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Business cases

Jobs and the documents of one deal

A business case (job order) groups all documents of one deal – e.g. the incoming order, proforma invoice, issued invoice, delivery note and credit note. You see the total price, the amount paid and reserved items at a glance.

List of business cases in EconomSys – example with fictitious data

List of cases

Columns: case number, external number, title, company, name, start and end date, price and paid amount. The Show button in the reserved items column shows the goods reserved for the case.

Documents linked to the business case

The lower table lists all documents of the selected case with date, total and payment; Edit opens a document. The description of the case is on the right.

Buttons

New, Edit, Delete; add a document to the case; delete empty cases; Tools and Print.

Related guides

Invoices and documents – list
Creating an invoice

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