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Sales
Sales
Learn how to add and manage customers, sales, customer returns, shipments, and quotes.
26 articles in this collection
Written by
Brahm Meka
and
Preean Patel
Managing Amazon FBA Inventory + Orders
Written by
Preean Patel
Updated over a week ago
Getting Started
Sales Module Overview
Understanding the sales module and how everything relates
Written by
Brahm Meka
Updated over a week ago
Customers
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
Quotes
Creating a New Quote
How to create a new quote
Written by
Preean Patel
Updated over a week ago
Sales
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
Create a Sales Return
Create Sales Return
Written by
Preean Patel
Updated over a week ago
Invoices
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
Shipments
Shipping Sales Order
Shipments, Shipping a sales order
Written by
Brahm Meka
Updated over a week ago