10 articles in this topic
If you’re looking for a clear way to measure sales performance by employee and identify who in your company has generated the highest revenue this month, a practical approach is to export the da...
This article aims to walk beginners through the basic steps for creating a Sales Order (SO). Read on to find the answers to the following questions: 1- What are the steps to convert a Custom...
This article will help you learn your way around the following questions/ topics: 1- Interface with the Inventory- Bird View, Accounting, Shipment, and Customer modules. 2-What reports other...
Let's say you sourced an item in AR condition and outsourced its repair to another company to finally sell it to one of your customers.Read on to find out the steps to follow and which of these steps...
Adding a new condition will automatically apply across all system modules, including the Sales Order. To create one, please follow the steps outlined below: 1. Go to "Administration" under your n...
Once a Sales Order has been created, and you have the necessary permission to invoice customers, the Enter/Update option will appear under the three-dot menu on the right side of your screen. If...
The most common reason why reports such as the ATA 106, Packing Slip, or Invoice linked to a Sales Order do not appear is that the order has not been "Entered" yet.To resolve this, click on the three-...
This error message is very common:It only means that you need to link the Sales Order and the Inventory. For that, go to the "Edit" option in the three-dot menu. Scroll down until you reach the s...
When you sell stock items you need to be careful. You might have more than one item saved under the same Part Number (PN) but with different pricing, conditions, or traceability details. Therefore, se...
To add "Remarks" to the Sales Order Certificate of Conformance, you need to do so from the Inventory module. In this article, we’ll guide you through the steps to complete this process. .First,...