Simple Business Invoicing and Inventory User’s .This feature lets you target your mass mailings

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Transcript of Simple Business Invoicing and Inventory User’s .This feature lets you target your mass mailings

  • i

    Simple Business Invoicing and Inventory

    Users guide

    by OWL Software

    Copyright 1995 - 2009

    All Rights Reserved

  • ii

    CONTENTS

    Introduction ............................................................................................................................... 1

    WHAT IS SBII? ....................................................................................................................................................... 1

    NEW FEATURES IN VERSION 3 ................................................................................................................................... 1

    UPGRADING FROM VERSION 1 OR ABOVE. .................................................................................................................. 2

    TECHNICAL SUPPORT ............................................................................................................................................... 2

    Tutorial ...................................................................................................................................... 4

    SETTING PREFERENCES ............................................................................................................................................ 4

    CREATING AN INVOICE ............................................................................................................................................. 6

    TRACKING INVENTORY ............................................................................................................................................. 8

    ROUTINE PROCESSING ............................................................................................................................................. 8

    Invoices ...................................................................................................................................... 9

    EDIT INVOICES ........................................................................................................................................................ 9

    Credit Card Processing ..................................................................................................................................................12

    PRINT INVOICES .................................................................................................................................................... 12

    INVOICE LABELS .................................................................................................................................................... 12

    EMAIL INVOICES .................................................................................................................................................. 12

    PACKING LIST ....................................................................................................................................................... 13

    Quotes and Estimates ............................................................................................................... 14

    EDIT QUOTES ....................................................................................................................................................... 14

    PRINT QUOTE ...................................................................................................................................................... 16

    MAILING LABELS .................................................................................................................................................. 16

    EMAIL QUOTES .................................................................................................................................................... 16

    Customers Panel....................................................................................................................... 17

    EDIT CUSTOMERS ................................................................................................................................................. 17

    CUSTOMER GROUPS BUTTON ................................................................................................................................. 18

    IMPORT CUSTOMERS BUTTON ................................................................................................................................ 18

    Products Panel ......................................................................................................................... 20

    EDIT PRODUCTS BUTTON ....................................................................................................................................... 20

    PRODUCT LISTING ................................................................................................................................................. 21

    IMPORT PRODUCTS BUTTON .................................................................................................................................. 21

    Inventory Purchases Panel ........................................................................................................ 23

  • iii

    INVENTORY PURCHASES BUTTON ............................................................................................................................ 23

    PURCHASE REPORT BUTTON ................................................................................................................................... 23

    DEFINING IMPORT FORMATS .................................................................................................................................. 23

    Report Generation.................................................................................................................... 26

    INVOICES, BILLS AND STATMENTS ............................................................................................................................ 26

    Invoices .........................................................................................................................................................................26

    Bills ................................................................................................................................................................................26

    Statements ....................................................................................................................................................................26

    SALES REPORTS .................................................................................................................................................... 27

    Sales Summary ..............................................................................................................................................................27

    Product Summary .........................................................................................................................................................27

    Product Buyers ..............................................................................................................................................................27

    Income Summary ..........................................................................................................................................................27

    Receivable Income ........................................................................................................................................................27

    Tax Summary ................................................................................................................................................................27

    INVENTORY REPORTS ............................................................................................................................................ 28

    Inventory .......................................................................................................................................................................28

    Cost of Goods Sold ........................................................................................................................................................28

    Stock on Hand ...............................................................................................................................................................28

    CUSTOMER PROFILE REPORTS ................................................................................................................................. 28

    ADDRESS LABELS .................................................................................................................................................. 28

    BULK MAIL .......................................................................................................................................................... 29

    Preferences .............................................................................................................................. 30

    Stationary......................................................................................................................................................................30

    Label Forms ...................................................................................................................................................................31

    Invoice and Tax Setup ...................................................................................................................................................32

    Report Font ...................................................................................