Sales & Pricing

  • Backorders are created when you want to enter a sale, but not invoice the customer at this stage. You can also create backorders to just get the sale into the system for further details to be added later.
    Posted: Thursday 30 November 2023
  • Learn how to create a backorder when you have insufficent available items in stock. You'll be able to sell available stock in the order while putting the rest on backorder.
    Posted: Saturday 12 August 2023
  • Sale orders are created when you want to sell stock to a customer. In this module, learn how to create a new sales order and what different sales order statuses mean.
    Posted: Tuesday 13 December 2022
  • In this module, learn how to send an invoice without dispatching stock. You will be able to send an invoice and take payment from the customer first, then order the goods in and dispatch the stock to the customer later.
    Posted: Monday 12 December 2022
  • In this module, learn how to credit a sale when customers return items they have purchased from you, or ask for a refund.
    Posted: Sunday 11 December 2022
  • In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material item’s details.
    Posted: Saturday 10 December 2022
  • In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased.
    Posted: Friday 9 December 2022
  • In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.
    Posted: Monday 5 December 2022