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 ...
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 ...
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 avoid common errors: Data Import Checklist Troubleshooting Import Errors Points to Note: Quote ...
You can import purchase orders in bulk into your account. All imported purchase orders will be added to your account in a Parked status, allowing you to confirm the transactions before approving them. Before You Begin Read the following topics to ...
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 what the customer owes you, while calculating the margin and profit from the cost of goods ...