Favourites

Save an order for your customer or supplier that you can recall for quick and easy order entry. There are 2 different types of favourites, customer favourites and global favourites (not available for supplier orders).
You can also save a favourite for a quote. 

Saving a Favourite

  • Add a customer order and tick "Save as Favourite".
  • Give the favourite a name.
  • Select whether is for this 1 customer or all customers (global).
  • Click save.

Editing a Favourite

  • Add or edit a customer order and tick "Save as Favourite".
  • Choose the favourite name from the drop down.
  • Click save.

Using a Favourite

  • Click Add a Customer Order
  • Enter the customer's name.
  • Click on the Favourites button and select the favourite from the drop down.

Archiving a Favourite

  • Click Add a Customer Order
  • Enter the customer's name.
  • Click on the Favourites button and click the (X).
  • Click ok
This feature is available on all plans and all editions.

 

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