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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 - ...
Product Categories
Product Categories can be created to group products or services. Categorization will help with easier navigation using product tiles on order entry, creating physical count lists, sales reporting, and benefit greatly in transitioning to ecommerce. ...