Sales
Learn how to add and manage customers, sales, customer returns, shipments, and quotes.
33 articles
- Customer Record Overview
- Create a Customer
- Update a Customer
- Search Customers
- Add and Manage Customer Addresses
- Add and Manage Customer Contacts
- Assign a Price List to a Customer
- Customer Pricing Rules
- Add and Manage Customer Attachments
- Add and Manage Customer Memos
- How to Deactivate A Customer?
- Import Customers via CSV
- Sales Overview
- Sales Order Life Cycle
- What do the status colors mean in sales orders?
- Sales Velocity
- Create a Sales Order
- Making Changes to Sales Orders
- Print a Sales Order
- Adding Attachments to Sales Order
- How can I add internal notes to a sales order?
- How to Duplicate A Sales Order?
- How to create a Backorder
- Dropshipping
- Create a Sales Return