ORDER PROCESSING
How to create a Sales Order
Navigate to Sales Order page either by: Clicking the shortcup at the top or Clicking the Customers tab > Sales Order Type in the customer and select 3. Make sure the correct information is correct 4. Click "Add Style" to continue 5. Put in the ...
How to Apply a Discount on the Style Level in a Sales Order
Create or Open a Sales Order. To apply discount, change the value on DC Rate field. After you change the DC Rate, a pop-up message will appear. Click "OK" if you want to apply it to all items. Make sure the price changed and Click “Save” at the ...
How to Use SO Manager
SO Manager is a place where you manage OPEN Sales Orders You can go from SO to Pick Ticket in one screen. SO Manager displays 5 sections: Customer List Displays customers who have open Sales Orders only. Open Sales Order Displays Open Sales Orders ...
How to Assign PO to SO
Go to Vendor → PO / Cut Ticket. Select the correct PO# you want to process. Click the More and choose Assign PO to SO. On the Assign PO to SO screen: Check the styles you want to assign - >The system will display all open Sales Orders for the ...
How to Pre-Pay
This is where you apply pre-pay to an existing SO. Path: Home > Customers > Sales Order > Select SO > More > Create Pre-Pay Upon clicking “Create Pre-Pay” you’ll be routed to the “Create Receive Payment” section for you to apply the deposited amount. ...
How to Invoice
This is where you create and process an invoice. Path: Home > Customers > Invoice Invoice List Invoice Header You can click on “Additional Information” to display the rest of the header details. Invoice Detail You can adjust the style detail layout ...