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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 what the customer owes you, while calculating the margin and profit from the cost of goods ...
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 ...
Add New Customer
The Add Customer page enables you to add a new customer. You can also import customers into Unleashed. Points to Note Ensure that each customer code is unique. Avoid using '0' or '00' at the beginning of your Customer Codes. The customer currency ...
Importing Customers in a CSV file
When setting up a new Vend system, customers can easily be imported as a CSV file. This means you can transfer customers from an existing system (such as MYOB, Outlook or Sharepoint), by exporting them from that system as a spreadsheet or CSV, ...
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 ...