What is the difference between the Save buttons?

What is the difference between the Save buttons?

SAVE AND CLOSE, SAVE AND NEW, SAVE and SAVE AS DRAFT


When you are creating any document in CustomBooks™ like Sales Orders, Item Receipts, Invoices, etc you have the option to Save and close, Save and new, Save or Save draft/Back to draft. Here are the major differences between these four choices.

  1. Save and close button will post and at the same time closes the document.
  2. Save and new button will post and close the document and at the same time opens a new document to create.
  3. Save button will basically just post the document and keep it open for further editing or reference.
  4. Save draft button lets you save the document but it will not be posted yet. Basically it means "I'm not yet done with this yet.".
    1. Back to draft button will show on already posted/saved documents. This will unpost the document and saves the document is a draft status.


    • Related Articles

    • How to Manually Close a Sales Order

      Overview In CustomBooks™, managing sales orders efficiently is crucial for accurate financial tracking and maintaining an up-to-date inventory. While most sales orders will close automatically when fully fulfilled, there may be times when you need to ...

    • How to Close an Undershipped Sales Order

      Overview In the world of business operations, sales orders may not always go as planned. Sometimes, customers order a specific quantity of goods, but for various reasons, the business is unable to deliver the full amount. This scenario is known as ...

    • Closing the Books

      Closing the Books This feature allows you to lock transactions that occur before the date specified.    This might be desired after reporting periods, after taxes or when all reconciliations have been completed.     There are two ways to close the ...

    • The CustomBooks™ Command Bar

      The CustomBooks™ command bar appears at the top of almost every screen in the application and contains actions that may be taken on the data showing on the screen. For example, on the Sales Orders list view, you can use these actions to create a new ...

    • Coming Soon! Dachshund 6 and some big changes!

      Our next release is called Dachshund 6 (this Friday night) and we have a half a dozen (or is it 6?) major changes we'd like you to know about and be ready for.   Want to ask some questions?    Join our New Release Webinar on Monday, July 29th at 8 am ...