Can you create estimates to be approved by potential clients and than create Invoices from that.?
Yes, select the row “Estimates” on the panel “Actions” and click the button New. When you create invoice you can use the button “From Estimate” • We have almost 4,000 inventory items, Will any of your software be able to handle that type of volume? We test our software with 60,000 items. • How about the capability to interface with Quick Books? Our tracking inventory software has functions import from QuickBooks and export to QuickBooks. • We have a kit that contains 39 parts we purchase. Does your software allow me to group these parts to sell Part number ‘Kit A’? And then will those 39 parts automatically be reduced from the inventory? Select the Items List and create new item. You can select “Group” in the item type field. Fill the components table and click OK. Now, you can use this group in the invoices and orders. • Would you send me detailed information regrading the use of your template editor? You have to open the new “Sale Order” (button “New”). Select customer and products.
