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Introduction to Sales Ledger Transactions

Introduction to Sales Ledger Transactions​

Customise Sales Transactions Settings Each transaction that you generate, i.e. quotation, invoice, will contain a unique document number so you can identify each transaction. For example, each sales quotation is numbered sequentially starting from 'SQ00011'.

To view/change transaction settings:

  1. In the main menu bar select Tools.

  2. From the drop-down list, select Options.

  3. Select Sales and change the settings accordingly. Each document number can be up to ten characters.

Sales Menu Bar When generating sales transactions there are a number of steps to be followed. These can be seen in the logical order on the Sales menu bar. To view the Sales menu bar, select 'Customers' (left of main screen).

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Image Description

The ABM main toolbar/ribbon showing the Sales menu bar and related buttons. The Home tab is visible at the top with options including Change Company. Below are action buttons for Email, Add, View, Quotes, Delete, Settings, Refresh, Send To, along with additional buttons for Customer List, Delivery, Invoice, Receipt, and Customs Actions. This toolbar appears when Customers is selected in the left navigation, providing quick access to all sales transaction types.

Sales Menu Bar

The typical steps involved in a sale are: