Sales

Introduction to sales

• Overview of sales and shipping
• Adding sales orders
• Cancelling and deleting sales orders
• Invoices and invoicing sales
• Un-invoicing sales
• Printing invoices
See all 14 articles

Sales setup and configuration

• Sales order statuses and sales workflow
• Shipping methods
• Shipping charges
• Assigning Sales to Staff & Teams
• Video: Sales Order Statuses

Sales processes

• Bundles on Sales Orders and Goods Out Notes
• Back orders for sales
• Managing exceptions
• Video: Retail Telephone Orders
• Video: Adding Shipping on Telephone Sales
• Video: Batch Adding Price List Items on Orders
See all 9 articles

Wholesale / B2B

• Creating & Sending Quotes
• Approving quotes
• Emailing invoices to customers
• Handling Free Samples
• Forward Ordering
• Video: Wholesale Telephone Orders
See all 8 articles

Goods-out and fulfillment

• Fulfilling from your own warehouse
• Fulfilling from 3PL (third party logistics)
• Fulfilling direct from supplier (drop-ship)
• Fulfilling from supplier via your warehouse (just-in-time)
• Shipping status & workflow
• Processing goods-out notes
See all 18 articles

Drop-shipping

• Introduction to drop-shipping
• Creating drop-ship suppliers & prices
• Working with drop-ship purchase orders
• Shipping drop-ship purchase orders
• Drop-shipping and inventory
• Drop-shipping and accounting
See all 8 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 9 articles

Payments, pricing and discounts

• Sales order payments
• Payment methods
• Troubleshooting order payments
• Coupons
• Discounts
• Loyalty cards
See all 9 articles

Accounting for sales

• Accounting for Sales Orders & Shipping
• VAT on Sales Orders
• US Sales Tax on Orders
• Foreign currency sales

Sales Reporting

• Sales list and profit at a glance
• Sales Order costs tab
• Sales Detail report
• Sales Analysis Report
• Intrastat
• EC Sales Report
See all 7 articles

Troubleshooting and updates

• New features in Sales
• Troubleshooting sales and shipping