Sales
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Quotes, Sales Orders, Credit Memos and Backorders
- Create a Quote
- Quote Status & Expiration Date
- Advance Orders
- Sales Orders & Alternate Units of Measure
- View & Modify the Gross Profit Margin on an Order
- Markup vs. Margin Calculation
- Fill a Back Order
- Cancel a Back Order
- Process a Sales Return (Credit Memo)
- Modify the Contents of a Kit on a Sales Order
- Convert a Quote to an Order/Invoice Details
- View Open Orders
- Record a Payment with the Order
- Apply an A/R Credit to an Order
- Duplicate, Recurring and Template Sales Orders
- Add a Tax / Surcharge to an Order
- Promotions / Discounts
- Print an Order as an Invoice
- Print a Freight-only Credit Memo (or Invoice)
- Backorder Hold Tag
- Quick Entry
- Tax area does not reflect update to Client record
- Issue a refund by check for a Credit Memo
- View/Edit All Custom Fields on Line Items
- Sales Tax - AvaTax Integration Setup
- Sales Tax - AvaTax Processing
- Brokered or Commission Sales
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Shipping & Fulfillment
- EasyPost Process a Shipment - Sales Order Fulfillment
- EasyPost Integration Setup
- EasyPost - International Shipments
- EasyPost - 3rd Party or Receiver Billing
- EasyPost Label Templates
- EasyPost - Insurance
- EasyPost Connected Scales
- Ship Via, Freight Methods
- Pick and Pack (LAN Client)
- Print Shipping Labels
- Print Client Mailing Labels
- Add a Shipment to a Sales Order (manually)
- Fulfill an Order from a specific Lot or Serial Number
- Create a Drop Ship PO
- Ship from a Different Warehouse or Multiple Warehouses
- Ship To / Bill To Addresses
- Shipping Integration
- ReadyShipper Integration
- Shipping Software Field Map
- Shipping Exchange
- StarShip Keywords
- Fill a Sales Order (or Back Order) when Receiving a Purchase Order item
- FedEx Integrator / Ship Manager
- Bill of Lading
- EasyPost - PrintNode Setup for USB Scales
- Shipping without a Sales Order
- EasyPost - Hazardous Materials (HazMat)
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Other Sales Topics
- Create a new Client
- Create a new Client Contact
- Post a Receipt that is linked to a Sales Order
- Deferred Revenue Overview
- How do I use the Deferred Revenue feature?
- Lead Sources
- Enable Users to Modify the Notes on a Posted Sales Order
- Sales Summary
- Set Up Client Price Breaks
- Client Correspondence
- View Client Correspondence History
- Void/Delete a Client or Prospect record
- Reassign the Account Manager on a Sales Order
- Merging Client Records
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Wiki
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Action Menu - Sales Order