Overview When an order imports from a channel it will use criteria to try and match/merge company records before creating another one. Specification The system matches on the company Code (URN) and if that is not found it will look at the Addresses, ...
Found in: Importing Orders
Overview If you're creating a sales order and wish to know how you can see when an out of stock item is due to be delivered by the supplier, this video shows you how. A step by step guide can be found below the video. Steps Focus on the item in the ...
Found in: Common Purchase Order Actions
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 This video will explain how to apply tax relief in sales orders for qualifying customers and products. There are step by step instructions below the video. Configuration In order to use Tax Relief for qualifying purchases, the following ...
Found in: TAX Register & Taxing
Overview The below will show you how to view all current sales orders a specific stock item is allocated to. Usage This can be done quickly by filtering Back Order Manager. Go to [Despatch | Back Order Manager]. Click the Filters button and set the ...
Found in: Booking In & Levels
Overview It is possible to view all your sales for stock items by Level 2 Stock Type using the Product Type report. A step by step guide can be found below the video. Steps In Reports, open the Product Type Sales report. Use the Filters button to ...
Found in: Reporting
Overview In order to set our system so it is ready for IOSS, the following settings should be set as required. BEFORE YOU BEGIN Read the IOSS information for KCC user here, EU Vat Import One Stop Shop (IOSS) to ensure you meet the criteria for IOSS. ...
Found in: Brexit & IOSS