Overview You can delete a stock item from a sales order, quotation or proforma order if it has been added in error. This video shows you the process to follow. A step by step guide can be found below the video. Steps Enter Edit mode, if not already ...
Found in: Creating Sales Orders & Getting Started
Overview Order imported from channel has no payment details attached and can not be processed in Sales Invoice Manager. It is worth checking your channel configuration to see if you are allowing unpaid orders to be imported. If you are only importing ...
Found in: Understanding the process
Overview This video explains how to create and process a customer return where the customer wishes to have a refund. Step by step instructions can be found below the video. Steps Open the original Sales Order. Green select the item(s) to be returned. ...
Found in: Creating Customer Returns
Question/Problem If a customer has paid for a sales order but we don't have stock, why can we not allocate the full payment? Resolution/Solution This is to do with how your system values have been set up and the steps below should resolve this issue. ...
Found in: Crediting, Invoicing & Statements
Overview You can print or email a sales order acknowledgement to a customer, this video explains how to do this from a sales order. There are step-by-step instructions below the video. Steps Open the sales order. Click on the Actions button. Select ...
Found in: CRM & Communication Log
Overview This video shows you how you can create a Keycode. A Keycode, also known as a marketing or campaign code, is used to track customers and their purchases as well as giving discounts, free or reduced price stock items and also free or reduced ...
Found in: Keycodes
Overview This video explains how to email sales order acknowledgements to your customers from the despatch screen. There are instructions below the video. Steps Go to the Released or Staging areas of [Despatch | Sales Invoice Manager]. Only orders in ...
Found in: Common Actions
Question/Problem The tax rate used by your supplier is different than that specified in the stock item record, or the VAT Country as per [System Values | General]. Resolution/Solution Before posting the purchase invoice to the accounts, the following ...
Found in: TAX Register & Taxing