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Sales

Sales

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Sales

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The Sales section is used to produce Estimates, Sales Orders (Delivery Notes) and Invoices. It is also used for creating internal transactions such as booking items to a job or booking job / items to a sales units.

All transactions are built in the same way. The Finish screen varies depending on what type of transaction it will be. This makes it quick to learn and easy to convert one type of transaction to another, for example change an Estimate to an Invoice.

When building a transaction we can add lines manually or from stores and price books.

It is easy to change details, delete lines, add discounts, add surcharges, etc.

The Options section enables us to perform the end of day procedure, credit invoices, release backorders etc.

The sales screen has many settings that control the way it works and looks see Settings.

 

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