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Results for “allocation” — 20 results

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FAQ: Allocation

Common questions about how to allocate landed costs across inventory items.

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Manual per-line cost allocation

Allocate landed costs to individual inventory items using your chosen method when receiving goods.

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An advance isn't available for allocation

Diagnose why a customer or vendor advance cannot be used to pay invoices or bills.

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Paying an invoice from the customer's advance (balance allocation)

Use a customer's existing credit or advance to settle part or all of an invoice.

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Paying documents from existing credit (balance allocations)

Apply a contact's advance balance or prior payment to settle new invoices and bills.

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FAQ: Balance Allocations

Common questions about applying contact balances to invoices and bills.

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Paying a sales receipt from the customer's advance (balance allocation)

Use a customer's existing credit to settle a sales receipt without collecting new money.

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Paying a bill from the vendor advance (balance allocation)

Use a vendor's existing credit (advance balance) to settle all or part of a bill without taking new money.

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Allocating one payment across several invoices

Apply a single customer payment to multiple invoices at once.

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Allocating a vendor payment across bills

Choose which bills to pay when settling a single vendor payment across multiple outstanding invoices.

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Adding landed cost charges as line items

Record freight, customs, and other charges when creating a purchase.

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Allocation methods: by value, weight or volume

Learn how landed costs are distributed across inventory items using three different methods.

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FAQ: Landed Cost Basics

Quick answers to common questions about what landed costs are and why they matter.

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Customer balance not showing on the form

Understand why a customer's advance balance or credit is missing from the invoice form.

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How vendor prepayments are applied automatically

Understand how Usystems credits vendors' previous payments against new purchases.

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FAQ: Balance Problems

Quick answers to common questions about customer, vendor, and account balances.

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FAQ: Payments on Bills

Common questions about paying vendors and recording bill payments.

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FAQ: Vendor Payments

Quick answers to common questions about paying vendors and allocating payments.

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Advances and credit balances

Understand what happens when a customer or vendor overpays, and how to use that credit later.

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FAQ: Payments on Cash Purchases

Quick answers to questions about payment accounts, currencies, and prepayments.