Overview This video describes how you can add more payment lines in a sales order, for example when the customer wants to split their payment over different payment methods. The video also describes how to add a part payment and then put the ...
Found in: Payments & Pricing
Overview Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Found in: Issuing
Overview If you want to create a sales order but don't want the stock to be assigned when you save the order, this video explains the process you need to follow. A step by step guide can be found below the video. Steps In the Sales Order , enter Edit ...
Found in: Creating Sales Orders & Getting Started
Overview The following video explains how to move sales orders from the Picking stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Picking stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview The following video explains how to move sales orders from the Released stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Released stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview The following video explains how to move sales orders from the Shipping stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Shipping stage. Select the sales order, or sales orders, you ...
Found in: Common 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 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 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 following video explains how to move sales orders from the Future stages, Manual Hold, Awaiting Date and Awaiting Stock, in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Future ...
Found in: Understanding the process
Overview If you have made changes to the prices on a sales order, quotation or proforma order, you can change them back to the prices the system thinks that the customer is entitled to. This video explains the process. A step by step guide can be ...
Found in: Payments & Pricing
Overview This video shows you how to use the deliveries dialog in a sales order to find out when an out of stock item is due in. Step by step instructions can be found below the video. Steps Select an out of stock item on your Sales Order. Use the ...
Found in: Addresses & Delivery
Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview The video below explains the process of issuing a sales invoice and what happens behind the scenes within the accounts and stock records areas of the system. A list of the areas affected is below the video. Notes/Caveats The following areas ...
Found in: Issuing
Overview The following video explains how to move sales orders from the Staging stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Staging stage. Select the sales order, or sales orders, you ...
Found in: Common Actions