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Sales Orders & Returns
23
Creating a Sales Order
Creating a Sales Returns
Adding Items to a Contract from a Sales Order
Find Hidden Transactions
Adding Notes on Sales Orders
Creating & Processing Repeat Sales
How to create a back to back purchase order from a sales order
How to create a Call Off order
How to confirm a Delivery status on a Sales order from D when completely delivered.
How to convert a Sales Return into a Sales Credit.
Removing traffic light from line in SORD (Reshop)
How to add in Adhoc Invoice address.
How to add in an Adhoc delivery address revised
How to amend changed delivery dockets – shortages etc and reprint.
Locating Post Code on a Map
Changing trader in Sales Order
Change VAT Rate on Item in a Transaction
How to remove an item from a delivery note after its been delivered
Saved Layouts for Sales Order Daybook
Using search to find old Sales Orders
Highlight Duplicates in Sales Orders
Hiding I status Orders
Contacts within Sales Order
Sales Ledger
10
Adding New Sales Receipts
Adding Sales Journal Invoice
How to create a journal entry to Write off Overpayments and Bad Debts
Raising credit notes using the Raise Invoices and Credits option
How to Invoice individual orders
Reversing a Invoice into a credit note
How to credit someone for an over charge
How to raise a manual sales credit note for overcharge on a invoice.
How to write off an underpaid invoice amount when putting on the sales receipt.
Creating a VAT only Credit Note
Pricing & Contracts
22
Catalogue contract matrix spicers
Catalogue Contract Matrix Vow
Creating a Fixed Margin Contract on a Matrix Range
Sharing Deals Across Traders
Setting up Product Quantity Breaks
Change Pricing Methods
Prevent Customers from Seeing a Particular Catalogue
Hide a contract on website
Importing contracts into Horizon
Turn a Quote into a Contract
Sharing Deals Across Numerous Traders in Bulk
How to create a Sales Quotation
Giving a Free Item with a Product
Copying contracts and changing traders of copied contracts
How to create a new contract.
Using the Contract Wizard
How to reprice a quote or contract using a fixed margin
Creating a Fixed Margin Contract for Specific Items
Change Catalogue Expiry Dates
Preventing Customers Recieving Specific Deals
Recost a Group of Contracts
Recost a Group of Orders
Purchase Orders & Returns
5
Creating & Processing Purchase returns
How to book in Purchase orders
How to book in Partial Purchase orders
Creating Purchase Orders using the shopping process
How to deal with Shortages on Purchases Orders
Purchase Legder
7
Creating a Direct Payment to a Supplier
Adding a Overhead Invoice
Creating a Manual Purchase Payment
Automatic Payments to Suppliers
Converting Purchase Orders to Purchase Invoices
Creating Monthly Repeating Expenses
Combining Two Purchase Orders into One Invoice
EDI Orders & Invoicing
4
Collecting EDI Invoices from Suppliers
Collecting Supplier Terms File
How to send Purchase Orders electionally using Wholesaler Comm's
Matching Substitute Codes in EDI Invoices
Stock Control & Management
26
Spicers & Vow Shortages
Switch Sell or Replace Products Globally
Setting up Customer Product Swaps
Merging Items Together
Unmerge Stock Items
Adjusting Stock via Product Card
Adjusting Stock using Stock Movements
How to create a Stock Adjustment or Movements for stock for own use
Removing unwanted lookups
How to change an item that was marked as discontinued back into use
Change item that is set to prevent sale
How to create Automatic lines to be added to an order
How to modify a Product Description or Pricing on a Product Card
Exporting Product Information to Excel
How to create a new Product card or copy and modify another card.
How to look up stock/product card F8
Adding Images to Your Own Products
Serial Numbered Items, Setup, Booking In and Delivering Out
Product Cost Price History
Converting Sales order into Stock Movement
Add a Brand to Product Cards
How to change the vat rate on a product code.
Using the Stock Take module
Moving items from one catalogue to another
Hide item on Horizon Web
How to mark an item as discontinued
Command Centre
5
Checking for Logged on Machines
Restarting the Command Centre
Checking Server for Login Problems
Stopping the Database to Remove Users Hogging the User Licence count
Exporting Information to Evolution
Traders
30
Add a Trader
Creating A VAT Exempt Customer / Supplier
Setting up a trader for Monthly Invoicing
Changing Distribution Types
Export Trader Contacts to Excel
Creating & Applying Trader Groups
Setting up Trader Specific Forms
Adding a Mailer Contract to a Customer
Setting up Customers to Receive Completed Deliveries Only
Sending Copy Invoices by Email from Credit Control
Add a Department to a Trader
Modify address on Trader Card
Add a Delivery Branch to an Account
How to add Pop-up Notes to a Trader Card
History section of trader card
How to find Trader (F9) Ledger Detail
GAP Analysis on Trader Card
Setup a Trader Branch for Pick & Wrap Orders
Setting the Default Catalogue on the Supplier Trader Card
Defining a Rep for a Customer Contact
Selecting Reports for Customers to run on Horizon Web
Moving a Contact from One Branch to Another
How to set up traders to allow sending invoices etc to multiple email addresses
Matrix Analysis by Range Per Trader
Adding Trader History to Contracts
Finding Leads (L type) accounts
Marking on Old Trader as out of use or dead
Displaying & Exporting Customer Email Addresses
Setting a customer to Pick & Wrap Delivery
How to use Call Manager combined with the Credit control screen
Nominal
3
Bank Reconcilation
Nominal Journals
Adding a Nominal Code
Processing Options
14
Posting Sales Transactions
Posting Sales Receipts
Printing Statements
Invoicing - Print Only
Reprint A Batch Of Invoices
Invoicing - Monthly Invoices
Invoicing by email
How to send out credit control terms letters
Basic Debt Chasing with the Check Credit Status Option
How to create and print delivery dockets in a batch.
How to Reprint a Delivery Note batch
Producing Meter Reading Invoices
Sending Electronic Remittances to the Wholesalers
How to use the shopping option in processing to raise purchase orders.
Setup
18
Activations of Periods.
Adding in New VAT Period(s)
Closing VAT Period
Add a Rep Code
Changing the System VAT Rate
Closing a Period after Month End
Running a VAT Report
How to amend company contact details
Change Company Logo
How to add a new company contact and login details for same
Posting Zero Priced Invoices
Prevent Posting Zero Priced Invoices
Hiding Account Transactions
Adding in Additional Sectors,Ranges or Groups
Auto Start Daybook Locations
How to set up a margin limit on a particular range and groups
Add in Area Code
Setting up auto confirm for transactions
General
33
Increasing the number of transactions displayed in a daybook
Printing Reports to File to Access Via Excel
Merging Transactions
Changing VAT Rate on a Transactions
Change Trader on Transactions
Saving Documents (Hosted System Only)
Connecting to Technician Via Website
Users passwords and Security Settings
Changing Year and Period on transactions
How to Email a Delivery Docket to a Customer
How to Amend details on a Posted Invoice.
How to use the Call Manager option.
How to login to Horizon
How to Print out Copy invoices, copy delivery dockets etc
How to log into the Training Server
How to set-up till logins
Email Screen Settings
Print to File
Sorting in Transactions
Deleting a Call from Call Manager
Display Modes
How to create and save different layouts on screens
Creating a Delivery Note Template
Creating a Invoice Run Template
Adding fields to the Analysis screen or Pivot Tables
How to make the horizon top tool bar reappear.
How to add in/modify a nominal code on a transaction that won't post.
Making a catalogue the lead catalogue
How to create a catalogue
Saving transactions to PDF format
Colour Code on Transaction Boxes
Auto Distribution of Catalogues
Connecting to Horizon on Remote Server (remoteapp)
Utilities
6
Choosing Your Favourite Reports
Importing Product Files
Price Manager
Load Report into Horizon
Setup up a new catalogue and import a product file
Import Product File for Standard Import
Horizon Web
8
Being Notifed of Web Orders
Limit a Contact to Ordering from One Department
Hiding Catalogue on Horizon web site
Set up Basic Web Access for customers to allow online ordering
Creating Web Offers
Creating a Web Order Pad from a Contract
Running Reports on Horizon Web
Setting up Order Authorisation on Horizon Web
Buying Group Specific Lesson
5
Advantia Quantity Breaks
Truline Branch Level Stock Enquiry
Truline Terms file Update
Truline Delivery Confirmations
Truline Redundant Products
Download Manual PDF
Other Resources
Horizon Manual
Getting Started with Horizon
Horizon Web
Horizon Manual
Buying Group Specific Lesson
Advantia Quantity Breaks
Truline Branch Level Stock Enquiry
Truline Terms file Update
Truline Delivery Confirmations
Truline Redundant Products
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