Common Transaction Types Setups

This topic covers the settings required for some of the more common Transaction Types, such as Sales Order, Work Orders, and Customer Invoices.

Install scripts setup common Transaction Types. More on install scripts here.

However, this topic covers how to set up the following Transaction Types manually.

• Quotations

• Sales Orders

• Work Orders

• Purchase Orders

• Goods Received

• Goods Returned

• Transfer Issue / Receive

• Supplier Credit Note

• Supplier Invoices

• Supplier Payments

• Costing

• Delivery Notes

• Goods Issued

• Customer Invoices

• Customer Deposits and Customer Receipts - from Deposits

• Customer Receipts

• Customer Credit Notes