This article covers settings not found in Quote and Invoice Management but that affect its usage and gives you some better Stock On Hand control Please check out all the advice sheets on Quote and Invoice Management here
This particular process skips the Proforma process where there is no need to order or reserve stock; its readily available and ready to be collected or delivered to a customer immediately once the customer is happy with the quote.
This video covers the process of converting a quote to a proforma invoice which allows for the reservation and ordering of stock Reserving and Ordering Stock from Quote and Invoice Management Reserving Stock Explained What are Proforma Invoices
Setup your Email Account by following this video guide Email Setup Report Mapping options for printing and emailing are per Terminal. You can only see the correct available printers from the specific computers themselves. So be sure to go through ...