This page has a video guide going over settings not found in Quote and Invoice Management but that affect its usage and gives you some better Stock On Hand control. For written guides on these subjects, follow the links below: Prevent Selling Items ...
This page has a video guide on converting a Quote to an Invoice in the Quote and Invoice Management facility. This particular process skips the Proforma process where there is no need to order or reserve stock; it's readily available and ready to be ...
This page has a video guide on how to receive/arrive a supplier order into Retailer and finalise a proforma into an invoice. For written guides on these subjects, follow the links below:Orders Maintenance - Creating, Managing and Sending Supplier ...
This page has a video guide on how to make payments against proforma invoices for non-account customers and account customers in the Quote and Invoice Management facility in Retailer. For a written guide on this subject, follow the link below: ...
This page has a video guide on how to convert a quote into a proforma invoice, which allows for the reservation and ordering of stock within the Quote and Invoice Management facility of Retailer. For written guides on these subjects, follow the links ...
This page has a video guide on how to create a customer quote in Retailer, either from the Quote and Invoice Management screen or the Point of Sale screen. For written guides on these subjects, follow the links below:Create a Quote in Quote and ...
This page has a video guide on setting up the Quote and Invoice Management facility in Retailer. Set up your Email Account by following this video guide: ? Email Setup Report Mapping options for printing and emailing are per Terminal. You can only ...
This page has a video guide on how to credit a customer's invoice in Retailer. For a written guide on this subject, follow the link below: How do I credit a customer or do an Invoice Credit?