Sales
9 guides in Operations.
- Customer managementKeep each customer's details, contacts, terms and credit limit, see what they owe and buy, send statements and set their credit status.
- Sales processesChoose how your sales run from 20 sales processes picked by five questions, with matching purchase processes, so the app fits how you work.
- Sales ordersTake customer orders, approve them by hand, automatically or by advance paid, take deposits, and follow each order through pick, delivery and invoice.
- Picking, packing and deliveryPick approved orders with lots and serials, pack them into packages, record what left the warehouse and when it was delivered, and invoice it.
- Sales invoicingMake invoices from orders, deliveries or directly, approve them into the books, send them with an online pay link, and void or credit them correctly.
- Payments received and receivablesRecord customer payments, control credit, take advances, send payment reminders and write off or provide for dues that cannot be collected.
- Sales returns, credit notes and refundsTake goods back against an invoice, issue the credit note, refund the customer or keep the credit, and credit a price allowance with no goods back.
- Point of sale and cash registerSell at the counter with shifts and cash counts, split payments, returns, customer accounts, parked sales, receipts and an offline till.
- Online store ordersHow orders from connected stores and marketplaces arrive, when they are approved, and how to keep, collect, approve or reopen unpaid web orders.