Working with RMAs

To find out more about www.salesorder.com click here to set an appointment. When a customer returns a product, a Return Material Authorisation (RMA) is issued. This RMA allows you to track the return of the item(s) and any subsequent actions taken. For each product returned on the RMA document a reason code (RMA type) needs to be selected. Depending on … Read More

Bulk Printing Invoices

To find out more about www.salesorder.com click here to set an appointment. Multiple Sales Invoices can be printed from the Sales Invoice List (below). Printing multiple invoices Printing multiple invoices If this article is unclear, please let us know:

Working with Jobs

To find out more about www.salesorder.com click here to set an appointment. Various activities are part of a Job: Advantages of using Jobs for your Customer related tasks: This is similar to creating a new Transactional Document. See Creating new Transactions. The new Job Document is shown below. New Job Document New Job Document Most of the fields are self-explanatory. … 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:

Working with Leads

To find out more about www.salesorder.com click here to set an appointment. The Lead Document captures details about sales enquiries from prospective or existing Customers. To prioritize sales activities, the following details can be captured: Memos are available to capture additional information and interactions. When required, a Lead can be converted into a Prospect or a Customer. A lead can … Read More

Working with Sales Forecasts

To find out more about www.salesorder.com click here to set an appointment, or read about their take on Business Intelligence. This provides a way of forecasting sales revenue over a period of time in the future. The Sales Forecast Document collates Sales OpportunitiesĀ to measure the sales revenue for a particular period. This Sales Forecast can be generated for individuals and … Read More

Leads, Prospects and Customers

To find out more about www.salesorder.com click here to set an appointment. It is useful to have an understanding of this relationship between Leads, Prospects and Customers in your system. A Lead is essentially contact information (together with some notes or memos) that is used to capture potential Customers. Leads may be obtained from the web, word of mouth, advertisements … Read More

Working with Classifications

To find out more about www.salesorder.com click here to set an appointment. It is useful to categorize or classify sets of data within your business. Example includes: Up to three Classification Types can be assigned per Document. Classifications can be used within the Advanced Search tab of Lists and the Report Filters. If you do not use classification simply ignore … Read More

Configuring Statements

To find out more about www.salesorder.com click here to set an appointment. The Customer Statement Configuration Document lets you change the Statement template. Also see Working with Document Templates. From here, similar to Transactional Documents, changes can be made. See Working with Document Templates. A new template can also be configured. See Working with Document Templates. If this article is … Read More

Configuring Prospects

To find out more about www.salesorder.com click here to set an appointment. The Prospect Configuration Document lets you configure the unique Ref # for New Prospects. If this article is unclear, please let us know: