Overview The generic customer is used on channel setups where customer details are not known, such as Amazon FbA and most POS systems. When used, sales will belong to a Generic Customer names relevant to the current month, i.e. Amazon Generic ...
Found in: Getting Started with Companies
Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...
Found in: Addresses & Delivery
Overview This video will show you how to use email triggers for example if you want to be emailed sales figures. There are step-by-step instructions below the grid. Steps In System Setup click on Email Triggers. Click on the + sign at the top of the ...
Found in: Emails
Overview If a customer wishes to purchase the same items as they have done on a previous sales order, then you can do this quickly and easily by copying the original sales order. If the customer then wishes to add more items, you can do this too. A ...
Found in: Creating Sales Orders & Getting Started