Manual:Inventory: Difference between revisions

@@ Line 38: / Line 38: @@
 ::Automatically fulfilled when shipment or receipt is generated
 ::Manual entry can be done when adjusting inventory manually
+'''Quote'''
+:- '''Menu Location:''' Inventory / Quote
+:Similar to entering an order, but starts as a quote
+:#Enter Company in Quote to
+:#Enter Company in Ship to if different from Quote to
+:#Enter Ship Via if preference
+:#Enter Customer PO
+:#Enter SalesPerson, if applicable
+:#Enter items in Quote Lines
+::::a. Enter Type
+::::b. Enter Quantity
+::::c. Enter Unit Price and tab through
+::::d. If Tax Exempt, uncheck box
+::::e. Click Save
+:Buttons
+::*Create an Invoice – create invoice from current displayed quote
+::*Create Order – create an order from currently displayed order
+::*Copy Quote – copy quote to start a new quote with same information
+'''Pick List'''
+:- '''Menu Location:''' Inventory / Pick List
+:Once an Inventory Order is entered a pick list can be created
+:#Search to find specific Pick List
+:#Print Pick List
+:#Once Picked, click Create AR Invoice(button)
+'''Inventory Reports'''
+:- Price List Report
+:- Inventory Reorder
+:- Physical Inventory Worksheet