Sales

  • Add discounts to an invoice

    You have two types of discounts that can be added to an invoice. Line item discounts or total invoice discounts. The graphic below explains the two types available.1. The line item invoice is applied by either tabbing between the line item fields or clicking directly in the "Discount" box. Th...
  • CDS orders

    Begin creating your invoice as you would any other invoice. A CDS invoice type will NOT remove products from your inventory. Keep this in mind when creating the invoice. Did you import this order from intouch? If so, you will need to create a regular sale invoice so the products WILL be remo...
  • Exchanges with Customers

    You will want to start out like normal and Create an invoice by clicking on your Sales tab then click on New Invoice Then you will want to add in the product and choose Return for the one they are giving back and then Sale for the one they are getting That will equal out th...
  • How can I see what customer purchased an item?

    Sometimes it is helpful to see what customers have purchased a particular product. To do this search your inventory for the product number in which you are interested. Then click on the part number once you have found it.  Then you will be taken to the product information page. Here...
  • How do I add a payment to an invoice and show that it has been delivered?

    First, we'll start with the second part of this question.  There are a couple of ways to show that items have been delivered.  If you are going to deliver all the items in the invoice, the easiest way to do that is by clicking the "Mark items delivered" box under "options" in the edit stage ...
  • How do I change my personal info on the invoice?

    1. Click on your name in the upper right corner of the page. In this example, my name is "Demo Account." 2. Click "Settings" from drop down menu that appears. Next enter your information in the Personal Information section shown in the blue box below. 3. Once you...
  • How to account for Demo and Personal use products

    Here is how you can remove your Demo, Personal Use even Gifts and more from your Inventory:Step 1 Click on your Sales tab and Create an invoice like normal using yourself as the contact Step 2 Once the invoice is created you can now enter in the products and under the column Sale...
  • How to create a sales ticket

    Step 1: Click on the "Sales" button from the navigation barStep 2: Click on the "New Invoice" buttonStep 3: Select Invoice Type, Customer and Invoice Date.When satisfied, click the "Save" button to continue.Step 4: Simply start typing the product name or number to add it to the sales ticket. ...
  • I have a credit on a customer invoice.

    Sometimes you will have a customer that will over pay. Here is how you can handle that and keep your numbers straight.  First create your invoice like normal and save it with out paying. When you click "add payment" add the payment in the amount your customer is giving you. This will be ...
  • Invoice Icon Legend

    Have you ever wondered what those trucks and symbols mean on your invoice page? Here are the answers. This little truck, all grey, means that you have created the invoice but haven't yet "delivered" the product. Now, you might have given it to her in real life, but you haven't told the system t...
  • Two Ways To Return A Product

    There are two options for a Return that you will be able to use for your customer.  You will first want to create a Sales ticket like normal and add the product that you would like to return. Under the column Sales Type you will be able to choose: Return to Stock : This option w...