Working with Customer Credit Notes

To find out more about www.salesorder.com click here to set an appointment. The Customer Credit note (aka a Credit Memo) can be used in four ways: In all cases you should send a copy of the Credit Note to your Customer. See Creating new Transactions and Entering Line Items for the basic information. A Customer Credit Note can be created … Read More

Working with Payments from Customers (Money In)

To find out more about www.salesorder.com click here to set an appointment. The “Payment from Customers” Document has three purposes: NOTE: A ‘Payment From Customer’ document can be created either from: In both cases click the ‘Receive Payment‘ action from the Action drop-down on the main menu. Using ‘Receive Payment‘ from the Sales Invoice will only apply a payment against … Read More

Working with Cash Sales

To find out more about www.salesorder.com click here to set an appointment. A Cash sale is recorded when a Customer pays you in full when the sale is made. The Cash Sale Document records: In accounting terms, Cash Sales are recorded in your cash/ bank balance, while invoices are recorded in your Accounts Receivable Ledger (Sales Ledger). See Creating new … Read More

Customer Fields

To find out more about www.salesorder.com click here to set an appointment. The unique name of the Customer’s company. A reference number auto-assigned. See Working with Reference numbers (Ref #). Drop down field where the worker can be selected. The Customer’s Balance field shows how much the Customer owes you. See Working with the Balance field. Once set, the currency … Read More

Prospect fields

To find out more about www.salesorder.com click here to set an appointment. The unique name of the Prospect’s company. A reference number auto-assigned. See Working with Reference numbers (Ref #). Dropdown field where the worker can be selected. This field cannot be edited. See Working with the Balance field. Once set, the currency cannot be changed and transactions will only … Read More

Lead fields

To find out more about www.salesorder.com click here to set an appointment. The company name. Either enter a new company or find an existing one using the search icon. Brief description of the lead. The Lead Status reflects the various stages a Lead can be in depending on the process. Default values include: Rating gives an indication on how close … Read More

Working with Leads

To find out more about www.salesorder.com click here to set an appointment. The Lead Document captures details about sales enquiries from prospective or existing Customers. To prioritize sales activities, the following details can be captured: Memos are available to capture additional information and interactions. When required, a Lead can be converted into a Prospect or a Customer. A lead can … Read More

Supplier fields

www.salesorder.com provides versatile Inventory Management Software, and integrated Purchase Order Management to have full control of your suppliers and purchasing. You will have fingertip access to your suppliers, purchase quotes, purchase orders, cash purchases, supplier payments and even supplier refunds and credit notes, plus robust integration with various other systems. To find out more about www.salesorder.com‘s versatility, have a look here, or click here to … Read More

General Journal fields

To find out more about www.salesorder.com‘s accounting prowess, have a look here, or click here to set an appointment. A reference number auto-assigned. See Working with Reference numbers (Ref #). See Working with A/C Memo. The Status of the Journal Entry. See Transaction Document Fields. The effective date of the Journal Entry postings. Usually the person – Worker who created … Read More

Working with Item Attributes

To find out more about www.salesorder.com click here to set an appointment. Giving Attributes to an Item ensures your items are organized and sorted efficiently. Attributes are assigned a value. Examples of Attributes include Color, Manufacturer, Size etc. Items can have up to 6 Attributes. Working with Items The new Attribute with Values will now be available to assign to … Read More