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Invoice an order, take customer payments, perform write offs, and cancel/void an invoice.
Create a sales order, assign serial numbers, and receive deposits on an order.
Adding Leads, Creating Quotes, Using Kits, Promoting Quotes to Orders
Enter a lead, create a quote, and promote the quote into an order. This video also reviews dynamic kits and static kits and explains the differences between the two.
Add Order Queues
Order queues will save you hours of time by increasing efficiency and simplifying the order process. Think of order queues as a way to replace the phone calls, faxes and guesswork that accompany order processing. Every piece of information you need to move a transaction through the order process can be controlled and recorded within the order queue.
Search & View Order Queues
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