New Sales

When creating a new sales there is 3 sales types you can choose from. These types help you choose where to start at in the process.

1. Quotes - Sales Orders - Invoice
2. Sales Orders - Invoice
3. Invoice

Creating a new Sales

1. Sales Drop Down Menu
2. Sales Plus Button

Choose Sales Types

With different sales types you can choose which process you can start from.

For this example we can choose Quote -> Order -.> Invoice

Sales Detail View Top

Sales Detail View - (Top Section)

This is what displays on all 3 types (Quotes, Sales Orders, Invoices)

1. Field Chooser
2. Sales Date, Date of the Created sale
3. Customer - Either Company or Contact
4. New Customer - If its a new customer first time sale
5. Owner - Record Manager
6. Billing Address
7. Terms - Will be default terms or Terms of the Customer
8. Shipping Address
9. Shipping Method: This is the Carrier, however is not the same as the Carrier for Fulfilments
10. Price List : Custom price list for customers
11. Comments: General Comments for the Sales

Choose Customer

Search for the customer, this could be either a Contact (individual) or Company(organisation)

Choosing a Customer

When choosing a customer, it will fill in the

1. Billing Address = 3 Vanessa Ave
2. Shipping Address = 3 Vanessa Ave
3. Prices List = None
4. Terms = zero days