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Knowledgebase : Sales
 


On the Sales screen, click on the Unit Price column header and there will be a pull down arrow for the menu allowing you to choose between:Unit priceUnit costAlt costThe program will also give you an option to make your selection the default for future ...
Once a month you will want to enter your ProPay fees as an Expense. First you will need to create an expense category specifically for this type of expense. To do this: 1. Click on the Categories menu.2. Select Expense.3. Enter the name of the new expe...
You are able to apply two different tax rates by selecting the appropriate options in the Sale Setting window. Select Settings, then Sale, then click on the Tax tab. Check the second checkbox and enter the applicable tax rates in the tax rate fields bel...
A Discount or Credit entered on the Sales screen effectively reduces the amount of revenue you realize on that sale, thereby reducing your taxable income. This effectively gives you a business "deduction" for the amount of the Discount or Cred...
If you already entered a Sale but didn't associate it with a party, just edit the sale using the Edit Sales button on the Sales screen, then select the correct Event and hit Save Changes. This will link the Customer and the financial information from th...
If your company has supplied MLM Software Solutions, Inc. with a logo for use with the software, there will be a file called "OEMLogo.jpg" in the following directory on your computer:c:\program files\cfo10\biz_1If this file does not exist, the...
Use the Sales screen to enter sales that occur between parties. If you want to keep a record of individual customer orders, you will want to enter each customer order as a separate Invoice number (check Auto number to have incremental invoice numbers ...
WHAT TO DO WHEN A CLIENT OVERPAYS YOU FOR AN ORDERHere is the recommended procedure to account for a client overpayment. Sales Screen1. Select the items that were purchased.2. Click on the ellipsis (...) button next to the Balance Due box and enter the ...
If you typically resell a product package or case as is, without removing any of the products, then just add the product to your product listing using the Product option on the Categories menu. This will allow you to purchase and resell the package or...
Entering Products on the Purchases and Sales Screens 1. Position your cursor in either the first Item # field or the first Description field, depending on how I want to select products. 2. Type the first few characters of an Item # or Description (this...
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