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 The following video explains grid tagging, what it is and how it can be used to streamline your operations using visual indicators. You can find step by step instructions for grid tagging below the video. It is important to remember that ...
Found in: User Interface
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
Overview Once the customer has decided that they wish to purchase the items on their quote, the quote needs to be converted into a sales order. The sales order can then have payments added and be processed through the Sales Invoice Manager. A step by ...
Found in: Quotations & Proformas
Overview The below will show you how to view movements against a stock item, which can be used to determine when the item went out of stock. Usage The best way to check this would be using the steps below: Open your Stock Item. Select the Movements ...
Found in: Booking In & Levels
Overview Once you have created a customer return, it's important to record the reason why the stock items are being returned. The video below explains how to do this. A step by step guide can be found below the video. Notes/Caveats Return reasons are ...
Found in: Creating Customer Returns
Overview You may need an Economic Operators Registration and Identification number (EORI number) if you move goods: between Great Britain (England, Scotland and Wales) or the Isle of Man and any other country (including the EU) between Great Britain ...
Found in: Documents
Overview This video shows you how to create and process a customer return where the exchange items cost less than the return items and the customer is due a refund. There are step by step instructions below the video. Usage To create the return: Go ...
Found in: Creating Customer Returns
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 The following video explains how to add a new address for a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Enter Edit mode. Click on the +New button above the ...
Found in: Addresses
Overview The following video explains the process to edit an address or contact in a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. This will ...
Found in: Addresses
Overview The following video explains how you can change the courier in a new sales order. There are step-by-step instructions below the video. Steps Open the sales order and make sure you are in Edit mode, else click on the Edit button. Go to the ...
Found in: Addresses & Delivery
Overview The following video explains the process to delete an address or contact from a company record. Step by step instructions are below the video. Steps Open the company record. Go to the Address & Contacts tab. Click on the Edit button. If ...
Found in: Addresses
Overview This video explains how to see the impact of overheads on the margin generated by a stock item from within the stock record.
Found in: Pricing
Question/Problem The stock item stock value is displayed as 2 decimal places but more are needed. Solution You can enable up to 4 decimal places for purchasing as follows: Go to [System Values | Purchasing] . Set Unit Decimal Places to the required ...
Found in: Stock Value