Create organisation

Modify organisation address

Create contact

Modify organisation address (duplicate)

Create a new private contact or create a private contact from an existing person

Create message

Send invoice to department > create department as contact

Check if messages are send

How to create a contact report

Working with taska

How to create a note

Replacing an internal employee at an organization or contact in one go

Create an appointment

There is no email address in a message

Delete contact or set to inactive?

Unable to send a message / email

Import / sychronise emails

Create and send one or more (batch) messages with attachments

Entry screen of a message

Export CRM data such as email addresses and addresses to Excel

Create product group

Link a product to a product group

Can you link a product to multiple product groups?

Create a product

Where to enter of adjust the sales price of a product

Purchase price product: with or without (multiple) supplier(s)

Add stock location to a product > create stock product

Set unit / entity code of purchasing & sales for a product

Add product image

Link product attachment and send automatically

Working with stock finished products (SFP) - producing for stock with an assembly order

How to set the standard purchase price of a product?

Update standard purchase price of existing products

Standard purchase price at a composed product

Consequences of entering standard purchase price afterwords

Does the standard purchase price determine the margin?

Calculation stock value via standard purchase price

Product can only be purchased for stock

Can you change a product code?

Check and allow double (duplicate) product codes / part numbers

Blocked or phased out products

Stock value on x date

Create a composed product

Price agreements debtor (per product or per rebate group)

Create of modify commercial description of a product > multiple languages

Create a set of products

Create sales lead

Create sales opportunity

Create sales quotation

Set validity period on sales quotations

Create sales order

Credit sales order

Link a payment phasing to a sales order

Search for payment phasing lines still to be invoiced and create invoices

Modify / adjust existing payment phasing line

Create sales invoice

Booking sales invoices to Twinfield

Credit sales invoice

Delete a sales invoice

Create proforma invoice

UBL (XML) Sales invoice - e-factoring - OIN - HRN number

Link products to a document

How can I see the stock in a sales document?

Create a collective invoice from different sales orders or deliveries (collect invoice lines)

Why is a sales order not found using the query 'to be invoiced'

How does a discount / surcharge work in Newbase?

Re-book a sales invoice to Twinfield or set it to manually booked

Give a sales invoice another date - backdating

Set a sales invoice (partly) to paid manually

Whether or not to print a sales invoice line with number 0

There is no VAT on the order or invoice

Want to link a debtor to a document but cannot find the debtor?

Adjust quantities on a sales order if there is already a purchase order, receipt, delivery?

Whether or not to print a sales invoice line with quantity 0

List of sales invoices with purchase - sales - margin

How is the expiry date of a sales invoice determined?

Check stock within a sales order

Error when booking to Twinfield: ...performance type must be entered

Reserve products for a sales quotation

Replace discount/surcharge in all lines in one go

How can you renew / update product data in existing financial sales documents?

Set a sales order to 'paid'

Overview and check payment phasings via listview sales orders

Why is the sales price not adjusted and what is the difference between updating and indexing product prices?

How does drop shipment / drop shipping work in Newbase?

Book purchase invoice to Twinfield

How to create a creditor

Create purchase order via a RFQ (request for quotation)

Create separate purchase order (by for stock)

Create a purchase order via sales order (no stock booking)

Create purchase orders from a selection of sales orders (collect)

Linking a project to a purchase order after goods are received

Cancel a purchase order

Prepay a purchase invoice (pro forma purchase invoice)

Indicate goods that will no longer be received

Book a purchase invoice or a sales invoice from a previous year

Purchasing for multiple projects and/or sales orders on one purchase order

How do you find purchase orders (lines) for which the receipt (line) has not yet been linked to a purchase invoice (line)?

Delivery date on a purchase order

How can you see on a purchase invoice line whether a receipt has been linked?

How can you see on a purchase order or receipt whether a purchase invoice is linked?

Stock value list

General informatie goods delivery

Create 1 of more delivery notes

Partial delivery (of composed product)

Print a delivery note / pick list

Search for goods that are still to be deliverd

Deliver more goods than on sales order

Indicate that goods will no longer be delivered

Return delivery of products that have already been issued

Creata a receipt / adjust quantiy on receipt

Separate stock mutation / stock correction

How does stock work in Newbase? Why are products not added to the stock

Search for products / goods still te be received (purchase order to be received)

Purchasing for stock with an stock order proposal

Set a sales order to 'manually invoiced' (duplicate)

When is a product allocated > what is allocation?

Do you work multi-company and want to purchase from company B for a sales order from company A?

Search for products to be ordered

Work with hour types and cost types

The order of determining an hourly rate on a project

Change project status

Create a (private) debtor (and choose company)

Link a different debtor to a organization (debtor connection)

Get payments from Twinfield (debtors)

Manually set an invoice to booked or not booked in Newbase

Can you duplicate a purchase order to a purchase invoice?

Search for sales invoices to be reminded via the open sales invoices module

Set debtor or invoice to: do not remind / no reminders

Journal entries

Set debtor to direct debit

Sales invoice always to the same person / contact

Product prices have changed and would you like to update them on member lines?

Index sales prices of service project contract lines in one go with a percentage

Product prices changed and do you want to update them on service agreement project contract lines?

Working with stock valuation, difference between standard and average purchase price and where do you set this?

Setting up/arranging serial numbers