Working with Customer Refunds

To find out more about www.salesorder.com click here to set an appointment. A Customer Refund document is directly related to a sales activity. If a customer returns an Item, the Customer Refund document records the following: If the above is related to a Cash sale, the cash sale document would be used to create the Sales Refund document. This is … Read More

Working with Customer Credit Notes

To find out more about www.salesorder.com click here to set an appointment. The Customer Credit note (aka a Credit Memo) can be used in four ways: In all cases you should send a copy of the Credit Note to your Customer. See Creating new Transactions and Entering Line Items for the basic information. A Customer Credit Note can be created … Read More

Working with Payments from Customers (Money In)

To find out more about www.salesorder.com click here to set an appointment. The “Payment from Customers” Document has three purposes: NOTE: A ‘Payment From Customer’ document can be created either from: In both cases click the ‘Receive Payment‘ action from the Action drop-down on the main menu. Using ‘Receive Payment‘ from the Sales Invoice will only apply a payment against … Read More

Working with Sales Invoices

To find out more about www.salesorder.com click here to set an appointment. The Sales Invoice is a legal document issued to your Customer. It indicates: See Creating new Transactions and Entering Line Items for the basic information. If this article is unclear, please let us know:

Working with Cash Sales

To find out more about www.salesorder.com click here to set an appointment. A Cash sale is recorded when a Customer pays you in full when the sale is made. The Cash Sale Document records: In accounting terms, Cash Sales are recorded in your cash/ bank balance, while invoices are recorded in your Accounts Receivable Ledger (Sales Ledger). See Creating new … Read More

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

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:

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 Opportunities

To find out more about www.salesorder.com click here to set an appointment, or read more about their take on Business Intelligence. Sales Opportunities are potential business deals. These opportunities are recorded in Transactional Documents, summarised in the Sales Forecast Document and gives a view of the current Sales Pipeline. Each Sales Opportunity has various stages: Each stage has a Percentage Probability, which is … Read More