Customer
The main customer maintenance function is where you have all the characteristics for each customer that you will keep track in your system. To make it easier to work with the high number of fields needed to store the data, the window has three pages:
The Information page contains the most relevant data for a customer. Some data fields are informative only while others are editable.
The Settings page contains supplemental information about your customer.
The Notes page, you can enter any text that relates to your customer.
Invoicing
RInvoicing is the process of sending a bill to a customer for goods or service provided.
The Invoice Header section holds your customer’s data. At the bottom you will find a set of fields that will show the running totals for the invoice.
The Detail section contains a list of items charged to this invoice, which is under the invoice header. There must be at least, one merchandise item sold to the customer.
The Payment and Notes screen lets you change the payment type for the invoice and where you can add a beginning and ending notes.
Sales Order
Sales Orders is a document that confirms a sales between a buyer and a seller.
The Sales Order Header page holds your customer’s data, At the bottom you will find a set of fields that will show the running totals for the order.
The Detail section contains a list of the items used at this sales order, which is under the sales order header.
The Payment and Notes screen lets you change the payment type for the order and where you can add a beginning and ending notes.
The Payment and Notes page is where you can add a beginning and a ending notes and where you can add a Payment Type when creating the invoice.