Sales and Receivables

A guide to setup your Sales and Receivables information

How to Create a Customer
1.  On the Navigation Pane, click “Customers”. You can reach the same page by searching “Customers” in search box at top right corner (a bulb symbol). 2...
Fri, 12 Mar, 2021 at 5:58 PM
How to Create a Sales Quote
Create Sales Quote 1.  On the Navigation Pane click Sales & Marketing -> Sales Quote -> New. OR             On Navigation Pane Click New Docume...
Fri, 12 Mar, 2021 at 6:03 PM
How to Create a Sales Quote (Item & Resources)
To fill in the minimum required fields, follow these steps:  Create Sales Quote 1.    On the Navigation Pane click Sales & Marketing -> Sales Qu...
Mon, 22 Mar, 2021 at 3:47 PM
How to Create a Sales Order
To fill in the minimum required fields, follow these steps:  1.    In Actions Click New Document -> Sales -> Sales Order.                           ...
Mon, 22 Mar, 2021 at 3:47 PM
How to Create a Sales Order (Serialized Item)
To fill in the minimum required fields, follow these steps:  1.    In Actions Click New Document -> Sales -> Sales Order.                           ...
Mon, 22 Mar, 2021 at 3:48 PM
How to Create a Sales Order (Item & Resources)
To fill in the minimum required fields, follow these steps:  1.    On the Navigation Pane click Sales & Marketing -> Sales Order -> New         ...
Mon, 22 Mar, 2021 at 3:48 PM
How to Create a Sales Invoice
Sales Invoice Exercise: Create a sales invoice to invoice 6 pieces of item A_G14KL to customer “MARY SMITH” (APCUST001). To fill minimum required fields, ...
Mon, 22 Mar, 2021 at 3:48 PM
How to Create a Sales Invoice (Serialized Item)
To fill minimum required fields, follow the steps: 1.    On the Navigation pane, select Sales & Marketing -> Sales Invoices.     2.    Sele...
Mon, 22 Mar, 2021 at 3:48 PM
How to Create a Sales Credit Memo
A sales credit memo is typically used when a customer returns an item, but it can also be used to give a customer compensation such as a sales allowance and...
Mon, 22 Mar, 2021 at 3:48 PM
Create a Sales Return Order
To fill the minimum required fields, follow the steps: 1.    On the navigation field, select “Sales & marketing -> Sales Return Orders”.     2...
Mon, 22 Mar, 2021 at 3:52 PM