|
|
How can I track sales orders?When you enter a sales order in the Sales Orders task screen, you can enter a Ship By date that will help you track the order as well as the inventory needed to fill it. You can create a Sales Orders to Ship event that will display on the Events tab of the Action Items window. The event also shows up in the Customer Event Log for the customer who placed the order. Peachtree
also helps you track your orders by including the Ship Creating an event for the sales
order to ship
When a sales order has a Ship By
date, you can create a "Sales 1.
From the Tasks menu, select Action Items. 2.
Select the Options button. 3.
In the Action Items and Event Log Options window, 4.
Locate the "Sales Orders to Ship" event type, and 5.
In the # of Days column, select the number of days 6.
In the last column, select whether you want the event 7.
Select OK. Now, to
verify that the event is appearing in Action Items, When you
have shipped all items appearing on the sales order, Verifying the event in the Customer
Event Log and Create Event windows
Once you have created the
"Sales Order to Ship" event, Peachtree 1.
Select Customers/Prospects from the Maintain menu. 2.
In the Maintain Customers/Prospects window, enter the 3.
The Customer Event Log window appears. One of line, and either double-click it or select the Event button. The Create Event window appears with the sales order to ship noted as a system event.
-- by Gayle Raines, Director of Training at Baytek, an Authorized Peachtree Resource Center. |
|
All contents copyright (c) AccountingUsers,
Inc.
|