Add physical dimensions of a trade stand to receipt

Modified on 04/12/2014 04:43 PM by Suzanne Coy — Categorized as: Accounts and Orders, Trade Stands

Overview

This guide explains how to add the physical dimensions of a trade stand plot (frontage & depth) to a receipt document



1. Select 'Accounts' in the toolbar at the top of the screen and scroll to 'Search Accounts Transactions' You will be presented with the following screen:

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2. Choose Receipt in the drop down bar beside 'Transaction Type' and press the 'Search' icon which will bring up a list of results

3. Tick the Contact/Item you want to do a receipt for in the Results box and select the 'receipt' tab in the line next to -documents- underneath the results.

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4. A new screen will appear titled 'Accounts Document Options':

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5. Tick the first option (Use "Accounts Documents" Wizard) and press ok. You will be presented with another screen:

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6. In box 1a. scroll across to the furthest options and tick for the Depth and front. Finally press the tab saying to Apply now.