Sales and Receivables
A guide to setup your Sales and Receivables information
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
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
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
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
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
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
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
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
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
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