Sales

Topics

• Customers
  • Customer Management
  • Bulk Customer Payments
  • Credit Limits and Credit Holds
  • Customer Credits
  • Customer Sales Statement Reports (Outstanding Balances)
• Leads and opportunities (CRM)
  • Getting Started with CRM
  • Leads
  • Opportunities
• Sales orders and invoices
  • Introduction to the sales module
  • Processing a sale
  • Sale quotes and orders
  • Quote Approval
  • Copy a sales order
  • Recurring Orders/Invoices

  See all 22 articles

• Pricing
  • Pricing and price tiers
  • Import and edit prices via CSV
  • Setting Custom Product Prices
  • How can I use different prices for a customer?
  • Can I exclude shipping costs from my profits?
  • Managing Price Tiers

  See all 10 articles

• Credit note and refunds
  • Customer Credit Notes and Refunds
  • Applying Credit Notes as Part Payment - Sales
• Returns and RMA
  • Setting up RMA portal for returns requests
  • Customize RMA portal appearance
  • Bind a custom domain name to RMA Portal
  • Add and edit return policies
  • Configure returns settings
  • Warranties

  See all 13 articles