Sales
Learn how to add and manage customers, sales, customer returns, shipments, and quotes.
49 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
- What is drop shipping?
- Set up a product for drop shipping
- Send a drop-ship order to your supplier
- Mark a drop-ship order as shipped
- Add a drop-ship line to a sales order
- What is a sales return?
- Find and work through your sales orders
- Receive returned stock
- Use the sales calendar
- 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