How to add miscellaneous sales items

Miscellaneous sales items allow you to book items or services for clients other than advert or content bookings.  Examples are artwork design and leaflet delivery.

Steps to set up a miscellaneous sales item

Step 1 - Go to the main Settings page.

Step 2 - Under Publications & Bookings > Select Miscellaneous Sales Items.

1. Name - Enter the name for the item eg Artwork Design Fee - Full Page.
2. Description - Add an optional description - Maximum lengths 200 characters.
3. Default Price - Add a default price, this is optional as the price can be added or amended when making a booking.
4. VAT Exempt - If the item is exempt from VAT check this box, if not leave it blank.
5. Requires Artwork - If the item requires artwork that you want to track from the Artwork screen check this box, if not leave it blank.
6. Is Leaflet - (leave blank this option is part of future development)
7. Account Code - ONLY REQUIRED IF YOU USE ACCOUNT CODES WITH XERO OR OTHER ACCOUNTS PACKAGES, otherwise the invoice will not transfer. Choose the account code from the drop-down menu.
8. Inventory Code - ONLY REQUIRED IF YOU USE INVENTORY CODES WITH XERO OR OTHER ACCOUNTS PACKAGES Choose the inventory code from the drop-down menu
9. Include in Publication Total - If ticked the sales amount will be included in the sales total for the issue of the publication the item is booked into.  If left blank the sales amount will be included in the miscellaneous total for the month it was booked into.
10. Web Listing - Check the box if the item is a MagManager Web Directory listing, otherwise leave blank.
11. Enabled - Tick the enabled box to make the item available to book.  If unchecked the item will not display in the drop-down menu as an option to book.

Example of how the Account Code setting & Inventory Code setting appears when using them with a third party account package like Xero:

Step 5 - Click Save.

Step 6 - The new item will now appear in the list of Miscellaneous Sales Item.