Drop Shipment and Special Orders

To find out more about www.salesorder.com click here to set an appointment. To reduce costs and liabilities, ‘streamlining’ product delivery can be done with Drop Shipping and Special Orders. An order (in the form of a Sales Order) is taken from a customer and the corresponding Purchase Order is sent to the associated Supplier. The Supplier delivers the goods directly … Read More

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 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

Working with the Chart of Accounts

To find out more about www.salesorder.com click here to set an appointment. The Chart of Accounts (COA) is a formal index of your accounts that track the financial activity and financial position of your business. There are two major categories of accounts (a record of financial transactions): If you are working without an accountant studying the video tutorials will provide … Read More

Working with Price Levels

To find out more about www.salesorder.com click here to set an appointment. For each Item you would specify a default Unit Price. This is the price per unit that is used to populate the associated Line Item’s price on Transactional Documents, such as Sales Invoices. For certain Customers you may want to adjust this default price across all items, for … Read More