Create a New Account
The Invoices section displays a history of invoices
indicated by invoice number for the specified customer. To view a specific
invoice, select the appropriate invoice number from the list. Each
invoice that appears contains the item code and discription, ordered
item quantity, unit price, order data, and shipment date.
The Past Purchases section displays a history of purchased items by
item code for the specified customer. To view more information about
a specific item, select the appropriate item code from the list. The
following screen displays detailed information about the purchased item,
including order number, shipment number, invoice date, invoiced quantity,
unit size, sales size, and sales amount.
Open Order Status
The Open Order Status section displays the current
status of all open orders. Each entry on the list displays order information,
such as customer purchase order number, order number, order date, required
date, sales value, and open sales value. To view more information about
an open order, select the appropriate customer PO number. The following
screen displays detailed information about the open order, including
item code and description, ordered quantity, unit size, net price,
open quantity, and open value.
Open Quote Status
The Quote section displays information on quotes
entered for the specified customer, including customer purchase order
number, order number, order date, required date, and expiration date.
To view more information about a quote, select the appropriate customer
PO number. The following screen that appears displays detailed information
about the quote, including order quantity, order number, unit size,
and net price. After you quote a price for a customer, you are required
to sell them the item at the quoted price.
Open Accounts Receivable
The Open Accounts Receivable section displays
the current status of all your outstanding invoices as well as any
partial payments made on those invoices. Information displayed invoice
number and date, accounts receivable description, total invoice amount,
current open amount and a total open amount for all of the displayed
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