Sales
From quotations, invoicing, customer accounts and reps - these guides have your customer-related questions covered.
Customers
- Overview
- Creating customers
- Editing customer information
- Deactivating customers
- Deleting customers
- Creating customer pricelists
Quotations
Sales Orders
- Swopping serial numbers for sales orders
- Creating sales orders
- Editing sales orders
- Allocating serial numbers to a sales order
- Unallocating serial numbers from a sales order
- Marking items as picked
Customer Invoices
- Creating customer invoices
- Editing customer invoice information
- Cancelling customer invoices
- Creating a term code
- Editing a term code
- Deleting a term code
Sales Reps
- Linking a sales rep to a customer account
- Creating sales reps
- Editing sales rep information
- Activating or deactivating sales reps
- Deleting sales reps
- Setting up commission
Point of Sale
- Disbursements
- POS payouts
- Processing POS refunds
- Processing POS payments
- Creating a POS credit note
- Scanning a POS credit note