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Quotes

The Quotes module displays all quotes that have been generated which have status New, Quoted and Lost. In this module quotes can be generated and edited. When quote status is set to Won it will move from the Quotes to the Orders Module. New quotes can be created by clicking the Add New button in…
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Orders

In the Orders module you can view, add and amend customer orders. New Orders can be created in two ways, first by changing the status of a quote to “Won” and probably more often by adding an order in the Customer Order area. To add an order in Customer Orders select the green “Add New”…
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Despatch

The Despatch Notes display page shows all despatch notes and their status. You might use this page if you were looking for Despatch Notes which were stuck in the system at status of Draft or Ready for Despatch, but normally you’ll come to this are via a particular order on the Customer Order page. It’s…
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Invoices

The invoice module has two subsections: Invoices and Credits. Credits are described in a separate section. Invoices This is the Module you will come to to invoice customers and record payments against invoices. The first screen you will see shows all invoices and their status: New Invoices can be created by clicking the Add New…
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Credit Notes

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 clicking the Add New button in the top right-hand corner of…
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Order Reports

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, required by date, PO reference, supplier, product, the number of items on the…
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