Overview The below will show you how to edit sales orders in Sales Invoice Manager. Usage Open Sales Invoice Manager. Locate the order you wish to edit. If the order is in a non-editable stage, drag and drop the order into Staging. Open the order and ...
Found in: Understanding the process
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 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 This video describes how you can change the delivery rate in a sales order. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Ensure the Delivery Charge toggle is switched on. Edit the Delivery ...
Found in: Addresses & Delivery
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 is instructions if you need to change the email address on email templates. Steps To make the changes to the email that is presented on PDF reports, you will need to do the following Go to [ System Setup | System Values]. Click ...
Found in: Emails
Overview If you add a payment incorrectly and wish to delete it, this video describes the process. A step by step guide can be found below the video. Steps Ensure the Sales Order is in Edit mode. Go to the Payment tab. Green select the payment line ...
Found in: Payments & Pricing
Overview This video will show you how to set up your stock items' manufacturers. Step by step instructions can be found below the video. Steps In System Setup, open System Data. Double click on the Manufacturers line to open the table. You can either ...
Found in: Getting Started with Stock
Overview This video will show you how to set up different statuses used in a company record. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click in the Customer Status line to open the table. Enter ...
Found in: CRM & Communication Log
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 You can add a long description against a stock item giving the user more details about the product, for example washing instructions, other sizes, related items etc. There are step by step instructions below the video. Steps Open the stock ...
Found in: Getting Started with Stock
Overview How do your customers and suppliers wish to be contacted? This video explains how you setup your Data Protection options and whether they apply to companies or to individual contacts. There are instructions below the video. Steps Go to ...
Found in: CRM & Data Protection
Overview You can specify which courier service to use for your imported orders by using courier groups. Usage In System Setup, open System Data. Double click on the Courier Groups line to open the table. Enter Edit Mode. Use the New button to add new ...
Found in: Shipments
Overview The following explains how to add the safe and minimum levels to a stock item. They are used to help you decide when you wish to reorder the items. Usage Open the stock item if the item is not already open. Make sure you are in the ...
Found in: Booking In & Levels
Overview The following explains how you link a manufacturer that you have already setup in System Data (see How To Set Up Manufacturers), to a stock item. Usage Open the stock item if the item in not already open. Make sure you are in the Properties ...
Found in: Getting Started with Stock