Open the Small Business Role Center window.

The Role Center is the outset for all tasks involved in managing your business operations.

*Describe the navigation pane.

*Describe the cues.

*Describe the charts.

*Describe other parts.

There are certain tasks that you perform frequently, such as creating invoices to sell and purchase products. Other tasks are less frequent, such as registering customers and products or making offers to customers. The different tasks are outlines in the following table, and links are provided to the task descriptions in question.

Note
Each of the following task descriptions is also accessible on the page where you perform the task. Choose the How To: button on the ribbon to link to the related task descriptions.

ToSee

Create an item card for each inventory item or service that you trade in.

How to: Register a New Product

Create a customer card for each customer that you sell to.

How to: Register a New Customer

Create a vendor card for each vendor that you purchase from.

How to: Register a New Vendor

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.

How to: Make an Offer

Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.

How to: Invoice a Sale

Create a purchase invoice to record your agreement with a vendor to purchase products on certain delivery and payment terms.

How to: Record a Purchase

Use functions on an unpaid posted sales invoice to automatically perform a credit memo process and either cancel the sales invoice or recreate it so you can make corrections.

How to: Correct or Cancel an Unpaid Sales Invoice

Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund.

How to: Process a Sales Return or Cancelation

Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor and which payment amount you will collect.

How to: Process a Purchase Return or Cancelation

Tip

See Also