Entering purchases

Step 1: Choose the purchase you want

Step 1 > 2 > 3 > 4 > 5

If you haven’t already read the Purchases Overview, see Entering bills, quotes and orders for more information.

To choose the status of the purchase

The Purchases window should be displayed.

  1. If you’d like a status other than the one displayed in the status field, click the arrow to view a drop-down list.
  2. Choose Quote, Order or Bill from the drop-down list

To change a purchase’s layout

The Purchases window should be displayed.

  1. The layout displayed in the Purchases window is determined by the default setting on the vendor’s card. If you wish to change this layout, click the Layout button to display the Layout window.
  2. Choose the layout (item, service, professional or miscellaneous) you want to use.
  3. Click OK.

Entering purchases - Step 1