Credit Notes

by | Nov 11, 2020 | Quotes and Orders

All credits information is available in this module. Sometimes a reduction in the invoice price is necessary and sometimes the stock which has been ordered and invoiced may be returned, in which case a credit would be issued.   New credits can be created by...

Order Reports

by | Nov 11, 2020 | Quotes and Orders

Order reports are accessed from the Order Reports module:   There are three types of order report:• Open Orders – shows ship date, order number, customer, product code, number ordered, number despatched, number invoiced.• Open Purchase Orders – shows Order date,...

Customers

by | Nov 11, 2020 | Customers

All customer information is available in this module.     New customers can be created by clicking the Add New button in the top right-hand corner of the screen.       Input the relevant Customer information and click Save. This table contains...

Product Catalogue

by | Nov 11, 2020 | Products

The product catalogue consists of 5 sections: • Products – This is the area where you add all your products and the constituent products for Kits and Assemblies. • Kits – Kits are groups of products which can be sent out together – for example, food hampers or...

Product Activity

by | Nov 11, 2020 | Products

The Product Activity module is a report where you can see all activity on all products. It displays in reverse chronological order and shows both products coming in to your business (via purchase orders and stock adjustments) and products going out (via customer...