Sales

Owned by Matthew McCollum (Unlicensed)

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

How-to Articles

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

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