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Created On: 11/27/2018
in Knowledge Base Introduction Types of price levels How All Orders applies price levels Working with price levels fields The Price Levels profile list helps you set up and track discounts (reductions) and markups (increases) of your regular ...
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Created On: 11/27/2018
in Knowledge Base Shipping complete means that an entire order must be shipped at the same time and on the same ship doc in other words the order does not allow back orders. In order make a sales order ship complete UNCHECK the 'Allow back orders' box below the Or...
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Created On: 11/27/2018
in Knowledge Base If you use the credit limit function within QuickBooks, All Orders can provide information on a customer's credit status at order time. To enable, CHECK 'Check credit limit before saving sales order' in Sales Order Preferences. Create an ord...
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Created On: 11/27/2018
in Knowledge Base As part of your system of internal controls, you may require that all sales be approved by someone authorized to do so before being filled. All Orders enables sales order approval so that if a sales order is not approved, it cannot be filled nor ...
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Created On: 11/27/2018
in Knowledge Base A style is a grouping of items that have virtually the same characteristics but differ by their attributes. For example a shirt can come in different sizes and colors. Before you can styles to transactions you must create the attributes and style...
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Created On: 11/27/2018
in Knowledge Base Adding to quotes and orders All Orders allows you to offer your customers selections and options when ordering kit items or configurable bill of materials. Once you have created them you can add them to a quote or sales order using the drop down of...
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Created On: 11/27/2018
in Knowledge Base Drop shipping a sales order is when a vendor ships the product to your customer on your behalf. The vendor will then notify you by sending you an invoice as to which products have been shipped. In All Orders you can create a drop ship purchase...
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Created On: 11/27/2018
in Knowledge Base Overview A dependency is when one transaction relies on another transaction. Some systems call this concept cross-docking. For example the fulfillment of a sales order may not occur until a purchase order is received. The transaction that re...
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Created On: 11/27/2018
in Knowledge Base Creating a ship doc for one sales order at a time may suit your needs but if you want to process multiple sales orders at one time then you should use the batch shipping functionality in All Orders. With batch shipping you can take all open sales o...
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Created On: 11/27/2018
in Knowledge Base The term 'back order' has different meanings to different people. When people where using paper for order entry and the order could not ship complete, a new order called a Back Order would be created with the remaining items and quantities therein ...