Difference between revisions of "Appointments List"
From TrueERP wiki
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| − | == Overview == | + | == Overview == |
| − | Within the Appointments List you can view all Active, converted, non converted and deleted appointments, for specific date <br>ranges. Lists in ERP can be | + | Within the Appointments List you can view all Active, converted, non converted and deleted appointments, for specific date <br>ranges. Ways Lists in ERP can be Manipulated: [[Filtering Lists]] , [[Searching f5 f6 f7]] , [[Customising Lists]] , [[Report Printing Options]] and [[Export Data]]. |
| − | ==== How to View Appointments List ==== | + | ==== How to View Appointments List ==== |
| − | *Select the Appointments section of ERP | + | *Select the Appointments section of ERP |
*Select the Appointments List button | *Select the Appointments List button | ||
| − | From the Appointments List you can view all Converted, Non Converted, or Deleted appointments. | + | From the Appointments List you can view all Converted, Non Converted, or Deleted appointments. |
*To view an appointment, double Select the specific appointment and the appointment screen will appear. You can amend any details from within the Appointments screen. | *To view an appointment, double Select the specific appointment and the appointment screen will appear. You can amend any details from within the Appointments screen. | ||
| − | ==== Converting an Appointment to a Invoice ==== | + | ==== Converting an Appointment to a Invoice ==== |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| + | *Select the Appointments section of ERP | ||
| + | *Select the Appointments List button | ||
| + | *Click on the specific appointment that you wish to convert to an invoice. | ||
| + | <br> | ||
| − | The Appointment will then become highlighted. | + | The Appointment will then become highlighted. |
| − | *Select the 'Invoice Conversion' tick box, the 'Select all in Grid' tick box will now become available. | + | *Select the 'Invoice Conversion' tick box, the 'Select all in Grid' tick box will now become available. |
*Select the Invoice button | *Select the Invoice button | ||
This creates an invoice for the services that were applied to the appointment. | This creates an invoice for the services that were applied to the appointment. | ||
Revision as of 12:39, 28 February 2011
Overview
Within the Appointments List you can view all Active, converted, non converted and deleted appointments, for specific date
ranges. Ways Lists in ERP can be Manipulated: Filtering Lists , Searching f5 f6 f7 , Customising Lists , Report Printing Options and Export Data.
How to View Appointments List
- Select the Appointments section of ERP
- Select the Appointments List button
From the Appointments List you can view all Converted, Non Converted, or Deleted appointments.
- To view an appointment, double Select the specific appointment and the appointment screen will appear. You can amend any details from within the Appointments screen.
Converting an Appointment to a Invoice
- Select the Appointments section of ERP
- Select the Appointments List button
- Click on the specific appointment that you wish to convert to an invoice.
The Appointment will then become highlighted.
- Select the 'Invoice Conversion' tick box, the 'Select all in Grid' tick box will now become available.
- Select the Invoice button
This creates an invoice for the services that were applied to the appointment.
