Invoice Verification Demo - Baus Systems

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Bar Coding for QuickBooks!SmartScan Invoice Verification DemoAn instructional and reference overview ofusing SmartScan Invoice Verification withQuickBooksBaus Systems www.baus-systems.com/smartscan.html Sylvia Miller sylvia@baus-systems.com (206) 932-9986

SmartScanInvoice VerificationStart byselecting theQuickBookscompanyfile.Baus Systems

SmartScanInvoice VerificationClick on “GetInvoices.”Select thedate range ortransactionnumber toreceive.Baus Systems

SmartScanInvoice VerificationWhen the Invoicelist appears youcan choose toprint one pick listfor the selectedinvoice or onepick list for allinvoices shown.Mobile InvoiceVerification willshow anelectronic pick listthat can besorted by itemname, descriptionor location. (Thiswill be shown later.)Baus Systems

SmartScanInvoice VerificationThe Pick List is sorted by thelocation you assign in aQuickBooks custom field.The mobile Pick List isdisplayed on the handheldscreen and is sortable by Itemname, description or location.Baus Systems

SmartScanInvoice VerificationTo fulfill theorder click on theInvoice Detail taband startscanning itemsin any order. Iftoo many or thewrong item isscanned anotification willappear.Baus Systems

SmartScanInvoice VerificationTo assignserialnumbers,either scan allitems or oneat a time thenclick the LineItem Detailtab. Scan ortype in theserial numberthen pressenter.Baus Systems

SmartScanInvoice VerificationWhen theorder isfulfilled andready to pack,print aPacking Slipbefore clicking“Done.”Settings canbe changed toprint aPacking SlipAutomatically.Baus Systems

SmartScanInvoice VerificationWhen “Done” isclicked a ToDo noteis sent toQuickBooks to logwho fulfilled whichorder when andwhat was included.This is helpful foremployeeaccountability andrecord keeping iforder inquiry arises.Baus Systems

SmartScanInvoice VerificationTo viewserialnumbers,Search theLine ItemDetailsLookupDatabase.Baus Systems

SmartScanInvoice VerificationIf QuickBooksis open, click“Show” to seethecorrespondingtransaction inQuickBooks.Scan ortype in theserialnumber tosearch.This Verification Details Lookup searchable database logs and combinesall serial numbers from Purchase Order Verification, Invoice and SalesOrder Verification so you can track incoming and outgoing serial numbers,where they came from and who they went to. It’s helpful for returns,warranty issues and recalls.Baus Systems

Mark BausSylvia MillerGeneral ManagerSmartScan Team 06) 932-9986www.baus-systems.com/smartscan.htmlBaus Systems

Bar Coding for QuickBooks! SmartScan Invoice Verification Demo An instructional and reference overview of using SmartScan Invoice Verification with . QuickBooks. Baus Systems Mark Baus Sylvia Miller General Manager SmartScan Team Lead mark@baus-systems.com sylvia@baus-systems.com (206 .