here for more information. It is possible to set a sales order to…
Overview and check payment phasings via listview sales orders
If you work with payment phasing on sales orders, it can be useful to see in 1 overview: total order value. total payment phasing value. difference. warning “red”. You can find this list view within…
How does drop shipment / drop shipping work in Newbase?
For more information about what drop shipping is, click here. 1. Normal process (without drop shipment) sales order > purchase order:. If you duplicate a sales order to a purchase order, the deliv…
