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Order Entry and Customers

Customer Special Pricing

Can I give just one customer a special price on an inventory item? Unit of Measure Quantity Equals 1 (Each)...

Prepay An Order (Simple)

How do you tie a customer prepayment to a specific order? Receive Payments Buttons 1. Create an order. 2. Click...

Receive/Make Payments Tips and Tricks

Receive Payments Make Payments See also Returning Payments.

Customer Contacts

Customer contacts can be set up to record the contact at the customer who placed an order. Customer accounts can...

Statuses And Types

Statues and types are customizable text labels that can be shown on a transaction or customer. Statuses can be used...

Update Order and Quote Prices

This FAQ will go over how to update prices on a quote or an order. Click on the “Update Prices”...

Units Buildable

The Units Buildable column will calculate the units that can be built for a given manufactured line item, based on...

Lock a Shipping Price

This FAQ will go over how to lock a shipping price. The ability to lock a shipping price was primarily...

Calculate Sales Price From a Given Margin

To adjust the profit margin on an order, quote or invoice detail line, double-click in the margin column on that...

Lot Selection Form On Orders

Lot selection is only available on lot tracked items. More information on how to set an item to be lot...

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