How to Issue Invoice Based on a Selected Quote

In the current version of BizXpert you can issue invoice based on quote by following the next steps. 1. Click on the My quotes menu which is available on the Dashboard and list of quotes will appear. 2. By selecting one item from the list (pulling the item up or down or right click) you will see in the menu Create invoice option. 3. Click on the Create invoice menu and a confirmation will appear: Are you sure you want to create invoice from quote? 4. Click on the Yes button and invoice will be created and Invoice details screen will be opened.

How to Manage Product Categories

In the BizXpert Invoice and Inventory application you can manage product categories in the Setting / Master data menu. 1. Click on the category name and you will be able to modify the names of the categories (e.g. modify “Product category #1” in the Name field to required name e.g. “Size”). 2. Right click on the list and you will see in the menu the New option. You can add unlimited new category values (e.g. XS) by clicking on the new icon. 3. You can select from the available category values on the product details screen. Items of the product list will be colored based on the settings of the first product category values.