Sage Active simplifies sales operations by enabling seamless progression from one sales document to another. You can freely advance a transaction through the stages of quote, order, delivery note and invoice. To create a sales document based on a previously created document: Access the sales document list for the chosen document. Sales > Sales quotes …
In the event of a sales issue or invoicing error, you can issue your customer a credit note. To create a credit note: Access the invoices list. Sales > Sales invoices Edit the invoice that you need to create the credit note for ( ). You can create a credit note for an unposted or …
To start the sales process, you can create a quote for a customer.
You can record a customer’s reason for refusal when closing a quote.
To create a quote for a prospect, navigate to the quote list (Sales > Sales quotes). Create the quote…
Under normal circumstances, you can delete a sales document after creating it. However, there are specific circumstances where it is not possible to delete the document. You cannot delete the following documents: A document linked to another document. For example: A quote from which an order was generated. An order from which a delivery note …
Follow all the news from Sage