Related Articles
Creating a Work/Sales Order
A work/sales order can be created at this stage or converted from a quote. Non inventory, or out of stock product can be procured from a work order and a tie will be established between the events. To create a quick sales order; Click on Create Work ...
Sales Order Totals
The sales order totals section is detailed below. Totals Section Subtotal - total of the line items above Freight - freight charge to ship to customer Tax - the tax defaults to the customer or shipto taxing location Discount - the discount can be ...
Split Recipe Line Item
Most times a recipe will be shipped as an entire package. However, if parts of the recipe are required to be delivered this can be accomplished by splitting the recipe product's line items. To Split a Recipe Product; Open the Recipe Line Item Click ...
Sales Training
Below you will find links to knowledgebase articles that a Sales user should be well versed in to do their job efficiently. After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge ...
Creating a Purchase Order
Supplier Purchase Orders can be created by three different methods; direct entry from Purchase Order screen from a Work Order where at least one line item is set to source from purchase through Inventory Replenishment These are the steps to create a ...