ANSWER: You can go about it a number of ways. The way I do it is to find the client in thejavascript:void(0) clients module and then click the sales order button in the “Create New” bank of buttons.
Tuesday, December 28, 2010
FAQ: New Sales Order From Clients - InBizness 2.8
QUESTION: Quick question regarding entering a new sales order record, the Client Id or Company field in the Bill Address Info tab don't appear to be drop down boxes and I'm not sure how to search for existing Clients. I reviewed the movies but I was unable to see the steps for creating a new sales order record and searching for the Client Id. Can you give me a quick review?
ANSWER: You can go about it a number of ways. The way I do it is to find the client in thejavascript:void(0) clients module and then click the sales order button in the “Create New” bank of buttons.
ANSWER: You can go about it a number of ways. The way I do it is to find the client in thejavascript:void(0) clients module and then click the sales order button in the “Create New” bank of buttons.
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