accpac simply accounting 9.0 Manuel D’Utilisation
Part 2: Day-to-Day Business
13–6 Simply Accounting
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ACCPAC INTERNATIONAL, INC. Confidential
Enter the date that you
expect to ship goods or
provide services.
expect to ship goods or
provide services.
You can confirm the
order via e-mail.
order via e-mail.
You should allow Simply
Accounting to
automatically calculate
the backordered items.
Accounting to
automatically calculate
the backordered items.
4. Click
Record.
Note: Simply Accounting updates only your inventory to
record the pending order because no money has changed
hands.
record the pending order because no money has changed
hands.
Giving a Quote to a Customer
If a customer requests a price quote, you can use Simply
Accounting to quickly put one together and print or e-mail it.
You can easily change that quote to an order or a sale if the
customer decides to purchase the items.
Accounting to quickly put one together and print or e-mail it.
You can easily change that quote to an order or a sale if the
customer decides to purchase the items.
Quotes do not affect your inventory reports. Only orders and
invoices update your inventory.
invoices update your inventory.
1. In the Home window, choose Sales, Orders, and Quotes.
2. In the Transaction field, select Quote.
3. Fill out the quote just as you would for a sale. (For more
information on sales, see “Entering a Sale,” earlier in this
chapter.)
chapter.)