Overview The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Invoicing stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview It is possible to limit which items can be sold when using a keycode. This video explains how you set this up, and a step by step guide can be found below the video. Steps Ensure the Keycode is in Edit mode. Turn on the Restrict Stock ...
Found in: Keycodes
Question/Problem Quantities have been incorrectly entered on a PO but I have posted the purchase invoice to my accounts, is it possible to amend the PO even after it has been marked as delivered? Resolution/Solution This is a complex issue and you ...
Found in: Crediting, Invoicing & Statements
Overview This video will show you how to view and select available delivery addresses within a purchase order. Step by step instructions can be found below the video. Steps In a Purchase Order, go to the Delivery Address tab. Use the Actions button ...
Found in: Creating Purchase Orders
Overview This video will show you how to check the margin being delivered in a sales order by using the margin report. A step by step guide can be found below the video. Steps Ensure the Sales Order is saved. use the Actions menu to select Margin ...
Found in: Reporting
Overview This video explains the process to import sales orders. For step by step instructions please refer to our knowledgebase article here, Data Import Guide ..
Found in: Creating Sales Orders & Getting Started
Overview If you routinely order the same stock items from the same supplier, you may wish to use our Copy a Purchase Order functionality within the system. Usage In order to copy a Purchase Order to the same Supplier you can follow the steps below: ...
Found in: Common Purchase Order Actions
Problem Sales orders are not importing from the channel (this could be on any channel). Solution To review channel orders, go into [Channel | The Channel | Imported Orders] tab and look at the error in the MESSAGE column. Below we have listed two of ...
Found in: Channels
Overview This video explains how to delete a sales order and refund a customer. Step by step instructions can be found below the video. Steps Open the sales order to be deleted. Click Edit. Select the Payment tab. Green select the payment to be ...
Found in: Credits & Refunds
Overview Sometimes you may need to report on sales split by region. Usage The inbuilt sales reports will give you this information, it just needs filtering to your requirements. Go to [Reports] Select any of the first 4 reports. Product Sales Product ...
Found in: Reporting
Question/Problem The sales order number should be in the email subject line. Resolution/Solution You can change the subject of an email to include the sales order code as follows: Go to [System Setup | Document & Email Settings | Email Settings]. In ...
Found in: Emails
Overview This video shows how you can setup a Special Offer to automatically add items to sales orders. You can configure this to add different quantities so the customer can decide whether they wish to purchase the items or not. A step by step guide ...
Found in: Special Offers