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Customer Transactions List
To be able to see a list of Customer's transactions; Go to Data > Customers Click on Customer Name, then choose Account in left menu With Current checked , click on Account beside Statement button to create open transaction file With Current ...
Quote List
The "Quote List" screen allows you to easily find and navigate to Quotes. Let's familiarize you with the functionality of the screen. "Create Quote" - Click this button to create a new Quote, from scratch. The "Open - Closed - On Hold - Cancelled - ...
Invoice List
The "Invoice List" screen allows you to easily find and navigate to invoices. Let's familiarize you with the functionality of the screen. "Create Invoice" - Click this button to create a new invoice, from scratch. The "Open - Closed - On Hold - ...
Event List Grids
Each event type, Quotes, Work Orders, Deliveries, Sales Invoices, and Product Returns, are viewed in a grid that easily sortable and searchable. At the left of each grid, the list can be filtered by different criteria, these can include, but not ...
Sales / Work Order List
The "Work Order List" screen allows you to easily find and navigate to Work Orders. Let's familiarize you with the functionality of the screen. "Create Work Order" - Click this button to create a new Work Orders, from scratch. The "Open - Closed - ...
Search - This button searches whatever keywords you have typed in the search box next to it. It can be used to search any of the information tied to the Company record, not just the Company name.
Add Company - This button brings up a window to add a new company record.
View Company Record
Edit Company Record
- Customer and Supplier Indicator - These icons are used to show the Company is a Customer, Supplier, or both.
- Unchecking this box will show all records in your system, even those that have been marked as "inactive".
- Filter Button - Clicking this icon allows you to add advanced filters under the column selected.