To Work with Quotes, Sales Orders, and Invoices


To Work with Quotes, Sales Orders, and Invoices (6422)






You work with quotes, sales orders, and invoices in similar ways. Their windows all have an area where you enter the customer information and an area where you enter item information. You can print all three for presentation to the customer.

However, each window also has features related to its specific purpose. For example, in an invoice, you can see which financial categories were affected by the sale.

In all three cases, Big Business makes it easy to enter information because much of it can be brought over automatically from other parts of the program. For example, you don't need to enter the customer address because it is filled in automatically when you choose the customer. You don't need to fill in item descriptions and prices because they are filled in automatically when you enter the item code.



Related: