11 articles
Orders, quotes and credit
Handle online orders, price quotes, credit and sales to companies.
Accept an online order
See orders from your online store and accept or turn down each one.
On some plans
Make a price quote
Write a quote with prices for a customer before they decide to buy.
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Follow up your quotes
Send a quote to your customer and see if they said yes.
On some plans
What customers see on a quote
See the quote page your customer opens to say yes or ask for changes.
On some plans
Make a sales order
Turn a quote into a sales order when the customer sends their purchase order.
On some plans
Deliver a sales order
Record the goods you send to the customer for a sales order.
On some plans
Make an invoice for a sales order
Raise an invoice for a sales order and record the money the customer pays.
On some plans
Set up automatic discounts
Make discount rules that the till uses on bills by itself.
Open a credit account
Set a credit limit for a trusted customer and see how much they owe.
On some plans
Record a credit payment
Write down the money a credit customer pays you, so what they owe goes down.
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Sell to a company
Add a company as a customer and take its large orders.
On some plans
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