- 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 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 ... 
- Sales Invoice- The most common way to create an invoice is from a Delivery Event. Click the Generate Invoice button Confirm the products/quantities to invoice Click save to create the Invoice Invoice will be automatically sent or be required to be sent manually ... 
- Special Order PO from Work Order- When ordering special order product use a non-inventory product. The name can be edited on the work order and notes can added to detail the product. Interactive Demo: Special Order PO from a Work Order 
- Event List Grids- Each event type, Quotes, Work Orders, Deliveries, Sales Invoices, and Product Returns, are viewed in a grid that easily sortable and searchable. At the left of each grid, the list can be filtered by different criteria, these can include, but not ...