Everything you need to know about the Selling module

Create sales orders, sales estimates and sales credit notes

20 articles

Next Generation - Access the Action Panel from Selling"A guide to accessing the Action Panel from sales enquiry and record screens, covering how to view available action cards from the Outstanding Sales Orders Enquiry and the Deliver Orders…
Next Generation - Change sales order header statusA guide to editing sales order header statuses, covering how to update the status from the Outstanding Orders Enquiry or the Change SOP Header Status option, and how the status…
Next Generation - Changing the default security profile header status on sales ordersA guide to changing the default sales order status, covering how to update the setting on a user profile in the System module.
Next Generation - Converting sales order estimates to sales ordersA guide to converting and deleting sales estimates, covering how to process both single and multiple estimates into sales orders or remove them from the Sales Estimates screen.
Next Generation - Deliver lines for multiple sales ordersA guide to delivering goods for multiple sales orders, covering how to access the Deliver Orders screen from the Selling Transactions menu and process full or partial deliveries before printing.
Next Generation - Edit a sales order credit noteA guide to editing batched sales orders credit note, covering the three available methods: editing from a customer, from the Outstanding Orders Enquiry, and from the Process Credit Notes screen.
Next Generation - Edit a sales order estimateA guide to editing batched sales order estimates, covering the three available methods: editing from a customer record, from the Outstanding Orders Enquiry, and from the Sales Estimates screen.
Next Generation - Enter a sales estimateThis article explains how to create a selling estimate and provides a field-by-field guide to both the header and detail sections.
Next Generation - Enter a sales orderThis article explains how to create a sales order covering the two ways to access the invoice screen (via a customer record or the navigator),and provides a field-by-field guide to…
Next Generation - Enter a Sales Order Credit NoteAn overview on how to create a salling credit notes covering the two ways to access the invoice screen (via a customer record or the navigator),and provides a field-by-field guide…
Next Generation - Processing sales order credit notesA guide to processing sales order credit notes, covering how to access the Process Credit Notes screen, and complete the available fields before previewing, emailing, or processing the credit note.
Next Generation - Sales order default statusesAn overview of sales order header statuses, covering how default statuses are assigned via security profiles, the four default options available, and how each status determines whether an order can…
Next Generation - The Deliver and Invoice screenA guide to delivering and invoicing sales orders together, covering how to access the Sales Order Process screen and the available options for previewing, printing, and emailing delivery notes and…
Next Generation - The Deliver Sales Order screenA guide to delivering sales orders, covering the different ways to access the Deliver Orders screen and how to process full or partial deliveries before printing delivery notes.
Next Generation - The Invoice Sales Order screenA guide to invoicing sales orders, covering the different ways to access the Invoice Orders screen and how to process full or partial invoicing before previewing, emailing, or printing the…
Next Generation - The Process Credit Notes screen in the Selling moduleAn overview of the Process Credit Notes screen, covering how to view and filter outstanding sales order credit notes, configure columns, and access further actions via the Action Panel.
Next Generation - The Sales Estimates screenAn overview of the Sales Estimates screen, covering how to view and filter estimates, configure columns, and access further actions via the Action Panel to convert, delete, or print estimates.
Next Generation - Utilise the Outstanding Sales Order Enquiry to its bestAn overview of the Outstanding Sales Order Enquiry screen, covering how to view and filter outstanding orders, configure columns, and access further actions via the Action Panel.
Next Generation - Edit a sales orderA guide to editing batched sales, covering the three available methods: editing from a customer, from the Outstanding Orders Enquiry, and from the Deliver Orders screen.
Next Generation - Configure sort keys on a price record for SellingYour guide to setting up and customising sort keys for price records, covering how to configure custom labels and create sort keys in the Selling modules.