Order Processing
Work with blanket sales orders or blanket purchase orders
A blanket sales order represents a framework for a long-term agreement between you and your customer. Similarly, you use blanket purchase orders to manage long-term agreements between you and your vendor. A blanket order is typically made when a ...
Correct or cancel unpaid sales invoices
You can correct or cancel an unpaid posted sales invoice, provided that it hasn't been fully shipped. This is useful if you make a mistake or if the customer requests a change before the shipment is complete. In all other scenarios, we recommend that ...
Process Sales Return Orders
In this article Create a sales return order based on one or more posted sales documents To create a replacement sales order from a sales return order To create return-related documents from a sales return order To create a restock charge See Also If ...
Process Sales Returns or Cancellations
In this article To create a sales credit memo from a posted sales invoice To create a sales credit memo by copying a posted sales invoice To create a sales allowance To combine return receiptsShow 2 more If a customer wants to return items or be ...
Create Special Orders
In this article To create a special order See also You can create a special order for a specific catalog item to be shipped to a specific customer. Your vendor ships the item to your warehouse and you can then ship the item on to your customer either ...
Make Drop Shipments
In this article To create a sales order for drop shipment To create the purchase order for drop shipment To create multiple purchase orders for drop shipments To view the linked purchase order from the sales orderShow 2 more A drop shipment is the ...
Create Recurring Sales
In this article Set up recurring sales lines Assign recurring sales lines to a customer Insert recurring sales lines on a sales invoice Create multiple sales invoices based on recurring sales lines See also If you often need to create sales lines ...
Posting Sales
In this article Viewing Ledger Entries Editing Ledger Entries See Also Under the Posting menu in a sales document, you can choose between the following posting functions: Post Post and New Post and Send Preview Posting Post Batch Test Report Note For ...
Sell products with a customer sales order
In this article Create a sales order External document number Working with amount fields See also This article provides guidance on when you should use a customer sales order in addition to an invoice. If your sales process requires you to only ship ...
Invoice sales
In this article Create sales invoices Posted invoices Register payments External document numbers See also You can usually create either a sales order or sales invoice to record your agreement with a customer to sell certain products on certain ...
Make Sales Quotes
In this article To create a sales quote External document number See also You create a sales quote to record your offer to a customer or a prospect to sell certain products on certain delivery and payment terms. You can send the sales quote to the ...