Sales home #
The sales home page contains two grids and three buttons to create new transactions.
|
Create new sales order |
Creates a new, empty sales order. |
| Create new direct sales* | Creates a direct sale (license is required). Note that direct sales are listed in the Warehouse menu, not here. |
| Create new sales quotation* | Creates a new quote (license is required). |
|
Overdue sales orders |
Lists sales orders where at least one line undelivered or part delivered line is past its promise date. |
|
Recent customers |
Lists the last customer from whom orders have been received. Clicking the Order button will create a new order with this customer’s details already entered to the header. |
* License of an extension is required. See Admin – Licensing
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