Sales
By Heather and 1 other2 authors28 articles
Sales module overview
Generate and analyse sales reports in Unleashed
Sales OrdersCreate Sales Orders to manage the sale and shipment of your inventory to your customers.
View Sales OrdersReview and update Sales Orders from a single page.
Batch Complete Sales OrdersUpdate Sales Orders to Complete status in bulk.
Assigning Serial Numbers and Batch Numbers on Sales Orders or Sales Shipments
Drop Ship OrdersA guide on how to manage Drop Ship Sales Orders
Add Surcharges and Levies to Sales OrdersAdvice on how to include fuel surcharges and levys incurred on your customer orders
Correcting a dispatched shipment when it has not been invoiced
Report on dispatched stockUse the Transaction Enquiry to review the Sales Shipments that have been dispatched on a per-product basis.
Print a Picklist and Combined Picklists for Sales Orders
Change your Shipments' statusDifferentiate your shipments by status for streamline management and progress updates
Identify Stop Credit CustomersAdd the Stop Credit column to your View Customers page to identify which Customers have Stop Credit enabled.
Default Invoice Date for Sales InvoicesDecide whether your Invoices will be generated with the Sales Order's Order Date or the Sales Invoice's Created Date as its Invoice Date.
Sell in a foreign currencyA guide on how to manage Sales Orders for customers in different currencies.
Managing Backorders
Using Packing Slips and Picklists in the Sales Order processLearn the differences between Packing Slips and Picklists and how to generate them in Unleashed.