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 ...