- The 'SAVE'' Button works the same way in every module.
- Once a transaction has been entered you have the choice to 'SAVE' it.
- The 'Save' Button just saves what you have entered. It does not ship, finalise or Invoice the transaction
- 'Save' will leave the transaction with a status of 'Open' until further work is done on that transaction.
Example of using the 'SAVE' 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' at this point to park the sale until you are ready with further instructions.