Sales

Sales Module
The Sales module enables you to manage quotes, orders, shipments, and invoices. For instance, you can create a sales order outlining the sales details and w...
Sun, 17 Sep, 2017 at 3:44 PM
Add Sales Quotes
The Add Sales Quote page enables you to enter quote(s) for a customer.  Quotes have their own unique prefix that can be accessed and edited from Set...
Sun, 17 Sep, 2017 at 4:00 PM
Manage and View Quotes
Viewing Quotes Go to Sales | Quotes | View Quotes. The list of quotes is displayed. You can filter by Quote Status, Quote Number, Customer or Wareho...
Sun, 17 Sep, 2017 at 4:05 PM
Import Sales Quotes
You must import sales quotes using the Unleashed template.  Before You Begin Read the following topics to understand the correct process details and...
Sun, 17 Sep, 2017 at 4:14 PM
Adding Sales Order
The Add Sales Order page enables you to enter sales orders for customers. This page provides you with the flexibility to edit sales orders at line level.  ...
Sun, 17 Sep, 2017 at 4:24 PM
Manage and View Sales Orders
After you import or create sales orders in Unleashed, you can use the View Orders page to view and manage your orders. Viewing Sales Orders Go to Sal...
Sun, 17 Sep, 2017 at 4:39 PM
Batch Complete Sales Orders
The Batch Complete page enables you to complete open sales orders in bulk.  Completing Batches of Sales Orders Go to Sales | Orders | Batch Comple...
Sun, 17 Sep, 2017 at 4:42 PM
Import Sales Orders
You must import sales orders using the Unleashed template.  Before You Begin Read the following topics to understand the correct process details and...
Sun, 17 Sep, 2017 at 4:43 PM
Add Credit
he Add Credits page enables you to create credit notes for existing Customers during the sales process. If you want to add a customer credit but do not have...
Sun, 17 Sep, 2017 at 5:20 PM
Manage and View Credits
After you create credits in Unleashed, you can use the View Credits page to view and manage your credits. Viewing Credits Go to Sales | Credits | Vie...
Sun, 17 Sep, 2017 at 5:22 PM