There are five different ways to create new Sales Orders. Customers can either create a Quote to convert to a Sales Order; convert a Booked order to Scheduled; create a new Sales Order directly; via a mobile device; or through…
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Video: Customer Information Window
Customers can be found on the menu bar Customer > Customer Information or by using the Customer shortcut from the main toolbar. Click the magnifying glass next to the Customer name field to find a customer. Primary Filters used to refine search.…
Video: Product Information Window
Products can be found on the menu item Inventory > Product Information or by using the Product shortcut from the main toolbar. To pull up a specific product, press F4 or select the Lookup button next to the Product ID box…
Video: Purchasing Process
Create Purchase Order (0:15) Select Purchasing > Purchase Order from the main menu or by using the shortcut from the main toolbar. Click the New button to create a new Purchase Order Use Status of Purchase Order to show users…
Posted in Purchasing, Video
