/

Sales

Sales

Owned by Matthew McCollum (Unlicensed)

Last updated: Nov 17, 2016 by MatthewM (Unlicensed)

How-to Articles

Page:
How to Create a Consolidated Invoice
Page:
Create an RMA and Understanding RMA Types
Page:
Update a Tracking Number for a 3rd Party Label
Page:
Change an Item on a Sales Order that was Shipped Incorrectly
Page:
Void a Shipment from a Sales Order
Page:
Print a Packaging Slip
Page:
Generate a Packaging Slip and Shipping Label
Page:
Shipping an Advanced Replacement RMA
Page:
Editing the Shipment Method and Details
Page:
Executing a Drop Shipment
Page:
Allocating Items to a Package
Page:
Find 'Pending Shipment' Sales Orders
Page:
Process an Advanced Exchange RMA
Page:
Add Sales Tax to a Sales Order
Page:
Generate an AR Invoice
Page:
Sell a pallet or sell a whole location and add to a Sales Order
Page:
Create an RMA for a Sales Order
Page:
Fulfill a Sales Order using a 3rd Party Label
Page:
Import a Spreadsheet from Excel to a Sales Order
Page:
Create a New Sales Quote
Page:
Fulfill a Sales Order for a Local Pickup
Page:
Generate a Pick List for a Sales Order
Page:
Add a Tracking Number for a 3rd Party Label
Page:
Add Notes to a Sales Order
Page:
Add Shipping Charge to a Sales Order

FAQs

Recent updates

Create an RMA for a Sales Order
Apr 05, 2022 • contributed by Antanas Rekstys (Unlicensed)
How to Create a Custom Sales Feed Report With Detailed Attributes
May 24, 2019 • contributed by Robert Tokarchyk
Copy of How to use the Pick List Queue
May 17, 2019 • contributed by Robert Tokarchyk
How to use the Pick List Queue
May 17, 2019 • contributed by Robert Tokarchyk
How to Create a Consolidated Invoice
Dec 20, 2017 • contributed by Ian Wudarski (Unlicensed)
Customer Service Rep Manual
Oct 10, 2017 • contributed by Ian Wudarski (Unlicensed)
Import a Spreadsheet from Excel to a Sales Order
Jul 27, 2017 • contributed by Ian Wudarski (Unlicensed)
Sell a pallet or sell a whole location and add to a Sales Order
Jan 17, 2017 • contributed by Robert Tokarchyk
Filter out RMAs and outbound repair orders to ensure pricing data integrity
Nov 23, 2016 • contributed by MatthewM (Unlicensed)
Can I download a pick list in excel rather than pdf?
Nov 23, 2016 • contributed by MatthewM (Unlicensed)
Improve advanced item search speed on sales orders
Nov 22, 2016 • contributed by MatthewM (Unlicensed)
Add warranty and condition notes to quotes
Nov 22, 2016 • contributed by MatthewM (Unlicensed)
Add internal ID clei columns to packing slip
Nov 22, 2016 • contributed by MatthewM (Unlicensed)
Sales
Nov 17, 2016 • contributed by MatthewM (Unlicensed)
How do I setup default terms for invoices?
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
M2E error - "This Listing is a duplicate of your item: [item name]..."
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
M2E error - "This item cannot be accessed because the listing has been deleted..."
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
M2E error - "The item cannot be listed or modified..."
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
M2E error - "Please enter a valid starting price for your item."
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
M2E error - "Buyers love large photos that clearly show the item..."
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
M2E error - "Authorisation token is hard expired. User needs to generate a new token for this application"
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
I fulfilled a sales order but the status says "approved"
Nov 16, 2016 • contributed by MatthewM (Unlicensed)
Can we enter in the actual amount of shipping it cost us to ship anywhere for tracking?
Nov 15, 2016 • contributed by MatthewM (Unlicensed)
How can we charge sales tax for in-state purchases?
Nov 13, 2016 • contributed by MatthewM (Unlicensed)
What is the "error during handshake" notification mean?
Nov 11, 2016 • contributed by MatthewM (Unlicensed)

Show More

Please wait

Related content

Sales Quotes

More like this

Sales / CSR

More like this

Sales order types

Sales order types

More like this

Sell a pallet or sell a whole location and add to a Sales Order

Sell a pallet or sell a whole location and add to a Sales Order

More like this

Filter out RMAs and outbound repair orders to ensure pricing data integrity

Filter out RMAs and outbound repair orders to ensure pricing data integrity

More like this

Merging Lots

More like this