Sales

Adding A Customer

Adding a customer

Written by Brahm Meka
Updated over a week ago

Customer Search

Customer Search and Customer Configuration

Written by Brahm Meka
Updated over a week ago

How to Deactivate A Customer?

Deactivate Customer

Written by Brahm Meka
Updated over a week ago

Import Customers via CSV

Import Customers

Written by Brahm Meka
Updated over a week ago

Assign a Price List to a Customer

Assigning a default price list to a customer

Written by Brahm Meka
Updated over a week ago

Customer Pricing Rules (Beta)

Written by Preean Patel
Updated over a week ago

Creating a New Quote

How to create a new quote

Written by Preean Patel
Updated over a week ago

Sales Overview

View sales and search sales

Written by Brahm Meka
Updated over a week ago

Sales Order Life Cycle

Sales order status and flow

Written by Brahm Meka
Updated over a week ago

What do the status colors mean in sales orders?

Sales Status Colors

Written by Brahm Meka
Updated over a week ago

Sales Velocity

Written by Preean Patel
Updated over a week ago

Create a Sales Order

Add Customer, Add Customer Info / Details, Add SO Line Items, Saving SO, Confirming SO, Fulfilling SO, Invoicing SO, and Tagging SO

Written by Brahm Meka
Updated over a week ago

Making Changes to Sales Orders

Changing sales orders after confirmation

Written by Brahm Meka
Updated over a week ago

Print a Sales Order

Print Sales Order, Download A Sales Order

Written by Brahm Meka
Updated over a week ago

Adding Attachments to Sales Order

Adding attachments to Sales Order

Written by Brahm Meka
Updated over a week ago

How can I add internal notes to a sales order?

Adding memos or internal notes

Written by Brahm Meka
Updated over a week ago

How to Duplicate A Sales Order?

Duplicate Sales Order

Written by Brahm Meka
Updated over a week ago

How to create a Backorder

Backordering and SO to PO

Written by Brahm Meka
Updated over a week ago

Dropshipping

Dropshipping

Written by Brahm Meka
Updated over a week ago

How to Invoice/Pay an Order

Invoicing and Paying an Order

Written by Brahm Meka
Updated over a week ago

Editing an invoice

Editing an invoice

Written by Brahm Meka
Updated over a week ago

Invoice Shipped Line Items vs Entire Order

Written by Brahm Meka
Updated over a week ago

Shipping Sales Order

Shipments, Shipping a sales order

Written by Brahm Meka
Updated over a week ago