1.  From the Sales tab, click on the Quote icon:

• Click New
• Select the Sold to by Company or Name
• Click on the Same Button of ship to is the same or choose a different one
• Change Quote date if necessary
• Enter your order #, if any
• Click the arrow down key for the bottom of the form
• Enter Quantity, Item #, & all other information will default based on how the item was set up
• Continue with more items as needed or add an inventory item "on the Fly" by click on the
• Add Inventory Item button
• When finished, Click Print & select Print options
• Click Done

2.  Sales Orders

• Click on Enter Quotations
• Locate appropriate Quote and make any necessary changes to the Quote
• Once changes are made, Click Create Sales Order
• Assign new sales order # or Click on OK to accept default
• Choose the type of Sales Order you would like; Product Detail, Service, etc.
• Go to page 2 by clicking on the arrow down button
• Enter Quantity Shipped
• Enter Serial # & Job reference if any
• Sales account will need to be filled in only if this is the 1st time you are selecting this item
• Enter any Comments
• When finished, Click Print & choose print options
• Click Done

3.  Invoices

• Click on Create Sales Order
• Locate appropriate Sales Order & make any necessary changes ie; Qty shipped, etc.
• If all is OK, Click Create Invoice
• Verify accuracy of Invoice & click
• Click Print & choose printing options for Invoice type & for the Invoice Messages
• Click Done

Note: Batch Posting can be used when posting many invoices at once.  Just click on Batch Posting icon & choose the invoices that you want to post.

~ HOME ~

SafeChoice Support Center  888-221-7905

© 1996 - 2002 Choice Technologies, Inc.