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. Ways Lists in ERP can be Manipulated: [[Filtering Lists]] , [[Searching f5 f6 f7]] , [[Customising Lists]] , [[Report Printing Options]] and [[Export Data]]. | + | 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. | ||
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==== Converting an Appointment to a Invoice ==== | ==== Converting an Appointment to a Invoice ==== | ||
| − | *Select the Appointments section of ERP | + | *Select the [[Appointments]] section of ERP |
| − | *Select the Appointments List button | + | *Select the[[ Appointments List]] button |
*Click on the specific appointment that you wish to convert to an invoice. | *Click on the specific appointment that you wish to convert to an invoice. | ||
Revision as of 11:41, 9 March 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.
