Inventory
Sales Transactions
What is a Sales Order?
A sales order is a financial document that confirms an impending sale. It details the exact quantity, price and delivery details of the products or services being sold. Perform the simple operations mentioned below to create and manage your Sales Orders.
Guide Layout:
Creating Sales Orders <–> Managing Sales Orders <–> Additional tools that aid sales <–> Invoices <–> Packages <–> Shipping <–> Sales Persons <–> Multi-warehouse Operations
Sales Order Workflow Diagram
Creating Sales Orders
- Creating a New Sales Order
- Creating Sales Orders from Contacts
- Importing Sales Orders
- Generating Online Orders
- Creating a drop shipment
Managing Sales Orders
- Status of a Sales Order
- Sending a Sales Order to your Customer
- Converting a Sales Order from Draft to Confirmed Status
- Converting a Sales Order to Purchase Order
- Converting a Sales Order into an Invoice
- Sales order to Packages
- Packaging to Shipping
Additional tools that aid sales
- Exporting Sales Orders
- Attaching Files to Sales Orders
- Editing a Sales Order
- Cloning a Sales Order
- Printing a Sales Order
- Saving a Sales Order as a PDF document
- Mailing a Sales Order
- Deleting a Sales Order
- Voiding a Sales Order
- Quick Boxing of composite items from sales transactions
Invoices
- Status of Invoices
- Invoice Workflow Diagram
- Creating a New Invoice
- Importing invoices
- Exporting invoices
- Send Invoices to Customers
- More Actions with Invoices
- Editing an invoice
- Saving an invoice as a PDF
- Printing an invoice
- Voiding an invoice
- Writing off an invoice
- Attaching a file to an invoice
- Deleting an invoice
Invoice payments
- Recording Payments
- Payments Received
- Details on a payment receipt
- Managing your payment receipts
- Importing and exporting invoice payments
Packages
- Prerequisites
- Package Workflow Diagram
- Creating packages
- Ease of Access
- Status of packages
- Managing your packages
Shipping
- Prerequisites
- Creating shipments
- Ease of Access
- Managing your shipments
- Marking a Delivery
- Export/Save package slips and shipment orders as PDF
- Printing package slips & shipment orders
- Delete a shipment
- Mark as Undelivered
- Downloading a Shipping Label
