You can browse the links below to find answers to a wide range of issues, alternatively you can find a specific support topic by using the search function on the right hand side.
- Create and edit a customer account
- Importing customer records
- Entering cash sales
- Creating sales quotes
- Confirm quote as an order
- Creating sales invoices
- Sales order picking
- Dispatch and invoice an order
- Processing payment applications
- Creating a sales credit
- Creating a sales plan
- When do I use cash sales rather than an invoice?
- How do I delete a sales order that is part complete?
- Do I credit or refund?
- Create a customer refund
- Set up a commission rule
- Set up a delivery method
- Pricing – Part 1 – List price & exchange rates
- Pricing – Part 2 – Setting Up A Customer Discount Rate
- Pricing – Part 3 – Using Price Lists
- Pricing – Part 4 – Setting Up Discount Rules