| |
|
The Navigate Sales & Purchases window gives access to
everything needed to
create and manage sales and purchases.
Address
Management
This window simplifies the storage of address information for
customers and suppliers. The cashbook file maintains a list of
countries (which you may add to or alter), with each country linked
to an address format. This format is then used to combine the
address elements into a proper mailing address, for use in printouts
such as invoices and purchases.
Customers
This window displays a list of the customers you have set up on the system. From
where you can search for a particular customer, add a new one,
delete an existing one, or import the details of a new customer from
a text file.
Suppliers
The suppliers window works in the same way as the Customers window, though dealing with suppliers.
Invoices
The simple invoicing system allows you to create invoices with the
same process as used in spending money. Before the customer
has paid the invoice, it will appear on the debtors list report -
once the customer pays, you can automatically transfer the invoice
to the cashbook.
Purchases
The
simple purchasing system allows you to create purchases with the
same process as used in spending money. The purchase is held on the
system in a 'pending tray', not affecting any money or income
accounts, until the purchase is paid at which point you can send the
purchase to the cashbook.
Cashbook Journal
The cashbook journal is where you can find all of the invoices and
purchases which have been paid, and hence posted to the cashbook.
Reports
This button displays the Report window, from where you can select a report to analyse the cashbook.
Help
This button displays the Help window.
In addition to the tasks above, the Navigate Sales & Purchases window allows access to the other navigation windows for the program, through the bar down the left hand side of the screen.
|
|
|
