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Sales Orders and Deliveries

  • How to Process an Order from Start to Finish
  • Pistachio statuses and the order lifecycle
  • How to Sell an Item from Inventory
  • How to Sell a Special Order Item
  • How to Sell a Custom Product (optional)
  • Creating an Add On (optional)
  • How to split fulfillment types
  • How to Sell an Item Direct to Customer from the Manufacturer
  • How to Apply Deposits and Discounts
  • How to Apply a Split Payment
  • Using Quick Charge Functionality
  • How to Mark Items Delivered
  • How to Schedule a Delivery
  • View customers' open orders/orders waiting for deliveries
  • Creating a Refund
  • Creating a Return
  • Cancelling Items and Creating Refunds
  • Cancelling an Item and Returning to Inventory
  • What happens to an Item on a PO if I Cancel an SO
  • Activities (95-130 mins)
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Categories

  • Purchasing, Shipping and Receiving
  • Sales Orders and Deliveries
  • Bills and Invoices
  • Account Settings and Personalization
  • Issues, Tasks, Calendars, Reports
  • Cardpointe and Accounting
  • Vendors
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