Edara

Sales

Importing an Excel File with Customer Names

Activating a Service Item

Importing Salespersons

Granting/Revoking Approval Permission for Sales Orders

Controlling the Customer Code

Editing a Service

Activating a Sales Person

Adding Address Details in the Customer Import Template

Creating and Updating Price Lists and Linking Them to a Customer

Linking/Unlinking a Salesperson to a User

Master Data

Creating District, City or Country

Editing the AR Account Linked to a Customer

Editing or Unlinking a Customer from a Salesperson

Creating a New Customer

Enhancement in adding the customer address

Linking a Salesperson with a Specific Customer

Deleting a Customer

Deactivating a Customer

Activating a Customer

Exporting Customers Data

Recording the Customer’s Mobile Number According to Their Country

Setting a Customer Credit Limit

Adding a Discount for a Customer

Customers

Creating a Salesperson and Assigning Related Supervisors

Deactivating a Salesperson

Deleting Unused Salesperson

Granting/Revoking Supervision Permission for Sales Persons

Editing Salesperson Data

Sales Person

Creating a Service Item

Deactivating a Service Item

Services

Creating a Sales Bundle and Searching for It in a Sales Order

Deleting a Sales Bundle

Deactivating a Sales Bundle

Editing a Sales Bundle

Sales bundles 

Creating a Sales Store

Setting a Default Customer for a Sales Store

Deleting Unused Sales Store

Deactivating a Sales Store

Adding a Store Quota

Adding a Default Cost Center to a Sales Store

Sales Stores

Creating a Sales Target

Creating a Sales Target for a Specific Classification

Creating a Sales Incentive and Linking It to a Sales Target

Sales Target

Editing Customer Data

Displaying a Customer's Default Address Data

Updating the Price List Linked to the Customer

Bulk Adding or Removing Tags for Customers from the Customers Data Page

Adjustments

Bulk Importing of Sales Orders

Creating Custom Fields in the Sales Order Details

Bulk Issuing of Sales Orders

Bulk Fulfilling of Sales Orders

Enabling and Using the Sales Order Card

Creating a Sales Order Number

Enabling Withholding Tax by Default in Sales Orders

Bulk Editing Warehouses in Multi-Warehouse Sales Orders

Hiding Unused Custom Fields

Editing Custom Fields

Creating Custom Fields in the Sales Order

Transactions

Creating a Sales Order

Displaying the Sales Order Listing Page

Creating a Credit Customer via Quick Add Popup

Adding a Customer from the Quick Coding Screen

Creating a Transfer Request from a Sales Order

Searching for a Sales Order and Printing It

Creating a Multi-Warehouse Sales Order

Adding and Removing Tags for Sales Orders in Bulk

Creating a Taxable Sales Order

Adding Withholding Tax to the Sales Order

Editing a Sales Order Linked to an Issue Offering

Automatic Calculation of Unit Price Based on Total Amount in a Sales Order

Changing the Tax Rate in a Sales Order

Saving the Withholding Tax JE from a Sales Order

Sending a Sales Order via Email

Cancelling a sales order

Displaying Issued, Remaining, and Available Quantities for Stock Items in Bulk

Using Auto-Assign Batch Numbers for Bulk Issuing

Printing Receipts Based on Service Provider

Bulk Displaying of Unissued Stock Items in Sales Orders

Displaying the Stock Item Image in the Sales Order Printout

Exporting the Sales Orders Listing Page

Creating a Purchase Order from a Sales Order

Printing Multiple Sales Orders

Displaying the Estimated Profit in the Sales Order

Sharing Sales Order Details via WhatsApp

Exporting Sales Orders in Bulk

Creating an invoice in a new currency

Selecting a Cost Center in Sales Documents

Sales Order

Creating a Sales Return

Using the Reference Document of a Sales Order to Create a Sales Return

Creating a Return for a Sales Order with Multiple Stock Items

Creating a Tax Return for an Unrecorded Sales Order

Displaying The Part Number in the Sales Return Search Screen

Sales Return

Creating a Recurring sales order

Recurring sales order

Creating a Quote

Converting a Quotation into a Sales Order

Adding the Reference document in a Quotation and Printing It

Quotes

Granting/Revoking Access to the Sales Approvals Page

Filtering Sales Returns Approvals in Various Ways

Approving Sales Returns and Saving Related Documents

Searching Using OR Match

Approvals

Displaying Sales Weight and Customer Address on the Sales Approvals Page

Printing Multiple Sales Orders from the Approvals Page

Displaying the Currency Type for Each Sales Order in the Approval Page

Filtering by Stock Item Classification in the Sales Approvals Page

Approving a Sales Order and Saving the Related Documents

Displaying Estimated Profit in the Sales Approvals Page

Sales Approvals

Using Control Approvals

Control Approvals

Displaying the Sales Report Grouped by Stock Items

Viewing The Sales Report for Each Salesperson

Identifying New Customers within a Specific Period

Reports

Displaying the E-Invoice status in the Sales Orders Report

Displaying Sales Orders Report Results

Exporting the Sales Return Orders Report to Excel

Viewing Canceled Sales Orders

Knowing the Time of Each Type of Approval

Knowing the Approver for a Sales Order

Difference Between the Sales Orders Report and the Sales Report

Viewing Returns for a Specific Customer and a Stock Item

Displaying the Sales Order Number in the Sales Orders Report

Viewing Returned Items in the Sales Orders Report

Displaying the Sales Returns Linked to the Sales Orders

Displaying Stock and Service Item Quantities in the Sales Orders Report

Displaying Customers’ Deferred Payments

Sales Orders Report

Displaying the sales report

Tracking (Daily, Weekly, and Monthly) Sales Rate for Stock Items

Viewing Sales of a Salesperson by Stock Items

Displaying Sales Volume per Customer in the Sales Report

Viewing the Sales Report Grouped by Service Item

Displaying the Slow Moving Accounts

Displaying Sales Value Including Tax in the Sales Report

Sales Report

Viewing Sales Profitability for a Specific Customer

Displaying the Gross Profit Report for Each Stock Item

Viewing the Gross Profit Report Grouped by Work Orders

Displaying Stock Items Sold Below Cost

Displaying the Gross Profit Report Grouped by Warehouse

Gross Profit

Displaying the Customer Evaluation Report

Paying Incentives Using the Sales Target Report

Displaying the Sales Order Number on Printed Documents

Printing the QR Code on the Sales Invoice

Print Setup

getedara.com

Website

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you