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How to create a new document.

Before proceeding with these instructions it is crucial to familiarize yourself with the various sections of the Document page (i.e. toolbar, blue ribbon, document variables and the table). If you are not yet acquainted with this information, please click here.

The following instructions refer to the creation of the following types of documents :

  • Quotation
  • Invoice
  • Receipt
  • Purchase order
  • Goods received note
  • Credit note
  • Stock transfer order
  • Stock transfer form
  • Stock adjustment