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 ...
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 ...
Sales / Work Order List
The "Work Order List" screen allows you to easily find and navigate to Work Orders. Let's familiarize you with the functionality of the screen. "Create Work Order" - Click this button to create a new Work Orders, from scratch. The "Open - Closed - ...