Creating sales orders is a fundamental step in ensuring a streamlined and organized approach to your inventory. It not only helps in tracking sales but also plays a pivotal role in maintaining accurate stock levels, and preventing overstock or stockouts. Mastering this process will undoubtedly enhance your ability to manage inventory effectively and drive your business forward. Watch this video for a comprehensive understanding of how to effortlessly generate sales orders in Unleashed, empowering you to take control of your inventory management with confidence.
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 ...
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 ...
Split shipment functionality in Unleashed allows you to partially ship orders, which can be useful when only part of the order is available for shipping. This feature helps manage inventory more efficiently and promptly fulfill customer orders. It ...
In Unleashed, Sales Order Statuses help you track and manage your sales workflow efficiently—from the moment an order is created to when it is shipped or invoiced. Creating custom sales order statuses allows your team to better reflect internal ...
In Unleashed, assigning salespeople allows businesses to track sales performance effectively and link transactions to individual team members. This guide walks you through the steps to create a salesperson in the system and ensures they are ...