Sales Setup
11 articles
- Sales Overview
- Sales Pricing and Discounting Overview
- Configure Sales Prices
- Configure Sales Prices by Item or Item Category
- Configure Sales Discounts
- Configure Sales Invoice Discounts
Sales Quotes Management
4 articles
Sales Orders Management
21 articles
- Sales Order Management Overview
- Blanket Sales Orders Overview
- Customer Prepayments Overview
- Warehouse Fulfillment Overview
- Create Sales Orders
- Sales Order Allocations
Process Special Orders/Drop-Ship Orders
6 articles
Sales Invoices Management
8 articles
- Sales Invoicing Management Overview
- Create and Post Sales Invoices
- Sales Invoices with Bypassing Shipment
- Process of Creating an Invoice for Service Items
- Fixing Sales Invoices with Posting Issues
- Sample Request of Setting Up an Invoice Discount for EDI 810 Invoices
Sales Returns Management
3 articles
Service Management
7 articles
- Service Management Overview
- Service Setup
- Create a Service Order
- Receive a Service Order
- Perform Repair Services
- Ship a Service Order
Additional Sales Features
9 articles
- Additional Sales Features Overview
- Pre-Build Sales Orders
- Breakbulk UOM for Invoicing
- Display Open Receivables on Sales Order Page
- Deferred Revenue Management
- Process Standing Orders