The inventory adjustment transaction changes the quantity and value of an inventory item without entering a purchase order. To perform inventory adjustment : Transactions > Inventory > Adjust Inventory. Enter the subsidiary, Ref. No., adjustment account. Note: The adjustment account will be an expense account. Now, under the Adjustments subtab, select item to be adjusted.… Continue reading Inventory Adjustments
Author: Nancy Enasu
Convert an Estimate to a Sales Order
To convert an Estimate to a Sales Order : Select the Prospect or Customer record Click the Date link to view estimate under the Sales subtab Click Sales Order button Information from the Estimate is copied to the Sales Order Review and make changes . Save the Sales Order.
To print the quote
Some businesses provide customers with a quotation or estimate before the order is accepted. Navigation for quote print: Go to Transactions > Management > Print Checks and Forms. On the Print Checks and Forms page, click quotes. Select the warehouse Select the quote to be printed Click the “print” button pdf file opens in new tab Use… Continue reading To print the quote
Saved Currency Rate Search
Navigation for Saved Currency Rate Search : Go to Lists > Accounting > Currency Exchange Rates > New. On Currency Exchange Rates, click Search. On Currency Rate Search , click Create Saved Search On Saved Currency Rate Search, add required Criteria, and Columns Save the Search
Invoice pdf template for taking invoice print
An invoice is a document given to the buyer by the seller to collect payment. It includes the cost of the products purchased or services rendered to the buyer. Invoices can also serve as legal records, if they contain the names of the seller and client, description and price of goods or services, and the terms… Continue reading Invoice pdf template for taking invoice print