How to Create a new Memo

In this article, we will guide you through the process of creating a Wholesale Memo Package. Follow the steps below to efficiently set up a new Memo for your account.

You may refer to this video for a step-by-step guide on how to Create a new Memo:  https://www.youtube.com/watch?v=LCMK1hnSLK8.

Step 1: Access the Memo Creation Section

1. Open your left navigation menu.

2. Click on the Wholesale Accounts menu option.
   
   

3. Select the Memo tab.

4. Click on the Add Memo button. 

Step 2: Choose the Source for the Memo

1. In the context menu, you have the option to create a memo from an existing sales order or from existing stock on hand.

2. Since we have a sales order ready for this account, select the option to create a memo from an existing Sales Order. 

Step 3: Select the Sales Order

1. You will be presented with a grid displaying available sales orders.

   • The Ready column indicates order lines that have been processed and are ready to be memo'd.

2. Locate the sales order you wish to use and click anywhere on the row.
    
   
   

   • Note that clicking directly on the Sales Order link will open the Sales Order PDF document.

Step 4: Modify Memo Details

1. After selecting the sales order, you will see the details for creating the account memo.

   • Here, you can modify the display name or title for the memo, which will only be visible to you and can help in locating the memo later.

2. Other options include:

   • Buying Groups

   • Memo Classification (mandatory field)

   • Reference Number

   • Contact Information

3. Update these fields as needed and click on the Next button. 

Step 5: Select Items for the Memo

1. Now, you need to select the items to send to the account as a memo:

   • Items can be selected by scanning with a barcode scanner, manually selecting from the list, or uploading a spreadsheet using the Select From Excel or CSV button.

   • Utilize the search bar and filter options to narrow down your product search.

2. Once you are satisfied with your selection, click Next.
    
   
   

Step 6: Update Line Items

1. In this section, you can update individual line items as needed: 

   • Use the Extra field to add additional text that will appear on the memo document for each line.

   • The Wholesale field allows you to update the unit price for the items being sent on memo.

   • The default discount will be configured for the current account, but you can modify it if necessary.

   • Update the Count field if the appropriate amount of inventory is available to be memo'd.

   • Use the Enable Grouping feature to assign different groups to various lines, allowing similar items to be displayed together in the PDF.

   • Configure shipping and insurance amounts as needed to ensure they remain open until invoiced.

Step 7: Complete the Memo Creation

1. To finish creating the memo, click the Complete button.
   
   

2. Once the memo has been created, a window will prompt you with several options:

   • Send a Memo: Send the memo document to the account.

   • View Memo Document: Preview the memo document.

   • Create Shipment: Generate a shipment for the memo package.

   • Create Shipping or Freight Invoice: Create an invoice for the shipping and insurance amounts entered.

   • Add Another: Start a new memo package for the current account.

3. For this example, we will skip these options and click on the Continue button.
    
   
   
   
   

Step 8: Review the Created Memo

1. In the memo grid, you will see the newly created memo with all necessary information.

2. To view the products included in the memo package and check which items haven't been returned or invoiced, click the Expand button next to the memo row on the left.
    
   
   
   

Troubleshooting

If you encounter any issues when trying to Create a New Memo, please reach out to Flawless POS customer support for technical assistance.