Accounts Receivable / Sales
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Sales Orders and Invoices
- 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