Customer Fields

To find out more about www.salesorder.com click here to set an appointment. The unique name of the Customer’s company. A reference number auto-assigned. See Working with Reference numbers (Ref #). Drop down field where the worker can be selected. The Customer’s Balance field shows how much the Customer owes you. See Working with the Balance field. Once set, the currency … Read More

Working with Customers

To find out more about www.salesorder.com click here to set an appointment. The Customer Document stores all details about the Customer. Where you can create, recall and view all associated information and Documents of a Customer.   Functions include: Edit Customer – To add or update information Find dropdown allows searches for: Actions include: If this article is unclear, please … Read More

Prospect fields

To find out more about www.salesorder.com click here to set an appointment. The unique name of the Prospect’s company. A reference number auto-assigned. See Working with Reference numbers (Ref #). Dropdown field where the worker can be selected. This field cannot be edited. See Working with the Balance field. Once set, the currency cannot be changed and transactions will only … Read More

Working with Prospects

To find out more about www.salesorder.com click here to set an appointment. Prospects are potential Customers. You can attach Contacts, Quotes, Estimates etc. to a prospect. To invoice a Prospect, you first must convert the Prospect to a Customer. This document is very similar to a customer document. Functions include: If this article is unclear, please let us know:

Emailing Invoices and Transactional Documents

To find out more about www.salesorder.com click here to set an appointment. Transactional Documents, such as Invoices and Credit Notes can be emailed directly from the document. The email message will automatically include the document as a PDF attachment. Emailing an Invoice Emailing an Invoice From within the Document, (see the Sales Invoice shown above), select the ‘Email’ dropdown on … Read More

Sending Emails

To find out more about www.salesorder.com click here to set an appointment. Email can be sent directly from a contact such as a Customer or Supplier, or directly from a Contact Document. Emails can be sent from transactional documents, such as Invoices, Credit Notes etc. The document is automatically attached as a PDF document. The below instructions are the same … Read More

Contact fields

To find out more about www.salesorder.com click here to set an appointment. When creating a new Contact, the Company will be the Customer or the Supplier to which this contact belongs. Field can also be left empty for a stand-alone contact. This is the Worker that created the Contact. The Owner can be reassigned at any time. The list of … Read More

Working with Contacts

To find out more about www.salesorder.com click here to set an appointment. The Contact Document is used to record contact details. Using www.salesorder.com the basics There are two types of Contacts: For Type 1: For Type 2: If this article is unclear, please let us know:

Supplier fields

www.salesorder.com provides versatile Inventory Management Software, and integrated Purchase Order Management to have full control of your suppliers and purchasing. You will have fingertip access to your suppliers, purchase quotes, purchase orders, cash purchases, supplier payments and even supplier refunds and credit notes, plus robust integration with various other systems. To find out more about www.salesorder.com‘s versatility, have a look here, or click here to … Read More