Sales

• Overview (you are here)
• Quotes and Invoices
• Order Entry
  • Adding Blank Goods
  • Adding Embellishment Charges
  • Adding Artwork
• Print & Email Documents
• The Sales Screen: Features
• Working With Customers
• Getting Paid

  N(New_Customer) --> Q(Quotation)
  E(Existing_Customer) --> Q
  Q -- Deposit --> W{WIP}
  E -- Deposit --> W
  Q --> Invoice
  W -- Production --> Invoice
   

All your orders, be they Quotations, Work Orders or Invoices, will open on the Sales Screen

You can also use the Sales Screen to search for existing orders, see: finding an order

To open the Sales Screen, expand the section: Sales on the navigation bar at the left, then click on Sales Screen:

Once you open the Sales Screen, you can immediately start entering a new order

This will create a Quotation by default,

• However, you can also immediately create a Work Order (“WIP”) or an Invoice by selecting either from the small down-arrow just next to the new order button: