Sales Overview

• Sales Module

Quotes

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

Orders

• Shipments from Multiple Warehouses
• View Shipments
• Batch Complete Sales Orders
• Adding Sales Orders
• Manage and View Sales Orders
• Create and maintain Shipments

Credits

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

Reports

• Backorder Enquiry
• Credit Enquiry
• Margin Enquiry
• Quote Enquiry
• Sales Enquiry
• Shipment Enquiry

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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

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Q&A

• How is margin calculated?
• 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?

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