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Results for “delivery” — 20 results

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FAQ: Delivery & Fulfillment

Common questions about fulfilling and delivering sales orders.

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Production delivery and status tracking

Track the manufacturing progress and deliver finished goods to the customer.

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Marking a sales receipt as delivered

Track that goods or services have been handed to the customer.

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Allocating operational costs to a sales receipt

Charge delivery, commission, or installation costs to a sale.

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Allocating operational costs to sales documents

Add delivery, installation, or commission costs directly to an invoice or sales order.

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FAQ: Operational Costs

Common questions about allocating, tracking, and reporting operational costs.

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Allocating operational costs to an invoice

Add delivery, installation, commission, or other operational costs to the invoice total and post them to the correct accounts.

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How operational costs post to the ledger

Understand the accounting entries created when you add delivery, installation, or commission costs.

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Expense services and when to use them

Understand the difference between revenue services and expense services on customer bills.

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Dates, memo and other header details

Fill in the purchase order header with dates and notes.

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Purchasing Officer: quick reference cheat sheet

Fast lookup of the most common tasks, keyboard tips, and troubleshooting.

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Not receiving notifications

Diagnose why you are not seeing alerts and fix common delivery issues.

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Operational costs: delivery, installation and commission

Understand what operational costs are and how they relate to your sales.

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FAQ: Managing Sales Orders

Answers to common questions about editing, changing, and maintaining sales orders.

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Creating a service

Add a new service to your catalog for use on sales orders, invoices, and other documents.

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Editing a sales order: what changes are allowed

Modify a sales order before or after it is confirmed, within system restrictions.

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Sales Order fields explained

Understand each field on the sales order form and when to fill it.

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Purchase Order fields explained

Understand each field on a purchase order form and what information to enter.

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Bill vs cash purchase vs purchase order: which document to use

Understand the three main purchase documents and when to use each one for different buying situations.

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Purchasing Officer: daily workflow

Complete a typical day of placing orders, receiving goods, and verifying vendor invoices.