Sales & Order Entry

Overview of the Credit Memo Screen ' Credit Memo screen ' is a comprehensive screen that stores and displays every significant information about a Credit Memo transaction all on one screen. It is divided into four (4) main sections to ...

Overview The Add New Customer screen is used to create a new customer record in 1place. When adding a customer, you can enter and configure: Basic customer and contact information Customer classification Shipping and warehouse settings ...

Overview The Customer Details screen provides a central location for viewing and managing information related to a customer. From this screen, users can manage customer information, contacts, pricing, sales history, tasks, documents, customer set...

Customer Portal Overview The Customer Portal gives your customers 24/7 access to everything they need—from searching parts and placing orders to managing invoices and support requests. Here's what they can do in the portal: Key Features Searc...

What is the Find Parts screen? The Find Parts screen will allow you to do the following: Search for Parts by Year, Make, Model, Part #, etc. Check Prices and Inventory Levels Create Quotes and Sales Order See Sales History Information ...

Overview of the Invoice Screen This is a comprehensive screen that stores and displays every significant information about an Invoice transaction all on one screen. It is divided into four (4) main sections to organize data and functions: ...

Important Disclaimer *The link below is a list of State Sales Taxes, by Zip Code, as of July 2019. Although the vast majority of State Sales Taxes CAN be narrowed done by Zip Code NOT ALL Tax Rates conform perfectly into a Zip Code. Please us...

Quotation Screen - Common Task Multiple Ways to Create a New Quote 1. Create a New Quote using the + Menu Button Click on the + Menu button to open the Add New Record screen. Then, click on Quotes to create a new quotation. You will then be d...

Overview The Sales Order PO's screen gives users a way to view items on Sales Orders that need to be purchased on a PO. It is divided into four (4) main sections to organize data and functions: Top fields (section): Show All ...

Overview of the Sales Order Screen ' Sales Order screen ' is a comprehensive screen that stores and displays every significant information about a Sales Order transaction all on one screen. It is divided into four (4) main sections to ...

Overview of the Sales Quotes Screen ' Quotes screen ' is a comprehensive screen that stores and displays every significant information about a Quote transaction all on one screen. It is divided into four (4) main sections to organiz...