Sales
By Heather and 1 other2 authors30 articles
- 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
- Understand how stock allocation and deallocation affect ordersFind out how allocating and deallocating stock impacts your sales orders and stock levels.
- 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 currencySteps to create and manage Sales Orders for customers in different currencies in Unleashed.
- 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.