Extras Sales

Section Contents

UniRes Help Contents

The Extras File is like a mini stock file. You can enter as many Extras Codes as you wish.

To maintain the Extras file ..

From the Command Centre Menu Bar select File Maintenance

Then select Extras from the sub-menu.

A three character Extras Code is used to identify the extras item to be sold.

Extras Code

Each Extras Code can be a maximum length of 3 characters/numbers.

Description

Enter a description of the Extras Sales Code.

Price

Enter the price inc. tax.

Unit

Select how you sell this item, Each or Daily. If you select Daily, you can enter a Discount value if purchase in quantities or 7.

Weekly Rate

Items sold at the Daily Rate can have a Weelky Rate (Discounted Rate) if purchase in quantities of 7 or more. This field is intended for Hire items, where you give a discount. If the discount dos not meet your needs, try setting up extras items for each discount type as separate codes.

Tax Type

Select the applicable Tax Type. Usually GST. Concessional Tax does not usually apply to extras sales items, but can be used. The concessional tax is used if the booking Concessional Tick box is ticked.

Linked Sales Income Account

If you export your sales to an external General ledger, enter your GL Code here.

Daily Charging Details Area

This area of the window shows the calculation values that will be used when you sell the Extras Item. It's there for your reference only and can not be edited.

Help Messages Area

This is a small quick help area. The text changes when you move your mouse pointer over a field. It has been left in the Extras Program for now, but will most likely be removed in later versions of UniRes as the New help system is more efficient.

Navigation Buttons

Use these buttons to move around your extras file.

Find

Pops-up a special search box to locate an extras code. Just place the extras code you are looking for in the top right value box and click on the Search button.

Pops-up the report Options Window where you can select Print/Preview/Customise.

Just select Print to Print a reference list of extras on file. The Customise option is for advanced users.

Add

Click on the Add button to Add and Extras sales item. Start by entering an extras code and then complete the form. Then Click on the Save button.

Edit

Use the Edit Button to change the Extras Sales Record you are currently viewing. Be sure to step through the record fully using the Enter key and then save the changes.

Delete

Deletes the currently displayed extras record

The Price field:

Enter the selling price (ex tax) of the item to sell.

Unit

Items can be sold as Each or Daily. If you select the Daily unit of measure, the quantities of 7 or more will be calculated at a discounted value as set in the Weekly field. The Weekly field is not visible on the screen if the unit is Each.

For Example ..

If you sell TV Hire, you can set it at say $10.00 per EACH or $10.00 Daily. If it was set for Daily, and John Smith hired a TV for 10 days, then all 10 days would be sold at 10 X the Discounted Daily Charge.

Linked Sales Account Number

If you would like to link your sales to an external accounting program such as MYOB, you can enter the General Ledger account number corresponding to the account number in MYOB or any other compatible accounting program capable of importing "ASCII Delimited Text". Our export file can be produced by selecting File - Export from the top menu bar. (See Exporting your Financials)

If you do not export to a General Ledger, you can still enter a code number here or just leave this field blank. If you want to use the Export Sales Journal report available in the export program, you will need to plan you Account Codes and enter them here so that the Export Sale Journal has a reference to a sales number.

Other Fields on the Screen

There are several other fields on the screen. They are used to demonstrate what values UniRes will use when you supply the User Fields (Price, Unit, Weekly Rate etc.). The calculations displayed will update when a change is made to the record.

Tax Type

For tax to be calculated by the Charges Program, you will need to select a Tax Type from this drop down box. It is unlikely that the Concessional tax will be used here. Some items you sell may be set to NO TAX.

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