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Sales

Sales Overview

  • Sales Module

Quotes

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

Orders

  • Shipments from Multiple Warehouses
  • Import Sales Orders
  • View Shipments
  • Batch Complete Sales Orders
  • Adding Sales Orders
  • Manage and View Sales Orders
See all 7 articles

Invoices

  • Using Part Invoicing

Credits

  • Can I Bulk Credit Note Multiple Sales Orders?
  • Add a Credit Note
  • Manage and View Credits
  • Export Credits

Reports

  • Backorder Enquiry
  • Credit Enquiry
  • Invoice Enquiry
  • Margin Enquiry
  • Quote Enquiry
  • Sales Enquiry
See all 8 articles

How-tos

  • ★ How to Add a Sales Person to a Completed Sales Order
  • How to review what Products have been shipped in a specific month
  • How to Export a Combined Picklist for Sales Orders
  • How to add Sales Channels to the View Sales Order page
  • How to change your Shipment Status
  • Printing Sales Documents
See all 22 articles

Q&A

  • Can you sell a product that does not contain any stock or is on order?
  • What is the Recost Adjustment?
  • What is a Sales Order?
  • What is a Quote?
  • Can I conduct a partial credit note?
  • Why do I have a negative margin after fixed the average landed cost?
See all 19 articles

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