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1. Introduction: Before you begin processing transactions through your Sales System, you must first set up your Customer...
October 28th, 2017 2453 views 0 likes
1. Introduction: The Sales Quotation sub-system is an optional first step in Sales Order processing and is integrated...
October 29th, 2017 2549 views 2 likes
1. Introduction: If you have previously prepared a Quote for a Customer, on acceptance, you should convert that...
October 30th, 2017 3760 views 1 likes
1. Introduction: You can operate the Sales System without Sales Orders if you wish. And, even if you operate...
November 1st, 2017 2869 views 2 likes
1. Introduction: Recurring Invoices, either weekly, monthly, quarterly or annually, are generally used for the purposes of preparing...
November 2nd, 2017 1696 views 2 likes
1. Introduction: Head Office Accounting is a feature of the Sales System and allows Invoices and Credit Notes raised...
October 29th, 2017 3398 views 0 likes
1. Introduction: This Article covers both Customer Batch Invoicing and Customer Debit Notes (Credit Notes). Most Customer Invoicing...
October 29th, 2017 2128 views 0 likes
1. Introduction: There are two functions on your Sales System Menu by which you can enter funds received...
November 1st, 2017 3891 views 2 likes
1. Introduction: The “ Customer Portal ” is a feature of the system which allows some of your...
November 4th, 2017 957 views 1 likes
1. Introduction: You can use this facility to configure the layout and presentation of your Sales Invoice(s) and...
November 5th, 2017 2515 views 0 likes
1. Introduction: You need to give careful consideration to these types of transactions as there is always a...
November 6th, 2017 1886 views 0 likes
1. Introduction: In addition to Customers paying your Company using the existing Payment Methods of “ Cheque ”...
November 6th, 2017 1580 views 1 likes
1. Introduction: Sales Batch Credit notes are used for the recording of Customer Credit Notes where Product (Stock /Service)...
October 19th, 2017 1459 views 0 likes
Introduction Sales Journals are used to post adjustments to Customer Accounts where no VAT needs to be recorded: Sales Credit...
October 23rd, 2017 1607 views 1 likes
1. Introduction: You can set up Sales Representatives within the system and also have the system track their...
October 29th, 2017 1761 views 1 likes
1. Introduction: Sales Product Credit Notes are generally issued to Customers for Items (Stock and Service) that are...
October 19th, 2017 2320 views 1 likes
1. Introduction: Sales & Purchase Invoices can be flagged as disputed and therefore appear on the ageing report with...
May 27th, 2018 1111 views 0 likes
1. Introduction: You can re-use previously Posted Invoices and Credit Notes to create new Invoices and Credit notes....
September 2nd, 2018 655 views 0 likes
Adding a Customer Account Click on Sales > Customers > New Customer Add the customer details and click on Save...
September 10th, 2020 123 views 0 likes
Introduction You can email Customer items from the system either individually (Quotes, Orders, Receipts, Invoices and Reports) or in bulk...
May 28th, 2020 1459 views 1 likes
Introduction The Email Log displays all email communications between users and a company. This includes: Orders Invoices Statements Remittances See:...
September 28th, 2020 631 views 0 likes
Introduction The easiest and quickest way to Edit Transactions is to invoke the Transaction Browser and locate the Transaction you...
July 31st, 2017 9461 views 2 likes