The 'SAVE & CLOSE'' Button works the same way in every module.
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Once a transaction has been entered you have the choice to 'SAVE & CLOSE' it.
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The 'Save & CLOSE ' Button just saves what you have entered and closes out of the module you are in.
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'Save & Close' will leave the transaction with a status of 'Open' until further work is done on that transaction.
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Example of using the 'SAVE & CLOSE' button.
Entering a Sales Order
- Click on Relationships
- Click on Sales
- Click on Sales Orders
- Click on New
- Enter or change the date
- Select a Customer Card ID
- Enter a Customer Order
- Enter/select a Product
- Enter a quantity
- You can change the price if need be
- Click On 'SAVE & CLOSE' at this point the sale will be SAVED and it will be parked until you are ready with further instructions.