The Sales command center enables you to create sales transactions, print invoices, packing slips and labels, print and email receipts and statements. You can also assign customer payments to their outstanding sales balances and record deposits on orders.
As with any command center, you can also click To Do List to display business tasks that affect your company on a regular basis, click Find Transactions to view summary information about transactions, click Reports to print or view reports, and click Analysis to analyze aspects of your business, click Sync to sync your data with other software and click Lists to access lists related to that center.
Sales command center main tasks
Click to open the Sales window, where you can record sales transactions.
Click to open the Salesperson Commission window, where you can view the earned, unearned and paid commissions. You can also marked all commissions paid to a salesperson.
Click to open the To Do List window, where you can view a list of tasks that need to be performed regularly, such as recording recurring transactions. You can also use the To Do List to automatically perform tasks, such as creating a purchase when an item’s quantity becomes low.
The To Do List window automatically displays tasks related to the current command center. If you want to display a different type of task, click and hold down the mouse button and select the required task from the list that appears.
Click to open the Find Transactions window, where you can view summary information about accounts, invoices, bills, cards, items, payroll and jobs. You can click a zoom arrow in this window to display the original transaction details.
The Find Transactions window automatically displays the transaction type related to the current command center. If you want to display a different type of transaction, click and hold down the mouse button and select the required transaction type from the list that appears.
Click to open the Index to Reports window, where you can prepare, print and customize your reports or export them to Microsoft Excel using the OfficeLink feature.
The Index to Reports window automatically displays reports related to the current command center. If you want to display a different type of report, click and hold down the mouse button and select the required transaction type from the list that appears.
When you click Analysis, a window appears displaying an analysis of information related to the current command center. If you want to display a different type of analysis, click and hold down the mouse button and select the required analysis from the list that appears.
When you click Sync, the Device Manager window opens allowing you to link your company file to your Dropbox account. Once you have established a link, you can click on the Devices tab to set up devices, such as your mobile phone, that will sync with AccountEdge - compatible mobile applications.
To sync your data, select the Details tab and click the Sync button in the Device Manager window to sync your contacts, items, activities and jobs with the device selected.
Click to open the list that is associated with the command center selected. For example, if the Sales command center is displayed and you click Lists, the Sales & Purchases Information window opens. If you want to display a different list, click the down arrow and select the required list from the menu that appears.
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Recent Activity: Displays the last 5 features you accessed.
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Favorites: Displays all windows and reports added to favorites, sorted by most recently added. To add a task to the favorites section of the sidebar, open the window you want to add, then go to the Window menu and select Add to Favorites. Any window that can be opened from the command center or from a menu can be added to Favorites. A window or report listed can be deleted from the Edit menu.
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Help Center: Click to access AccountEdge Help, the Support Center, to Search Knowledge Base, and directly link to our Videos.
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