Create a Sales Order, Create a Sales Estimate, Issue a Credit Note
Background A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or ...
Background Job estimates and sales estimates are very similar. Job estimates are issued against a vehicle whereas sales estimates are issued against the company. For example, a client may wish to buy ...
Background Job cards and sales orders are very similar. Job cards are issued against a vehicle whereas sales orders are issued against the company. For example, a client may wish to buy some parts fro...
1. Click Customers on the homepage 2. Locate the customer in the system, and click to open the customer record. 3. Click the arrow icon to edit the customer record. . 4. Click the Menu icon on the to...
Background A credit note is evidence of a reduction in the amount that a buyer owes a seller under the terms of an earlier invoice. The credit note is evidence of the reduction in sales when parts or ...
PROCEDURE 1.Open the Sale Orders on the home page. 2. Click new. 3. Add Invoicee and click SUBMIT. 4. Add parts to the Sales Order. 5. Click Sales Order Dispatch. 6. Tick the parts to dispat...
PROCEDURE 1.Open the Sale Orders on the home page. 2. Click New 3. Add Invoicee and click SUBMIT. 4. Add the parts the Sales Order. In this case the customer would like to order 20 Bulbs but th...