Sales Orders Overview
To sell something to a customer, you need to create a sales order for them. Click on the + Add Sales Order button on the main sales orders page. Select the customer (organisation) and other options and click the Add Products button. On the next page ...
You can setup multiple warehouses if you store stock in different locations. Set them up on this page. When you are adding products you must select which warehouse you are adding the stock to. To transfer stock between warehouses use the stock ...
An opportunity is a way of recording that someone is interested in purchasing something from your company. You create opportunities in the same way as you create sales orders, i.e. adding products and kits to them. You can convert an opportunity into ...
When you add organisations you can set which region the organisation is from, such as USA, Europe, Asia etc. To add regions go to "Setup > Regions" and click on the + Region button. To edit a region click on it's name. Regions show on the reports ...
People are all the people or contacts that you deal with. People have to be assigned to organisations. To add a person click on the + button at the top right. Avatars By default the system uses Gravatar's but you can override that by uploading an ...