Set up sales

You can use the sales features to:

■	prepare sales quotes, orders, and invoices

■	generate statements

■	view customer sales history

■	see how much your customers owe you.

note : Do you need to do this task?

If you want to record sales and print invoices or statements, you need to set up the sales features.

Before you start using the sales features, you should enter the following information:

■	Credit terms and credit limits Enter the credit terms and credit limits you generally extend to your customers.

■	Customer details Create a record for each of your customers and enter such details as their addresses and phone numbers.

■	Historical sales [Existing businesses only] If customers owed you money on the first day of your conversion month, you will need to record some details about the corresponding sales, such as the invoice date and the amount that is outstanding.

You can use the Sales Easy Setup Assistant to do these tasks. To access the assistant, go to the Setup menu, choose Easy Setup Assistant, and then click Sales.

You can also use the Sales Easy Setup Assistant to specify your preferred invoice layout, the income account you will allocate most of your sales to, and several other settings. These settings will automatically be selected for new customer records you create; however, you can change them as required.

Optional sales setup tasks

In addition to the Sales Easy Setup Assistant tasks, you may also want to do the following tasks if they are relevant to your business.

Task		See
Customize forms	Change the appearance of the default invoice and statement forms.	Customizing forms
Import cards	Import customer information from: • another company file • another accounting system • a spreadsheet • a text file.	Importing data
Synchronize customer records with Outlook	Synchronize your customer card records with your contact records in Microsoft Outlook.	Synchronizing cards with Microsoft Outlook contacts
Create job records	Create job records to track the progress and profitability of the work you do for your clients.	Jobs
Group cards	Use identifiers and custom lists to group the cards of customers who have similar attributes.	Grouping your contacts

Related topics

■	Advanced tasks

■	Creating a customer card

■	Entering sales

■	Receiving payments