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3.2.2 Shortcuts
The Shortcuts section allows quick access to:
Trader Ledger |
Access to the traders ledger card |
Reports |
Run any Trader reports |
Credit Control |
Access to the Credit Control section on the Trader Card |
Gap Analysis |
Access to the Gap Analysis on the Trader Card |
Quotes/Contracts |
Access to the Quotes/Contracts tab on the Trader Card |
Sales History |
Access to the Sales History screen |
Trader Notes |
Access to the Trader Notes screen |
Raise Sales Quote |
Creates a Sales Quote |
Raise Sales Order |
Creates a Sales Order |
Raise Sales Return |
Creates a Sales Return |
Quick Price |
Enter a code and select ‘Quick Price’ it will bring back the customers Price. |
Check Stock |
Enter a code and select ‘Check Stock’ it will bring up the Enquiry screen to enquire at your suppliers. |
Stock Card |
Enter a code and select ‘Stock Card’ it will bring up the Stock Card for that code. |
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