Create Pastel Document

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Create Pastel Document

The [Create Pastel Document] button will display a screen similar to the one shown below; this allows you to create either an Invoice, Sales Order or a quotation within Pastel. Select the lines you wish to transfer for this document and press the [Create document] to start the process. If any lines do not exist, they can be transferred as remark lines.


Once the process is completed, the created document number will be displayed, and you can then use Pastel Partner to make any adjustments, print and update the document. The created document will also be added to the invoices raised for the sales opportunity.


The function will also allow you to flag the sales opportunity as closed or leave it open so that more invoicing can be done from the remaining or newlines.




NB: A user can be limited to which documents they can create via the Setup user details screen.