Purchase Orders Overview
A purchase order is what you would create when you are buying things from your suppliers. Create your purchase order against your supplier and add your products to it. In the products table at the bottom there is a "Status" field. This is what you ...
An opportunity is a way of recording that someone is interested in purchasing something from your company. You create opportunities in the same way as you create sales orders, i.e. adding products and kits to them. You can convert an opportunity into ...
To invoice a customer (organisation) you must first create a sales order. Once the sales order is created, view it and click on the "Create Invoice" link in the actions box. This link will only be visible if you have assigned a contact (person) to ...
You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...
When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...