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Purchases Workflow
Purchases Workflow The diagram below (Figure 1) illustrates several possible workflows in the Purchases cycle. It’s important to note that the order shown in the diagram needs to be adhered to. For more information about which workflow to choose for ...
Work Flow Overview
CustomBooks™ Workflow Overview This article is an introduction to CustomBooks™ Workflow. The main purpose of this document is to provide a basis for understanding “what comes next” in the Sale/Purchase lifecycle in CustomBooks™. There is no one best ...
Sales Workflow
Sales Workflow The following diagram depicts several CustomBooks™ Workflows. Please note that some documents are optional in workflows. Sales Documents that are optional : Sales Quote, Sales Order, Shipment, Credit Memo. Sales Documents that have an ...
Purchases Overview
Purchases The Purchases module consists of Purchase Orders, Item Receipts, Bills, Bill Payments and Purchase Returns. Purchase Order Highlights CustomBooks™ can be set up to reflect how your business runs. For example, a vendor can also be a ...
Are quantities of Items on hand updated after an estimate is turned to a sales order? Or when invoice created?
Sales Side Quantities on hand are updated on the shipment document (if used, it is optional) or the Sales Invoice. Sales Workflow Purchases Side On the purchases side, quantities on hand are updated on the Item Receipt (if used, it is optional) or ...