These are the Hot Keys, press H = Header, P = Print, A = Recall All, R = Recall Selected Item, Y = Payments.
Pressing one of these keys is like clicking the button but easier if you are more keyboard oriented.
Buttons:
OK
Click to remove the form from the screen.
Recall
Recalls the selected item into the work area so it can be reviewed or placed back into the same order or another order.
Delete
Deletes the selected item from the order permanently.
Generates a quote, work order or invoice.
Convert XXXXXX to YYYYYY
If you are looking at a quote that a customer has accepted, this button will convert that quote into a work order so A job ticket can be printed
If you have completed the order, this will allow you to convert the order into an invoice.
Payments
This button is active if the order is a work order or an invoice. When you click this button the payments form will open with this order selected.
On the payments form you then enter the amount paid ad it will be applied against this order.
Packing List
This will open a packing list for this order which you may print and place in the order. The format for the Packing List can be modified under
Reports->Format->Packing List
Delivery
This will open a delivery form for you to print. The Notes on the form can be modified on the Order Header by clicking the Header Button or
you can force the Delivery Detail Descriptions And Quantities form up which will let you modify the Notes, Description and Quantities by going into
the System Options and General Options form and placing a check in the Print the Item Quantities on the Delivery Form checkbox.
The format for the Packing List can be modified under Reports->Format->Delivery Form
Sequence
Allows the renumbering of the items in the order.
Header
Displays the Order Header form for the order.
Release default Order Number
Sets the last order number used to a blank.
Change Customer
Go in here to change the customer this order belongs to. You will be prompted through the steps.
Ed Notes
Entry into the Notes and Hidden Notes on a job without having to open and resave the job This is very useful when you have paid he invoice
in full and you cannot modify a job.