Issuing a New Quotation

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  Issuing a DO by importing details from Quotation Location Action Remark SALES> DELIVERY ORDER  Click SALES activity  Click DELIVERY ORDER module  Click NEW  CUSTOMER select  EveryDay Customer         You have to first select the customer  ...

• Issue a Credit Note

  3.1.4.1 Issue a Credit Note Location Action Remark SALES> CREDIT NOTE  Click SALES activity  Click CREDIT NOTE module  Click NEW  CUSTOMER select EveryDay Customer Pte Ltd  S/N enter 1  ITEM select SVC001  DESCRIPTION amend to You may amend ...

• Setting Quotation Standard Terms & Conditions

  1.3.4.1 Setting Quotation Standard Terms & Conditions Location Action Remark Setup Activity> Default Setting  Click SETUP activity  Click COMPANY DETAILS  Click DEFAULT SETTING module  Click EDIT Default can act something like a template. Every ...

• Creating New Service Item

  2.2.2 Creating Items Items are used in the content of your document like your Quotation, Delivery Order, Sales Invoices, Purchase Order, Supplier’s Invoice, etc. 2.2.2.1 Creating New Service Item Location Action Remark Setup> Item Details> ...

• Confirming a Quotation into an Order

  Confirming a Quotation into an Order Location Action Remark SALES> QUOTATION  Click SALES activity  Click QUOTATION module Select on the Quotation No. you       would like to confirm  Click EDIT  Click APPROVED To understand more ...