Mobile Invoice Formats

There are a variety of layouts available in eoStar for invoices printed from mobile devices. A sample of each invoice format is displayed below for reference.


Feature Information

  • Functional Area: Administration, Sales Support
  • Roles Impacted: Admin Team, Delivery Drivers, Presellers
  • Platform: eoStar Backend, eoTouch Delivery, eoTouch Presell, eoMobile, eoTablet
  • Plugins: eoStar Core

Setup

Database Configure - Handheld Panel

The default mobile invoice format for the database is set at File > Database Administration > Configure > Handheld panel.

  • Invoice Format for Mobile Devices

For more information, please see the Database Configure – Handheld Panel article.

Company Override

The default mobile invoice format can be overridden on a per-company basis at Records > Companies > Records > HH Settings panel. (Added with the Multi-Company plugin)

  • Invoice Format

For more information, please see the HH Settings Panel section of the Company Records article.

Customer Override

Both the default and company-specific formats can be overridden on a per-customer basis at Records > Customer > Records > More panel.

  • Invoice Format Override

For more information, please see the More Panel section of the Customer Records article.


Mobile Invoice Format Samples

Default Format

Default Format

Line Item Discounts

Line Item Discounts Format

Line Item Discounts | Eaches

Line Item Discounts | Eaches Format

1 Line | Net | By Prod. Class

1 Line | Net | By Prod. Class Format

1 Line | UPC

1 Line | UPC Format

1 Line | UPC | State Tax B+C in Price

1 Line | UPC | State Tax B+C in Price

This format prorates any State B and C taxes across all order lines and increases the price by the prorated amount.

2 Line | UPC | Surcharges

2 Line | UPC | Surcharges Format
Note

If the order is an In-Market swap and contains product that meets the state’s threshold, the invoice will be marked as Close to Code and the date code will be displayed beneath the close-dated product(s).

1 Line | NO UPC

1 Line | NO UPC Format

1 Line | NO UPC | Retail

1 Line | NO UPC | Retail Format

1 Line | Net | NO UPC | No Item Num

1 Line | Net | NO UPC | No Item Num Format

2 Line | Net | UPC | Pack

2 Line | Net | UPC | Pack Format

2 Line | Net | UPC | Retail

2 Line | Net | UPC | Retail Format

2 Line | Net | UPC | Pack Count

2 Line | Net | UPC | Pack Count Format

1 Line | UPC | Pack

1 Line | UPC | Pack Format

The Vendor ID is pulled from the customer’s EDI Trading Partner > Vendor ID panel.

  • Based on the products in the order, all applicable override IDs and the associated category or brand will also be listed.

2 Line | UPC | Pack

2 Line | UPC | Pack Format

The Vendor ID is pulled from the customer’s EDI Trading Partner > Vendor ID panel.

  • Based on the products in the order, all applicable override IDs and the associated category or brand will also be listed.

2 Line | UPC | Pack | No Price

2 Line | UPC | Pack | No Price Format

The Vendor ID is pulled from the customer’s EDI Trading Partner > Vendor ID panel.

  • Based on the products in the order, all applicable override IDs and the associated category or brand will also be listed.

1 Line | Pack | Bottle

1 Line | Pack | Bottle Format

2 Line | UPC | Pack | Bottle

2 Line | UPC | Pack | Bottle Format

2 Line | UPC | Pack | No Gallons

2 Line | UPC | Pack | No Gallons Format

1 Line | UPC | Amount Due

1 Line | UPC | Amount Due Format

2 Line | UPC | No Price | Pack Count

2 Line | UPC | No Price | Pack Count Format

1 Line | Net | Pack | NO UPC

1 Line | Net | Pack | NO UPC Format

1 Line | Net | Item Num | Pack | UPC

1 Line | Net | Item Num | Pack | UPC Format

Ohio

Ohio Format

Sugar Tax

Sugar Tax Format

Washington Spirit

Washington Spirit Format

This format is only available with the Virginia Tax plugin.

Virginia

Virginia Format

This format is only available with the Virginia Tax plugin.

District of Columbia

District of Columbia Format

This format is only available with the Virginia Tax plugin.

Depending on where the customer is located and the type of product ordered, the invoice will change slightly.

Wine and Cider in DC

The Virginia invoice number is preceded by TE for Tax Exempt and the LIT VOL (Liter Volume) field is expanded to 3 decimal places.

Wine or Cider in Virginia

The Virginia invoice number is preceded by W for Wine and the LIT VOL (Liter Volume) field is expanded to 3 decimal places.

Beer in DC or Virginia

The Virginia invoice number is the same as the eoStar order number and the LIT VOL (liter Volume) field is changed to GAL VOL (Gallon Volume).

Updated on May 17, 2019

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