Sales

Overview of sales

• Overview of sales and shipping
• Addresses and email addresses on sales orders
• Sales orders field descriptions

Sales setup and configuration

• Sales settings
• Sales order statuses and sales workflow
• Payment methods
• Shipping methods
• Shipping charges
• Assigning sales to staff members

Sales processes and workflows

• Adding and creating sales orders
• Batch adding items onto sales orders
• Bundles on sales orders and goods out notes
• Allocation (reserving inventory on sales)
• Price mode
• Back orders for sales
See all 10 articles

Wholesale / B2B

• Retail vs wholesale orders
• Creating and sending quotes
• Approving quotes
• Emailing invoices to customers

Goods-out and fulfillment processes

• Introduction to order fulfillment
• Fulfilling sales orders
• Processing goods-out notes
• Exporting goods-out notes
• Goods-out note / delivery note templates
• Canceling shipments

Goods-out and fulfillment workflows

• Fulfilling from your own warehouse(s)
• Fulfilling using a 3PL (third party logistics) company
• Fulfilling direct from supplier (drop-ship)
• Fulfilling from supplier via your warehouse (just-in-time)
• Fulfilling orders where only some of the items are on hand

Drop-shipping

• Introduction to drop-shipping
• Creating drop-ship vendors and prices
• Creating and working with drop-ship purchase orders
• Shipping drop-ship purchase orders
• Drop-shipping and inventory
• Drop-shipping and accounting
See all 7 articles

Returns, refunds and exchanges

• Introduction to returns and exchanges
• Creating a sales credit (RMA)
• Refunding payments
• Returns and inventory
• Exchanges
• Restocking fees
See all 8 articles

Sales order payments

• Introduction to sales order payments
• Marking sales as paid
• Amending, deleting or reversing order payments
• Troubleshooting order payments

Discounts, coupons and gift vouchers

• Discounts
• Settlement discounts
• Coupons
• Loyalty cards
• Sale and redemption of gift cards/vouchers

Best practices for sales

• Managing exceptions
• How to process a return or cancellation
• How to process an exchange for unshipped orders
• How to process an exchange for shipped orders

Accounting for sales

• Accounting for sales orders and shipping
• Invoices and invoicing sales
• Un-invoicing sales
• Printing invoices
• VAT on sales orders
• US sales tax on orders
See all 8 articles

Sales reporting

• Overview of sales reporting
• Sales list and profit at a glance
• Sales order cost tab
• Sales detail report
• Sales analysis reports
• Sales reports and the income statement (profit and loss)
See all 8 articles

Troubleshooting and updates

• New features in Sales

Videos

• Video: Retail Telephone Orders
• Video: Adding Shipping on Telephone Sales
• Video: Dealing With Out of Stock Items
• Video: Batch Adding Price List Items on Orders
• Video: Wholesale Telephone Orders
• Video: Allocating Inventory to Sales Orders
See all 22 articles