Use the article links below to view information on what was reviewed in today's training sessions.
Quotes
- Create a New
- Quote List
- Templates
- Search
- Edit a Quote
- View PDF of Quote
- Copy a Quote
- Search Quotes
- Add Shipping Charges
- Convert to Sales Order
- Convert to Invoice
- Signature
- Email Quote
- How to Void a Quote
- Quote Reports
- How to Search for Voided Quotes
- Override Taxes in Quote
- Add Notes to Quote
Sales Orders
- New
- Sales Order List
- Pick & Pack
- Print Sales Order
- Send to Be Picked
- Update Status
- Edit
- Create Invoice
- Copy
- Create PO
- Receive Payment
- Edit Shipping Details
- Packing Slips
- Emailing SO
- Label Printing
- Changing Bins
- Signature Capture
- Add PO #
Invoices
- Create an Invoice
- Copy an Invoice
- Receive a Payment after Invoice
- Receive Payment at time of Invoice
- Add Early Payment Discount
- Sell Serialized Products
- Edit Shipping Details
- View Outstanding Invoices
Receivables List
- Edit/View Invoice
- View All Outstanding Invoices
- Pay Invoice
- View Payments
- Signature
- Pick Tickets
- Commissions
- Email Invoice
- Shipping Details
Work Orders
General Sales
- How to Add a Product on the Fly
- How to add a Discount per Line Item
- Adding Notes to Quotes, Sales Orders or Invoices
- Add a Description to a Job
- How to add a Job #
Work Flow
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