Sales Overview

• Sales Module

Quotes

• Add Sales Quote
• Manage and View Quotes
• Can you export quotes as a spreadsheet?

Orders

• Add Sales Orders
• View Sales Orders
• Batch Complete
• Assigning Serial Numbers and Batch Numbers on Sales Orders or Sales Shipments

Shipments

• Create and manage Shipments
• View Shipments
• Shipments from Multiple Warehouses

Invoices

• ★ View Invoices
• Create a Sales Invoice
• Managing Sales Invoices

Credits

• Add a Credit Note
• Manage and View Credits
• Export Credits

How-tos

• How to correct a completed Invoice
• How to edit a Sales Order
• How to clone a Sales Order
• How to deallocate and allocate a Sales Order
• How to undo a dispatched shipment when it has not been invoiced
• How to create a Purchase Order from a Sales Order

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Q&A

• What is a Quote?
• What is a Sales Order?
• What is a Sales Invoice?
• What is a Sales Shipment?
• Why can't I add a product to a Sales Order?
• Can you edit product descriptions in the sales order line?

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