Step 1.To create the "Customer" first you need to go to the "Customer Center" page.
Which can be accessed from left menu by clicking on "Sales" then "Customer Center".
Step 2. When you are on Customer Center page you will see three buttons on left table Customer , Transaction and Adv.Search. "Customer button will show customer list and transactions on right table" and "Transaction button will show only transaction list of the selected customer from Customer button".
1.Estimate: If users will select the Estimate transaction from the list then the system will display options related to sales estimates.
2.Sales Order: If users will select the Sales Order transaction from the list then the system will display options related to sale order.
3.Invoices: If users will select the Invoices transaction from the list then the system will display options related to invoices.
4.Receive Payment: If users will select the Receive Payment transaction from the list then the system will display options related to received payment record.
5.Return: If users will select the Return transition from the list then the system will display options related to sales returns.
6.Receivable Transaction: If users will select the Receivable Transaction from the list then the system will display options related to received transaction record.
7.Debit/Credit Notes: If users will select the Debit/Credit Notes from the list then the system will display options related to Debit / Credit record.
Step 3.Selected transaction data can be exported to EXCEL or PDF by clicking on "Grey" buttons that