Sales

Overview Sales
Sales Transaction Screen The Sales section is used to produce the following transactions: Quotes  Sales Orders (Delivery Notes) Invoices.  Internal tr...
Thu, 24 Jan, 2019 at 3:22 PM
Creating a Transaction (Invoice/Order/Quote)
Overview The sales transaction screen is used for quoting, ordering and invoicing, this gives a consistent interface and allows the user to easily convert...
Thu, 9 May, 2019 at 2:23 PM
Customer Orders
Overview Customer orders are for items that are specifically ordered for the customer through an invoice, sales order or job card. You are able to cust...
Wed, 22 May, 2019 at 1:54 PM
Close Batch (Z Report - End of Day)
Overview ‘Close Batch’ is like the Z function on a Cash Register, it groups the sales and payments since the last Batch was closed so we can balance it aga...
Thu, 9 May, 2019 at 2:28 PM
Import from an EPC
Overview Electronic Parts Catalogues (often called EPCs or Electronic Fiche) are applications where you can look up a Part Number from an exploded parts ...
Thu, 9 May, 2019 at 2:59 PM
Correcting Mistakes
Overview There are legal restrictions on changing an invoice once it has been finalised. We only allow direct editing of a finalised invoice that would not...
Thu, 9 May, 2019 at 2:58 PM
Quote / Estimate
Overview A Quotation is an agreed fixed price. an Estimate is an approximate price that may change. A Quote or Estimate is a useful way to provide y...
Mon, 11 Feb, 2019 at 4:47 PM
Sales Order
Overview A sales order is an internal document which  originates with the customer wanting to purchase or order products and services. It can then be conve...
Thu, 31 Jan, 2019 at 5:21 PM
Commisions
A good Sales Commission scheme can be very effective in increasing sales.  It can also help to direct efforts to sell certain products and ranges that y...
Sat, 5 Jan, 2019 at 3:59 AM
Sales Payments
We can take Sales Payments in a number of ways: Take Payments at the time of producing the Invoice (Sales Finish / Invoice screen) Take Payments aga...
Thu, 25 May, 2017 at 10:22 PM