Workflows
Adding an Expense
Adding an Income
Adding a Quote
Adding an Invoice

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Products

To add or edit products which you can add to a quote, go to the "price list" page in the admin section. Click "Manage" to add products to a price list.

Add a Product
Note when adding products to a quote all the below values can be overwritten on a per orderline basis

Name/Description:The description of the product

Part Code: Part code of the product

Price: Price of the product

Type:Select from product type (this is used for reporting the product types sold)

VatCatagory:Select a VAT category

Edit Existing Product
Make changes as required then click save when finished. In addition to the options available when adding a product, you can also record whether you have products on order.

Qty In Stock:Amend this number to show current stock (quote is set to accepted, the stock added to the quote is subtracted from the total stock for that product. If the quote is subsequently unaccepted the stock is re-added.

Qty On Order:Amend this number to show quantity on order

Arrival Date:Use this field to record when more stock wll arrive