Quotes, Orders & Invoices
- Order balance credit limits
- Shipping methods
- Shipping charges
- Adding sales orders
- Foreign currency sales
- Video: Retail Telephone Orders
- Video: Wholesale Telephone Orders
- Video: Batch Adding Price List Items on Orders
- Un-invoicing sales
- Creating & Sending Quotes
- Video: Creating & Sending a Quote or Order
- Video: Approving Quotes via the Web Portal or in Brightpearl
- Multi-currency sales
- Back orders for sales
- Discounts
- Video: Discounts & Special Pricing
- Settlement discount
- Sales Order Statuses & Workflow
- Video: Sales Order Statuses
- Addresses and email addresses on sales orders
- Field descriptions - sales orders
- Allocation (Reserving Stock)
- Video: Allocating Inventory to Sales Orders
- Cancelling and deleting sales orders
- Video: Cancelling Sales
- Exchanges
- Invoices and invoicing sales
- Video: Invoicing Sales Orders
- Video: Order, quote and invoice templates
- Video: One Purchase Order for Multiple Sales Orders