Sales

Create and manage customer orders, samples, invoices, customer records, sales leads, promotions, commissions, and feedback.

Choose the task you need below. The actions available in the application depend on your access and the record’s current status.

Orders

• Create a customer order
• Save or restore an order draft
• Edit a new customer order
• Check a customer order
• Cancel a customer order
• Reverse customer order inventory
• Validate a completed customer order
• Sync an order to QuickBooks
• Sync delivery and tax information
• Request payment for an eligible order
• Find and export sales records

Sample Orders

• Create a sample order
• Edit or cancel a sample order
• Check a sample order and sync its delivery

Invoices

• Check and print an invoice
• Print several invoices
• Import invoices
• Export invoice information

Rejects

• Reorder rejected items
• Confirm rejected items without a replacement

Flash Sales

• Create or edit a flash sale
• Cancel or delete a flash sale

Vouchers

• Create or edit a voucher
• Activate deactivate or delete a voucher

Customers

• Add a customer
• Update a customer profile
• Manage customer delivery addresses
• Invite or re-invite a customer user
• Check or remove a customer record

Lead

• Create or edit a lead
• Move a lead through the sales stages
• Record lead activities and notes
• Complete and verify lead documents
• Convert a lead to a customer
• Import leads from a file
• Find export or delete leads

Commissions

• Generate a commission run
• Review commission claims and submit a run
• Approve question or reject commission lines
• View and export commission reports
• Recover or cancel a commission run

Feedback

• Record or update customer feedback
• Find export or delete feedback

Charities

• Maintain charity records