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How to delete a document
Deleting a document isn't always the best solution. Ask yourself why you are deleting the document. Is it because there is a duplicate? Customer change their mind on an order? Cancel the order in the latter case. Remember, all actions are logged in ...
Lists and Settings
Other Lists and Settings Countries – comes pre-loaded for you. This list may be added to, changed or deleted if necessary. States – come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. Currencies – This is a ...
Creating a New Company (Customer or Vendor)
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...
How to create a Sales Quote
Sales Quotes A sales quote is a formal document provided by a seller to a potential buyer, detailing the prices, terms, and conditions for specific goods or services. It serves as an offer, outlining the cost breakdown and validity period for the ...
How to create an Item Receipt?
Item Receipt The Item Receipt document records items, their quantities, and time of arrival with goods that were ordered using a purchase order. In CustomBooks™, Item Receipts are generally created when a shipment of items ordered from a vendor ...