General Sales
How to Allow Negative Amounts for Service Items
Negative Amounts on Sales Orders and Invoices can only be applied to service-type items, not product-type items. This restriction ensures accurate inventory management, as negative quantities on physical products could disrupt stock levels and ...
How to refund a customer in cash when you have a sales order with a sales order prepayment
There may be situations when an order needs to be cancelled by a customer but you have taken a prepayment that needs to be refunded in cash rather than credit. Here's how to do this. First of all, DO NOT create an invoice. 1) Open the customer in C/V ...
Discounts
Overview In CustomBooks™, discounts allow you to reduce the amount owed by a customer on sales documents. Discounts can be applied in several different ways depending on your sales process and business needs. Where Discounts Can Be Applied ...
Using Sales PAL
The Sales PAL (Price - Availability - Location) The Sales Pal functionality can help Salespeople make informed decisions when working with clients. On Sales Quotes, Orders and Invoices, this bar above the line items has a wealth of information. Upon ...
The Price Matrix
Overview The Price Matrix allows businesses to incorporate very complex pricing structures in CustomBooks™, giving users granular control over pricing using Item Categories, Customer Price Levels, and Dates which provides flexibility. The software ...
Precision (Decimal Settings)
Overview Precision in CustomBooks™ refers to the number of decimal places used in system fields such as: Quantity Price Cost This setting determines how many digits appear after the decimal point and directly affects how values are entered, ...
Visual Order Status Indicators
Overview The status indicators allow users to get an overall picture of where orders are in the sales and purchase cycles. The color and fill of these indicators give the information needed without having to dive into each individual order. The ...
General Sales Topics
GENERAL SALES TOPICS The topics in this section cover features that are available in more than one sales document. The Sales PAL chapter shows how it can help sales people get quantity and location information for inventoried items so that they can ...
How to Add a Personalized Message to an Email
When sending documents like sales invoices, sales orders, puchase orders, etc;, adding a personalized message can strengthen client/vendor relationships and ensure your communication feels professional and attentive. Here's how you can add a ...
How can I email a packing slip to a customer?
Packing slips can be emailed and printed from either the shipment or the invoice documents. To email or print a packing slip, highlight the shipment or invoice in the list view and click Email or Print then select the template you want to use. ...
Why are the values blank in the Sales Pal on Sales Orders?
The figures in the SalesPal (cost, margin, profit, etc) depend on several calculations, including the cost calculations that the system completes automatically. These costs are calculated using various documents. Here are some things you can do to ...
I can't see all of the sales orders (or invoices, quotes, purchase orders, etc) that should be in the list view. Where are they?
Q : I can't see all of the sales orders (or invoices, quotes, purchase orders, etc) that should be in the list view. Where are they? A : They are still there! There is probably a filter set on the list which restricts the documents shown in the list. ...