Installation Company ERP / CRM


How to Confirm a Delivery

  1. Click on the menu and head to Contracts, ‘Live Contracts’.
  2. Find the customer you are looking to raise the invoice for, click the edit button to the right-hand side to open their Contract page up.
  3. Head to the Purchase Orders Tab, click edit on the purchase order you’d like to confirm the delivery date for.
  4. On the left-hand side of the screen you have ‘Confirmation’
  5. Enter the confirmed delivery date here and press ‘Update Order’.

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