Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...
Found in: Addresses & Delivery
Overview Non banked payments, usually cash and cheques, are not banked automatically by the system like credit card payments. This is because you need to take them to your bank in order to bank them. You then need to replicate this in your accounts. ...
Found in: Bank Account
Overview The following video explains how to convert a sales order into a quotation, for example if the customer needs to have a quote rather than a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click ...
Found in: Quotations & Proformas
Overview This video shows you how to use unbuild to split up multipacks into single stock items that can then be sold. A step by step guide can be found below the video. Steps Create separate stock controlled SKUs; One for the Multipack One for the ...
Found in: Packs & Builds
Overview The following video explains how to copy a sales order into a credit note. There are step-by-step instructions below the video. Steps Open the existing sales order. Click on the Actions button. Select Copy Sales Order as Credit Note. Click ...
Found in: Credits & Refunds
Overview If you add a payment incorrectly and wish to delete it, this video describes the process. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Green select the payment line ...
Found in: Payments & Pricing
Overview The below explains how to part ship a partly fulfilled sales order in the system. Usage Locate the order you wish to part ship in the Awaiting Stock stage in Sales Invoice Manager. Green-select the order. Use the Actions menu to Release the ...
Found in: Common Actions
Overview This video shows you how to create a new customer return from a sales order. Other videos show you how to process your return. A step by step guide can be found below the video. Steps Go to the original Sales order. Select the item(s) that ...
Found in: Creating Customer Returns
Overview This video will show you how to process a sales order when the stock is being drop shipped by your supplier. A step by step guide can be found below the video. Steps In Edit mode, use the New button to add the drop ship item to the sales ...
Found in: Drop Shipping
Overview In Sales Report you can view order but Sales Order as well as the default Sales Invoice view Usage With your sales report open, click the filters button and scroll down. Near the bottom of the popup you will find a Sales Orders filter, which ...
Found in: Reporting
Overview The below explains how you can add multiple orders to one pick sheet. Usage Click on the Picking stage of the Sales Invoice Manager. Select the sales orders you wish to print a pick ticket for. Click on the Actions button. Select Print Pick ...
Found in: Common Actions
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started
Overview The history matrix allows you to easily add items that a customer has previously bought and would like to purchase again. This is useful if they can't remember the precise name or colour of the item. Usage In the sales order in edit mode. ...
Found in: CRM & Communication Log
Overview This video will show you how to use upsell in sales orders. The items that are shown in the Upsell dialog are items that other customers have bought along with the item that is selected in the grid. A step by step guide can be found below ...
Found in: Payments & Pricing
Overview The below will show you how to edit sales orders in Sales Invoice Manager. Usage Open Sales Invoice Manager. Locate the order you wish to edit. If the order is in a non-editable stage, drag and drop the order into Staging. Open the order and ...
Found in: Understanding the process