Choose the type of sale

In this step, choose the required status and layout for the transaction you are creating. The default layout displayed in the Sales window is determined by the selection you made when setting up sales details (using the Sales Easy Setup Assistant) or when creating the customer’s card.

1	Check if the default layout is appropriate.

a	Click Layout. The Select Layout window appears.

b	Select the appropriate layout and click OK.

note : Miscellaneous layout

The Miscellaneous layout is used only for sales where a printed form is not needed.

2	Select the status from the list in the top left corner of the window: Quote, Order, or Invoice.