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Sales - Estimates and Sales Orders

Sales - Estimates and Sales Orders

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Sales - Estimates and Sales Orders

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Estimates and Sales Orders (Lay-bys) are created the same as a Sale until you get to the Finish screen. On sales orders you can record monies taken (Lay-by) and the stock is allocated / reserved. Estimates do not allocate any stock. You can recall and modify Estimates and Sales orders as many times as you like. You can covert to an Invoice at any stage.

To Create an Estimate or Sales order

Add lines to the transaction as normal (as you would a sale)

When you select Finish and select Estimate, Sales Order or Invoice. If a sales order you can enter amount paid

When complete select Save

To Recall an Estimate or Sales order

In the Sales screen select Recall and select the type of transaction you wish to recall i.e. Estimate, Sales Order, Job

Select your transaction from the list displayed

You can then make any changes

When you select Finish you can change it to an Estimate, Sales Order or Invoice

 

Warning – Estimates & Sales Orders must be saved each time. If you Re-call and then select Delete it will permanently delete that transaction