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User Manual
/ Simply Touch for Retail
-- HOW DO I? --
Login
Login to Frontend
Login to Backend
Sales & Stuff
Create a new Sale
Create a Voucher
Refund a Sale
Pay an Outstanding Order
Print/Close End of Day
Monitor Rep Race
Lookup Stock from Other Stores
Convert a Quote to Tax Invoice
Products/Customers & Staff
Add a Product
Edit/Delete a Product
Import Products from Excel
Add a Customer
Edit/Delete a Customer
Add Staff
Edit/Delete Staff
View Customer Statement
Sales/Stock Reporting
View Sales Report
View Advanced Sales Report
View Stock Report
View Advanced Stock Report
Reporting
View Warehouse Movement Report
Re-print/Delete Order
View Items Running Low on Stock
View Outstanding Purchase Orders
View Outstanding Orders
Purchase Orders
Create a Purchase Order
Receive Purchase Order
Options
Change Invoice Details
Change POS Options
Print Barcodes
Update Software
View/Delete a Voucher
Simply Touch for Retail
>
User Manual
>
How do I Convert a Quote to Tax Invoice?
1 -
Login
to Frontend.
2 - From the main menu, select:
Quotes
as shown here:
3- A list of all quotes in your system will be displayed. (Or simply search for your order)
4- Select order by clicking once on its line.
5- Click
Convert to Tax Invoice
when done.
5- A message will appear when quote is converted to Tax Invoice. Click OK.
p.s: click
here
to download a sample quote, or
here
to download a sample tax invoice.
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