Sales Overview

• How to correct a completed Invoice
• Sales Module

Quotes

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

Orders

• Add Sales Orders
• Manage and View Sales Orders
• Batch Complete Sales Orders
• 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
• Partial Invoicing

Credits

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

How-tos

• 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
• How to review Products that have been shipped in a specific date range

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Q&A

• Why can't I add a product to a Sales Order?
• Can you edit product descriptions in the sales order line?
• How is margin calculated?
• Can you sell a product that does not have any available stock?
• What is the Recost Adjustment?
• What is a Sales Order?

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