|
Term
|
Description
|
| Sales Order |
-- The Sales Order screen is used to enter items ordered by Customers.
-- Item inventory levels are adjusted down when the Qty Shipped is entered.
-- Quotes can be converted into Sales Orders. Sales Orders can be converted into Invoices. |
| sales transaction |
The term 'sales transaction' is a generic way of saying 'a Quote, Sales Order, Invoice, or Credit Memo'. |
| sales transactions |
The term 'sales transaction' is a generic way of saying 'a Quote, Sales Order, Invoice, or Credit Memo'. |
| Shortcut Keys |
-- Ctrl+C -- Copy highlighted data into Clipboard
-- Ctrl+P -- Print the document you are Previewing
-- Ctrl+Q -- Open Quick Price Check screen
-- Ctrl+S -- Save the record you are on
-- Ctrl+V -- Paste data from Clipboard
-- Ctrl+X -- Cut highlighted data
-- F3 -- Search for Customers & Prospects
-- F4 -- Search for Suppliers & Vendors
-- F5 -- Search for Quotes & Estimates
-- F6 -- Search for Sales Orders
-- F7 -- Search for Invoices
-- F8 -- Search for Credit Memo's
-- F9 -- Search for PO's
-- F10 -- Search for Inventory Items
-- Shift+F3 -- Customers & Prospects Lists
-- Shift+F4 -- Suppliers & Vendors Lists
-- Shift+F5 -- Quotations/Estimates Lists
-- Shift+F6 -- Sales Order Lists
-- Shift+F7 -- Invoice Lists
-- Shift+F8 -- Credit Memo Lists
-- Shift+F9 -- Purchase Order Lists
-- Shift+F10 -- Inventory Lists
-- Ctrl+F3 -- Add new Customer/Prospect
-- Ctrl+F4 -- Add new Supplier/Vendor
-- Ctrl+F5 -- Add new Quotation
-- Ctrl+F6 -- Add new Sales Order
-- Ctrl+F7 -- Add new Invoice
-- Ctrl+F8 -- Add new Credit Memo
-- Ctrl+F9 -- Add new Purchase Order
-- Ctrl+F10 -- Add new Inventory Item |
| SR System |
SR System is the short term for: Support Requests System. The SR System is used to enter and view Support Requests (SR's), view news about changes to OneSource products, etc. You can open the SR system by browsing to: www.onesourcesoftware.com/support |
| Supplier Number |
This is an alpha-numeric value that uniquely identifies a Supplier (or Vendor) in OneSource. Supplier Numbers are used in places like Purchase Orders, AP Bills, Inventory Item records, etc |
| Support Request System |
This is where you can enter and view Support Requests (SR's), get news about changes to OneSource products, etc. You can open the SR system by browsing to: www.onesourcesoftware.com/support |
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