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Sales

  • Enquiry and Sales Pipeline Overview
  • Differences between a sales lead, sales quotation and sales order
  • Sales Terminology: Sales Quote Terminology
  • Sales Terminology: Sales Order Terminology
  • Creating an Invoice from a Sales Dispatch
  • Asset register
  • How to undo and Sales Order or Purchase Order
  • Pro-forma Invoices
  • CRM Enquiries, Sales and Quotes Workflow Diagram
  • Bulk Dispatch of Serialised Products (Assets)
  • Creating Commercial Invoices
  • Generating a project from within the sales order actions menu
  • Why can I delete some purchase orders but not all?
  • Changing an asset's serial number
  • Editing after a sales order is 'Marked as sent'
  • What happens if my delivery address against a sales order is a one-off site address?
  • Sales Terminology: Sales Lead Terminology
  • Dispatching more parts than were defined in a sales order
  • Handling customer returns
  • Duplicating an order so as to avoid adding the same parts every time
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