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Sales
Archive documents
You can archive sales, purchase, and service orders, quotes, return orders, and blanket orders. If you're using Project Management features, you can also archive your projects. You can archive documents and projects several times, which saves a ...
Merge Duplicate Customers
Open the Customer Card of the customer that will be kept moving forward (example with Adatum Corporation). 1) Select "Merge with..." from the navigation menu: 2) On the page that opens up, select the customer that we need to merge with from the drop ...
Various dates on Sales Documents
Email Customer Statement
Email Customer Statement From the Customer Card it's possible to Email Customer Statement. In Report Output you determine how the result is to be presented: Report Output options: Using the Standard BC setup the customer will receive an email like ...

Sales