• Sales Orders Overview

  Sales Order Overview On the left Navigation there is the Sales option. Selecting this will you see a table of Sales Orders in the system along with the following information: SO Number Customer name Status - Draft, Issued, Overdue, Cancelled, Partially Paid, Paid Last Updated Total Create a Sales Order Navigate to Sales then click on Create New Enter the *Sales Order numberFew readers

• Tax Rates

  Tax Rates: How to set up tax schemes Taxing schemes calculate your taxes when completing sales and purchase orders. See below for steps on how to add taxes to your account. Creating Tax Schemes Goto Settings -Global Settings -Taxing Schemes Click "Create Tax Scheme" Enter the tax name and rate. The "Tax Scheme Name" is for your internal naming purposes. "Tax Name" is what will appear on Sales & Purchase Orders. If you need to break down your tax further, toggle on Show sFew readers