Thursday, 27 October 2011

Creating a Sale

To create a Sale in OfficeBooks:

  1. Click the Sales option on the main menu bar.
  2. Click the New Sale link
  3. Select your customer from the Bill-to and Ship-to drop-down menus
  4. Click the New Item link and then select the product you would like to quote.
  5. Enter a commit date using the calendar icon.  This is the date you plan to ship this product to your customer.
  6. Update the pricing and quantities.
  7. Use the drop-down to select applicable taxes (these are defined in your business settings)
  8. Click the check mark to save that line.  
  9. Repeat steps 4 through 8 until you have finished adding items.
  10. Click the Release button to activate the sale.  Clicking the Acknowledge also activates the sale.  It is an optional step that helps you keep track of orders you have acknowledged.
  11. To generate an order acknowledgment click the PDF Acknowledge button.