Search By |
Choose All Customers or Customer. If you choose Customer, a second field appears. Select the name of the customer whose sales you wish to view. |
Dated From -- To |
Enter a range of dates in this field to display sales for a specific time frame in this window. Use the Calendar function, if you like, to select and enter the dates. |
Date column |
The date the sale was recorded in BusinessBasics appears in this column. Click the zoom arrow next to the date to open the Sale window for the transaction. |
Invoice # column |
The invoice number that was assigned to the quote appears in this column. |
Cust PO # column |
The Customer PO # that you entered in the quote appears in this column. |
Customer column |
The Customer name that you selected in the quote appears in this column. |
Amount column |
The amount of the quote, including freight and tax, appears in this column. The total of all amounts in this column appears below the column. |
Promised column |
The Promised Date you entered in the quote is the date you expect to ship the items on the invoice. It is for your information only. |
Change to Invoice button |
Click this button to convert the highlighted quote to an invoice. |
Delete button |
Click this button to delete the highlighted quote. |
Print button |
Click this button to print the contents of this window. |
New Quote |
Click this button to display the Sales window. |
Close button |
Click this button to close this window. |