Revolutionize Your Sales Cycle: A Guide to Using the Purchase Doc Writer for Quotes, Orders, and Invoices
Plus & Minus assigns doc numbers to each purchase doc that becomes a magnetic envelope, where you store PDF documents to track the purchase (e.g., drawings, specifications, testing, correspondence, and shipping bills).
You can recall purchases to create new docs.
Inventory Doc Writer
The Purchase Doc Writer handles the complete sales cycle: quote, order, receive, invoice, and inventory transfers. You can start at any point in the cycle and email, print, or just save the purchase doc.
Plus & Minus assigns doc numbers to each purchase doc that becomes a magnetic envelope where you store PDF documents to track the sale (e.g., drawings, specifications, testing, correspondence, and shipping bills).
Quantity queries show on-hand, on-order, and committed units in real time. In addition, you have an instant display of the sales doc history for each vendor.
Service Doc Writer
You use the Purchase Service Doc Writer to record a purchase voucher without using inventory components (e.g., utilities, insurance, service, and credit card purchases).
Draws Doc Writer
The Purchase Work Doc Writer handles labor or material purchases paid for based on a schedule of draws. It produces the following documents: Quote, Order, Invoice (draw), Waiver, Check with no lien waiver, and Check with lien waiver.