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Customer Types
About Customer Types Customer Types can be used to group sales reporting by the types of customers you sell to. Every customer that is created can be given a type (i.e. Retail v.s. Wholesale vs Corporate etc.). They can also be used to cover anything ...
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 an associated sales invoice, you can create a free credit. Adding a Credit Note Go to Sales | ...
Add Assembly
The Add Assembly page enables you to create a product assembly using component products based on a Bill Of Materials. An assembled product is made up of one or more components or a single Bill of Material. You can create and edit assemblies for a ...
Add Purchase
The Add Purchase page enables you to add a new purchase order. You can also import Purchase Orders into Unleashed, see Import Purchases. Before adding a Purchase Order Create suppliers Create warehouses Create products Adding a Purchase Order with ...
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 Settings | System | Prefixes. New quotes are assigned to the next available quote number. Sales orders ...