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Sales

Managing sales

51 articles
SalesManage Sales Orders, Customers and Price Levels
Sales Orders

Creating and Editing Sales OrdersCreating a Sales Order, Editing a Sales Order, Creating a SO, Editing a SO
Sales Orders: Order DetailsView in-depth Sales Orders information with full visibility across key Sales data
Sales Orders: Main PageSales Orders page explained
LabelsCreate Labels to label or tag Jobs with particular information.
Sales Order ChecklistsUse Checklists to prioritise and track items that need to be completed
Sales Order TrackingLine Item Status to track Submitted Sales Orders more granularly
Linking Orders to a Sales OrderLink Sales and Purchase orders to establish relationships
Sales Order TimelineView the history of changes made to the Sales Order
Drawings/FlashingsAdding drawings/flashings to Sales Orders (this is additional functionality that needs to be requested)
Sales Orders: Partial InvoicingGenerate and manage Partial Invoices for Sales Orders
Order Importer/Import productsUsing the Order Importer to import products and pricing onto an order in bulk.
Splitting Sales OrderSplitting a Sales Order will create a new, additional Order in a Draft Status
Sales Orders: Main Page - Editable FieldsAllows quick update and efficiency directly from the main Sales Orders page.
Sales Orders: Custom ColumnsCustom Columns are flexible fields that can be added to display additional information relevant to the business.
CollaborateCollaborate over a Product, Sales Order, Customer, Purchase Order and Supplier to keep all relevant information in one location.
Sales OrdersThe following guides outline each part of the Sales Orders to support efficient and accurate operations
Sales Orders: Quote DetailsView in-depth Quote information with full visibility across key Sales data
Sales Orders: Creating a QuoteCreating Quotes efficiently from multiple areas within Factory for greater flexibility
Sales Orders: Editing a QuoteManage and update Quotes efficiently to keep information accurate and up to date
Sales Orders: Quote Statuses and Action ButtonsUnderstanding Quote statuses and available options
Sales Orders: Previewing, Printing, and Emailing a Quote or Proforma InvoiceEasily preview, print, or email Quotes and Proforma Invoices
Sales Orders: Converting a Quote to an OrderMove approved Quotes into active Orders to begin production and fulfilment
Sales Orders: Splitting a QuoteSplit Quotes for partial approvals and staged order processing
Sales Orders: Changing the Customer on a QuoteEasily update the Customer on an existing Quote without starting over.
Sales Orders: Duplicating a QuoteQuickly create a new Quote by duplicating an existing one—ideal for repeat orders
Sales Orders: Archiving or Cancelling a QuoteManage outdated or inactive Quotes by Archiving or Cancelling
Sales Orders: Statuses and Action ButtonsUnderstanding Sales Order statuses and available options when the Sales Order is on a specific status
Sales Orders: ArchivingManage outdated or inactive Sales Order by Archiving
Sales Orders: ProfitabilityDetailed view of all financial elements within a Job/Order
Sales Orders: InvoicingPreview, Print and Email Invoices in Factory
Sales Orders: Emailing Order ConfirmationEasily send Order Confirmations to Customers via email
Sales Orders: Generating Delivery Docket and Work OrderGenerate Delivery Dockets and Work Orders instantly, with flexible layout options
Sales Orders: Purchase ProductsCreate Purchase Orders directly from a Sales Order
Sales Orders: Splitting an OrderSplit Orders for partial approvals and staged order processing
Sales Orders: Changing the Customer for an OrderEasily update the Customer on an existing Order without starting over.
Sales Orders: Duplicating an OrderQuickly create a new Sales Order by duplicating an existing one—ideal for repeat Orders