Task 2: Choose the type of sale

Sales > Entering sales > Task 2: Choose the type of sale

Task 2: 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.

There are five layouts: Service, Item, Professional, Time Billing, and Miscellaneous. The layout determines what fields appear on the Sales window.

To change the default layout:

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, Progress Billing Quote, Order, Invoice or Credit Memo.

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Task 3: Enter the items or services you are selling

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Customizing forms

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Changing the status of a sale

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Manage Retainers, Escrows & Trusts

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Progress Billing

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Process Web Orders

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Managing Sales Tax

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