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Sales
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There were 11 articles found in this category:
- Invoicing for Sales Orders
Invoicing is the process of sending a bill to your customer that describes how much they need to pay you and why. You may issue an invoice that is different from the order that the customer placed, in case prices have changed or you shipped a different amount than was ordered, such as when you ...
- Packing for Sales Orders
Packing is the process of taking goods that have been picked and putting them into containers so they are ready to be shipped out. The Pack tab shows you information on the packing for the order, and is accessible by clicking the button from the bottom of a Sales Order A gre ...
- Creating a Sales Order
A Sales Order is a document that represents an order placed by one of your customers, where they ask you to give them a certain set of products or services at a certain price. In inFlow Inventory, all of the work related to an order is saved alongside the order, including information on order p ...
- Shipping for Sales Orders
Shipping is the process of sending your products, already packed into containers, and sending to your customer via some delivery service. You may have multiple shipments, each containing one or more boxes, for an order. The Ship tab shows you information on the shipping for an order, and is acc ...
- Sales Workflow Overview
This is an outline of the workflow for taking and fulfilling customer orders. The entire process is tracked within a single entity in inFlow Inventory, the Sales Order, making it easy for you to keep track of the order status and what needs to be done. 1. (Optional) Customer asks for a Sal ...
- Sales Quotations
A customer might ask you to give them a price for a certain order before committing to actually placing that order. We call this a Sales Quotation or Quote. To create a new Quote, from the Sales Homepage, click the Quote button. Alternatively, you can click the New Quote option from the Tasks B ...
- Sales Homepage
The Sales Homepage is available by clicking the Sales button at the bottom of the Link Panel on the left. The Sales Homepage gives you quick links to accessing various aspects of inFlow related to taking and processing customer orders, or customer information. Sales Workflo ...
- Restocking for Sales Orders
After a customer has returned some products, you may be able to place them back into your inventory for resale to another customer. This is known as Restocking. The Restock tab keeps track of the restocking information. It is accessible by clicking the button from the botto ...
- Picking for Sales Orders
Picking is the process of taking goods out of your inventory storage and moving them to some location so they are ready to be packed and shipped out. The Pick tab shows you information on the picking for an order, and is accessible by clicking the button from the bottom of a ...
- Handling Returns for Sales Orders
You may allow your customers to return items from their orders, such as when the items are damaged. In this case, you may issue them a refund for the returned products. You can also track credits or refunds to be given to this customer. The Return tab keeps track of the customer return informat ...
- Entering Customer Information
You can keep track of your customer information and preferences to make it easier to take orders from them in the future, and also store information that you can use to contact them. Much of the Customer Information is used as defaults when taking a Sales Order from this customer, but this info ...
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