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Sales
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
Cancellations, returns and exchanges for sales fulfilled to drop-ship purchase orders
See all 9 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
Best practices for processing returns or cancellations
Best practices for exchanging unshipped orders
Best practices for exchanging 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
Intrastat
See all 9 articles
Troubleshooting and updates
New features in Sales
Sales and fulfillment FAQs
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