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 Complete.
- Select the required status from the Status drop-down list. You can select Open, Parked, Placed, or Backordered.
- You can filter by Customer Name / Delivery Address.
- Click Select / Unselect All to select the required orders.
- Click Batch Complete.
You can also print the orders by selecting the Print Orders checkbox.
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 avoid common errors: Data Import Checklist Troubleshooting Import Errors Points to Note: Order ...
Batch Number Tracking
About Batch Number Tracking Batch Number Tracking allows you to track a batch of products from its creation, right through to its sale. Batch Number Tracking can be used with any assembly in Unleashed; this enables continuous monitoring of a ...
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 Sales | Orders | View Orders. The list of orders is displayed. You can filter by fields. To import ...
Manage Drop Ship Orders
Dropshipping is a method where the supplier does not store the items sold in stock but purchases the items from a third party and ships directly to the customer. You can use the following process to manage the drop ship orders in Unleashed. Managing ...
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. If you want the ability to create multiple shipments, multiple invoices, and purchases, you ...