MBA Forums

Just wanted to say that so far I really like your program.  Just a few things to figure out (trial & error), but I can see how it will help me tremendously.

OK, here is my question.  I have some stock on hand.  A customer just ordered some items and I have them in my stock.  I still want to be able to have her info/order in the system, so I can print her invoice,  but don't want to actually upload her items.   Right now I have her order entered, is there a way NOT to upload it?  Should I delete the order and then enter after the upload?

Thanks for your help,
Brenda

On the invoice if you go to the column that has the S on top and click on the drop box you can choose P "previous backorder" for each item you don't want uploaded. This will make the program think they have allready been ordered and won't order them again.
You can also enter the items you have in stock in your inventory and then they won't be uploaded either. You just need to make sure you update your inventory later so the quantities stay correct.

Hi,

Another NEWBIE here and I like others am trying to load previous sales orders and inventory in my new MBA program.

However, I do not understand in the previous reply where you say "invoice" to change it.

I am entering in past orders and inventory I have on hand AND I do not want to upload them with my next campaign.

What is the best way to do both?

Thank you,
Laura

Uploads and PO Reports are done by Campaign number. When you start one you must select a campaign so it will only use data from that campaign (see Campaign Number field on upper right of Sales Order).

Hope this helps

Cheers,
Stan