Sales
Customers, salespeople, sales orders, price lists, and sales reports. · 146 articles
Master data
Customer16 articles
- Creating District, City or Country
- Editing the AR Account Linked to a Customer
- Editing or Unlinking a Customer from a Salesperson
- Creating a Salesperson and Assigning Related Supervisors
- Deactivating a Salesperson
- Deleting Unused Salesperson
- Activating a Service Item
- Editing a Service
- Creating a Service Item
- Creating a Sales Bundle and Searching for It in a Sales Order
- Deleting a Sales Bundle
- Deactivating a Sales Bundle
- Creating a Sales Store
- Setting a Default Customer for a Sales Store
- Deleting Unused Sales Store
- Adding a Store Quota
- Creating a Sales Target
- Creating a Sales Target for a Specific Classification
- Searching for and Editing a Sales Target
- Creating a Sales Incentive and Linking It to a Sales Target
- Creating and Updating Price Lists and Linking Them to a Customer
- Updating the Price List Linked to the Customer
Transactions
Sales order32 articles
- Creating a Sales Order
- Creating a Credit Customer via Quick Add Popup
- Adding a Customer from the Quick Coding Screen
- Displaying the Sales Order Listing Page
- Adding and Removing Tags for Sales Orders in Bulk
- Displaying Issued, Remaining, and Available Quantities for Stock Items in Bulk
- 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 Recurring sales order
- Creating a Quote
- Converting a Quotation into a Sales Order
- Adding the Reference document in a Quotation and Printing It
Adjustments
Customers data4 articles
- Editing Customer Data
- Displaying a Customer's Default Address Data
- Bulk Adding or Removing Tags for Customers from the Customers Data Page
Approvals
Sales approvals10 articles
- 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 Sales Returns Approvals in Various Ways
- Approving Sales Returns and Saving Related Documents
- Using Control Approvals
Reports
Sales orders report13 articles
- Displaying the E-Invoice status in the Sales Orders Report
- Displaying Sales Orders Report Results
- Exporting the Sales Return Orders Report to Excel
- Displaying the sales report
- Tracking (Daily, Weekly, and Monthly) Sales Rate for Stock Items
- Viewing Sales of a Salesperson by Stock Items
- Viewing Sales Profitability for a Specific Customer
- Displaying the Gross Profit Report for Each Stock Item
- Displaying the Gross Profit Report Grouped by Work Orders
- Displaying the Customer Evaluation Report
- Paying Incentives Using the Sales Target Report