Accounts Receivable | Sales
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Sales Orders and Invoices
- Product Lookup
- Sales Orders & Alternate Units of Measure
- View & Modify the Gross Profit Margin on an Order
- Markup vs. Margin Calculation
- Modify the Contents of a Kit on a Sales Order
- 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
- Quick Entry
- Tax area does not reflect update to Client record
- View/Edit All Custom Fields on Line Items
- Brokered or Commission Sales
- Split a Sales Order by Warehouse
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Receive Payments | Create Bank Deposits
- Receive a Payment from a Customer
- Receive a Customer's payment from an alternate Receipt Type (i.e. Credit Card, ACH, Wire, etc.)
- Credit Card Receipt Processing
- Process a Receipt via Credit Card Terminal
- Enter a Client Deposit
- Post a Receipt that is linked to a Sales Order
- Receiving a Non A/R Payment
- Create a Bank Deposit
- Void an Unposted Bank Deposit
- Set up an alternate Receipt Type (e.g. credit card, ACH, wire transfer)
- Apply a Client Deposit to A/R (Posted Invoice)
- Apply a Client Deposit to a Non-Posted Invoice
- Void a Credit Card Receipt
- Adjust sales tax during Receipt entry
- A customer's invoice is missing from the Receipt screen. What do I do?
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Quotes
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Backorders
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Shipping | Fulfillment
- Edit Shipment Parcel Contents
- Modifying the Ship To Address on a Sales Order
- Pick and Pack (LAN Client)
- Print Shipping Labels
- Add a Shipment to a Sales Order (manually)
- Fulfill an Order from a specific Lot or Serial Number
- Ship from a Different Warehouse or Multiple Warehouses
- Ship To / Bill To Addresses
- Bill of Lading
- Shipping without a Sales Order
- Shipping methods
- Override Backorder Reserves
- Shipping Integration
- Shipping Software Field Map
- Shipping Exchange
- StarShip Keywords
- FedEx Integrator / Ship Manager
- ReadyShipper Integration
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Credit Memos & Refunds
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Client Price Breaks
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Deferred Revenue
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Other Sales Topics
- Sales Master
- Sales Order - Action Menu
- Create a new Client Contact
- Lead Sources
- Enable Users to Modify the Notes on a Posted Sales Order
- Sales Summary
- Client Correspondence
- View Client Correspondence History
- Void/Delete a Client or Prospect record
- Reassign the Account Manager on a Sales Order
- Merging Client Records
- Limit a User's Order Status Permission
- Email a Sales Document
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Other A/R Topics