A proforma order can be used to assign stock to an order prior to payment, while preventing it being released until it has been paid. A customer can be set to be a proforma customer from the options area of their company screen: This means all their ...
Found in: Quotations & Proformas
Overview It is possible to limit which items can be sold when using a keycode. This video explains how you set this up, and a step by step guide can be found below the video. Steps Ensure the Keycode is in Edit mode. Turn on the Restrict Stock ...
Found in: Keycodes
Overview You may want to see stock on hand when reordering to influence how many stock items to order from the supplier. Usage To see the current availability of stock, relative to the previous monthly averages you can follow the below steps: On the ...
Found in: Reordering & Suppliers
Overview Document and Email Settings is found within System Setup from the left navigation bar. The Documents and Email Settings screen allows you customise certain aspects of your documentation and reports to suit your needs and also allows you set ...
Found in: Documents