Customer Forum

Best practice to handle past orders

Gary Posted: 2019-02-05 16:26

hi , new to Workbooks and using the free edition.

I have a few hundred deals/ orders from previous years that I would like to capture in the system.

Please can someone advise the best way to capture these?

ie. enter as opportunities, close, enter orders, invoices etc. or
enter as past orders, invoice etc.

Looking for guidance